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Publisher

You can publish data from tables, calculations, Presenter reports, and web forms from Varicent Incentives to another application, such as Microsoft Excel.

You can schedule the following publications to run at predefined times in the Scheduler module:

  • Tables in the Composer module that are published to Excel, PDF file, Salesforce.com, or text delimited files.

  • Calculations in the Composer module that are published to Excel, PDF file, Salesforce.com, or text delimited files.

  • Presenter reports published to PDF files, for example, batch exported PDF files for each payee or exported PDF files for a selected payee.

  • Web forms that are published to PDF files, for example, batch exported PDF files for each payee or exported PDF files for a selected payee.

You can also cancel a running publication.

Publishing tables

You can publish data from tables in Varicent Incentives directly to a Microsoft Excel file, a PDF file, Salesforce.com table, or a text file.

Publishing tables to Microsoft Excel

You can publish data from tables in Varicent Incentives directly to Microsoft Excel files.

  1. In the Composer module, click the table you want to publish as an Excel file.

  2. Click Show More → Publish.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once. If you choose this option, you can save the publication to your local computer.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select Microsoft Excel as the destination for the published table.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the file name of the saved publication.

  7. Click Save.

  8. Format the headers.

  9. Click the Cells tab.

  10. Format the cells.

  11. Click Next.

  12. Select one of these locations:

    1. Download publication to a local machine.

      This option is only available if you selected One Time Publication in step 4.

    2. Upload publication to server.

      In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  13. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it later.

  14. Click Done.

You can download the file from the Downloads page.

Publishing tables to PDF files

You can publish data from your Varicent Incentives model directly to a PDF file.

  1. In the Composer module, click the table you want to publish as a PDF file.

  2. Click Show More → Publish.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once. If you choose this option, you can save the publication to your local computer.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select PDF as the destination for the published table.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the file name of the saved publication.

  7. Click Save.

  8. Format the headers.

  9. Click the Cells tab.

  10. Format the cells.

  11. Click Next.

  12. Set the orientation and scaling for the PDF file.

  13. Select the Use header image checkbox to display an image as the header on each PDF file and select the image file from the list.

  14. In the Footer field, type text to be included at the bottom of each page.

  15. Select the Include page numbers checkbox to show page numbers in the footer.

  16. Select the Show total page number checkbox to show the total number of pages in the document along with the current page number.

  17. Click Next.

  18. Select one of these locations:

    1. Download publication to a local machine.

      This option is only available if you selected One Time Publication in step 4.

    2. Upload publication to server.

      In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  19. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at later.

  20. Click Done.

You can download the file from the Downloads page.

Publishing tables to text files

You can publish data from your Varicent Incentives model directly to a text file.

  1. In the Composer module, click the table you want to publish as a text file.

  2. Click Show More → Publish.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once. If you choose this option, you can save the publication to your local computer.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select Text File as the destination for the published table.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the file name of the saved publication.

  7. Click Save.

  8. Select a delimiter.

  9. Click Next.

  10. Select one of these locations:

    1. Download publication to a local machine.

      This option is only available if you selected One Time Publication in step 4.

    2. Upload publication to server.

      In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  11. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it later.

  12. Click Done.

You can download the file from the Downloads page.

Publishing tables to Salesforce.com

You can publish data from your Varicent Incentives model directly to a Salesforce.com table.

  1. In Salesforce.com, perform the following steps:

    1. Select the Setup link.

    2. Click Create → Objects from the App Setup section.

    3. Select New Custom Object, and add the object according to your specifications.

  2. In the Composer module, click the table you want to publish to Salesforce.com.

  3. Click Show More → Publish.

  4. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  5. Select Salesforce.com as the destination for the published table and click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the filename of the saved publication.

  7. Click Save.

  8. Type your user name, password, and security token, then click Connect.

  9. Click Next.

  10. Select the Salesforce.com table to export the data to.

  11. Click Next.

  12. Map the Composer table columns to the Salesforce.com table columns.

  13. Click Done.

Publishing calculations

You can publish data from calculations in Varicent Incentives directly to an Excel file, a PDF file, Salesforce.com table, or a text file.

Publishing calculations to Excel files

You can publish calculation data from your Varicent Incentives model directly to an Excel file.

  1. In the Composer module, click the calculation you want to publish as an Excel file.

  2. Click Publish Calculation.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select Microsoft Excel as the destination for the published calculation.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the filename of the saved publication.

  7. Click Save.

  8. Format the headers.

  9. Click the Cells tab.

  10. Format the cells.

  11. Click Next.

  12. In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  13. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at a later time.

