create individual reports for users

[richard2007]

is it possible to generate individual reports based upon the values of one of the fields.

the field is salesman and i want to be able to create a report for each individual sales person with just one click.

i know how to create a report and filter it to a sales person but only one person at a time.

hope this makes sense.

[Stan Mathews]

Re: create individual reports for users

Richard,

On whatever form the salesmen use to access the reports, create a variable, character, golbal. Have the salesmen fill in the variable before printing the report.

Edit the report(s) filter(s) to

(whatever_the _filter_is_now_in_parentheses) .and. salesman = var->newvariablename

[Tom Henkel]

Re: create individual reports for users

Are you saying that you want to generate a report with a separate page for each salesman? But, just one report?

It is not a problem is you use use groups and do a page break based on the groups.

For each group (salesman), you could do all of your calculations and put totals into a group footer, then when the salesman changes, begin a new page and start all over again. As long as you have your groups set up properly, you will see details for each salesman individually, totals for each, and then, if you want, a grand total for your purposes.

Tom

[NormanMouton]

Re: create individual reports for users

What Tom suggest is good, but the suggestion of Stan is better if you know how to define and apply variables.

[richard2007]

Re: create individual reports for users

hi all.

thanks for replies.

On whatever form the salesmen use to access the reports, create a variable, character, golbal. Have the salesmen fill in the variable before printing the report.

Edit the report(s) filter(s) to

(whatever_the _filter_is_now_in_parentheses) .and. salesman = var->newvariablename

i am ok with this and use it quite a lot.

the report is generated by a admin staff, currently a filter is applied for each adviser in turn, the report generated, emailed to the sales person and then saved to a specific file location.

i wanted to see if first of all, a seperate report could be generated for each sales person, filtered to their activity, all done in one action.

thanks again

[Stan Mathews]

Re: create individual reports for users

For a table "sales" with a field "salesman"....

You can get the list of salespersons like

lst = table.external_record_content_get("sales","alltrim(salesman)","salesman",".t. .and. unique_key_value()")
? lst
= bill
bob
jim
joe
mike
suzy
tim

Knowing that list means we can print the report for each using that method

lst = table.external_record_content_get("sales","alltrim(salesman)","salesman",".t. .and. unique_key_value()")
for each foo in lst
report.print("reportname","salesman ="+quote(foo.value), "")
next

[richard2007]

Re: create individual reports for users

stan,

thanks for your help, i can then expand to email and save the report to a file for each saleman.

thanks again.

[richard2007]

Re: create individual reports for users

hi, i finally got round to doing this and it works well except one problem i am having.

i need to some how filter the report for only those sales people who have commissions (records) at the time the report is generated.

not all sales people will have records for the report each week.

currently the script generates reports for those sales people with records correctly but also generates totally blank reports, which i assume is for each of the sales people with no records for the report.

thanks in advance and hope this makes sense

[Stan Mathews]

Re: create individual reports for users

Makes sense but you really need so supply some sort of sample database or more information. It would be realtively simple to filter for salesmen with activity if we know what field recorded activity (sales) and what the table name is that contains that field.

My view of your screen is somewhat obscurred by the toucan and parrot.

[richard2007]

Re: create individual reports for users

hi stan,

ill sort a sample out but will take a little time as i only have a live db.

basically each record in the table has fields for Adviser (salesman) and comm_date (records the date the record was added)

we generate our reports between 2 dates on the comm_date field.

for all records that show between these two dates, i only need to generate an individual report for advisers with records.

hope this helps a little.

[Stan Mathews]

Re: create individual reports for users

we generate our reports between 2 dates on the comm_date field.

So you have something like this for the report filter?

between(comm_date,date_variable_1,date_variable_2)

what you need now is

between(comm_date,date_variable_1,date_variable_2) .and. Adviser = quote(adviser_name_variable)

[richard2007]

Re: create individual reports for users

ok, im still a little unclear.

using the foo code the report is generating an individual report for each adviser, so that bit is good, however, it is generating blank reports which i believe are for those advisers who have no commission records when the report is generated, there maybe another reason, i don't know.

my filter2 only shows the commission records i want

I want to try and get rid of these blank reports.

code being used

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()"

current_filter = "("+filter1 +") .and. ("+filter2 +")"
current_order = current_order_expn()
query.filter = current_filter
query.order =  current_order	

:Report.preview("Comm_Statement",query.filter,query.order)
next

for clarification of the filter mentioned in my previous post, a form is filtered between these two dates to get commissions received, these records are them marked to be paid to adviser, which in turn uses the above filter to generate the report for records marked for payment on a given date. Thought i best mention this as it may look confusing.

[Stan Mathews]

Re: create individual reports for users

Within the loop you need to check for records before the print statement.

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()"

current_filter = "("+filter1 +") .and. ("+filter2 +")"
current_order = current_order_expn()
query.filter = current_filter
query.order =  current_order	

if A5_GET_RECORDS_IN_QUERY("[COLOR="Red"]yoursetname.set[/COLOR]",current_filter) > 0
:Report.preview("Comm_Statement",query.filter,query.order)
else
[COLOR="Blue"]'do nothing[/COLOR]
end if
next

[richard2007]

Re: create individual reports for users

thanks stan, really appreciate your help.

[richard2007]

Re: create individual reports for users

that works great. thanks again.:)