Send email through NPrinting................

[srinivas1921]

Hi All,

We have below requirement:

there are so many salespersons are there.

Have to Email Excel report to  Salesperson through NPrinting.I created few excel reports for few salespersons separately.

but

Requirement: How Each salesperson will receive report for their performance only, and no other report.(like Jock 1 report needs to send "Jock1.Jock1@gmail.com" mail id and Jock 2 report needs to send "Jock1.Jock1@gmail.com" mail id.................etc)

Many thanks in advance........................

[Frank_S]

If I understand your requirement, it sounds like you need to simply create a separate report task for each manager and add sales people to each task which report to their manager.

Steps: Add each recipient to each separate report task:

For example

task 1

sales people

jock 1 (jock 1 data filter)

jock 2 (jock 2 data filter)

cc: manager1

task 2

jock3 (jock 3 data filter)

jock4 (jock 4 data filter)

cc: manager2

You can use the following tutorials and the structure above to assist you to help you achieve your specific requirement. The method above allows you to add the same (or different reports) to each separate task thus giving you the flexibility to distribute the necessary reports to the right people with the right information.

How to Distribute User Specific QlikView Reports by E-mail – Customer Feedback for Vizubi

How to CC and BCC Report Distribution by E-mail – Customer Feedback for Vizubi

[srinivas1921]

Hi Frank,

There are thousands of salespersons in my requirement. As you mentioned above, it is very difficult  to create thousands of data filters to send all reports individual.

I have created individual excel report for all salespersons using entity based report but my question was,how  to send particular salesperson excel report to their email automatically.

Means they have to received their report but not other reports.

[Daniel_Jenkins · Accepted solution]

Hi Srinivas,

This is very easy to do with QlikView NPrinting. Here is one way to do it:

1. Load your recipients from your Excel file into your QlikView document

2. Create a chart to be used as the recipient import source. Add calculated dimensions for Filter & Group so that they are defined automatically by parsing the required fields. I used ='Salesperson={'&Salesperson&'}<verify>'  for the Filter and ='GRP1' for the group

3. In your QlikView NPrinting project, create an Import Recipient entity to import the recipients, their filters and groups from the QlikView document. Add this to an Import Recipient Task. Run the task.

4. Build your report

5. Create a Report Task with the group as the recipient, add the report and build the e-mail message

6. Run the Report Task

A separate appropriately filtered report is created and e-mailed to each salesperson.

I have attached a sample project that does all this without having modified your Excel file in any way. Please extract to folder C:\Temp\Community\005 to preserve the paths used or you will need to change them in the NSQ. Run the Import Recipient task first in order to import the recipients, their filters and to create the group. You can then Test the Report Task ( as opposed to Run since the e-mail addresses used are dummies).

HTH - Daniel.

[yujiyamane]

Very good question and great answer by Daniel.

[avinashelite]

check this once :

//community.vizubi.com/knowledgebase/articles/265155-how-to-create-and-import-recipients-with-filter...

[srinivas1921]

Hi Daniel,

thanks a lot for your great support. I request to you that send me attached sample project.

[rpavan17]

Hi Daniel,

I have stopped at Point 3. Could you please help creating import task using a object from an app.

Thanks

[Ruggero_Piccoli]

Hi,

Importing recipients from a QlikView object is a feature only of QlikView NPrinting 16. It is not possible to do it in 17+ series.

The workaround is to create an Excel template that exports the recipients in the format required by Qlik NPrinting 17+ to import them. 

Best Regards,

Ruggero