Difference between revisions of "Setting up Document Distribution"
>Jeremyb (→Creating a PDF Report) |
>Jeremyb (→Creating a PDF Report) |
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Click the Loan Totals button on the left hand blue panel | Click the Loan Totals button on the left hand blue panel | ||
| − | + | ||
| + | [[File:Analysis by ACCOUNT-Loan-Totals.PNG]] | ||
| + | |||
Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch | Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch | ||
| − | + | ||
| + | [[File:Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch.PNG]] | ||
| + | |||
Click Bookmarks->Add Bookmark... | Click Bookmarks->Add Bookmark... | ||
Enter the name Loan Totals and click OK | Enter the name Loan Totals and click OK | ||
| + | |||
[[File:Add-Bookmark.PNG]] | [[File:Add-Bookmark.PNG]] | ||
| + | |||
Click Reports->Edit Reports in the File Menu | Click Reports->Edit Reports in the File Menu | ||
| − | + | ||
| + | [[File:Edit-Reports.PNG]] | ||
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Click Add... Enter the name of the Report : Loan Totals and Click OK | Click Add... Enter the name of the Report : Loan Totals and Click OK | ||
| − | + | [[File:Edit-Reports-add-new.PNG]] | |
| + | |||
Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right | Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right | ||
| − | + | ||
| + | [[File:Edit-Reports-Created.PNG]] | ||
| + | |||
Click Page->Page Settings... On the General tab select Landscape | Click Page->Page Settings... On the General tab select Landscape | ||
| − | + | ||
| + | [[File:Edit-Reports-Report-Editor-Page-Settings-Page-Orientation.PNG]] | ||
| + | |||
Click Reports->Report Settings... | Click Reports->Report Settings... | ||
| − | + | ||
| − | + | Select the Settings tab | |
| − | + | ||
| − | + | Enter the Name of the Report Loan Totals | |
| − | + | ||
| + | [[File:Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings.PNG]] | ||
| + | |||
| + | |||
| + | Select the Header/Footer tab | ||
| + | |||
| + | Modify the left, center and right sections | ||
*** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Header-Footer here | *** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Header-Footer here | ||
| + | |||
| + | |||
** Select the Selections tab | ** Select the Selections tab | ||
*** Select Bookmark and choose the Bookmark created earlier named Loan Totals | *** Select Bookmark and choose the Bookmark created earlier named Loan Totals | ||
| Line 83: | Line 104: | ||
/VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY | /VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY | ||
</pre> | </pre> | ||
| + | |||
After this finishes, you should have a Loan Totals by Branch.pdf located in vitalsigns\YOURCU\Reports\ | After this finishes, you should have a Loan Totals by Branch.pdf located in vitalsigns\YOURCU\Reports\ | ||
| − | + | ||
| + | [[File:DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals-File-Created.PNG]] | ||
| + | |||
The Loan Totals by Branch.pdf should look like this | The Loan Totals by Branch.pdf should look like this | ||
Revision as of 01:07, 10 January 2013
Contents
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 a PDF Report
The following steps will create a Loan Totals PDF report out of the Membership_Analysis_by_ACCOUNT document
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
File:Analysis by ACCOUNT-Loan-Totals.PNG
Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch
File:Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch.PNG
Click Bookmarks->Add Bookmark...
Enter the name Loan Totals and click OK
Click Reports->Edit Reports in the File Menu
Click Add... Enter the name of the Report : Loan Totals and Click OK
File:Edit-Reports-add-new.PNG
Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right
Click Page->Page Settings... On the General tab select Landscape
File:Edit-Reports-Report-Editor-Page-Settings-Page-Orientation.PNG
Click Reports->Report Settings...
Select the Settings tab
Enter the Name of the Report Loan Totals
File:Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings.PNG
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
- Select the Selections tab
- 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\
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
