2023-03-31

Help with eSurvey



1. What is eSurvey?

eSurvey is the Swiss National Bank’s online reporting system via which reporting institutions can submit statistical data to the SNB.

With eSurvey, data is transmitted via a secure channel (https). SSL encryption ensures that the recipient of the reports is the SNB and that they cannot be viewed by third parties.

1.1. Technical requirements

eSurvey is supported by the following browsers/versions. Earlier versions have not been tested.

Fig. 1: Supported browsers

Browser

Version

Test

Edge

v103

ok

Firefox

v103

ok

Chrome

v103

ok

Opera

v89

ok

IE

v11

unsupported

Safari

v13

unsupported

Safari

v14

ok

Safari, iPad

v14

ok

Android (Chrome)

v11

ok


1.2. What does eSurvey offer?

The options available to users depend on the type of account (cf. 8.1. Types of account) and the responsibilities allocated.

1.2.1. Submitting statistical data using the preset delivery formats

This online reporting system allows users to upload and submit their reports for the surveys for which they are responsible using preset delivery formats. Users receive email updates on the processing status of their reports. The required forms and formats are available in eSurvey and on our website (https://emi.snb.ch/en/emi).

1.2.2. Entering statistical data using web tables

For certain surveys, eSurvey offers a web-based reporting tool (web tables) which displays the information to be reported and allows users to enter, check and submit their data. This tool is described under ‘Understanding and testing surveys’ (cf. also 1.2.3. Understanding and testing surveys and 7. Understanding and testing surveys).

Statistical data are submitted in the preset delivery formats or entered into web tables under the ‘Reports’ menu item (cf. chapter 4. Reports).

1.2.3. Understanding and testing surveys

When a new or revised survey is announced, information on that survey will be provided in this section of the website, together with the specifications for the different delivery formats. Reports for the available surveys can be tested here in all the formats offered for the respective survey, and checks are made for compliance with the delivery format specifications and for consistency of the data reported.

This test function is currently only available for surveys conducted using web tables. It is to be extended to the other surveys in due course. More information on this subject can be found under 7. Understanding and testing surveys.

1.2.4. Account information (‘My profile’)

eSurvey users can view their account information saved in eSurvey, such as contact details and responsibilities. They can also change their own login details themselves here and find information on who in their company, as administrator, is in charge of managing contact details and responsibilities (cf. 3. My profile).

1.2.5. Creating administration accounts

Executive management can create new administration accounts here when a company is required to report data for the first time (cf. 8.1.1. Executive management accounts).

1.2.6. User administration

Reporting institutions can use the user administration functions to manage contacts and their access to eSurvey. Administrators set up by executive management manage the reporting institution’s access to eSurvey in the user administration. They create, change or delete contacts, give contacts access rights to eSurvey, and allocate the responsibilities for surveys and for the CRF mailbox. Cf. also 8. User administration.

1.2.7. CRF mailbox

The SNB uses the eSurvey online reporting system for the exchange of data in connection with the SNB COVID-19 refinancing facility (CRF). Dedicated mailboxes are provided for this (cf. 9. CRF mailbox).

Cf. also section 3 of the Technical instructions on the web page SNB COVID-19 refinancing facility (CRF).

2. Access to eSurvey

2.1. Login

Logging into eSurvey is via user ID and password.

2.2. Two-factor authentication (2FA)

Access to a personal eSurvey account is secured via two-factor authentication (2FA) using an mTAN process. This process also enables users to reset a forgotten password themselves at any time.

An email address and a mobile phone number must be provided for 2FA. Unless the mobile phone number entered on login has already been provided to the SNB for other purposes, it will be used by the SNB exclusively for the mTAN process. It will not be used for queries or for any other purposes, and will also not be passed on to third parties. Furthermore, the number will not be visible to other individuals in the same company (such as administrators). This ensures that privacy is protected at all times, even if personal mobile phone numbers are used.

2.3. Changing login details

Passwords, email addresses and mobile phone numbers for 2FA can be changed under ‘My profile’. Cf. 3.3. Settings.

2.4. Forgotten login details

2FA allows users to reset their password themselves. Users can find their user ID under ‘My profile’ in eSurvey. If you have forgotten your user ID, you can log in using your email address and password, and then view your user ID under ‘My profile’ in eSurvey. This alternative of logging in using your email address is not possible if it is registered with several accounts.

2.5. Master login

Administrators who manage users from several companies can do so using one account. Please contact us at www.snb.ch, Surveys/Contacts and tell us which companies you wish to manage under one account. If you already hold accounts for several companies, please also tell us which should be the master.

