Setting up Document Distribution

Summary

How to setup and configure reports using Document Distribution.

Enabling Reports

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.

Example :

[Membership_Analysis_by_ACCOUNT]
  stage=presentationQVW
  file=Membership_Analysis_by_ACCOUNT
  snapshots=7
  mth_snapshots=13
  reports=yes

Creating Basic Reports

Static PDF Reports

These reports are created by the Vital Signs administrative user with local access to the individual documents.

Example Report Loan Totals

• Log into the Windows server as the Vital Signs admin user

• Find the vitalsigns/YOURCU directory and open Membership_Analysis_by_ACCOUNT

• Select the Loan Charts tab

• Click the Loan Totals button on the left hand blue panel
• Insert image Analysis_by_ACCOUNT-Loan-Totals here

• Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch
• Insert image Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch here

• Click Bookmarks->Add Bookmark...

• Enter the name Loan Totals and click OK
• Insert image Add-Bookmark-Loan-Totals here

• Click Reports->Edit Reports in the File Menu
• Insert image Edit-Reports here

• 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...
  • 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

/VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY

• After this finishes, you should have a Loan Totals by Branch.pdf located in vitalsigns\YOURCU\Reports\
• Insert image Analysis_by_ACCOUNT-Loan-Totals-File-Created

• The Loan Totals by Branch.pdf should look like this
• Insert image Analysis_by_ACCOUNT-Loan-Totals-PDF-Report here

Exports of chart data to .xls

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.

Example :

Creating Advanced Reports

Template file based excel Reports

Run Document Distribution Manually

login to HPUX as bolive
cd /var/summit/spectrum/LIVE
/VSJOBS/JVSRELOAD NAME_OF_YOUR_DOCUMENT LOAD=NO PRINT=FREQUENCY