Difference between revisions of "Setting up Document Distribution"

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(Creating Basic Reports)
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==Summary==
+
=Summary=
How to setup and configure reports using Document Distribution.
+
The Document Distribution module in Vital Signs allows you to create reports for automatic distribution.  By default reports can be generated on a Daily, Weekly and Monthly frequency.  Custom frequencies are also supported.
  
 +
Reports are configured in the DocumentDistribution.xls file located in the vitalsigns/cuname/data/config directory.
  
==Enabling Reports==
+
==Report Types==
Before Vital Signs is able to produce reports to distribute, they must be enabled for each document in the /ASKPLUS/vsdata/vsreload.ini file by setting reports=yes at the presentation block.
+
There are three types of reports:
 +
* [[Excel Template Reports]]
 +
: These reports require more initial setup, but are by far the most flexible option. This report type creates an Excel file which may include multiple sheets and charts with optionally different selections.  Using Banding, you can create multiple documents which may contain multiple sheets.  A fully functioning version of Excel must be installed on the Vital Signs server.
  
<pre>
+
*[[Simple Exports]]
Example :
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: This option creates a simple export of a single chart or table.  A single selection is supported. (Excel is not required on the server for this report type.)
  
[Membership_Analysis_by_ACCOUNT]
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* [[QlikView PDF Reports]]
  stage=presentationQVW
+
: This option executes a single QlikView report which may be saved as a PDF file or sent to a printer.
  file=Membership_Analysis_by_ACCOUNT
 
  snapshots=7
 
  mth_snapshots=13
 
  reports=yes
 
</pre>
 
  
 +
==Report Banding==
 +
Banding is a technique that allows the same report (or chart) to be re-executed for each unique value of the banding field.  For example, a report displaying delinquent loan balances could be banded by the BRANCH-NAME field so that a separate file is created for each branch.  File level banding (the creation of separate files for each banding value) is supported for all report types.
  
==Creating Basic Reports==
+
* '''Excel Template Reports'''
'''Static PDF Reports'''
+
: When using banding with Excel template reports, you could also create a separate sheet (in the same file) for each branch.  "File Level" and "Sheet Level" banding can be combined so that a different file is created for each branch and within each file a different sheet is created for each loan officer.
  
These reports are created by the Vital Signs administrative user with local access to the individual documents.
+
* '''Simple Exports'''
 +
: Only file level banding is supported.
  
Example Report Loan Totals
+
* '''QlikView PDF Reports'''
 +
: Banding is also supported within the QlikView report editor.  If banding is included within the report design, a separate page is created for each banding value.
  
*Log into the Windows server as the Vital Signs admin user
+
When using banding, the current value of the banding field can be included as part of the file name or the sheet name (Excel Template Reports).  The banding value can also be displayed as a text value in Excel Template reports and QlikView PDF reports.
  
*Find the vitalsigns/YOURCU directory and open Membership_Analysis_by_ACCOUNT
+
==Email Distribution==
  
*Select the Loan Charts tab
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Once created, report files may be emailed as attachments.  '''Please ensure that email attachments do not contain confidential data.'''
  
*Click the Loan Totals button on the left hand blue panel
+
==Initial Report Setup==
* Insert image Analysis_by_ACCOUNT-Loan-Totals here
+
Document distribution must be enabled for each document before Vital Signs is able to generate reports.  Report distribution may be enabled globally or enabled for each individual document by editing the vsreload.ini file and setting "reports=yes".  The vsreload file is stored on the UNIX server in the /ASKPLUS/vsdata directory.
  
*Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch
+
* Example - Enabling report distribution globally for all documents :
* Insert image Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch here
 
  
*Click Bookmarks->Add Bookmark...
+
<pre>
 
+
[VitalSigns_Defaults]
*Enter the name Loan Totals and click OK
+
  timeout=25
* Insert image Add-Bookmark-Loan-Totals here
+
  enabled=yes
 
+
  reports=yes
*Click Reports->Edit Reports in the File Menu
+
  snapshots=0
* Insert image Edit-Reports here
+
  mth_snapshots=0
 
+
</pre>
*Click Add... Enter the name of the Report : Loan Totals and Click OK
 
* Insert image Edit-Reports-add-new
 
 
 
*Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right
 
** Insert image Edit-Reports-Created here
 
 
 
*Click Page->Page Settings...  On the General tab select Landscape
 
** Insert image Edit-Reports-Report-Editor-Page-Settings-Page-Orientation here
 
  
*Click Reports->Report Settings...
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* Example - Enabling report distribution for a single document :
** Select the Settings tab
 
*** Enter the Name of the Report Loan Totals
 
*** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings here
 
** Select the Header/Footer tab
 
*** Modify the left, center and right sections
 
*** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Header-Footer here
 
** Select the Selections tab
 
*** Select Bookmark and choose the Bookmark created earlier named Loan Totals
 
*** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Selections here
 
* Click OK
 
  
* Click the Mbr Select tab
 
* Click Clear
 
* Save the Membership_Analysis_by_ACCOUNT document and exit QlikView
 
 
*Open vitalsigns/YOURCU/data/config/DocumentDistribution.xls
 
*Select the Daily tab
 
**In DocumentName enter Membership_analysis_by_ACCOUNT
 
**In ExportType enter Report
 
**In Definition enter Loan Totals
 
**In OutputFileName enter Reports\Loan Totals by Branch.pdf
 
**In FileExistsAction enter Purge
 
** Insert image DocumentDistributionDaily here
 
 
*Login to HPUX as the bolive user
 
*Change directory to /var/summit/spectrum/LIVE
 
*Enter the following with the latest Date available in the Document in place of CCYYMMDD
 
 
<pre>
 
<pre>
/VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY
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[Membership_Analysis_by_ACCOUNT]
 +
  stage=presentationQVW
 +
  file=Membership_Analysis_by_ACCOUNT
 +
  snapshots=7
 +
  mth_snapshots=13
 +
  reports=yes
 
</pre>
 
</pre>
  
*After this finishes, you should have a Loan Totals by Branch.pdf located in vitalsigns\YOURCU\Reports\
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= Document Distribution =
* Insert image Analysis_by_ACCOUNT-Loan-Totals-File-Created
 
  
*The Loan Totals by Branch.pdf should look like this
+
Overall, document distribution is managed by a single spreadsheet (DocumentDistribution.xls) located in the vitalsigns/CUNAME/data/config directory.  The spreadsheet contains different sheets for each reporting frequency.  The default frequencies are Daily, Weekly and Monthly. Each frequency sheet provides a list of all report requests for all Vital Signs applications that should be executed for that frequency. Daily reports are executed during the nightly Vital Signs reload.  Weekly reports are generated on Sunday nights and Monthly reports are generated as part of the Month-End Vital Signs reload.
* Insert image Analysis_by_ACCOUNT-Loan-Totals-PDF-Report here
 
  
 +
[[DocumentDistribution.xls|DocumentDistribution.xls File Layout]]
  
'''Exports of chart data to .xls'''
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=Document Distribution On Demand Processing=
  
These reports are created by entering the export type of '''export''' and the objectid of the chart in the Vital Signs document that you wish to use.
+
Login to HPUX as the bolive user
  
Example :
+
Change directory to /var/summit/spectrum/LIVE
  
==Creating Advanced Reports==
+
Run the following with the appropriate parameters
  
'''Template file based excel Reports'''
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/VSJOBS/JVSRELOAD taskname LOAD=NO PRINT=Frequency
  
==Run Document Distribution Manually==
+
== Do I Need LOAD=YES ?? ==
 +
Generally speaking it is possible to process a document request using "LOAD=NO".  However, if recent changes have been made to the main DocumentDistribution file, or if changes have been made to the "Select Sheet" or "Main Sheet" in an [[Excel Template File|Excel Template File]], the QlikView application will need to be reloaded.  Changes made to a template file definition sheet (not the main or select sheets) do not require a reload.  To force a reload, use "LOAD=YES", as follows:
  
<pre>
+
/VSJOBS/JVSRELOAD taskname LOAD=YES PRINT=Frequency
login to HPUX as bolive
 
cd /var/summit/spectrum/LIVE
 
/VSJOBS/JVSRELOAD NAME_OF_YOUR_DOCUMENT LOAD=NO PRINT=FREQUENCY
 
</pre>
 

Latest revision as of 22:21, 4 December 2015

Summary

The Document Distribution module in Vital Signs allows you to create reports for automatic distribution. By default reports can be generated on a Daily, Weekly and Monthly frequency. Custom frequencies are also supported.

