Author Topic: Excel Output Report with Summary in E-mail Body  (Read 313 times)

Offline Nikhil Shenoy

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Excel Output Report with Summary in E-mail Body
« 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?

Offline Lynn

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Re: Excel Output Report with Summary in E-mail Body
« Reply #1 on: 08 Jan 2018 05:17:28 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

Offline Nikhil Shenoy

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Re: Excel Output Report with Summary in E-mail Body
« Reply #2 on: 09 Jan 2018 01:58:53 am »
Thanks will try it out.

Offline raj_aries81

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Re: Excel Output Report with Summary in E-mail Body
« Reply #3 on: 10 Jan 2018 05:23:28 pm »
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

Offline Lynn

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Re: Excel Output Report with Summary in E-mail Body
« Reply #4 on: 11 Jan 2018 02:04:47 am »
Glad to hear it was helpful to you!

 


       
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