How can I schedule to send dashboard everyday after refresh?

[RamanaKumarChintalapati]

Hi Experts,

Can  anyone guide me how can I schedule to sends reports everyday after it get refreshed to certain email id's using Qlik Sense Automation ?

I know subscription option to Send reports on  Daily, Weekly , Monthly , But i need to send Updated reports after Refresh is done.

Is there any other workaround apart from QLik NPrinting ?

[BenjaminT · Accepted solution]

As far as I know there are two ways to do this....

a) If your app is refreshing on a daily schedule... create a single automation that first reloads the app with the "Do Reload" block, then follow it up with Qlik Reporting blocks. (see the 'Send a simple multi-page report by email' template in Qlik Automations)

b) If you want to send the report whenever the app is refreshed (even if done so manually), you can create the automation that creates and sends the report, and then in the Start block change the Run Mode to 'Triggered'. This will provide you with some Webhook details which you can use to trigger the automation at the end of your app's load script with the REST connector. (I have not tested this but believe it should work)

Hope that helps

[anthonyjones · Accepted solution]

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@RamanaKumarChintalapati wrote:

Hi Experts,

Can  anyone guide me how can I schedule to sends reports everyday after it get refreshed to certain email id's using Qlik Sense Automation ?

I know subscription option to Send reports on  Daily, Weekly , Monthly , But i need to send Updated reports after Refresh is done.

Is there any other workaround apart from QLik NPrinting ?

Certainly! You can achieve this using Qlik Application Automation without relying on Qlik NPrinting.

Let’s explore how you can schedule and send updated reports after data refresh:

Qlik Application Automation:
Qlik Application Automation allows you to create customized reports based on app sheets and automate their generation.
Reports can be generated in PDF or PowerPoint format.
You’ll need to be familiar with Qlik Application Automation to proceed.

Steps to Create and Schedule Reports:
Generate a Simple Report:
Create a new automation.
Add a Create Report block to the canvas and attach it to the Start block.
Select the desired app using the App ID field.
Optionally, set a custom report name.
Set the Sheets mode to All (to include all sheets in the report).
Add a Generate Report block and attach it to the Create Report block.
Choose the PDF format.
Add a Send Mail block at the end of the automation.
Configure the mail connection information (SMTP server details).
Specify the recipient email address, subject, and message.
Attach the generated report to the email.

Customize Reports with Different Selections:
Re-add the Generate Report and Send Mail blocks to the end of the automation (no need to reconfigure them).
Save the automation and execute it.
You’ll receive a report with different selections applied to each page.

Security Considerations:
Be cautious when sharing reports, as they may contain data not available to all users.
Ensure that the app and data used for report creation adhere to your security policies.

Alternative Approach (Monitoring Reload Tasks):
If you prefer a more manual approach, you can monitor reload tasks:
Read Scheduler logs in the ProgramData folder.
Check for task failures.
Send notification emails using web connectors.

Remember to adapt these steps to your specific requirements. Qlik Application Automation provides flexibility and customization options for generating and distributing reports.

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