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dwighttrumbower
Creator II
Creator II

How does one use reporting recipients with Connect to Data Source

The following seems to be a "how" but it isn't really clear once the screen jumps to the scripting area on what to do. The app uses the Access section for ADMIN, USER and row level data security.

If there is a video on how to do this in more detail would be great.

 

Thanks

Steps to Connect Recipients to a Data Source in Qlik Cloud:

Navigate to Reporting: Go to the Reporting > Recipients section in your Qlik Cloud app.
Add Recipients: Click on Add recipients and groups.
Choose Source: Select the Connect to data source option.
Select Data Source: Choose the Qlik Sense data model or an external source (e.g., SQL, Excel in data manager) that contains the recipient list.


Map Fields: Map the necessary fields to define the users:
Name: The full name of the recipient.
Email: The email address for delivery.
Group (Optional): Assign recipients to specific, pre-defined groups.
Filters (Optional): Apply specific data filters to tailor reports for recipients.
Save: Click Save to finalize the connection, ensuring the list updates automatically as your source data changes.

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WeLoveQlik
Partner - Creator
Partner - Creator

that is correct, you can put all users in a group and add the group there or add your users individually

IPC Global: ipc-global.com

View solution in original post

4 Replies
WeLoveQlik
Partner - Creator
Partner - Creator

in the script you need to add the following. The example uses an inline table to load users but that can be replaced with another data source as long as the field names remain consistent. 

 

The tag field section is what ultimately gets the users to show up in the reporting section for you to add to tasks.

Filters and groups are empty in this example but can be added to match the Filters / Groups you create in the reporting section as well.

 

ReportingUsers:
LOAD * INLINE [
%Name ,%EMail ,%Filters ,%Groups
Jim Jones ,JimJones@Qlik.com , ,

];

tag field %Name with 'DL_DISTRIBUTION_SVC__recipientName';
Tag field %EMail with 'DL_DISTRIBUTION_SVC__recipientEmail';
tag field %Filters with 'DL_DISTRIBUTION_SVC__recipientFilters';
tag field %Groups with 'DL_DISTRIBUTION_SVC__groupsName';

IPC Global: ipc-global.com
dwighttrumbower
Creator II
Creator II
Author

Ok, that some sense. 

But when a report task is made how does ReportUsers: get used at run time email the report task?

Looks like I still need to manually populate the recipients. Attached file.

WeLoveQlik
Partner - Creator
Partner - Creator

that is correct, you can put all users in a group and add the group there or add your users individually

IPC Global: ipc-global.com
dwighttrumbower
Creator II
Creator II
Author

I wonder if there is a way to merge my list  emails to match the tenant users to get their names.