  14. Click Done.

You can download the file from the Downloads page.

Publishing calculations to PDF files

You can publish calculation data from your Varicent Incentives model directly to a PDF file.

  1. In the Composer module, click the calculation you want to publish as a PDF file.

  2. Clicl Publish Calculation.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select PDF as the destination for the published calculation.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the filename of the saved publication.

  7. Click Save.

  8. Format the headers.

  9. Click the Cells tab.

  10. Format the cells.

  11. Click Next.

  12. Set the orientation and scaling for the PDF file.

  13. Select the Use header image checkbox to display an image as the header on each PDF file and click Browse to locate the image file.

  14. In the Footer field, type text to be included at the bottom of each page.

  15. Select the Include page numbers checkbox to show page numbers in the footer.

  16. Select the Show total page number checkbox to show the total number of pages in the document along with the current page number.

  17. Click Next.

  18. In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  19. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at a later time.

  20. Click Done.

You can download the file from the Downloads page.

Publishing calculations to text files

You can publish calculation data from your Varicent Incentives model directly to a text file.

  1. In the Composer module, click the calculation you want to publish as a text file.

  2. Click Publish Calculation.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Select Text File as the destination for the published calculation.

  5. Click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the filename of the saved publication.

  7. Click Save.

  8. Select a delimiter.

  9. Click Next.

  10. In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  11. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at a later time.

  12. Click Done.

You can download the file from the Downloads page.

Publishing calculations to Salesforce.com

You can publish calculation data from your Varicent Incentives model directly to Salesforce.com.

  1. In Salesforce.com, perform the following steps:

    1. Select the Setup link.

    2. Click Create → Objects from the App Setup section.

    3. Select New Custom Object, and add the object according to your specifications.

  2. In the Composer module, click the calculation you want to publish to Salesforce.com.

  3. Click Publish Calculation.

  4. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publish the file only once.

    Saved Publication

    Saves the file to the server. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  5. Select Salesforce.com as the destination for the published calculation and click Next.

  6. In the Name field, type the title of the published file.

    If you chose to save the publication, in the Prefix field, type any text that you want to add to the filename of the saved publication.

  7. Click Save.

  8. Type your user name, password, and security token, then click Connect.

  9. Click Next.

  10. Select the Salesforce.com table to export the data to.

  11. Click Next.

  12. Map the calculation columns to the Salesforce.com table columns.

  13. Click Done.

Publishing Presenter reports

You can publish Presenter reports from Varicent Incentives as PDF files. Before you publish a Presenter report, make sure that you selected the appropriate PDF options and preferences.

Selecting publishing preferences for Presenter reports

When you are ready to publish your Presenter report in Varicent Incentives, you can specify your publishing preferences.

Options that you select in the Preferences window are displayed in the Preview tab.

  1. In Presenter, click the Preferences icon.

  2. In the Font section, you can set the default font for the report.

  3. Select the Accessible by report list checkbox to make a report accessible from the available report menu in the Sales Portal.

  4. Select the Allow PDF export checkbox so that web users can generate PDF files of the Presenter report from the Sales Portal. If the report has a payee list, the web user can publish reports for each payee to a PDF file.

  5. You can select a color for the background of the Presenter report from the Color menu.

  6. Click Choose Image to select an image to display on the background of your Presenter report.

  7. To edit an image, complete the following steps:

    1. Click Remove Image to delete the image from the Presenter report.

    2. From the Image Tile drop-down list, select how the image repeats: Vertically, Horizontally, Both, or None.

    3. From the Image Scroll drop-down list, select Scroll to have the image move when the user scrolls down the report, or Fixed to have the image remain in the same position.

    4. From the Image Position drop-down list, select Absolute to set the image location on the X and Y axes in pixels, or select Percent to set the image location by percentage.

  8. Click Save.

Disabling unicode fonts

By default, fonts are packaged in the file when you publish to PDF. This setting ensures fonts render correctly on any user's computer. Disable this setting only if file size is an issue and you don't use unicode fonts.

  1. From the Admin page, go to More Options → General.

  2. Under the Publish heading, select the Disable Unicode Fonts In PDF Publishes checkbox.

Adding a unicode BOM

Without this setting, some characters in languages like Japanese can appear corrupted when downloading a report to .csv from Sales Portal and opening it in Microsoft Excel.

