Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
Hi,
I am aware that Nprint can generate reports with predefined selections, but can this predefined selections be different for different users?
For example, if I schedule a job to generate a Sales report (targetiing a bar chart object), and I want each sales representative (the user) to receive a document with just its own sales.
Is that possible?
Thanks!
Luri -
Yes, each recipient can be assigned their own filters. In your case, each sales rep would have a filter for their own name, userID, etc.
These filters can be assigned manually (How to Add Filters to Recipients) or automatically as part of a recipient import (How to Create and Import Recipients with Filters and Distribution Groups).
Once you have the filters associated with the recipients, you can set up a report task where each recipient will get a copy of the report containing only his/her data as defined by their filters: How to Distribute User Specific QlikView Reports by E-mail
Luri -
Yes, each recipient can be assigned their own filters. In your case, each sales rep would have a filter for their own name, userID, etc.
These filters can be assigned manually (How to Add Filters to Recipients) or automatically as part of a recipient import (How to Create and Import Recipients with Filters and Distribution Groups).
Once you have the filters associated with the recipients, you can set up a report task where each recipient will get a copy of the report containing only his/her data as defined by their filters: How to Distribute User Specific QlikView Reports by E-mail
Thank you for your response and for the links, it will be useful!