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Table of Contents
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. |
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First step - Download the documents
The TRN ABC report is a custom report, thats why to create it, you will need 4 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.
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:
- 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
On Custom report definitions menu, we can create the custom report. We will need two documents in this section.
Excel upload
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.
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.
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.
Script & Snippet 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.
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 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 him. When saving, make sure that if 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.
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 3 important changes that need to be made for the report to work.
Snippet edit and rename
Report retrieval
You can get the new report from the 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.
