topic Re: NPrinting - Send filtered report via email to multiple users in Qlik NPrinting

NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Tue, 20 Feb 2018 17:06:28 GMT

Hi All

I have created a PixelPerfect report in NPrinting (release November 2017) which gets data from a Qlik Sense app.

This contains Sales figures for each user of an Application.

I need to send this report, once per month, to each User via email, as a PDF attachment, but only showing the data for each user.

During development, I set up a filter against the Report, set to one User, which works fine and produces one PDF, tailored to this user. I have been able to enable Report Cycling, and generate a report for each user, and stored in a File Share, so one PDF for each user.

I need to repeat this, but instead of putting the PDF out to the file share, attach and send as an email.

I've looked through the online help and post on the forums, and I'm a bit confused to how to do this?

I think, I need to...

1) create NPrinting users for each person who will be emailed

2) create a filter for every user, set to the users name from the Qlik Sense app

3) set this Filter against the user

4) create and run the publish task

This should then apply each users filter to the report, and send them their customized PDF? - IS THIS CORRECT?

I have ~150 users to do this for, so I think I can import all of the above, but, before preparing the import spreadsheet, I need to be sure this is the correct process.

Can anyone please assist?

Re: NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Tue, 20 Feb 2018 17:34:44 GMT

Just to follow this up, I have tested the above, via the following steps

Create a new filter with against the UserName from the App
Assigned this Filter to my user within NPrinting
Created a published task and included my user only

I was successfully sent a PDF with the user referenced in the Filter

This seems like a very admin heavy way of doing it, if I need to replicate and maintain for 150 ish users.

I thought there would be a way of the Filter comparing the username or email address of the NPrinting user against the username/email from the Qlik Sense App?

Any help greatly appreciated - this is a puzzle!

Re: NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Wed, 21 Feb 2018 08:37:29 GMT

Can anyone assist with this please?

mto‌ gpr‌ rpc‌

Re: NPrinting - Send filtered report via email to multiple users

Ruggero_Piccoli — Wed, 21 Feb 2018 08:57:09 GMT

Hi,

Read the getting started tutorial https://help.qlik.com/en-US/nprinting/February2018/Content/Introduction/Get-started.htm‌
Create at least a connection and generate its cache correctly https://help.qlik.com/en-US/nprinting/February2018/Content/GettingStarted/HowCreateConnections/Create-Connections.htm
Create filters https://help.qlik.com/en-US/nprinting/February2018/Content/ReportsDevelopment/Static-dynamic-filters.htm
Create the Qlik NPrinting users https://help.qlik.com/en-US/nprinting/February2018/Content/Recipients&Users/Create-users-filters-groups/Create-users-fil…
Associate filters to users
Create at least one PixelPerfect report template https://help.qlik.com/en-US/nprinting/February2018/Content/PixelPerfectReports/Intro-PixelPerfect-Reports.htm
Create at least a publishing task https://help.qlik.com/en-US/nprinting/February2018/Content/DistributionSchedulesAutomation/Distribute-User-Specific.htm
Add the report to the task
Add the users to the task
Set the destinations
Create at least a trigger
If you want you can run the task manually to check the result
Use tha task executions page to check that everything is fine https://help.qlik.com/en-US/nprinting/February2018/Content/AdministeringQVNprinting/MonitorKillTasks/Task-executions.htm

Best Regards,

Ruggero

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Re: NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Wed, 21 Feb 2018 09:00:57 GMT

Hi Ruggero,

Thanks for the info.

Yes, I have already created a PixelPerfect report, and tested a filter against it, which worked correctly.

What I am unsure of, is, I have 150 users. They all require the PixelPerfect report customising for them i.e. their sales data. Will I need to create 150 filters, one for each user, then assign each filter to that NPrinting user?

i.e. Sales application username = chunter

Create filter > sales_username = chunter

Add this filter to carl.hunter@companyname.com user in NPrinting

x150?

Re: NPrinting - Send filtered report via email to multiple users

Ruggero_Piccoli — Wed, 21 Feb 2018 09:05:08 GMT

Yes, you need to create 150 users each one with its filters. So 150 filters if each user needs a different filter or less in case some filters are common to more then one users.

Then you need to insert all users into the publishing task.

You can import users and create filters by using an Excel file. In the importing file you can define group of users so you can add the groups to the task to speed up the process.

Best Regards,

Ruggero

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Re: NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Wed, 21 Feb 2018 09:18:50 GMT

Hi Ruggero, thanks for confirming.

The documentation isn't 100% clear on this, hence my posting this question. Maybe there should be a specific tutorial for this, or if there is, feel free to point me in its direction!

Thanks for your help - will get started creating the filters

Re: NPrinting - Send filtered report via email to multiple users

Michael_Tarallo — Wed, 21 Feb 2018 20:32:37 GMT

Hi Carl - just saw the tag - I assume you are squared away - just wanted to make sure.

Re: NPrinting - Send filtered report via email to multiple users

Carl_Hunter — Thu, 22 Feb 2018 11:02:58 GMT

Yep, all good Mr mto !

Re: NPrinting - Send filtered report via email to multiple users

Sahal — Wed, 12 Aug 2020 15:13:29 GMT

I just came across yout topic and i have the same issue. Did it get solved for you or are you still manually creating 150 + filters for all users?

if this is the case then I won´t use Nprinting for this but rather other tools.

Re: NPrinting - Send filtered report via email to multiple users

patrickanderson — Wed, 19 Aug 2020 04:44:50 GMT

Sahal/Carl,

Please keep this thread going if you find a solution or work around. I have a requirement to send 1000+ pixel perfect reports to users. No way i can maintain that list and sync that many tasks/ filters manually.

Sahal,

I think i need to move to other tools too. What options are you exploring? I am thinking either PowerBI or SSRS since my client is already a MS shop.

Re: NPrinting - Send filtered report via email to multiple users

Sahal — Wed, 19 Aug 2020 06:38:12 GMT

Hi,

As I understand it filters needs to be created one by one and "attached" to a user or group. You can either do this manually or via import from an excel sheet. For me this is bad and very time consuming.

I started a new topic after reading this one from 2018 and thought that something new must have come up!

(https://community.qlik.com/t5/Qlik-NPrinting-Discussions/Same-report-but-different-data-sent-to-users/m-p/1735485#M29708) but as it looks "This is the way Nprinting work " ….

But for me this was not enough so i started yet (hehe...) another topic after discussion this but this time about section access that we have setup in QlikView and if we could import the security set up from there and if that would work- however I have not got it to work yet.

(https://community.qlik.com/t5/Qlik-NPrinting-Discussions/Section-access-in-Nprinting-together-with-QlikView/td-p/1736386)

When it comes to other tools we are using SSRS with DDS (data driven subscription) and also Qliks "old" feature PDF Generation - With Loop & Reduce. Both options work for us, however we had hoped that Nprinting would replace both them but it lookes like it won't:(

Re: NPrinting - Send filtered report via email to multiple users

jakobjosef — Wed, 25 Sep 2024 10:48:43 GMT

Hi,

I had the same issue. Thought it would get better with the Upgrade regarding variable-use for recipients, but still this didnt solve the problem

I fixed it with a combination of N-Print and Power Automate. With Report Cycling, one document can be created for each case. This then can be sent with N-Print to Outlook, where the receiving of an e-Mail with this particular subjet starts an POwer Automate Flow (email-adress of recipient can be peeked via Power Automate from the FileName). With this flow, each user only gehts "his" report.

I am aware of the fact that this is a major workaround. But I am using this workaround for many cases already, it works fine and is 100% dynamically. No need for updating Filter-Excel etc.