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ben_skerrett
Contributor III
Contributor III

Individual Emails per Cycled Report

Hi,

I have read many posts but still can't find a solution to my problem. Any help would be appreciated.

I have created a weekly excel report, which lists late documentation from each of our suppliers.

The report cycles, to generate an excel file per supplier.

Each week the list of suppliers can vary i.e. week 1 could be suppliers A, B, C, D and week 2 could be suppliers C, F, X, Y, Z.

I would like to create an email per cycled excel report, as this would allow me to add visualisation to the body of the email, which i can forward to the supplier.

I want all of the emails to be sent to me (not the suppliers), so i can validate the data and then forward the email to  relevant supplier.

Currently all of the reports are attached to a single email.

Thanks in Advance

Ben

 

Labels (2)
1 Solution

Accepted Solutions
Ruggero_Piccoli
Support
Support

Hi,

If you are using Qlik NPrinting Cycles all generated reports will be sent as a single compressed attachment to a single email and there is not an option to change this behavior. https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DistributionSchedulesAutomatio...

Instead of sending all generated files to you via email you could store them to a destination folder https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/AdministeringQVNprinting/Folde...

If you want to receive a different email for each supplier to your email address you can:

  1. create a Qlik NPrinting user for each supplier with the related filter. I read that they are many but you can import them from an Excel file and this can create the needed filters at the same time and associate each user with the related filters https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DeployingQVNprinting/Import-Us.... It is also possible to create users via API https://help.qlik.com/en-US/nprinting/September2020/APIs/NP+API/index.html?page=64 but I thing using Excel is faster in your scenario. I suggest, but it is not mandatory, to create a group and add all the imported users to it. The group will make the creation of the publish task faster. Each user must have a unique email address but it is not mandatory it is the real email of the user if you do not need to deliver reports to that address.
  2. in one of the Alternate email fields of the Excel you create to import users you insert your email
  3. create a publish task. Add the report, add the group of users as destination instead of each single user (faster is you need to receive 1.000 emails) and in the email message set Use alternate email instead of the user email.

Best Regards,

Ruggero

 



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.

View solution in original post

6 Replies
David_Friend
Support
Support

@ben_skerrett I'm guessing this is the documentation you are already following:

https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DistributionSchedulesAutomatio...

https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/ReportsDevelopment/Cycling-you...

If it doesn't meet your needs can give us some more specific on what you are hoping to accomplish?

You would like to get an email for each individual cycle correct?

Frank_S
Support
Support

If you only want to see the reports for the suppliers for a specific week, then you'll need to create a condition and a variable that can be built into your Qlik Application ie: 1 - true (this will used in your 'true' condition' which will enable the report to be sent if the condition variable  = 1)

 

You can also do a condition where the 'chart has data' = 'true' (this will send the report if the chart in your report has data)

For more information about conditions, see Conditions

 

Before proceeding below, you would need to create an NP user for each supplier then add a recipient/NPrinting 'user' filter to each supplier recipient/user using the 'supplier' dimension and the dimension value for each supplier as a user filter: 

ie: 

Supplier 1 NP recipient >filter and filter name: ABC Example below

Supplier 2 NP recipient>filter and filtername: Asin Fashion Ltd Co

 

 

 

 

 

Create One Report per supplier: ( You may export your existing report then import it again and name each report copy by the intended supplier)

1. Create one NP publish task and add each supplier report to the task under 'Reports'

2. Add your true condition with true rule to each report 

3. Add the each NP user/recipient (supplier 1 and 2) and your user to add 'users/groups' menu option in the task

3. Create a folder destination see Creating a new destination folder

Then navigate to  in the Publish Task and click 'destinations'. Click the plus sign to add your folder new folder destination. Select the checkbox to publish to all. This will send your reports to the designated folder only since you won't sent to an email destination in this case.

4. Create a publish task trigger on a weekly basis.

Only the 'filtered reports' should go out if the condition is met.

 

You need understand how to apply conditions and how to best create or condition rules (based on your requirement) for this to work on your end.

See the follwoing link : Conditions
I was able to create two reports based on conditions being false or true. 
Only True conditions pass and only those reports are sent out.

 

Tip: in the report I use the Page feature in the template editor to show the supplier name of the sheet and on the report itself

 

Kind regards.

 

 

 

Please remember hit the 'Like' button and make helpful answers as 'Solution Accepted'... Cheers!
ben_skerrett
Contributor III
Contributor III
Author

Thank you for the prompt responses, it is really appreciated.

@David_Friend, yes I have followed the documentation but unfortunately it only generates a single email, with a zip file containing all of the reports

@Frank_S, thank you for the detailed reply, I am utilising filters and conditions but I cannot find a method of generating an email per report.

Unfortunately creating an NP user/report per supplier, will not be possible. Currently we have over a 1000 suppliers and in most cases, our suppliers are specified by our customers (so the list is ever growing).

 

I have added a diagram showing what “I currently have” and what “I would like”. Hopefully it will help to explain.

Thanks Again

Ben

Ruggero_Piccoli
Support
Support

Hi,

If you are using Qlik NPrinting Cycles all generated reports will be sent as a single compressed attachment to a single email and there is not an option to change this behavior. https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DistributionSchedulesAutomatio...

Instead of sending all generated files to you via email you could store them to a destination folder https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/AdministeringQVNprinting/Folde...

If you want to receive a different email for each supplier to your email address you can:

  1. create a Qlik NPrinting user for each supplier with the related filter. I read that they are many but you can import them from an Excel file and this can create the needed filters at the same time and associate each user with the related filters https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DeployingQVNprinting/Import-Us.... It is also possible to create users via API https://help.qlik.com/en-US/nprinting/September2020/APIs/NP+API/index.html?page=64 but I thing using Excel is faster in your scenario. I suggest, but it is not mandatory, to create a group and add all the imported users to it. The group will make the creation of the publish task faster. Each user must have a unique email address but it is not mandatory it is the real email of the user if you do not need to deliver reports to that address.
  2. in one of the Alternate email fields of the Excel you create to import users you insert your email
  3. create a publish task. Add the report, add the group of users as destination instead of each single user (faster is you need to receive 1.000 emails) and in the email message set Use alternate email instead of the user email.

Best Regards,

Ruggero

 



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.
ben_skerrett
Contributor III
Contributor III
Author

All,

Thank you for the help on this. Hopefully in the future it will be possible to generate cyclic emails for cyclic reports.

Regards

Ben

Lech_Miszkiewicz

Hi @ben_skerrett ,

I wouldn't count on that as there is no indication of further feature (like the one mentioned by you) development in NPrinting. We were talking about this feature in community for last 5-6 years on many occasions and it was never created. People kept asking for it, kept mentioning it without any success.

Unfortunately I personally know about more than 10 clients who have changed NPrinting to alternative 3rd party reporting solutions which do support this very much needed feature - still it does not seem to be a priority for NPrinting development.

Feel free to post an Idea https://community.qlik.com/t5/Suggest-an-Idea/idb-p/qlik-ideas  regarding this feature. I will definitely vote this one up. I thought I saw one which described it, but I couldn't find it. 

cheers

cheers Lech, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful to the problem.