Reports are configured in the DocumentDistribution.xls file located in the vitalsigns/cuname/data/config directory.

Report Types

There are three types of reports:

These reports require more initial setup, but are by far the most flexible option. This report type creates an Excel file which may include multiple sheets and charts with optionally different selections. Using Banding, you can create multiple documents which may contain multiple sheets. A fully functioning version of Excel must be installed on the Vital Signs server.
This option creates a simple export of a single chart or table. A single selection is supported. (Excel is not required on the server for this report type.)
This option executes a single QlikView report which may be saved as a PDF file or sent to a printer.

Report Banding

Banding is a technique that allows the same report (or chart) to be re-executed for each unique value of the banding field. For example, a report displaying delinquent loan balances could be banded by the BRANCH-NAME field so that a separate file is created for each branch. File level banding (the creation of separate files for each banding value) is supported for all report types.

  • Excel Template Reports
When using banding with Excel template reports, you could also create a separate sheet (in the same file) for each branch. "File Level" and "Sheet Level" banding can be combined so that a different file is created for each branch and within each file a different sheet is created for each loan officer.
  • Simple Exports
Only file level banding is supported.
  • QlikView PDF Reports
Banding is also supported within the QlikView report editor. If banding is included within the report design, a separate page is created for each banding value.

When using banding, the current value of the banding field can be included as part of the file name or the sheet name (Excel Template Reports). The banding value can also be displayed as a text value in Excel Template reports and QlikView PDF reports.

Email Distribution

Once created, report files may be emailed as attachments. Please ensure that email attachments do not contain confidential data.

Initial Report Setup

Document distribution must be enabled for each document before Vital Signs is able to generate reports. Report distribution may be enabled globally or enabled for each individual document by editing the vsreload.ini file and setting "reports=yes". The vsreload file is stored on the UNIX server in the /ASKPLUS/vsdata directory.

  • Example - Enabling report distribution globally for all documents :
[VitalSigns_Defaults]
  timeout=25
  enabled=yes
  reports=yes
  snapshots=0
  mth_snapshots=0
  • Example - Enabling report distribution for a single document :
[Membership_Analysis_by_ACCOUNT]
  stage=presentationQVW
  file=Membership_Analysis_by_ACCOUNT
  snapshots=7
  mth_snapshots=13
  reports=yes

Document Distribution

Overall, document distribution is managed by a single spreadsheet (DocumentDistribution.xls) located in the vitalsigns/CUNAME/data/config directory. The spreadsheet contains different sheets for each reporting frequency. The default frequencies are Daily, Weekly and Monthly. Each frequency sheet provides a list of all report requests for all Vital Signs applications that should be executed for that frequency. Daily reports are executed during the nightly Vital Signs reload. Weekly reports are generated on Sunday nights and Monthly reports are generated as part of the Month-End Vital Signs reload.

DocumentDistribution.xls File Layout

Document Distribution On Demand Processing

Login to HPUX as the bolive user

Change directory to /var/summit/spectrum/LIVE

Run the following with the appropriate parameters

/VSJOBS/JVSRELOAD taskname LOAD=NO PRINT=Frequency

Do I Need LOAD=YES ??

Generally speaking it is possible to process a document request using "LOAD=NO". However, if recent changes have been made to the main DocumentDistribution file, or if changes have been made to the "Select Sheet" or "Main Sheet" in an Excel Template File, the QlikView application will need to be reloaded. Changes made to a template file definition sheet (not the main or select sheets) do not require a reload. To force a reload, use "LOAD=YES", as follows:

/VSJOBS/JVSRELOAD taskname LOAD=YES PRINT=Frequency