Filters for Report Tasks

JfrankGroundSystems — Wed, 25 Feb 2026 14:50:24 GMT

I am fairly new to Qlik, but running into a couple issues when building report tasks.

I am trying to create a report filter based upon a date and matching it to the current year. I am selecting the date field, changing it to Evaluate and then using this Expression: Year(Opportunity.StartDate) = Year(Today()). I suspect it's a simple syntax issue, but I have not been able to figure out what is wrong with it.
Is it possible to setup a report filter to filter the results by the recipient? I have a report task setup that will deliver a report to five people and I would like the report that each receives to be filtered to down to only data that matches their email address.

Re: Filters for Report Tasks

hugo_andrade — Wed, 25 Feb 2026 15:48:52 GMT

Report task filters can be picky with Year() and with timestamp vs date typing. The most reliable approach is to filter using a dynamic “current year” date range instead of comparing Year() values. Use an Evaluate condition like:
Opportunity.StartDate >= YearStart(Today()) and Opportunity.StartDate < YearEnd(Today()) + 1
If Opportunity.StartDate is a timestamp, use:
Floor(Opportunity.StartDate) >= YearStart(Today()) and Floor(Opportunity.StartDate) < YearEnd(Today()) + 1

Regarding your second question, yes, you can do per recipient filtering, but it depends on what you are using to distribute the report (Qlik Sense subscriptions vs NPrinting vs Application Automation). The typical pattern is: one recipient per row in a recipient list (email + the matching filter value), then the task applies that value as a selection/reduction so each person’s output is generated with their own filter.

topic Re: Filters for Report Tasks in Talend Cloud

Filters for Report Tasks

Re: Filters for Report Tasks