Difference between revisions of "Setting up Document Distribution"
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==Report Types== | ==Report Types== | ||
There are three types of reports: | There are three types of reports: | ||
| − | * [[ | + | * [[Excel Template Report]] |
: These reports require more initial setup, but are by far the most flexible option. This report type creates an Excel file which may include multiple sheets and charts with optionally different selections. Using Banding, you can create multiple documents which may contain multiple sheets. A fully functioning version of Excel must be installed on the Vital Signs server. | : These reports require more initial setup, but are by far the most flexible option. This report type creates an Excel file which may include multiple sheets and charts with optionally different selections. Using Banding, you can create multiple documents which may contain multiple sheets. A fully functioning version of Excel must be installed on the Vital Signs server. | ||
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: This option creates a simple export of a single chart or table. A single selection is supported. (Excel is not required on the server for this report type.) | : This option creates a simple export of a single chart or table. A single selection is supported. (Excel is not required on the server for this report type.) | ||
| − | * [[ | + | * [[QlikView PDF Reports]] |
: This option executes a single QlikView report which may be saved as a PDF file or sent to a printer. | : This option executes a single QlikView report which may be saved as a PDF file or sent to a printer. | ||
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==Email Distribution== | ==Email Distribution== | ||
| − | Once created, report files may be emailed as attachments. '''Please ensure that email attachments do not contain confidential data.''' | + | Once created, report files may be emailed as attachments. '''Please ensure that email attachments do not contain confidential data.''' |
==Initial Report Setup== | ==Initial Report Setup== | ||
Revision as of 22:16, 4 December 2015
Contents
Summary
The Document Distribution module in Vital Signs allows you to create reports for automatic distribution. By default reports can be generated on a Daily, Weekly and Monthly frequency. Custom frequencies are also supported.
Reports are configured in the DocumentDistribution.xls file located in the vitalsigns/cuname/data/config directory.
Report Types
There are three types of reports:
- These reports require more initial setup, but are by far the most flexible option. This report type creates an Excel file which may include multiple sheets and charts with optionally different selections. Using Banding, you can create multiple documents which may contain multiple sheets. A fully functioning version of Excel must be installed on the Vital Signs server.
- This option creates a simple export of a single chart or table. A single selection is supported. (Excel is not required on the server for this report type.)
- This option executes a single QlikView report which may be saved as a PDF file or sent to a printer.
Report Banding
Banding is a technique that allows the same report (or chart) to be re-executed for each unique value of the banding field. For example, a report displaying delinquent loan balances could be banded by the BRANCH-NAME field so that a separate file is created for each branch. File level banding (the creation of separate files for each banding value) is supported for all report types.
- Excel Template Reports
- When using banding with Excel template reports, you could also create a separate sheet (in the same file) for each branch. "File Level" and "Sheet Level" banding can be combined so that a different file is created for each branch and within each file a different sheet is created for each loan officer.
- Simple Exports
- Only file level banding is supported.
- QlikView PDF Reports
- Banding is also supported within the QlikView report editor. If banding is included within the report design, a separate page is created for each banding value.
When using banding, the current value of the banding field can be included as part of the file name or the sheet name (Excel Template Reports). The banding value can also be displayed as a text value in Excel Template reports and QlikView PDF reports.
Email Distribution
Once created, report files may be emailed as attachments. Please ensure that email attachments do not contain confidential data.
Initial Report Setup
Document distribution must be enabled for each document before Vital Signs is able to generate reports. Report distribution may be enabled globally or enabled for each individual document by editing the vsreload.ini file and setting "reports=yes". The vsreload file is stored on the UNIX server in the /ASKPLUS/vsdata directory.
- Example - Enabling report distribution globally for all documents :
[VitalSigns_Defaults] timeout=25 enabled=yes reports=yes snapshots=0 mth_snapshots=0
- Example - Enabling report distribution for a single document :
[Membership_Analysis_by_ACCOUNT] stage=presentationQVW file=Membership_Analysis_by_ACCOUNT snapshots=7 mth_snapshots=13 reports=yes
Document Distribution
Overall, document distribution is managed by a single spreadsheet (DocumentDistribution.xls) located in the vitalsigns/CUNAME/data/config directory. The spreadsheet contains different sheets for each reporting frequency. The default frequencies are Daily, Weekly and Monthly. Each frequency sheet provides a list of all report requests for all Vital Signs applications that should be executed for that frequency. Daily reports are executed during the nightly Vital Signs reload. Weekly reports are generated on Sunday nights and Monthly reports are generated as part of the Month-End Vital Signs reload.
DocumentDistribution.xls File Layout
Excel Template Report
Template file based excel Reports
The simple export report exports the contents of a single chart or table to an excel file. This type of report is equivalent to selecting Export to Excel on a chart while running Vital Signs interactively.
- A single global selection is allowed
- Additional selections can be performed at the sheet and chart level
- File level banding is supported
- Excel 2007 or later must be installed on the Vital Signs windows server
Setting Up an Excel Template Report in DocumentDistribution
Add an entry to the DocumentDistribution file with the following fields:
| DocumentName | Name of the Vital Signs Application (qvw file) |
| ExportType | Excel |
| Definition | Name of an Excel Template File (1) |
| OutputFileName | Name of the Excel file to be created (2) |
| FileExistsAction | Purge |
| Selection | Optional: Name of the selection |
| Banding | Optional: Name of the Banding Field |
| PrinterName | This field is ignored for QlikView PDF reports |
| EmailList | Optional: List of email recipients, separated by a semi-colon |
- (1) By default, the template definition file is located in the vitalsigns/CUNAME/data/config directory
- (2) By default, the file is created in the same directory as the Vital Signs application file (usually vitalsigns/CUNAME)
Creating an Excel Template Report
An Excel template report is created by designing a template file using Excel. When the report is generated, the template file is read and a final Excel file is produced based on the definitions in the template file. The layout of the template file allows for very sophisticated Excel files to be created.
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 taskname LOAD=NO PRINT=Frequency
Do I Need LOAD=YES ??
Generally speaking it is possible to process a document request using "LOAD=NO". However, if recent changes have been made to the main DocumentDistribution file, or if changes have been made to the "Select Sheet" or "Main Sheet" in an Excel Template File, the QlikView application will need to be reloaded. Changes made to a template file definition sheet (not the main or select sheets) do not require a reload. To force a reload, use "LOAD=YES", as follows:
/VSJOBS/JVSRELOAD taskname LOAD=YES PRINT=Frequency
