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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.

Qalyptus Publish Report

  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.

Qalyptus Publish Iteration Report

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

Qalyptus Cloud Storage services- save reports

important

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.

Qalyptus Cloud- Create a Iteration report