3. My profile

The tabs under ‘My profile’ vary depending on the type of account (cf. 8.1. Types of account). For example, the executive management account has no ‘Responsibilities’ tab.

Fig. 2: My profile

Das Profil


3.1. Contact data

Under the ‘Contact data’ tab, you can see the contact details registered for you in eSurvey. If these are no longer correct, please contact your administrator. If you are an administrator yourself, please contact the SNB Service Team. You can find the contact information under the ‘Administration’ tab.

3.2. Responsibilities

Under the ‘Responsibilities’ tab, you can see the surveys for which you are responsible. If these are not correct, or if you are missing a survey or the responsibility for a CRF mailbox, please contact your administrator. You can find their details under the ‘Administration’ tab. Administrators can also assign responsibilities to themselves.

3.3. Settings

Under the ‘Settings’ tab, you can change the password, email address and mobile phone number you use for logging into eSurvey and for resetting your password. These data may differ from those saved under your contact details, which are managed by your administrator.

In order to protect your mobile phone privacy, the mobile number given here will be used exclusively for 2FA. You therefore do not need to have a business mobile phone to use this function.

In the case of an executive management account, the email address entered here is also used for notifications regarding acceptance or rejection of applications to set up administration accounts.

3.4. Administration

Under the ‘Administration’ tab, you can see the contact details of the individuals who manage your account. Please contact one of these individuals if your contact details or responsibilities need to be changed or your account deleted. Administrators can see here the contacts at the SNB who manage their accounts.

4. Reports

Under the ‘Reports’ menu item, users with ‘data provider’ responsibility can submit due reports.

Fig. 3: Navigation bar, Reports menu item

Navigation, Menü Meldungen


4.1. Overview of reporting processes

Under ‘Reports’, users can find an overview of all reporting processes for those surveys for which they are responsible (cf. 8.6. Managing responsibilities).

Tip: Is there a survey missing from your overview? If so, first check in your profile under ‘Responsibilities’ whether you have been allocated responsibility for this survey.

Fig. 4: List of reporting processes

Liste der Meldungsvorgänge


The list can be filtered by entering dates in the ‘from …​’ and ‘to …​’ boxes. Reporting processes from the previous 38 months are available. If necessary, the SNB can change the number displayed for individual surveys.

In the ‘History’ view, processes relating to previously submitted surveys can also be displayed (if multiple reports were submitted when completing a survey).

Fig. 5: History view

Spalten Einreichefrist und Fristverlängerung in der Historie-Ansicht


You can sort lists by clicking on the column titles. If you click on an item in a list, the details will be displayed underneath. Any errors will also be shown there.

The following functions are available under ‘Actions’:

  1. Submitting reports

  2. Correcting an already submitted report

  3. Information on the survey

  4. Under ‘Specifications’ you can download the survey documents for your survey

  5. Details on already submitted reports


4.1.1. Status of reporting processes

Status

Meaning

Outstanding

No report has been submitted yet

Outstanding (being created)

The web table is being edited

Outstanding (error on submission)

The report has been rejected due to errors

Overdue

The submission deadline has passed

Overdue (being created)

The submission deadline has passed, the web table is being edited

Overdue (error on submission)

The submission deadline has passed, the report has been rejected due to errors

Submitted

The report submitted to the SNB

Correction (being created)

The web table is currently being corrected

Correction (error on submission)

The corrected report has been rejected due to errors


4.2. Data models and delivery formats used for reports

The SNB uses two different data models for its surveys – the coordinates-based model and the subject-specific model. The data model used for a survey determines the structure of the delivery formats for transmitting statistical data to the SNB. It is important to note that data for a given survey can only be delivered using the specified data model and associated delivery formats; there are no other alternatives.

Further information on data models and delivery formats can be found on our website at www.snb.ch, Statistics/Surveys/Delivery formats.

4.3. Submitting reports

In the case of surveys for which Excel forms are available as survey documents, reports can be uploaded under ‘Submit report’ in either XLSX (xls) or XML format. The survey documents for this reporting process can be downloaded under the ‘Specifications’ tab.

After submission, an initial automatic check is made of the report’s content and certain technical aspects. The contacts who submitted the report will receive an email informing them whether it has been successfully processed or not. The definitive submission can be viewed for every reporting process under ‘Details’. These details can be viewed by anyone with data provider responsibility. The contacts who submitted the report will be informed by email at a later stage of any consistency errors.

