If you are unable to create a new account, please email support@bspsoftware.com

 

News:

MetaManager - Administrative Tools for IBM Cognos
Pricing starting at $2,100
Download Now    Learn More

Main Menu

Excel Output Report with Summary in E-mail Body

Started by Nikhil Shenoy, 08 Jan 2018 04:19:24 AM

Previous topic - Next topic

Nikhil Shenoy

Hi Team,

I have developed one excel output report (with multiple pages) in Cognos 11.0.6 which will go as an attachment to the users.

Now an additional requirement has come wherein they want a crosstab (For instance: Ageing value wise) of the data which is present in excel file. This crosstab should go as E-mail body and excel file as an attachment to the E-mail

One solution is that we create a second report which is just the cross tab that we want in the body and then schedule it as mail body. And 2nd report with the attachment. But this will result in 2 separate mails that will be triggered at the same time.

Any other possible solutions which can be done so that I need to create 2 reports for it?

Lynn

Quote from: Nikhil Shenoy on 08 Jan 2018 04:19:24 AM
Hi Team,

I have developed one excel output report (with multiple pages) in Cognos 11.0.6 which will go as an attachment to the users.

Now an additional requirement has come wherein they want a crosstab (For instance: Ageing value wise) of the data which is present in excel file. This crosstab should go as E-mail body and excel file as an attachment to the E-mail

One solution is that we create a second report which is just the cross tab that we want in the body and then schedule it as mail body. And 2nd report with the attachment. But this will result in 2 separate mails that will be triggered at the same time.

Any other possible solutions which can be done so that I need to create 2 reports for it?

If you email a report in HTML format leaving the message body empty, the "include link" option not selected, and the "attach the report" option selected it will render the HTML content as the body of the email.

You can use a render variable to render certain pages as Excel only and others as HTML only (or HTML and Excel if your desired crosstab is a page by itself that you'd want in both instances).

When you run your report and select both HTML and Excel as the output method you'll see the Excel rendered pages as attachments and the HTML rendered page as the email body. The email client needs to be one that can display the content so worth testing on different devices and clients in scope for your project.

http://www-01.ibm.com/support/docview.wss?uid=swg21659766

Nikhil Shenoy


raj_aries81

Hi Lynn & Nikhil,

I tried this and it works like a charm, nice way of adding exec summary in email body and attaching the excel with detailed information.

Thanks much Lynn

Regards
Raj

Lynn