How to Distribute User Specific QlikView Reports by E-mail
In QlikView terminology, the word "report" usually refers to a static paper or PDF report of one or more sheets created with Report Editor. NPrinting can distribute native QlikView filtered reports. Filters in NPrinting can be set for reports, recipients, or tasks. NPrinting QlikView Entity reports output can be in PDF or one of several image formats such as PNG or JPEG. They can then be sent as e-mail attachments to the appropriate recipient e-mail address, saved to local or networked drives or sent to printers to create hard copies.
For the purposes of this tutorial the following are necessary:
a QlikView document containing at least one report. We suggest you to download the NPrinting Training Material, and extract it into C:\NPrintingTraining\ so that the relative path structure remains valid
Connections for the Task are retrieved automatically based on the reports contained in it. Tasks can generate reports and apply filters from more than one connection since NPrinting release 14.
Select an output folder for the task by clicking on the browse button to the right of the Output folder text box. This is the folder where output for this task will be saved automatically, but you can configure a different folder to receive output and/or you can save output to various other folders (see: Configure Options, How to Distribute User Specific QlikView Reports to User Folders, and Dynamic Output Paths). NPrinting will save a copy of all output even if you send the report off as an e-mail attachment.
Set Other Task Parameters
You can set other parameters for the task related to Compression of files into an archive and perhaps password protect it or send it to a printer for hard copies.
Select Report(s) to Add
Click on Add
Select one or more reports from the list in the SelectReports window
Click on OK
Select Output Format and Compression
Output can be in PDF or one of several image formats. You can add the same report more than once and set the Output Format for each to a different format. Any number of different reports can be added and any available Output Format can be chosen for each individual report. One or more reports can also be compressed into an archive that can be password protected or not.
Select the Recipients icon in the Show group
click on the Add icon in the Recipients group
Select one or more recipients from the list in the Select Recipients window
Click on the OK button
You can add as many Recipients to a Task as you want. Separate output, filtered using each Recipient's filter(s), will be created for each recipient. You can see and modify Recipient details by double clicking on a Recipient. Any modifications that you make will be saved in the Recipient and will be reflected in all future output which that recipient receives.
Add as many filters to your Task as are necessary. All Task output will be filtered using the Task filters. This will be in addition to Report filters and Recipient filters which are applied to specific Reports and/or Recipients
Add filters to the Task by clicking on the Filters button in the Show group of the tool ribbon
Be sure to put a check mark in the Attachments box
Select Html text and press the editor button to insert the custom message
Compose the message body
Put a check mark in the box in the Selected column next to each report in the list that you want to be attached. If you want all reports present in the list to be attached then just put a check mark in the box in the first row
Add any other external files to the list in the bottom pane by clicking on the Add button, browsing to their location and selecting them
Select those that you want to be attached
Click on the OK button
Conclude Task Preparation
Click on the Save and Close icon at the top left of the window to save the Task.