topic Re: NPrinting 16 Recipient Filter in Qlik NPrinting

NPrinting 16 Recipient Filter

cbaqir — Mon, 17 Jul 2017 22:42:36 GMT

I cannot figure out what is wrong with my filters. I have a list of 10 recipient emails and I want each to only receive their relevant information (Filter on a field called CCG). The recipients are all added with the filters for each specified but each recipient receives each multiple reports for each filter. I've tried the filters at the Task and Report levels with no change. What am I missing?

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 00:01:36 GMT

Do you have "Verify filter" selected for each of the filters?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 14:59:06 GMT

Yes

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 15:09:59 GMT

Can you provide a sample of the syntax for the filter? Either thru a screenshot of the filter or copying and pasting from the recipient import file?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 15:12:24 GMT

There is no recipient import file. I just manually added the addresses.

The filters are in this format: GOVERNING_CCG (Verify Filter) = {Cardiology}

I believe it's correct to apply them at the recipient level but they don't seem to take.

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 15:26:43 GMT

Might be a silly question but do you have the (Verify Filter) part in the text for the value, or simply selected in the checkboxes in the filter pane?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 15:30:35 GMT

It's just selected in the check box and when I hover over the description, it shows up.

I think I may have figured it out... Checking now.

Edit: Nope - each receipient is still getting all reports instead of just theirs.

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 15:34:55 GMT

Can you send a screenshot of one of the filters in the filter pane?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 15:57:24 GMT

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 16:05:32 GMT

If you want the recipient to receive ONLY one of those values then you need to set up three different filters, each one containing only one of the field values shown.

The way that the filter is constructed right now, each recipient who has the filter applied will receive reports for Cardiology, General Surgery and Hospital Medicine. Is that the intent?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 16:10:34 GMT

I tried that initially but it didn't work so I tried putting them in one filter. I will keep playing with it. I want the Cardiology recipient to only get the Cardiology report. During testing, I added a couple of filters to make sure it works. There is a cycle on GOVERNING_CCG.

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 16:12:45 GMT

If each recipient is getting a single report, there is no need for the cycle. Try removing that first and see if you get what you're looking for.

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 16:27:14 GMT

I'm using excel and have it set up for Paging on GOVERNING_CCG so I think I do need Cycle. I want each recipient to get a report with only their information.

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 17:48:35 GMT

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 17:49:03 GMT

One of the values in my filter has a space. It appears to be causing issues. [ ] didn't help.

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 18:16:47 GMT

Here is my NSQ. My goal is to get the applicable filtered report to be sent top each recipient. For example, Cardiology only sees the Cardiology tab. I can get it to work when I only have one filter value specified. Anything more does not work correctly.

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 18:26:09 GMT

If someone has more than one filter value, is the intent to:

have them get an Excel file with a tab for each CCG? or
have them get a separate Excel file for each CCG?

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 18:28:43 GMT

-have them get a separate Excel file for each CCG

The Cardiology recipient gets a file that ONLY has the Cardiology tab, etc

I don't want the NICU recipient to also get Cardiology.

Re: NPrinting 16 Recipient Filter

cbaqir — Tue, 18 Jul 2017 18:29:32 GMT

Each recipient should only have 1 filter - their own CCG.

Re: NPrinting 16 Recipient Filter

Stephen_Jasionowski — Tue, 18 Jul 2017 18:30:41 GMT

In that case, remove BOTH the CCG page from the template and the cycle from the report. You only need recipient filters to accomplish this.