Generating SSRS report zip files
The beqom application offers the possibility to mass generate reports in PDF format for individual employees in one or several populations and to save those reports in a ZIP file that can then be downloaded using a specific link.
This is possible for SSRS reports that have been previously created in the system. For complete information about the creation of SSRS reports, see Creating an SSRS report subscription.
This article details the procedure to be followed in order to configure the mass generation of PDF reports in a ZIP file in the beqom Admin Portal.
Configuring the Mass Generation of SSRS Reports in a ZIP File
To configure the mass generation of SSRS reports as a ZIP file in the beqom Admin Portal, proceed as follows:
Open the (Undefined variable: CompoVariables_AP.InfoHub) and then open the Communication Workbench menu.
In the Communication Workbench menu, right-click the Report item. A contextual menu is displayed.
Click Create a new report. The report creation page is opened in the center panel of the application window.
Select the report you want to use in the Select Report drop-down list.
In the As field, select File Generation. Three new fields are displayed at the right of the As field.
Specify the start date and the end date of the subscription in the respective fields.
In the Type drop-down list, select File Share. This operation displays the fields related to the file generation.
In the Parameter Table field, select the parameter table that you have created and synchronized in the previous steps.
In the Format drop-down list, select the format of the report (Excel, Word or PDF).
In the File Name field, click Add Variable. A contextual menu that contains all available variables for the report is displayed.
Select the variables that you want to use. You can also enter text manually. The variables will be automatically replaced with the corresponding values for the payees in the target population at the moment the file is generated.
Click the To button. A contextual menu is displayed.
Select the population that you want to define as the file generation target. The system uses the population as a filter for the parameters. For instance, if you have added values in the parameters table that include payees who do not belong to the population, then these payees will not receive the report.
Add a subject in the Subject field.
Define a body for the report.
In the "Schedule" tab, located in the column at the right of the configuration options, define the period: One Time, Hourly, Daily, Weekly or Monthly. This parameter, along with the start date and the end date determine the frequency at which the report files will be generated.
In the "Zip" tab, check the create a zip with all the files box.
Choose whether you want to send individual files to the payees in the population using the corresponding box.
Click the Send To button. A contextual menu is displayed.
Select the population to which you want to send the zip files.
Click the save icon in the lower-left corner of the panel to save the report. The zip files will be generated at the selected schedule.
Downloading the ZIP File
If you are in the target population to receive the ZIP file containing the mass generated SSRS reports, you can download the file as follows:
Open the (Undefined variable: CompoVariables_AP.InfoHub) and then open the Document Library menu.
In the sub-menu, expand the Documents List View item, and then click New. The ZIP file is listed in the new documents.
Click the download icon, located at the right of the row corresponding to the ZIP file. The download process is started. Depending on the quantity of files contained in the ZIP, the process can take a long time.
Open the ZIP locally, on your computer.