Add reports

Overview

To add reports to a task, do the following:

1. After creating a task, go to the Reports tab
2. Click Add report.
3. Select a report from the available report list
4. Select the report output format from the available formats.

You can choose for each report how you want to distribute it:

• Email attachment
• Email embedment (for HTML reports)

You can apply Filters and Conditions previously created to the report. Note that the order of the added filters is important. Use the arrows to order.

1. If the selected report is a report that contains an Iteration, other options are displayed.

• Zip files when sent by email: If you check this checkbox, the reports sent as an email attachment will be grouped in a zip file.
• If a condition is applied, evaluate it for each iteration: If you check this checkbox, Qalyptus will evaluate the report's conditions before generating each file.
• Email distribution: This option allows you to use a Qlik Sense variable to email each file created during an Iteration to one or more recipients. Go to the section below to see how to send the same report with different data to different recipients.

Save reports in cloud storage services

You can store the report files in different storage services: FTP, SFTP, SharePoint, OneDrive, Google Drive, and Dropbox.

You can save the same report to multiple storage services or locations within the same service.

1. In the Tasks page, create or edit a task
2. Go to the Reports tab
3. Add a new report or edit an existing one
4. Click on Storage services tab
5. Select a storage service from the list
6. Enter the path to the folder where you want to save the report files
7. Click Save

info

The path syntax varies by service.

• For FTP, SFTP, SharePoint, and OneDrive, the path must be in the following format: /folder/subfolder
• For Google Drive, you need to enter the Google Drive folder ID. After opening the Google Drive folder in a browser, the folder ID appears at the end of the URL.

For SharePoint, in addition to the folder path, you must specify the site URL with the following format: https://{tenant}.sharepoint.com/sites/{site-name}/{library-name}.

note

The Storage Services must be created beforehand in Your profile > Storage Services.

Send the same report to different recipients with different data

In this section, we will see how to filter by a recipient to send the same report but with different data for each recipient.

1- Create an Iteration report

Start by creating a report in Qalyptus Cloud and Choose the option Iteration report. This option allows you to loop through a field to generate multiple reports. Remember to add a Dynamic name to the report; having a unique name for each file is important.

2- Add recipient email into your Qlik Sense app

In the Qlik Sense app used to create the report, load the recipient's email addresses and link the field email address to the Iteration field chosen in your Qalyptus report. You can add the email address in different ways: Load the email address from your database, from an Excel file, from an Inline[] table, etc.

3- Create a variable for emails

When you have the recipients' email addresses in the Qlik Sense app, create a variable that should return the email address linked to each Iteration field value. The variable can return one or more email addresses separated by a comma. The variable expression can be like this: =Concat([Email address], ',')

4- Add the report to a task

At this step, you have everything you need to set up the report distribution for multiple recipients by filtering the data per recipient.

4.1- Refresh the app metadata

You need to refresh the app metadata to see the new variable.

• In Qalyptus Cloud, click the avatar in the upper-right corner of the screen > profile
• Go to the Qlik Sense section
• Remain in the Applications tab
• Click the three dots action button of the app
• Click Refresh metadata to refresh the metadata of the app

4.2- Add the report to a task

• In Qalyptus Cloud, go to Tasks
• Create a new Task or edit an existing one
• In the Reports tab, Click Add report
• Select the report and the output format
• Check the option Email attachment to attach the file
• In the section Iteration options, select the variable previously created in the dropdown list Email distribution
• Click Save

After running the task, each recipient will receive one or more reports.

tip

We recommend activating the Test mode in your task to validate the result before sending the reports to the recipients.

tip

Two scenarios are possible:

Let's assume you have salespersons linked to one or more offices.

• To send one or multiple report files to a salesperson, choose the field Salesperson as an Iteration field.
• To send only one report file with one or many office data, choose the field Email address as an Iteration field.

info

Qalyptus will send one email to each user even if the user has more than one report. All the user reports will be attached in the same email.

If you want to send separate emails to a user that should recieve more that one report, use a tag (+xxx).

Example:

Before

Office	Email
USA	[email protected]
USA	[email protected]
UK	[email protected]

Qalyptus will send two emails. The user1 will receive one email with two reports.

After

Office	Email
USA	[email protected]
USA	[email protected]
UK	[email protected]

Qalyptus will send three emails. The user1 will receive two separate emails.