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

• A report is generated with the top 20 characteristics from the selected survey categories.

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

• 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 you're 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 that will be analyzed. The target profile typically 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 comprise 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 comprise 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 characteristics that will be added to the report. Understanding Your Target—Media-related characteristics will be added to the report, for example, reading, watching, and listening related. Developing Market Strategies—Leisure-related characteristics will be added to the report, for example, leisure, sports, and travel. Custom— User-defined characteristics will be added to the report. 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)	Specifies the format of the output report. PDF—The report will be in PDF format. This is the default. XLSX—The report will be in XLSX format. HTML—The report will be in HTML format. CSV—The report will be in CSV format. PAGX—The report will be in PAGX format.	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 that will be analyzed. The target profile typically 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 comprise 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 comprise 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 characteristics that will be added to the report. UNDERSTANDING_YOUR_TARGET—Media-related characteristics will be added to the report, for example, reading, watching, and listening related. DEVELOPING_MARKET_STRATEGIES—Leisure-related characteristics will be added to the report, for example, leisure, sports, and travel. CUSTOM— User-defined characteristics will be added to the report. 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)	Specifies the format of the output report. PDF—The report will be in PDF format. This is the default. XLSX—The report will be in XLSX format. HTML—The report will be in HTML format. CSV—The report will be in CSV format. PAGX—The report will be in PAGX format.	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, Use Segment Names

Licensing information

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