topic Sending Individual Records to Individual email except Admin in Reporting Service & Alerting

Sending Individual Records to Individual email except Admin

QlikAdminF — Sat, 06 Jul 2024 16:36:36 GMT

Hi All,

Can anyone please help me? I want to send individual records from a long table to specific emails using Qlik Reporting Service. Some records do not have associated emails in my tenant, while others do.

I need about four people to see all the records on the list, while the rest should only see their own records in their respective emails. Attached is a sample table to provide a clearer view of what I want to send.

How do I set a filter to achieve this?

Thanks.

Re: Sending Individual Records to Individual email except Admin

Camilla84 — Mon, 05 May 2025 16:53:26 GMT

@QlikAdminF could you provide more context? I checked the file. The lines with no emails must be sento to whom?

Re: Sending Individual Records to Individual email except Admin

Ciya — Tue, 06 May 2025 11:52:11 GMT

I'm also looking for solution to send alert or their records to users. Can someone please help with some reference automation documents to create alert.

Re: Sending Individual Records to Individual email except Admin

Frank_S — Tue, 06 May 2025 18:33:46 GMT

Have a look at the following...

Assuming the report developer has access to all data in the app, the developer can create user filters

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-reports-filters.htm

Use the recipient import process to assign filters to each user (internal or external).

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-reports-distribution.htm

Then schedule delivery of those reports to your recipients (internal and external).

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-reports-tasks.htm

Hope this guides you in the right direction.

Kind regards...