Multiple PDF by Dimension

[javier_florian]

Hi Folks,

Client wants generate pdf report by dimension, specifically, by salesman but in separated files. Currently, we have a pdf dashboard by country, so, how can configure report pdf to generate every single pdf file by salesman?

Thanks in Advanced.

-JFlorian

[jaimeaguilar]

Hi,

with the loop & reduce option you can achieve this. I couldn't find the original post where I got the attached walkthrough document, however I'm including it here, I think it can be useful for you,

regards

[Anonymous]

Jamie,

Can this be done in conjunction with a bookmark so that, for example, not every region gets a report generated and sent?

[jaimeaguilar]

The problem with bookmarks is that you need to use actions in order to activate them when executing tasks from server. The "on Open" triggers usually doesn't work when the server opens and executes tasks for a specific document. This is mainly because QV Server doesn't actually opens the document like a person would do, but instead it opens the document without data.

But... what you can do is to use the reduce tab in server (inside source documents > selecting the desired document > creating/editing a task. There you can tell the server to make selections in the document (similar to what a bookmark would do).

Also, if you look at the bottom of the screenshot, there's an option that says "Loop and Reduce" > by bookmark. In theory you can call a bookmark and tell QV server to loop and reduce based on an existing bookmark. However when I've tried to used this feature, I always got unexpected/wrong results, so I think there's a bug when you use this option. You can only use the "by field value" option (Last time i tested this was with SR 7, it may however been fixed in later SRs),

Another option would be to send emails locally from QV Desktop using some macro (there are some examples in community). But I never recommend using macros unless is your last resort,

hope this helps,

regards

[jaimeaguilar]

Another important thing to mention is that you need to have Publisher and PDF Report distribution in order to send PDF Reports via e-mail using QMC. Otherwise you'll need to look for another option (maybe NPrinting or a macro),