Difference between revisions of "Setting up Document Distribution"

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>Jeremyb
(Creating a PDF Report)
>Jeremyb
(Creating a PDF Report)
Line 30: Line 30:
  
 
Click the Loan Totals button on the left hand blue panel
 
Click the Loan Totals button on the left hand blue panel
* Insert image Analysis_by_ACCOUNT-Loan-Totals here
+
 
 +
[[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
* Insert image Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch here
+
 
 +
[[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
* Insert image Edit-Reports here
+
 
 +
[[File:Edit-Reports.PNG]]
 +
 
  
 
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
* Insert image Edit-Reports-add-new
+
[[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
** Insert image Edit-Reports-Created here
+
 
 +
[[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
** Insert image Edit-Reports-Report-Editor-Page-Settings-Page-Orientation here
+
 
 +
[[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
+
Select the Settings tab
*** Insert image Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings here
+
 
** Select the Header/Footer tab
+
Enter the Name of the Report Loan Totals
*** Modify the left, center and right sections
+
 
 +
[[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\
* Insert image Analysis_by_ACCOUNT-Loan-Totals-File-Created
+
 
 +
[[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

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

File:Add-Bookmark.PNG


Click Reports->Edit Reports in the File Menu

File:Edit-Reports.PNG


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

File:Edit-Reports-Created.PNG


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
  • 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\

DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals-File-Created.PNG


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