Send same report to individual recipients filtered on their location

[TDQlik]

Hi,

I've built a report a report in NP that simply needs to be filtered by store location and then sent to the recipients e-mail address filtered on its corresponding store.

So e.g. I have locations, A01, A02, A03 and their e-mail address are Store_A01@Domain.com  etc. I wish to send this report filtered on A01 to Store_A01@Domain.com  and then  also filtered on A02 and sent to Store_A02@Domain.com etc. How can I possibly achieve this? I have a list of 100+ locations like this. Is it possible to achieve this with a distribution list as an e-mail address? Or do I need to create 100+ users in NP for each location? 

Any help is appreciated, thanks!

[Lech_Miszkiewicz · Accepted solution]

hi, you need to create all those users in NPrinting to achieve different filtering for each of them.

Good thing is that you can achieve this using the excel import template as documented on help page: 

https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/DeployingQVNprinting/Import-Users-Fi...

This topic is widely discussed on community so search for it to learn more. 

cheers

[Aditya_Chitale]

You can apply section access to restrict store location to particular users.

As for creating users, you will have to manually add them in Nprinting users list.

Regards,

Aditya

[Lech_Miszkiewicz]

Although section access will work it will work a lot slower especially with larger amount of users and amount of work required to implement such solution is much larger than just importing users using import task and importing user filters with the same task. Section access would also require those accounts to have AD domain accounts whether with user filters you dont need them. 

[TDQlik]

Hi guys,

Became a bit more clear to me now, appreciate it - is it also true that all that is required is creating a filter and assign it to the users (preferably during Import) that will filter the report to their store location? Basically I'd like to ask if I can make 1 variable filter for all users or each user should have their own filter?
Thanks!

[Ruggero_Piccoli]

Hi,

Your use case is explained in details in the Getting Starting tutorial in the help site at the address https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/Introduction/Get-started.htm

Please start by reading the documentation before working on Qlik NPrinting.

Best Regards,

Ruggero

[Lech_Miszkiewicz · Accepted solution]

Hi @TDQlik,

answer is as you said - to create users and filters and assign them together. All this can be done via import. 

Variable filter will not work in this scenario as it won't know which value to apply to particular user. The whole point is that each user has its filter so NPrinting knows what filter will be applied.

by the way - I agree with @Ruggero_Piccoli  - working with NPrinting requires Qlik development knowledge and strong NPrinting knowledge. Please invest time to study it properly (the bare minimum would be to go through whole help document). Since both tools work together you may be putting Qlik Sense under a lot of stress if you are not aware of what is happening "behind the scenes" and that will greatly impact users experience too. Lastly if you design things in wrong way it may be received as a poor functionality of the product by end users rather than mistake in development which does not paint good picture on NPrinting brand. I saw it so many times when taking over work done by people who just started using nprinting thinking that it is a simple "drag-n-drop" tool. 

dont get me wrong - there is nothing wrong in trying - but do this by following documentation and training materials. Good Luck!

cheers

[TDQlik]

Hi @Lech_Miszkiewicz 

Appreciate your fantastic help, gotten it to work like you said! Have a great weekend!

[Lech_Miszkiewicz]

Great News @TDQlik ! Enjoy:)