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create individual reports for users

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  • #16
    Re: create individual reports for users

    ok, i now want to expand to saving the report to the sales persons personnel file.

    this is what i have so far

    Code:
    'Date Created: 02-Mar-2011 09:51:31 PM
    'Last Updated: 02-Mar-2011 09:54:41 PM
    'Created By  : richard harris
    'Updated By  : richard harris
    'create a report for each adviser, save to file and email
    
    dim vdoc as c
    dim varEmpFile as c
    
    lst = table.external_record_content_get("tcommmngr","alltrim(adviser)","adviser",".t. .and. unique_key_value()")
    for each foo in lst
    	
    filter1 = "tcommmngr->adviser = " + quote(foo.value)
    filter2 = "Tprods->Prod_Commrec=.T..AND.Adv_Paid=.t. .and. adv_paid_date = date()"
    varEmpFile = alltrim(tstaff->emp_file_location)
    
    current_filter = "("+filter1 +") .and. ("+filter2 +")"
    current_order = current_order_expn()
    query.filter = current_filter
    query.order =  current_order	
    
    if A5_GET_RECORDS_IN_QUERY("tcommstat.set",current_filter) > 0
    
    :Report.preview("Comm_Statement",query.filter,query.order)
    
    vdoc=varEmpFile+"\\"+"Commission Statement"+" "+dtoc(date(),"1-")+".pdf"
    :Report.SaveAs("comm_statement","PDF",query.filter,query.order,vdoc,.F.)
    
    else
    'do nothing
    end if
    
    next
    the reports generate individually, great, each report saves to file, however the location of the file is not changing with each adviser, so all reports are saving to the same advisers file.

    i thought as the adviser is filtered for each report, so the field value of emp_file_location would also be filtered.

    Comment


    • #17
      Re: create individual reports for users

      I think you'll have to do something like

      Code:
      varEmpFile = lookup("tstaff","adviser = "+quote(foo.value),"alltrim(emp_file_location)")
      assuming you have the adviser field in tstaff.



      i thought as the adviser is filtered for each report, so the field value of emp_file_location would also be filtered.
      The report filtering happens in a separate "session" and doesn't affect what is happening with the script.
      There can be only one.

      Comment


      • #18
        Re: create individual reports for users

        genius... this is great, thanks for all your help stan

        i now have the script, preview the report (which i actually now don't need so will delete this part), save the filtered commission statement to the correct employees personnel file, and then silently email the report to each employee.

        along with some other improvements i made to my app, this has cut the time in completing this job each week from approx 2 hours to 5 minutes.

        i can see other applications in my program for the foo. so i learnt something really useful.

        i know this needs error checking but here is the code if it helps anyone else (i am going to expand to produce a summary report for payroll).

        Code:
        dim vdoc as c
        dim varEmpFile as c
        dim varEmpemail as c
        
        lst = table.external_record_content_get("tcommmngr","alltrim(adviser)","adviser",".t. .and. unique_key_value()")
        for each foo in lst
        	
        filter1 = "tcommmngr->adviser = " + quote(foo.value)
        filter2 = "Tprods->Prod_Commrec=.T..AND.Adv_Paid=.t. .and. adv_paid_date = date()"
        varEmpFile = lookup("tstaff","employeename = "+quote(foo.value),"alltrim(emp_file_location)")
        varEmpemail = lookup("tstaff","employeename = "+quote(foo.value),"alltrim(employeeemail)")
        
        current_filter = "("+filter1 +") .and. ("+filter2 +")"
        current_order = current_order_expn()
        query.filter = current_filter
        query.order =  current_order	
        
        
        if A5_GET_RECORDS_IN_QUERY("tcommstat.set",current_filter) > 0
        
        :Report.preview("Comm_Statement",query.filter,query.order)
        
        
        vdoc=varEmpFile+"\\"+"Commission Statement"+" "+dtoc(date(),"1-")+".pdf"
        
        :Report.SaveAs("comm_statement","PDF",query.filter,query.order,vdoc,.F.)
        
