In my testing I think I may need to do this with a Cycle on the Agent to have it print the report for each.
I do not see a way to tie the recipient John Smith with filter John Smith and extract his records out as John Smith.xls export and then repeat for each agent after.
Does this sound like I am getting warmer?
I assume you have a list of agents and locations of where you want the report to go to (a folder name or email address).
If this is in QlikView you can store the output into a file and then do an Import Recipient List task of the file into a recipient group. If this is not in QlikView, you can build a spreadsheet with filters and, again, perform the Import Recipient List task.
If the Agent name itself is also a filter then the Import Recipient task can also be used to set the filter automatically.
Have a look at the Vizub website for a demo video on importing recipients.
Thanks for getting back to me so quickly.
I believe those were the steps I had taken.
I created my app with a chart specifically designed to import into NPrinting.
Example of the table from QlikView I am pulling in from Tasks > Import Recipient Tasks > from QlikView Chart
FullName Description Filter1 Abel Agent Abel Julie Agent Julie Scott Agent Scott Larry Agent Larry
So now I have all my recipients above and all my filters from the above import as well.
I see Filters on the Report and Filters and Recipients on Task. Do I import the recipients I want on the Task and match the Filters? It seems like all Filters would apply to each recipient.
Abel Recipient would be filtered for Abel, Julie, Scott and Larry's data and so on.
I am missing something here.
I solved a similar issue by applying a filter to each one of the recipients.
I did this by importing a Recipient list from an excel, that had the Group and the Filter to be applied to each recipient.
After the import, i added the Recipient Group to the Task, and ticked the "Send email" checkbox in the Task Message.