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.

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.

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.

On Custom report definitions menu, we can create the custom report. We will need two documents in this section.

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.

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.

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 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.

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.

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, 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.

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.

Edit the snippet on 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.

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.