Setting up Document Distribution

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

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 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

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

• • • 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\

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