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Lsg5201
Contributor
Contributor

How to Automate Personalized Excel Reports from an App with Section Access?

I’m trying to build an automation in Qlik that sends an Excel file generated from a tabular report in an app that uses Section Access. The goal is for each user (around 100) defined in Section Access to receive an email with their individual data only (based on their access level).


I know that in-app reporting can handle personalized reports, and I’ve looked into using the Create Report, Add Sheet to Report, and Generate Report blocks in Qlik Application Automation. However, the Generate Report block only supports PDF and PPT, and I specifically need Excel output.


Additionally, I need to include CC recipients in the email for each user.


My questions:

Can the automation loop through Section Access users and apply their data reduction to the attach file?
How can I dynamically add CC recipients for each email?

Any guidance or best practices would be greatly appreciated!

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