Dynamic Report Generation and Emailing

[william_ericksson]

Dear NPrinting experts,

I have a use case where I would like to email out 100+ staff with an individualised report as an email attachment. NPrinting Cycling functionality makes this easy to generate the files, dynamically based on the available values in that dimension of data. 

However, after reading various forum posts, it appears the full task of creating and then emailing the reports is much more complex and not a supported 'in the box' behaviour of NPrinting as of February 2019. 

From the forums I've reviewed, my guess is that the process would look like this:

1. Create Qlik App
2. Create NPrinting App
3. Create a Connection to the Qlik App. 
4. Create a list of Filters in Excel format (see documentation and example file). 
   1. For the filters tab, I would need to create one row per staff member, with a unique filter name, and the value equaling the dimension value I would like that staff member to be filtered on (e.g. Employee ID) 
   2. For the users tab, I would need to create one row per staff member, with a list of all unique filter names associated with that user for any NPrinting App on the server. 
   3. Add a Group to Group these 100+ users. 
5. Under Tasks > Import, create a task to upload the Users, Groups, Filters Excel Sheet. 
6. Reports > Create Report
   1. Under the Filters Tab, add every Filter row in the 'Available Items' to the 'Selected Items' for every filter I would like to associate with this report. 
7. Tasks > Publish Task
   1. Add Report
   2. User/Group > Add the Group for the users.
   3. Filters > Add a row for every user (moving them from Available to Selected items)
   4. Set Destinations, Email Message, Triggers etc. 

Is this correct or is there another way to do some of these steps? 

In particular, it seems that automating the Users/Filters/Groups set is achievable. However, it does not appear possible to automate an upload of the Filters under 'Reports' or Publish Tasks. Can anybody clarify this for me?

Thanks in advance,

Will

[Daniel_Jenkins]

Hi William,

6.1 - Under the Filters Tab, add every Filter row in the 'Available Items' to the 'Selected Items' for every filter I would like to associate with this report.

This ↑ is not required. Once a user level filter exists (which is what you are doing in the preceding steps), NPrinting will always apply that user's filter(s) before generating reports for that user. Of course you will need to create the filters appropriately. Take a look at this thread for a similar discussion & example:

https://community.qlik.com/t5/Qlik-NPrinting-Discussions/Nprinting-Scheduling-reports-to-multiple-us...

Cycling is not required unless you want a separate report for each value of a dimension. For example, if a User has a user level filter applied with this definition [Country]={Australia, China}, that filter will always be applied for all reports sent to that User. So, if you had a task with a report containing all countries (no filters on any level like Task/Report/Object etc.) and add that user as a recipient in that Task, (s)he will get the report automatically filtered to contain only Australia & China. If you enable Cycling, the user will get 2 reports, one filtered for Australia and another filtered for China.

HTH - Daniel.

[william_ericksson]

Hi Daniel, so just to clarify, I don’t need to do Step 6.1 (add filters to the report or to the publish task)? Thanks, Will

[Daniel_Jenkins · Accepted solution]

Hi Will,

You are already assigning filters on the User level in steps 4 & 5 so steps 6.1 and 7.3 are not required.

HTH - Daniel.