Generate Survey Report For Targets (Business Analyst)

Available with Business Analyst license.

Summary

Displays the top characteristics, in each of the selected survey categories, of your Core and Developmental target groups, as well as your overall customer profile.

Usage

• Generates a report with the top 20 characteristics from the selected survey categories.

• The Report Type parameter value is based on the Target Group input.

• Use one of the two report types, Understanding Your Target or Developing Market Strategies, to prepopulate the survey category.

• The Survey Categories parameter can be modified for the selected report type.

• The Report Type parameter is not required if using a Python command. However, at least one survey category is required.

Parameters

Dialog

Label	Explanation	Data Type
Target Profile	A segmentation profile representing the segments to be analyzed. The target profile usually represents your customer segmentation profile.	File
Target Group	A collection of segments grouped into targets. Targets represent segments that are selected based on similar characteristics—for example, segments that have high index and percent composition.	File
Core Target	A group of segments that make up a large percentage of your customer base and have an above average index, indicating likelihood to be a customer.	String
Developmental Target	A group of segments that make up a significant percentage of your customers and of the market area but do not have an above average index.	String
Output Report Folder	The output location where the report will be saved.	Folder
Report Type (Optional)	Specifies the survey categories to be added to the report. Understanding Your Target —Media-related characteristics—for example, reading, watching, and listening related. Developing Market Strategies —Leisure-related characteristics—for example, leisure, sports, and travel. Custom — User-defined characteristics. This is the default.	String
Survey Categories (Optional)	A category that contains the characteristics from the consumer survey.	String
Report Title (Optional)	The title of the report.	String
Report Output Formats (Optional)	The report output format. The default value is PDF. Additional available formats are XLSX, HTML, CSV, and PAGX.	String

Derived Output

Label	Explanation	Data Type
Output Report	The output report file.	File

Python

arcpy.ba.GenerateSurveyReportForTargets(target_profile, target_group, core_target, developmental_target, report_folder, {report_type}, {survey_categories}, {report_title}, {report_format})

Name	Explanation	Data Type
target_profile	A segmentation profile representing the segments to be analyzed. The target profile usually represents your customer segmentation profile.	File
target_group	A collection of segments grouped into targets. Targets represent segments that are selected based on similar characteristics—for example, segments that have high index and percent composition.	File
core_target	A group of segments that make up a large percentage of your customer base and have an above average index, indicating likelihood to be a customer.	String
developmental_target	A group of segments that make up a significant percentage of your customers and of the market area but do not have an above average index.	String
report_folder	The output location where the report will be saved.	Folder
report_type (Optional)	Specifies the survey categories to be added to the report. UNDERSTANDING_YOUR_TARGET —Media-related characteristics—for example, reading, watching, and listening related. DEVELOPING_MARKET_STRATEGIES —Leisure-related characteristics—for example, leisure, sports, and travel. CUSTOM — User-defined characteristics. This is the default.	String
survey_categories [survey_categories,...] (Optional)	A category that contains the characteristics from the consumer survey.	String
report_title (Optional)	The title of the report.	String
report_format [report_format,...] (Optional)	The report output format. The default value is PDF. Additional available formats are XLSX, HTML, CSV, and PAGX.	String

Derived Output

Name	Explanation	Data Type
output_report	The output report file.	File

Code sample

GenerateSurveyReportForTargets example (stand-alone script)

The following stand-alone script demonstrates how to use the GenerateSurveyReportForTargets function.

import arcpy
arcpy.ba.GenerateSurveyReportForTargets(r"C:\Users\MyProject\customerprofile.sgprofile", r"C:\Users\MyProject\TargetGroup.sgtargetgroup", "Core", "Developmental", r"C:\Users\MyProject\Reports_Output", "CUSTOM", "'Automobiles and Automotive Products';'Baby Products, Toys and Games';'Civic Activities and Political Affiliation'", Survey Target Report", "PDF")

Environments

Current Workspace, Data Source

Licensing information

• Basic: Requires Business Analyst
• Standard: Requires Business Analyst
• Advanced: Requires Business Analyst