Setting up Document Distribution

Summary1

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

Create 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

Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch

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

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

Move the Report editor Window to the side so the Loan Totals chart behind it is visible

Left click the title bar of the Loan Totals chart and drag it onto the page inside the Report Editor window

Click Reports->Report Settings...

Select the Settings tab

Enter the Name of the Report Loan Totals

Select the Header/Footer tab

Modify the left, center and right sections

Select the Selections tab

Select Bookmark and choose the Bookmark created earlier named Loan Totals and click OK

Hit OK to save the changed to the report

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

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

Create an Export to .xls Report

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 :

Create an Excel Definition File Report

Template file based excel Reports

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 NAME_OF_YOUR_DOCUMENT LOAD=NO PRINT=FREQUENCY

Note: If the DocumentDistribution.xls has been recently modified, LOAD=YES must be used