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--- additional_resources:tr_report [2021/02/24 15:49] – support
+++ additional_resources:tr_report [2021/02/25 10:54] (current) – support
@@ Line 1: / Line 1: @@
 ====== Keyword based Transaction report ======
-^ The transaction report connects elementary activities to higher-level business reports in the structure hierarchy above. All the indicators used in the analyses so far can be dug down to this depth in order to identify individual causes. \\ The underlying logic of the transaction report must be parametered for each process, but this is practically possible by defining the entry points and the applications used in the process, in a few hours. The report can be called by e-mail for any period of time. ^
+^ The transaction report connects elementary activities to higher-level business reports in the structure hierarchy above.All indicators used in the analysis are according to the matches found in the input file. \\ The underlying logic of the transaction report must be parametered for each process, but this is practically possible by defining the entry points and the applications used in the process, in a few hours. The report can be called by e-mail for any period of time. ^
-This custom report can be a great help to a company in it's early phase, becasue it shows how well the current keyword-based rules are set for the users.
+This custom report can be a great help to a company in it's early phase, becasue it shows how well the current [[https://hd.jobctrl.com/wiki/website/automatization_with_keywords|keyword-based rules]] are set for the users.
 ===== First step - Download the documents =====
-The TRN ABC report is a custom report, thats why to create it, you will need 2 documents. These documents will be paste in this paraghraph. Please do not edit them, until we don't ask you to. In the next steps, you will learn to edit and apply the report. First of all, please download them and put them in a folder where they can be easily accessed.\\
+The TRN ABC report is a custom report, thats why to create it, you will need 3 documents. These documents will be paste in this paraghraph. Please do not edit them, until we don't ask you to. In the next steps, you will learn to edit and apply the report. First of all, please download them and put them in a folder where they can be easily accessed.\\
-{{ . }}
+{{ :additional_resources:trn_abc_report.zip |}}
 ===== Second step - Input excel  =====
-Please open the Input_ABC_Keywords_1 document. You need to type the rules for the correct place of the 5 worksheets. These worksheets are named,** e-mails**, **url**, **keywords**, **special e-mails** and **regex keywords**. The product name is placed in the first column, there should be placed the information you want to display. To display the product, you must use this order:
+Please open the Input_ABC_Keywords document. You need to type the rules for the correct place of the 5 worksheets. These worksheets are named,** e-mails**, **url**, **keywords**, **special e-mails** and **regex keywords**. The product name is placed in the first column, there should be placed the information you want to display. To display the product, you must use this order:
   * tranName
   * tranCategory
-  * productiv (##1 if yes, ##0 if no)
-  * transaction (##1 if yes, ##0 if no)
 In the excel, there are some examples, make the other products based on them. \\
 ===== Third step - custom report settings =====
@@ Line 30: / Line 27: @@
 First, we need to upload the finalized excel, called Input_ABC_Keywords to the jc360. In that page scroll down until you find the **Custom datasource** tool. Click on the checkbox next to the "Edit datasource". Select the file and press upload. \\
-{{:trn_abc_report.png?600|}}
+{{:additional_resources:trn_riport_input.png?600|}}
 ==== Custom report set-up ====
 Next step is to give a name to the report, describe it and **fill out the data collection keys** with:  **emailfrom;emailto;filename;filepath;IsActive;IsInOffice;ProcessName;subject;Title;Url** \\
-Please upload here the Temple_en file.\\
+Please upload here the Temple_en file. When the upload is succesfull, please **replace** default with the uploaded **TRN_ABC_template_en** file. \\
-{{:trn_abc_report_2.png?600|}} \\
+{{:additional_resources:template_select.png?600|}} \\
 When we're done, next step is to set up the **Feature requirement settings**. I think the best way to explain that settings is to send you a picture of them. You will need to select the already uploaded TRN_ABC_Keyword excel.
-{{:trn_abc_report_3.png?600|}} \\
+{{:additional_resources:feature_requirements.png?600|}} \\
-===== Script & Snippet adjustment =====
+===== Script adjustment =====
-For the script adjustment, please open the **TRN_ABC_report** document. Copy the entire text, delete the default script and paste it into the box. Also, please delete the text from the html format's box, because we won't be able to use it. The page should now look like this.
+For the script adjustment, please open the **TRN_ABC_Script** document. Copy the entire text, delete the default script and paste it into the box. Also, please delete the text from the html format's box, because we won't be able to use it. The page should now look like this.
-{{:trn_abc_report_4.png?600|}}
-The next and the final step is to adjust the snippet. As you can see on the picture, there is a line called **C#snippets** click on it, or use the [[https://jobctrl.com/UserCenter/Reports/CustomReportSnippets.aspx | Custom snippets]] menu on the website. Here you will have to copy the TRN_ABC_snippet document and paste it to the **C# snippet script** box. When you are done, name it **TRN_ABC_snippet**.
-It's important to name it **TRN_ABC_snippet**, because that's how the report refers to it. When saving, make sure that, when you have copied the script name, there should be no space before or after it, because unfortunately it will not be recognized by the report. You don't need to fill the feature requirement settings and the data collection keys, because we've already set it up for the report recently.
-{{:trn_abc_report_5.png?600|}}
+{{:additional_resources:script.png?600|}}
 ===== Report retrieval =====
-You can get the new report from the [[https://jobctrl.com/UserCenter/Reports/DataCollectorReport | Custom report]] page or from the custom report menu . At the definition name tool, select the report and assign the user and the time interval to it. Press download(xlsm) and open the excel file. Press **enable editing**, then press **enable content**. From now, this report will always appear among the custom reports, so we can use it as well.
+You can get the new report from the [[https://jobctrl.com/UserCenter/Reports/DataCollectorReport | Custom report]] page or from the custom report menu . At the definition name tool, select the report and assign the user and the time interval to it. Press download(xlsm) and open the excel file. Press **enable editing**, then press **enable content**. From now, this report will always appear among the custom reports.
-{{:additional_resources:screenshot_12.png?600|}}
-===== Multiple Reports + use case =====
-Once you already made the standard Transaction ABC report, and would like to make another one, with different keywords, all you have to do is upload the new database and create a new custom report in the same way as shown in the steps above.
-There are **2 important changes** that need to be made for the report to work.
-==== Upload the new excel file  ====
-Upload the new excel file, using the **edit datasource** tool, just like in the second step. When you are done follow the third step and put the new excel file into the custom datasource checkbox.
-{{:additional_resources:trn_abc_updated_database.png?400|}}
-As you can see, i named the file input_abc_keywords_updated, in the next steps, we will need the exact name of the datasaource.
+{{:additional_resources:riport_tranzakcios_view.png?600|}}
-==== Snippet edit ====
+The report will create a folder for those products, whose keywords were found during the selected time period, also there will be an OTHER folder, which will contain those activities that have not been listed in the input file. Here is an example for this:
-Edit the snippet on [[https://jobctrl.com/UserCenter/Reports/CustomReportSnippets.aspx | Custom snippets]] menu, **scroll down to line 98 and change the name of the excel input** to the new one. When you are done, click on the save icon. Make sure you don't change the name of the snippet, because the script is built on it.
+{{:additional_resources:input-output.png?600|}}
-{{:additional_resources:trn_abc_updated_snippet.png?600|}}
+Excel first collects matches to the product name, if we open it we can see which page of the input this keyword was on. If we open this further we get it at the user level and then detailed.
-If you've done everything right, you'll find the datas by keyword rules sorted into the products when you download the updated custom riport.