PDF report generation

Technical support and scripting issues

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abarbour
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Posts: 6
Joined: Fri Nov 06, 2009 3:06 pm

PDF report generation

Post by abarbour » Thu Sep 06, 2018 12:27 pm

So..... I am a little stuck.

I am trying to automate the generation of a custom PDF document and then email the resulting PDF. I can do all the front end work to get the values extracted and ready to merge... and once generated send the document....

Any suggestions for a tool for doing the mail merge / document creation that would do the report generation easily and which is easily integratable with macroscheduler?

Create an HTML report and then export to PDF?

Thanks!

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Grovkillen
Automation Wizard
Posts: 1023
Joined: Fri Aug 10, 2012 2:38 pm
Location: Bräcke, Sweden
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Re: PDF report generation

Post by Grovkillen » Thu Sep 06, 2018 4:09 pm

I use https://wkhtmltopdf.org/ for this exact function.
Let>ME=%Script%

Running: 15.0.24
version history

abarbour
Newbie
Posts: 6
Joined: Fri Nov 06, 2009 3:06 pm

Re: PDF report generation

Post by abarbour » Thu Sep 06, 2018 6:05 pm

Excellent! I am working on it now.... how do you call the wkhtmltopdf.exe from inside macroscheduler?

abarbour
Newbie
Posts: 6
Joined: Fri Nov 06, 2009 3:06 pm

Re: PDF report generation

Post by abarbour » Thu Sep 06, 2018 6:18 pm

Got it....just "Execute File" with the parameters passed.... Very powerful!

Thanks!

abarbour
Newbie
Posts: 6
Joined: Fri Nov 06, 2009 3:06 pm

Re: PDF report generation

Post by abarbour » Fri Oct 05, 2018 12:21 pm

Finally got this project done....
User completes google form
Google Sheets updated with answers
Macroscheduler then:
- checks for new responses
- calculates results for respondent
- sorts some data (shout out to DOS Sort!)
- creates a custom 8 page report for them (assembling multiple separate components merging in data from their responses
- converts to PDF (using wkhtmltopdf)
- emails them a copy of the report
- archives their responses
- adds their results to the benchmark data set for analysis later
Still working on:
- adds a calendar item to follow-up with the respondent to upsell them services - likely connecting via Zapier

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Grovkillen
Automation Wizard
Posts: 1023
Joined: Fri Aug 10, 2012 2:38 pm
Location: Bräcke, Sweden
Contact:

Re: PDF report generation

Post by Grovkillen » Fri Oct 05, 2018 12:33 pm

Regarding the calendar, you can use Google Calendar API.
Let>ME=%Script%

Running: 15.0.24
version history

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