Difference between revisions of "Setting up Document Distribution"
>Jeremyb |
>Jeremyb (→Creating Reports) |
||
| Line 18: | Line 18: | ||
| − | ==Creating Reports== | + | ==Creating Basic Reports== |
'''Static PDF Reports''' | '''Static PDF Reports''' | ||
These reports are created by the Vital Signs administrative user with local access to the individual documents. | 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 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 | ||
| + | |||
| + | |||
| + | Selec | ||
'''Exports of chart data to .xls''' | '''Exports of chart data to .xls''' | ||
| − | These reports are created by entering the export type of | + | 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 : | Example : | ||
| + | |||
| + | ==Creating Advanced Reports== | ||
'''Template file based excel Reports''' | '''Template file based excel Reports''' | ||
| − | |||
==Run Document Distribution Manually== | ==Run Document Distribution Manually== | ||
Revision as of 00:22, 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 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 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
- Select the Settings tab
- Click OK
Selec
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