Where web tables are offered for a survey, data can be submitted to the SNB via web tables. Numbers can be edited in the web tables or a previously created CSV or XML file can be uploaded to the web table. A description of how to work with web tables can be found under 7.5. Testing reports (for web tables). Consistency errors can be viewed in the web tables before submission.

Fig. 6: Submitting reports in Excel and XML formats

Meldung einreichen bei Excel- und XML-Formaten


4.4. Web table tool

The reporting tool for web tables can be found under the menu items ‘Reports’ and ‘Understanding and testing surveys’. The functions are the same.

Data can be entered directly in the web tables manually or by uploading from external sources. The XML format is still available for automated data reporting. It is now also possible to download the full survey content or a tailored version as a CSV file. The reports created can be loaded and displayed in web tables, edited where necessary, checked for consistency and finally submitted. The previously used Excel format will no longer be available for surveys based on web tables.

5. XML batch reports

Reports from coordinates-based surveys can be grouped together and submitted in one XML file under the menu item ‘XML batch reports’.

Fig. 7: Submitting XML batch reports

XML-Sammel-Meldung einreichen


The reports will be automatically checked, and the contacts who submitted them will receive an email informing them whether they have been successfully processed or not. The definitive submission can be viewed for every reporting process under ‘Show error’ under the menu item ‘Reports’. These details can be viewed by anyone with data provider responsibility.

Fig. 8: Show error

Details einsehen

6. Comments and documents

Under ‘Comments and documents’, you have the possibility of sending further messages or documents to the SNB.

With this function, the following information can be submitted to the SNB:

  1. information on submitted statistical reports,

  2. documents pertaining to statistical reports which cannot be uploaded via the menu item ‘Submit reports’ (e.g. additional reporting of foreign counterparties).

7. Understanding and testing surveys

Under the menu item ‘Understanding and testing surveys’, new surveys and changes to existing surveys can be tested in advance by reporting institutions and other reporting services providers who support SNB reporting. Reports are checked for compliance with the specifications and for consistency.

The functions for testing reports have been available since 30 September 2022 for the new current account survey (CAS), which uses the web table tool. Further surveys will follow.

Fig. 9: Navigation bar, Understanding and testing surveys menu item

Navigation, Menü Erhebungen verstehen und testen


7.1. Access for reporting services providers who support SNB reporting

Reporting services providers who support reporting institutions in delivering data to the SNB can contact esurvey.support@snb.ch if they would like to test reports in eSurvey. The SNB will create special accounts for reporting services providers to allow them to use the test functionality. Only surveys that are based on web tables can currently be tested in eSurvey.

7.2. List of surveys that can be tested

The list in Fig. 10 gives an overview of all the surveys that are available for testing.

Fig. 10: List of reports that can be tested

Liste der Meldungen, die getestet werden können


For every survey there are notes, the corresponding XML schema, the CSV template containing the key items, and the consistency rules. A new test report can be created directly in the web table, or a CSV or XML file can be uploaded to the web table. These options are available under ‘Actions’ and are described in the following chapters.

7.3. Information

Under ‘Information’, you can find information on the survey, the notes on the survey content, and the ‘Help with eSurvey’ document.

Fig. 11: Information

Informationen


7.4. Specifications

Under ‘Specifications’, you can download the XML schema for the selected survey as well as the template for the full CSV format (cf. also 7.7.2.1. Exporting the full, blank survey in CSV format). The consistency rules for the survey are also available here.

Further information on delivery formats can be found in Help with delivery formats.

Fig. 12: List of delivery format specifications for downloading

Übersicht Spezifikationen zu Lieferformaten beziehen


7.5. Testing reports (for web tables)

If you would like to create a new report, begin by selecting ‘Start with a blank report’.

If a report has already been saved, the data in the web tables will be deleted. You will see a confirmation dialog asking you if you are sure you want to delete the existing content.

Fig. 13: Test report, start with a blank report

Meldung testen, mit leerer Meldung beginnen


If you already have a report saved, you can reuse it by selecting ‘Continue with an existing report’. This option is only available if the web table already has content. An information message shows when the table was last saved and by whom.

Fig. 14: Test report, continue with an existing report

Meldung testen, mit bestehender Meldung weiterfahren


Select ‘Use your own XML or CSV file’ if you wish to upload data in such a file. If you have already saved a web table, the available table including the data it contains will be overwritten. You will see a confirmation dialog asking you if you are sure you want to delete the existing content.

Fig. 15: Test report, use your own XML or CSV file