Import Processing Reports

The import system produces reports about the processing results. These reports are accessed from the Feed Files screen, Processing History details. Some reports are also emailed to administrators.

Processing History

The Processing History report provides links to more detail information at various stages.

Request info

Reports basic information about the feed file, including the source and filename. This report is available in the Waiting state.

Processing Report

When the file was uploaded from the Auto Importer Processors screen, this formatted page is also emailed to User who uploaded the file. This report is also available from the link in the Processing History Details.

This report summarizes information about the processing, including the

  • filename
  • import specification used
  • timestamp when the file was processed and how long it took to process
  • counts of records processed and their resolutions, such as duplicates, discarded
  • system entities (record) affected by the import and their resolutions: new, updated, deleted
  • detailed breakdown about preprocessing and processing information.

The detailed excel report link downloads a MS Excel file that includes the report statistics. For information about the file, see Import report (Excel file).

When a file is processed multiple times, there is a summary for each process. The totals for the processes add up to the totals in the overall summary for the file.

Example report with callouts to Overall summary and per-process summary

The summaries report the counts of records processed and their resolutions.

Example highlighting New records, updated, deleting and related records created

Notes

  • Related records are usually new Unit groups associated with a Unit record. Sometimes they are new Alt Set elements.
  • When the total Duplicated and total Updated are not equal it can be indicative of identical or similar records appearing more than once in the file. This should be investigated.
  • Deleted records should not happen under normal processing; rather, they should only occur under special, manually created situations.
  • The link at the top opens the Detailed Excel Report describing the process results.
  • The message "Record discarded due to duplicate not updated due to recordUpdateMode setting" is the result of records being discarded due to the REQUIRED_USED_FOR_DUPLICATE_CHECK being set in the importer specification.

Warning: If you send users feed file processing reports via email, for security purposes send a link to the report instead of attaching the report. To use the download links users must have the View ProgStats Feedfiles Detailed Reports - Use with extra caution, enables access to feed file reports capability. Because this capability gives access to sensitive information, assign it rarely, and only for select users at your company (such as CX administrators).

Example

Important: Note that this example is not representative of all import use cases.

To better understand this report, consider the following example for a use case of importing surveys to be sampled:

Total records processed8,000
Total discarded500
Duplicates10
Records created7,500

Once the file is processed, the records fall into three basic categories and their sub-categories explained below:

CategorySubcategoryNumberNotes
Records selected for sampling6,000Includes the records with e-field issues because these records are sampled.
Records not selected for sampling1,500
Quarantine rules1,000
Opt-out490
Sample filter10
Discarded records500
Explicitly discarded450
Duplicates5
Email issues5

The calculations are:

  • Total Records Processed = Records selected for sampling + Records not selected for sampling + Discarded records

  • Records Created = (Records selected for sampling + Records not selected for sampling) - Discarded records

Processing Report Data

A JSON file of the data used to generate the Processing Report. You might use this JSON file to create your own reports outside of Experience Cloud.

Detailed Async Excel Report

After you manually generate an Excel report on the Feed Files screen, the Detailed Async Excel Report is available. For more information about this report, see Import report (Excel file).

Restriction: By default, all detailed processing reports for concurrent asynchronous Web feeds older than a maximum of 90 days are no longer available; data is swept and is permanently purged after that period. Contact your Medallia expert to understand the configured limits for your instance.