Hi,
I know it is possible to create a new sheet per (for instance) sales person. Is it also possible to create a separate excel file per sales person (or othe field that you are sorting on)?
What I want to achive is to create seperate excel files for the sales persons each with their own statistics. In this case they are not able to view each other details.
Thank in advance for an answer.
Kind Regards,
Joris
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2 comments
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Jet Reports Historic Posts Hi Joris,
It is not possible to use a Jet Reports function to create separate Excel files for each salesperson. However, you could use the Jet Scheduler to achieve something like this. The simple way to do it, especially if you only have a few salespeople is just to make the salesperson a filter value and put it on a hidden options sheet on the report, and then make separate schedules for the same report and set the filter value differently for each schedule so each of them outputs the report for a different salesperson (you could have the scheduler e-mail the report to the salespeople this way as well).
Alternately, the more complicated but more automatic way to do it in the Scheduler is to use the Batch File Generation option and create a Jet Report which replicates your salespeople and creates an AutoPilot command line to run the report for each salesperson. Then you only have one thing to schedule in the scheduler which will run the report automatically for each salesperson.
Does this help?
Regards,
Hughes -
Jet Reports Historic Posts There is a video demonstrating how to do this at-
http://www.jetreports.com/customer-portal/tutorials.php
Look for the video "Dynamic Batch Scheduling"
Thanks,
Steve
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