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|Excel Template Report]]
+
* [[Excel Template 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.
 
: 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.
  
*[[#Simple Excel Export|Simple Excel Export]]
+
*[[Simple Exports]]
 
: 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 Report|QlikView PDF Report]]
+
* [[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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: 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.
 
: 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 Excel Exports'''
+
* '''Simple Exports'''
 
: Only file level banding is supported.
 
: Only file level banding is supported.
  
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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.''' A future Vital Signs release will support email notifications that do not include the actual attachment.
+
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==
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[[DocumentDistribution.xls|DocumentDistribution.xls File Layout]]
 
[[DocumentDistribution.xls|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:
 
    {| class="wikitable" style="border-spacing: 2,2,2,2;"
 
    |DocumentName ||Name of the Vital Signs Application (qvw file)
 
    |-
 
    | ExportType || '''Excel'''
 
    |-
 
    | Definition || '''Name of an [[Excel Template File|Excel Template File]] (1)'''
 
    |-
 
    | OutputFileName || Name of the Excel file to be created (2)
 
    |-
 
    | FileExistsAction || Purge
 
    |-
 
    | Selection || Optional: Name of the [[DocumentDistribution.xls#Select Sheet|selection]]
 
    |-
 
    | Banding  || Optional: Name of the [[#Report Banding|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 [[Excel Template File|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.
 
 
=QlikView PDF Report=
 
 
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 selection is allowed
 
* File level banding is supported
 
* Excel is not required.
 
 
== Setting Up a QlikView PDF Report in DocumentDistribution==
 
Add an entry to the DocumentDistribution file with the following fields:
 
    {| class="wikitable" style="border-spacing: 2,2,2,2;"
 
    |-
 
    |DocumentName ||Name of the Vital Signs Application (qvw file)
 
    |-
 
    | ExportType || '''Report'''
 
    |-
 
    | Definition || '''QlikView [[QlikView Object ID|Report ID]] or Report Name'''
 
    |-
 
    | OutputFileName || Name of the PDF file to be created (*)
 
    |-
 
    | FileExistsAction || Purge
 
    |-
 
    | Selection || Optional: Name of the [[DocumentDistribution.xls#Select Sheet|selection]]
 
    |-
 
    | Banding  || Optional: Name of the [[#Report Banding|Banding Field]]
 
    |-
 
    | PrinterName || Optional: Name of printer if report is to be physically printed
 
    |-
 
    | EmailList || Optional: List of email recipients, separated by a semi-colon 
 
    |}
 
: (*) By default, the file is created in the same directory as the Vital Signs application file (usually ''vitalsigns/CUNAME'')
 
 
== Creating a QlikView PDF Report ==
 
The following steps demonstrate how to 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/CUNAME'' directory and open Membership_Analysis_by_ACCOUNT
 
 
Select the Loan Charts tab
 
 
Click the Loan Totals button on the left hand blue panel
 
 
[[File:DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals.PNG]]
 
 
 
Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch
 
 
[[File:DocDistribution-PDF-Report-Example-Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch.PNG]]
 
 
 
Click Bookmarks->Add Bookmark...
 
 
[[File:DocDistribution-PDF-Report-Example-Add-Bookmark.PNG]]
 
 
 
Enter the name Loan Totals and click OK
 
 
[[File:DocDistribution-PDF-Report-Example-Add-Bookmark-DocDistribution-PDF-Report-Example-Loan-Totals.PNG]]
 
 
 
Click Reports->Edit Reports in the File Menu
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports.PNG]]
 
 
 
Click Add... Enter the name of the Report ''Loan Totals'' and Click OK
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-add-new.PNG]]
 
 
 
Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Created.PNG]]
 
 
 
Click Page->Page Settings...  On the General tab select Landscape
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Page-Settings-Page-Orientation.PNG]]
 
 
 
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
 
 
[[File:DocDistribution-PDF-Report-Example-Dragndrop.PNG]]
 
 
 
Click Reports->Report Settings...
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings.PNG]]
 
 
 
Select the Settings tab
 
 
Enter the Name of the Report ''Loan Totals''
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings.PNG]]
 
 
 
Select the Header/Footer tab
 
 
Modify the left, center and right sections
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Header-Footer.PNG]]
 
 
 
Select the Selections tab
 
 
Select Bookmark and choose the Bookmark created earlier named Loan Totals and click OK
 
 
[[File:DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Selections.PNG]]
 
 
 
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
 
 
[[File:DocDistribution-PDF-Report-Example-DocumentDistribution-Daily-tab.PNG]]
 
 
 
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
 
<pre>
 
/VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY
 
</pre>
 
 
 
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
 
 
[[File:DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals-PDF-Report.PNG]]
 
  
 
=Document Distribution On Demand Processing=
 
=Document Distribution On Demand Processing=

Latest revision as of 22:21, 4 December 2015

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

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