  1. From the Admin page, go to More Options → General.

  2. Under the Publish heading, select the Add a Unicode BOM to text publishes checkbox.

Publishing Presenter reports

In Incentives, you can generate a Presenter report as a PDF file for specific payees. You can then save the PDF file to your computer or server.

  1. In the Composer module, open the Presenter report you want to publish.

  2. From the toolbar, click Publish.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publishes the report once.

    Saved Publication

    Saves the publication. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Click Next.

  5. Type a name for the published report.

    You can also define a prefix for the file name of each PDF file. By default, when you publish reports, the file name consists of the report name and payee ID.

  6. From the Portal Access Group drop-down list, select the group for which you want to generate reports.

    A report is created for each member in the Portal Access group.

  7. If your Presenter report has parameters, select a value for each parameter from the drop-down list and then click Next.

  8. Set the options for the PDF file. Click Next when you are done.

    Option

    Description

    Orientation

    You can choose either portrait or landscape orientations.

    Use header image

    Select this checkbox to display an image as the header on each PDF file and choose the image file. If you want to use a header image, the image must be in the Saved Published Image Directory that is specified in the service configuration file.

    Scaling

    You can set the percentage scale for the report or enable auto scaling.

    Footer

    In this field, type text to be included at the bottom of each page.

    Include page numbers

    Select this checkbox to show page numbers in the footer.

    Show total page number

    Select this checkbox to show the total number of pages in the document along with the current page number.

    All statements in one PDF file

    Select this checkbox to publish all the reports for each member of the selected Portal Access group in one PDF file. If you want to publish a separate PDF file for each member of the selected Portal Access group, do not select this option.

  9. If you are saving the publication, you can select options for the email sent with it. Click Next when you are done.

    Email option

    Description

    Email each payee their individual report

    Select this option to email each payee in the Portal Access group their own report.

    Customize emails sent

    Select this option to set your own subject line and body in the email.

    Tip

    You can also change the sender address by going to the Admin page. Under the More Options tab, add the email address in the Publish Presenter Report Sender Mail Address field.

    Email all reports to

    Select this option to email all reports to the selected payee in the Payee table.

    Email all reports to the following addresses

    Select this option to email all reports to the entered addresses. Each email address must be on a separate line.

  10. In the Publication Path field, you can type the name of a sub-folder in the Publication directory to which you want to save the publication.

  11. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at a later time.

  12. Click Done.

You can download the file from the Downloads page.

Publishing web forms

In Varicent Incentives, you can publish a web form as a PDF file.

  1. In the Composer module, open the web form you want to publish.

  2. In the toolbar, click Export.

  3. Choose one of the following options:

    Option

    Description

    One Time Publication

    Publishes the report once.

    Saved Publication

    Saves the publication. If you choose this option, you can name and save the publication to run at a later day through the Scheduler module.

  4. Click Next.

  5. Type a name for the published web form.

    You can also define a prefix for the file name of each PDF file.

  6. From the Portal Access Group drop-down list, select the group for which you want to generate web forms.

    A web form is created for each member in the Portal Access group.

  7. If your web form has parameters, select a value for each parameter from the drop-down list.

  8. Click Next.

  9. Set the options for the PDF file.

    Option

    Description

    Orientation

    You can choose either portrait or landscape orientations.

    Use header image

    Select this checkbox to display an image as the header on each PDF file and choose the image file. If you want to use a header image, the image must be in the Saved Published Image Directory that is specified in the service configuration file.

    Scaling

    You can set the percentage scale for the web form or enable auto scaling.

    Footer

    In this field, type text to be included at the bottom of each page.

    Include page numbers

    Select this checkbox to show page numbers in the footer.

    Show total page number

    Select this checkbox to show the total number of pages in the document along with the current page number.

    All statements in one PDF file

    Select this checkbox to publish all the web forms for each member of the selected Portal Access group in one PDF file. If you want to publish a separate PDF file for each member of the selected Portal Access group, do not select this option.

  10. Click Next.

  11. If you are saving the publication, you can select the following email options:

    Email option

    Description

    Email each payee their individual report

    Select this option to email each payee in the Portal Access group their own report.

    Email all reports to

    Select this option to email all reports to the selected payee in the Payee table.

    Email all reports to the following addresses

    Select this option to email all reports to the entered addresses. Each email address must be on a separate line.

  12. Click Next.

  13. In the Publication Path field, you can type the name of a subfolder in the Publication directory to which you want to save the publication.

  14. If you are saving the publication, click Next and you can clear the Run this publish now checkbox if you want to save the publication and run it at a later time.

  15. Click Done.

You can download the file from the Downloads page.