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Keyword based Transaction report
| 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. |
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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.
First step - Download the documents
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.
Second step - Input excel
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
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 the upload is succesfull, please replace default with the uploaded TRN_ABC_template_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 adjustment
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.
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.
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:
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.