Exporting Panelist Credits

If you do not add a filter expression, this procedure exports the panelist credits for all the panelists in the selected panel.

1. Go to Panel Management > Panelist Credits > Export.

The Export Panelist Credits page opens - .



Figure 1 - The Export Panelist Credits dialog - 1

2. Select the desired output format, and if you only wish to export a sub-set of the panelist credits then add a filter expression to remove those that you do not wish to export.
3. Click Next - the dialog changes - .



The Export Panelist Credits dialog - 2

4. Click Select Variables, select the Panelist Credit Variables you wish to export, make the appropriate selections for the remaining properties, then click Next.

The dialog changes again - .



Figure 2 - The Export Panelist Credits dialog - 3

5. Select the type of transfer you wish to perform; Email or via FTP.

Note: The FTP transfer option is a chargeable add-on. This option will only be available if your company has the appropriate license. If so, the FTP site details will be specified automatically by Forsta Plus.

6. If Email is selected, check the recipient email address is correct and edit as necessary.
7. Specify the start time for the transfer.

If you select Schedule for Later Execution, you can set the export to be a recurring task, that is, it will be performed automatically at specified time intervals.

8. Click Finish.

At the specified time, the credits are added to a file in the format you have selected, and this file is zipped, attached to an email, and sent to the stated address.