        'email comm statement
        to_param = a5_eval_expression(varEmpemail)
        cc_param = a5_eval_expression("",local_variables())
        bcc_param = a5_eval_expression("",local_variables())	
        subject_param = a5_eval_expression("=\"Your commission statement is attached\"",local_variables())	
        message_param = a5_eval_expression("=\"Please find attached your commission statement for this week, your statements are also stored in your personnel file and can be accessed via the 'My Profile' page in Mortgage Manager.\"",local_variables())
        
        
        email_send(to_param,subject_param,message_param,vdoc,cc_param,bcc_param)
        
        	else
        'do nothing
        end if

        Comment


        • #19
          Re: create individual reports for users

          And if you found and corrected an error and wanted to reprint/send just one report?

          Code:
          'create a report for each adviser, save to file and email
          dim vdoc as c
          dim varEmpFile as c
          dim varEmpemail as c
          rslt = ui_get_radio("","All","All","Single Salesman")
          IF rslt = "All"
          	lst = table.external_record_content_get("tcommmngr","alltrim(adviser)","adviser",".t. .and. unique_key_value()")
          	FOR each foo in lst
          		filter1 = "tcommmngr->adviser = " + quote(foo.value)
          		filter2 = "Tprods->Prod_Commrec=.T..AND.Adv_Paid=.t. .and. adv_paid_date = date()"
          		varEmpFile = lookup("tstaff","employeename = "+quote(foo.value),"alltrim(emp_file_location)")
          		varEmpemail = lookup("tstaff","employeename = "+quote(foo.value),"alltrim(employeeemail)")
          		
          		current_filter = "("+filter1 +") .and. ("+filter2 +")"
          		current_order = current_order_expn()
          		query.filter = current_filter
          		query.order =  current_order
          		IF A5_GET_RECORDS_IN_QUERY("tcommstat.set",current_filter) > 0
          			:Report.preview("Comm_Statement",query.filter,query.order)
          			vdoc=varEmpFile+"\\"+"Commission Statement"+" "+dtoc(date(),"1-")+".pdf"
          			:Report.SaveAs("comm_statement","PDF",query.filter,query.order,vdoc,.F.)
          			'email comm statement
          			to_param = a5_eval_expression(varEmpemail)
          			cc_param = a5_eval_expression("",local_variables())
          			bcc_param = a5_eval_expression("",local_variables())
          			subject_param = a5_eval_expression("=\"Your commission statement is attached\"",local_variables())
          			message_param = a5_eval_expression("=\"Please find attached your commission statement for this week, your statements are also stored in your personnel file and can be accessed via the 'My Profile' page in Mortgage Manager.\"",local_variables())			
          			email_send(to_param,subject_param,message_param,vdoc,cc_param,bcc_param)			
          		ELSE
          			'do nothing
          		END IF
          	next
          ELSE
          	adv = alltrim(ui_get_text("Name","Enter Adviser name"))
          	IF adv > ""
          		filter1 = "tcommmngr->adviser = " + quote(adv)
          		filter2 = "Tprods->Prod_Commrec=.T..AND.Adv_Paid=.t. .and. adv_paid_date = date()"
          		varEmpFile = lookup("tstaff","employeename = "+quote(adv),"alltrim(emp_file_location)")
          		varEmpemail = lookup("tstaff","employeename = "+quote(adv),"alltrim(employeeemail)")
          		
          		current_filter = "("+filter1 +") .and. ("+filter2 +")"
          		current_order = current_order_expn()
          		query.filter = current_filter
          		query.order =  current_order
          		IF A5_GET_RECORDS_IN_QUERY("tcommstat.set",current_filter) > 0	
          			:Report.preview("Comm_Statement",query.filter,query.order)
          			vdoc=varEmpFile+"\\"+"Commission Statement"+" "+dtoc(date(),"1-")+".pdf"
          			:Report.SaveAs("comm_statement","PDF",query.filter,query.order,vdoc,.F.)
          			'email comm statement
          			to_param = a5_eval_expression(varEmpemail)
          			cc_param = a5_eval_expression("",local_variables())
          			bcc_param = a5_eval_expression("",local_variables())
          			subject_param = a5_eval_expression("=\"Your commission statement is attached\"",local_variables())
          			message_param = a5_eval_expression("=\"Please find attached your commission statement for this week, your statements are also stored in your personnel file and can be accessed via the 'My Profile' page in Mortgage Manager.\"",local_variables())
          			email_send(to_param,subject_param,message_param,vdoc,cc_param,bcc_param)			
          		ELSE
          			'do nothing
          		END IF
          	ELSE
          		ui_msg_box("Alert","No Adviser chosen")
          	END IF
          END IF
          There can be only one.

          Comment

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