How to Automate Filtering for 1000 users in Qlik Tabular Reporting

[Saran_G]

Hi Qlik Community,

I'm currently working on a tabular reporting service in Qlik. were I need to send individual reports to 1000 users. each user should receive a report filtered specifically for them (User ID). However, manually creating 1000 filters isn`t a feasible option.

Is there an automated or more efficient way to handle this? can i automate the filter creation process or utilize some other method to streamline this task?

looking forward to any suggestion or solution!

Thanks.

[Frank_S · Accepted solution]

Hi @Saran_G 

First you need to define each filter to be used for each user in the 'filters' user interface of the Reporting feature in Qlik Cloud.

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-r...

Then you can use the recipient import file to include your user details and provide the name of each filter (that you created in point 1 above).

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-r...

Note that it is not possible to define the filter directly in the recipient import file. You may only provide the filter name. You must perform filter name creation and definition as stated in point 1.

Kind regards...

[Wouter_Mak]

Did you find a good solution for this? 
I have created a list for users with filter name. But do also want import the filter setting itself. I can't open 500 filters and select one value.
Regards,
Wouter

[Wouter_Mak]

I read the following in the documentation:
When a report task runs, a unique report is generated for each distinct recipient-level filter appli...

how should I interpret this? One filter will always one report? So you can't use one filter for defiirent out-comes for different users?
So A a dynamic filter depending on user in Distribution mail address is not possible, because a filter will always have one result?

[Supersmurf]

@Wouter_Mak Check this thread and my work around waiting for Qlik to make importing filter definitions out-of-the-box:

https://community.qlik.com/t5/Reporting-Service-Alerting/Recipient-filter-how-to-create-a-dynamic-fi...

Regards

Jan

[Wouter_Mak]

Thanks. This will work. But I hope that there will be a standard solution provided with importing the filters and it's values.

[Lech_Miszkiewicz]

It probably will be but I dont think this is on the short list roadmap @Wouter_Mak 

[Wouter_Mak]

Ok Thanks. This is not answer I hoped for. I will try to use the Qlik API to create the filters.