Do not send report to user whose relevant records not available in dashboard

[a0693051]

Hi All,

Please refer the attached samplenew.xls, I have the table with 7 records in dashboard. 

Need to send the report to users in column "Email" for their corresponding records only through Nprinting. Example: Send the buyer 'Royal Shipment Company' details only to user: Joseph123@email.com

Note: Report should have the following fields only: Buyer Name, Policy Number, Previous Date, Previous Buyer Rating, Current Date, Current Buyer Rating and Agent Name.

To acheive this I have following the below steps:

1. I have created the RecipientList.xls with filter condition (Filter1). Please refer the attached RecipientList.xls

Note: User Balram is does not have any records in samplenew.xls, so he should not receive any mail.

2. I have created two tasks: one for importing recipients list and another one for generating reports.

3. Run the first task manually and Once the recipients are imported, first time I have to manually added the recipients in the second task (not automatically recipients are added).

Note: If any new recipients are added in the list and again I need to add those new users manually in recipients in second task. 

4. Check Filter conditions are added.

5. Created the job and run the job manually, but the reports are not generated due to "Verify Filter" option is enabled in Filter condition. This option stops the report generation and shows a warning in the log explaining where the problem is. Because the user Balram is not having any records.

Even I have removed the "Verify" option in RecipientList.xls and ran the job. This time all the three users are received the correct reports with their relevant records. But Balram is receiving all the data (note: the value "balram.ma@email.com" is not present in the field "Email").

Pleasae advise how to avoid sending mail to Balram.

Thanks & Regards

Jhanaarthanan

[blaise]

Use a group for the recipients instead of adding all recipients one by one.

Mark all checkboxes in the import task and be sure that you only import relevant users (ie base the users on the user/filters you have in your qvw/qvf).

If you have recipients (either directly on in a group) without any relevant filters they will receive a report with all the data.

[a0693051]

Thanks Johan for your help, Now I have resolved the issue to create the group and import only relevant users to get the report. Thanks a lot.

[a0693051]

Hi Johan,

I have created the Recipients list excel sheet with filter condition and Group for import.

After Importing recipients task completed, I can added the group name in the recipients for second task (generating the reports). And not adding the recipients one by one.

If any new recipients added in recipients list excel sheet they have automatically included in recipients because I am using the group.

In Filters, filter condition for new recipient is automatically included but But Filter condition for new recipient is not automatically added in second task. Please advise.

Regards

Jhanaarthanan