Nprinting email notification

[Riadh]

Hi,

I have table in Qlik Sense.

AccountNo	exceed	amount	officer	email
125	01/09/2021	10000 $	HOT	riadh@hotmail.com
666	15/08/2021	20000 $	GMAIL	michel@gmail.com
125	02/09/2021	15350 $	HOT	riadh@hotmail.com
854	31/08/2021	200 $	GMAIL	michel@gmail.com
854	04/09/2021	200 $	GMAIL	michel@gmail.com
478	06/09/2021	8000 $	HOT	riadh@hotmail.com

I want send an email notification to the officer in RED that  Today you have an exceed of 8000 $.

( if exceed date = today , send email to officer that you have an exceed amount of 8000 $ with all details accountno… )

Thank you

[Lech_Miszkiewicz · Accepted solution]

Hi,

The way I would do it would be:

• Create a report
  • HTML template
  • put a text in it with your content and variables for dynamic naming
• Create list of all users who are on the list (those need to be created as NPrinting users, have assigned role etc...) https://help.qlik.com/en-US/nprinting/May2021/Content/NPrinting/Recipients&Users/Create-users-filter...
• Associate with them appriopriate user filter
  • this can be one using import task from XLS https://help.qlik.com/en-US/nprinting/May2021/Content/NPrinting/DeployingQVNprinting/Import-Users-Fi...
• Then I guess you also need to create a filter for "Today()" 
• Add all users to a group
• Create task
• Add report and group to a task and report embeded in email body: 
  • https://help.qlik.com/en-US/nprinting/May2021/Content/NPrinting/DistributionSchedulesAutomation/Dist...

Obviously above are the rough steps. One thing to remember is that you do not cycle through each email address from your Qlik Sense app.. Instead you need to think about it as about your data source you need to filter down to the records you want to show (which in your case is achieved by using user filters). Once they are filtered down you just think of formulas used in your report to represent variables/formulas for dynamic content.

Having a sample app would be easier to work with as we would know how your model is designed and which columns in your table are measures and which are dimensions. 

[Ruggero_Piccoli]

Hi,

I agree with @Lech_Miszkiewicz and I would like also to suggest you to read the help site page related to Conditions https://help.qlik.com/en-US/nprinting/May2021/Content/NPrinting/ReportsDevelopment/Conditions.htm.

Maybe you could create a condition to send the report only when the the expenses exceed the budget.

Best Regards,

Ruggero