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Parsing/Splitting

Split Reports into Segments

Splitting Reports into Segments

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Split reports so users only receive information that is relevant: Customers receive their invoices from a monthly invoice report, sales reps receive their customers’ orders and not any other reps customer’s information, etc. Reports are split based on key values retrieved from the report text.

 

Extract Email Addresses, Fax Numbers or Printers

Extract Email Address from Report

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Extract email addresses from the report text to be used for emailing the report or segment. Fax numbers and printer names can also be extracted and used for distribution.

Extract Key and Data Values

Extract Data Values for Customized File Names and Paths

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Extract key and data values from the report text to be used to customize file names, file paths, email addresses and other distribution options. Key values are also used in Catapult distribution lists.

Group Member Distribution Options

Catapult Distribution Groups

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Catapult Distribution Groups are primarily a set of individuals and/or distribution details (fax, email or printer) used for sending your reports. You can use groups as the recipients of a report or segment when you want to repeatedly send a report to the same set of people (for example, weekly sales figures to the management team). Groups can also be used when you are splitting a report then emailing or saving selected portions of it.

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