Automatic generation of reports

[#1]

Hi everyone

My internal clients are so happy with QlikView that they are asking if it is possible for an application to print out a expense report every month and send it via email to management. They want to:

1. Generate an expense report for every month e.g. July and each department

2. Export it to pdf

3. Send it to a list of email addresses

I have tinkered a bit with the Report editor, looked at Help files and this forum and have a notion that I need to create a macro.

Dont have VB or Java script experience but am willing to look through the API Guide. Can anyone help me pinpoint what type of macro I should look for or create?

Or better yet, does Qlikview offer the method of generating and exporting a report on a time period basis?

any thoughts are welcome!

Thanks!

[amars]

Hi,

Attaching a file containing a macro , which will export & send mail report's in specified format (PDF, Excel) . I have created different Report's in Qlikview for PDF print, For excel I use a chart ID. I have an internal table with a structure like

Load * inline

[reportName, reportID, ExcelExportID

Sales, RP01, CH01

Purchase, RP02, CH02]

Similarly for excel export format I Have created a table like this

Load * inline

[ExportTo

Excel

PDF]

& I have provided input box for selection by user & this macro will work according to the selection.

Regard's

Amar

[amars]

You can create a batch job to reload the file. & on Reload can run this macro. so it will send mail automatically.

[#4]

Thanks amars. Would an OnReload macro be flexible enough to select one report from a list of reports and select a bookmark based on that report?

[amars]

By default it will take the first value from the reportName, & the ExportFormat. Actually I have written this macro to be triggered on the click of a button . You can programm the macro to send specific report's according to ur need.

[#6]

Not to sound stupid but this is the OnReload macro already found in QlikView right since you mentioned that you have written this macro ...

[amars]

Go in Document Properties -> Macros -> Document Event Triggers . Here you will find event's , select an event OnPostReload & in the dropdown before that u can select a macro from the available macros. So it will be triggered on that event.

[#8]

Hello amars

Thanks for the hints. Will have to read up in the Help section about using macros...

[#9]

Jeanne,

Can you please, send me the macro that you use to automatically export?

Thanks

Straface Luciano

[#10]

Any idea how to trouble-shoot an issue where the PDF is not generated from this type of function / macro, initiated by the PostReload? I'm running Qlikview 8.01 if that matters.

Function fPrintReport2PDF(oReport, pdfOutputFile)
 Set WSHShell = CreateObject("WScript.Shell")
 WSHShell.RegWrite "HKEY_CURRENT_USER\Software\QlikViewPDF\OutputFile", pdfOutputFile, "REG_SZ
 WSHShell.RegWrite "HKEY_CURRENT_USER\Software\QlikViewPDF\BypassSaveAs", "1", "REG_SZ"
 ActiveDocument.PrintReport oReport "QlikViewPDF", false
 WSHShell.RegWrite "HKEY_CURRENT_USER\Software\QlikViewPDF\BypassSaveAs", "0", "REG_SZ"
 Set WSHShell = nothing
End Function

I have the macro settings "System Access" and "Allow System Access" selected. I'm sending in a QV Report ID for oReport, and the full path where I want the PDF saved for pdfOutputFile ("D:\Qlikview\days_to_ship.pdf"). I know I have full access to this folder, since I can create and edit files in this folder from windows explorer.

Thanks in advance to anyone who can help out!