How-To: Automation report on daily basis to send Detractor List captured in last 24 hours | XM Community
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How-To: Automation report on daily basis to send Detractor List captured in last 24 hours

  • March 24, 2022
  • 2 replies
  • 49 views
N
Level 1 ●
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Hi Experts,
Business case: Is there a way to filter out just the detractors captured on a daily basis and email it to a person/group?
I understand we have response automation to push data into SFTP but need just simple email option with above filter type on it.
Response Import & Export AutomationsThanks - Naro

Best answer by Tom_1842

Hi there, 
I think what you are describing is possible with the Advanced-Reports.
You can make an Advanced Report and add a filter to it so that only information about Detractors is displayed and only for responses collected in the last 24 hours.
Then, Schedule Emails to send this filtered report to a specific email addresses. While each Scheduled Email only has a Weekly setting, you should be able to configure 7 different emails that use the Weekly setting and have them each run on a different day of the week.
Below are the pages on how to set them up:
https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/paginated-reports-overview/
https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/sharing-your-report/#SchedulingEmails

2 replies

Tom_1842
Level 8 ●●●●●●●●
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  • Tom_1842
  • Level 8 ●●●●●●●●
  • Answer
  • March 24, 2022

Hi there, 
I think what you are describing is possible with the Advanced-Reports.
You can make an Advanced Report and add a filter to it so that only information about Detractors is displayed and only for responses collected in the last 24 hours.
Then, Schedule Emails to send this filtered report to a specific email addresses. While each Scheduled Email only has a Weekly setting, you should be able to configure 7 different emails that use the Weekly setting and have them each run on a different day of the week.
Below are the pages on how to set them up:
https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/paginated-reports-overview/
https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/sharing-your-report/#SchedulingEmails

N
Level 1 ●
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  • Naro_BT
  • Author
  • Level 1 ●
  • March 25, 2022

Thanks Tom,
This seems to be a good alternative.
It's a bummer that we cannot select days (weekdays/All) into the automation and have to create 5/7 different schedules.
Thanks again for your time and help, really appreciate it. 🙏
Regards - Naro

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