Can someone tell me what needs to be done if I want to send out an email to users if they have exceeded limit on amount they can spend in a year. This should be an automated process every time you load data into QV app, as well as a report showing all the YTD spend.
Example: allowed annual spend amount is $100 for sales rep John and his YTD spend amount is $110. In this case, once you load the data, it should automatically send an email alert to John with allowed amount and actual spend amount, as well as a report showing all YTD spend.
Please suggest a best approach to achieve this without any user intervention (I.e. it should happen in background)
Hi Sanjay, Firstly prepare a report according to your requirements and then go to reports tab and click on edit reports.. then drag and drop your required page... then you have to write a macro for sending that pdf report via mail but before all this we need to have a pdf tool(which is for qlikview) in order to generate your pdf... Hope this helps Regards gaurav Khare
