Summary
This article describes how to group content by variable produced from a Burst into a single PDF or Excel file then deliver each file to a different email recipient using Intelligent Email Delivery.
Requirements
- A Parameter Alias must be created to link differing names to a common alias if grouping parameter or filter name differs between documents to be grouped.
- A tabluar data source must include a column containing bursting values and a corresponding column containing recipient email addresses.
Grouping & Delivery
In this example, two reports will be grouped to PDF or Excel format and delivered to email recipients based on bursting value.
- Create a Delivery Template defining an Email Inbox destination and PDF or Excel format
- Configure the delivery template for Intelligent Email Delivery using the email column from the bursting data source
- Add multiple reports to a burst
- Configure each report for bursting
- Open Burst Properties
- Select Content Grouping and Lookups
- Select the PDF or Excel tab
- Select Grouping By > Document Variable
- Select Template to use and select the delivery template
- Enter the Grouping Variable (common parameter name/filter name/parameter alias)
- Configure grouping options (if applicable)
- Select Save
- Execute the Burst