One of our customer's uses Netsuite ERP. We would like to be able accept pick tickets(orders) from them in a format that would allow us to import the pick tickets into our custom built ERP system. Naturally, I asked them if they could export the pick tickets as CSV to us.
They are attempting to build a custom report with all the fields we need and export it into csv. Aside from them having issues exporting the report only to HTML... Im curious as to why they cant just export the pick ticket they have been sending us, which is in pdf format.
On top of that. Ive noticed via SuitesScript you could modify the on click event to generate a csv of the data. So when they click generate print ticket, why could it not easily generate a csv at that time?
Basically, due to me not havign hands on to their NetSuite system - or any insight to the inner working of NetSuite, im looking to the community to explain to me, what they are doing wrong - or what the best solution is to attain the goal of: exporting a pick ticket(im assuming this is based from the sales order in netsuite...) in a friendly format, allowing me to automate the order entry into my company's system.
I am sure Netsuite provides CSV option for exporting Reports. Please refer to this doc.
To export a report:
On the Reports page, click the name of the report you want to see.
In the footer of the report, select Export-CSV, Export-Microsoft® Word, Export-Microsoft® Excel, or Export-PDF.
One possible problem may be the Role Permissions. Please refer to this.
If your search results pages do not include an Export button, your account administrator may not have assigned you the Full level for the Perform Search permission. This level is required for exporting search results. The Export Lists permission also is required. See Permissions for Searches.
you should be able to export pdf. Please refer to https://github.com/eliseobeltran/NSProject/blob/314c5a03c4251cd06d451527103b7b85bb63f130/GOP/Innov.GOP.GeneratePDF.js
Once you create the saved search, NetSuite has the option to export the saved search as the CSV, MS EXCEL, or PDF. But it's a manual approach. You can do it automatically by writing a JavaScript script in the Suite Script.
Related
I am trying to make the automation in the Qlik sense app for which the App >> Sheet report should be sent to the email. The requirement for the report is an Excel sheet. Currently, I am able to send sheet reports in PDF format. Screenshot attached. But I looked into, if it's possible to export this in excel format but seems like there is no option for it.
Any help and insights would be helpful.
Thank you
We are using Qlik Nprinting for all automatic reports. It's however an addition to Qlik Sense, which means separate license, but it also gives plenty of options to automate the distribution of Qlik Sense reports.
Have a look here: https://www.qlik.com/us/products/nprinting
What this addon does in a nutshell is you create a link to the specific app from Qlik Sense. Then you can create multiple reports out of the app from each object in the app's reports. The reports can be in excel, html, QlikEntity, Word, PowerPoint and PixelPerfect type. Each report is then scheduled to execute in the desired frequency - can be daily, weekly, monthly, etc. And finally, it can be sent as an email attachment or saved in a desired folder.
You can create a worksheet using the Microsoft Excel connector (Creates Workbook Session) and read the table data from Qlik Sense App using the "Get Straight Table Data block" and insert the data into the worksheet (Add Row To Table)
Qlik Sense Automation Generate Excel Flow
I want to show an excel button that allows the users to download the results.
I want the users to download the table data shown in the workbook. The user should be able to download the filtered data.
For example if he selects regions as 'America', then in the excel sheet he must get only the data having 'America' as the region.
Please help me in achieving this!
The short answer is that you can't.
Unfortunately, there's not Excel download button like download PDF for the moment.
The long answer is about two workarounds that you can follow:
if you're using Tableau Server you can simply add .csv to your view's URL to make it downloadable in CSV. For example http://tableauservercompany/#/myview will become http://tableauservercompany/#/myview.csv. You can also apply filters as described in this tutorial.
another workaround is to include in your workbook a worksheet (not a dashboard) with the table you want to let users download to Excel. In this way users can go to Download and select Excel file.
Once your dashboard is complete, just drag the download component (lower left corner in Object section), and set it for cross-tab (default is PDF).
This feature will be available if your dashboard is published on Tableau Server/Online and it will download the current data depending of what users see when they click on the download button.
http://xx.xx.xxx.xx/servlet/mstrWeb?evt=4001&src=mstrWeb.4001&reportID=48C05A5F4CCF82CC07F4A1BE2D023FE5&visMode=0&reportViewMode=1&messageID=9850FBA54B678E5B6B66A4B1E527B7B5&stateID=0
This sample URL displays the report executed and saved in the archive. Before downloading, I need to specify an additional condition on one of the columns. For example, City = Samplesity How can this be implemented with the help of Microstrategy url api?
You could use a view filter (with a prompt) in the report and answer the prompt via MicroStrategy URLAPI. The problem would be that the prompt will be showed also to the users (if the report is executed with a subscription, then no problem).
Using a report in this way doesn't make much sense to me, better in this case to use a cube and create a report with a prompted view filter on top of it.
If by "saved in the archive" you mean stored in the History List then there is not much to do here. The History List contains an execution of a report, you cannot really modify it.
If you are looking for a way to filter on old version of your data you have to find another solution, like keeping historical version of the data.
I'm thinking about how to extend RT (and also with the IR extension, but I don't think this makes a difference) in regards to retrieving files from external sources (e.g. sftp) and adding them as attachments to tickets. I'm asking for suggestions of how I might go about this, as I've not used RT much and never programmed in Perl before.
I'm thinking of adding an input and button in the ticket to allow the user to provide a unique ID for the file and for them to be able to click when they want to retrieve the file from the external source, so not an automatic retrieval, unless it only does it once.
I'm thinking of creating a MakeClicky (http://requesttracker.wikia.com/wiki/MakeClicky) which creates a link to a cgi script (something like 'getfile(abc.txt)'), providing the ticket ID and the UID for the file. This script would then retrieve the file and post it as a comment/reply to the ticket. A couple of things to ask:
Are comments and replies to tickets really the only way to add an attachment? I read this somewhere but cant find the source now
How would I modify the existing ticket from a cgi script? Its on the same host, would I still need to use the REST api? Or can I just import the RT modules and add a attachment/comment/reply with the attachment without using the REST api?
The other option would be to create a scrip for on create/comment/reply that would search the contents of the ticket for an identifier for the file, retrieve the file and attach it.
I'm open to suggestions, unless one of these is a good way to do it!
TIA!
my problem is that i have to mail crystal reports through outlook to different vendors. I've got the solution how to mail through outlook but the problem that i am facing now is that i have to attach the report and the report should be such that it shows details of a particular row from the database. i tried using .rpt file and attached it but since .rpt is a saved data the same data goes to all the vendors and not a different quotation.
The "rpt" file itself is just the definition of the report. It doesn't contain data. You'll have to run the report and export it in some file format, e.g. as PDF. You could attach that PDF file to your email.
Like splattne said...You would use a report parameter for the vendor. Set the parameter value before calling ReportDocument.ExportToDisk().
There are different options to do what you want. The most popular one is bursting. You will create a report wich returns information for all vendors and group data by vendor. Then use a software to parse and save this report to separate files per vendor, which will be emailed to the vendors' email address ( part of the report too).
If you have BOE you can use bursting publication, otherwise you can check this website for 3rd party solutions , which support bursting: http://kenhamady.com/cru/comparisons/desktop-scheduling-engines
Most of the solutions are paid, but there are generally affordable. There are some free options like this one:
http://www.r-tag.com/Pages/CommunityEdition.aspx