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Report bursting to recipients of multiple elements

Started by destry2, 26 Mar 2013 09:41:32 AM

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destry2

Hi all, I have a simple cross tab report that contains sales regions, sales and quarters. I would like to burst this report to recipients who are responsible for multiple sales regions. For example, Mr A is responsible for sales region A, B and D. I would like to set up bursting so a single report is sent for those three regions to the recipient. Is this possible? A newbie here. Thank you.

MMcBride

You may be able to handle this in a data object, but if I were the one working on this I would ask for a "Meta Table" be added to the model

this Meta table would contain a list of users, emails, regions
You can then burst by Region - to email to the email address assigned to the region.

If you wanted to merge the data between Regions A, B and D you could modify the report to run by User where region in ('list') and burst the resulting report by user id.

When bursting almost anything is possible - you just need to give Cognos a "key" to burst on and define the report around said key.
I do something similar today:
1 - I burst based on User ID - all claim activity per handler is listed and emailed to the Claim Handler
2 - I burst based on Team ID - all claim activity for all handlers under a specific Team lead is written to a single report and mailed to the team lead.

The reports are identical, but based on the different Burst Key the first part creates individual files for each user, the second sums the data based on the team ID

I would recommend you first get the report to run like you want it to manually, once you get there it is relatively easy to add in the Burst details to automate the runs.

destry2

Hi MMcBride, thank you for your answer! I'm trying to understand what you mean by "If you wanted to merge the data between Regions A, B and D you could modify the report to run by User where region in ('list') and burst the resulting report by user id".
The report has been designed and works as expected when run manually. Region is paginated so you get a report page per region. I can have a bursting table which includes region, user id and user's email. I know using region as the burst key won't work as i'll get a single region per user. Are you saying I should add user id somewhere in the report and use that as the bursting key? Sorry for not understanding correctly and I appreciate your responses!

MMcBride

I don't know how your report runs today, this is where the gap is...

When you run your report how do you know "Mr A" gets regions 1, 2 and 3?

I would assume that "Mr A" is already a part of the query, if he is you can use this data item to burst with.

If he is not... see my question above  :)