Automating Report Path in Qlik Cloud Reporting

[YoAlareed]

Hello,

We are in the process of migrating to Qlik Cloud and evaluating whether Qlik Cloud reporting features can fully replace Mail & Deploy.

I’m currently working on creating a report that will be scheduled to run on the first day of each month. The report needs to be saved in a SharePoint folder structured as follows:

• A main folder for the year (e.g., 2024)
• Subfolders for each month within the year (e.g., 2024/Nov.)

My question:
Is it possible in Qlik Cloud to use a variable in the folder path so that it dynamically selects the correct month’s folder based on when the report task is executed? Or will I need to manually update the folder path every month?

Any insights or suggestions would be greatly appreciated!

Thank you,

[diegozecchini]

Hi!
as I know in Qlik Cloud, automating the dynamic selection of a SharePoint folder path based on the execution date of a report task is not natively supported within the standard reporting features. The folder path for report distribution is typically static and does not accommodate variables or dynamic expressions to adjust the path automatically each month.

However, you can achieve this functionality by leveraging Qlik Application Automation. This tool allows you to create workflows that can dynamically determine the appropriate folder path based on the current date and distribute reports accordingly. Here's how you can set it up:

-Design an automation that triggers on the first day of each month.
-Within the automation, calculate the current year and month to construct the desired folder path (e.g., 2024/Nov.).
-Use the automation to generate the report, ensuring it includes the necessary data and formatting.
-Utilize the calculated year and month to define the folder path dynamically.
-Check if the folder exists in SharePoint; if not, create it using the appropriate SharePoint API calls.
-Use the "Copy File on Microsoft SharePoint" block within the automation to upload the report to the dynamically determined folder path.
-Ensure that the SharePoint connection is properly configured with the necessary permissions.

For detailed guidance on setting up such an automation, you can refer to the Qlik Community article: https://community.qlik.com/t5/Official-Support-Articles/How-to-store-cycled-reports-in-cloud-using-Q...

[YoAlareed]

Hey Diego,

if I use Qlik Cloud Automation in this case, I can't use the same template used in QlikCloud Reporting? is there a block to retrieve the Template?

[diegozecchini]

Hi! If you're planning to use Qlik Application Automation for automating report distribution in Qlik Cloud, unfortunately, the automations do not directly integrate with the same templates used in Qlik Cloud Reporting.