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Help exporting/emailing HTMLReport from aggregated attributes monthly

rich90599
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I have a flat table from a survey that is conducted by clients. 

I want to aggregate this data at the end of the month and send it to various staff that has had a survey submitted by our clients for their work.

 

I’ve aggregated this data accordingly which produces a list. The aggregated results may differ based on how many surveys get submitted for each staff member that helps our clients. 

I have also generated a basic email template using the “HTMLReportGenerator” transformer. However, I’m having a hard time iterating through the list populate the HTMLReportGenerator. I’m looking to email each staff member their survey results from the month.

Any help or guidance on this matter would be much appreciated. 

Thanks

Best answer by philipwhitten

It depends on the complexity of the HTML Report.  As a start you could use “Group Processing” to “Group By” by the staff members name, email address or unique identifier.  This will give you a unique report for each staff member.  Sometimes you might comine a 2 or more HTML reports if you have a unique component for a staff member along with a general organisation component.

 

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philipwhitten
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  • March 10, 2025

It depends on the complexity of the HTML Report.  As a start you could use “Group Processing” to “Group By” by the staff members name, email address or unique identifier.  This will give you a unique report for each staff member.  Sometimes you might comine a 2 or more HTML reports if you have a unique component for a staff member along with a general organisation component.

 

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rich90599
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  • March 11, 2025

Ah this works great, thank you so much. I was using the aggregator instead which was messing up my writer. I’m only grouping by the “Technician_Name” field, however, I am noticing that the HTMLReportGenerator doesn’t pass any other attributes other than the “Technician_Name” and “htmlreport”.

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philipwhitten
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I am noticing that the HTMLReportGenerator doesn’t pass any other attributes other than the “Technician_Name” and “htmlreport”

If the other attributes that you would like to pass are the same for each group of “Technician_Name” records (e.g. Technician_Email_Address”) then just add them as attributes in the “Group By” - you can group by several attributes and any attribute that is used in the “Group By” should be passed through.  

rich90599
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  • March 12, 2025
philipwhitten wrote:

I am noticing that the HTMLReportGenerator doesn’t pass any other attributes other than the “Technician_Name” and “htmlreport”

If the other attributes that you would like to pass are the same for each group of “Technician_Name” records (e.g. Technician_Email_Address”) then just add them as attributes in the “Group By” - you can group by several attributes and any attribute that is used in the “Group By” should be passed through.  

You’re right! I thought as much but were getting multiple results when grouping by those fields. Turns out I had leading spaces/spelling errors in the source data that was causing the issue. This really helped! Thank you for your assistance and patience!

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