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Qlik Sense Saas - Self -Service Reporting via Subscription

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Community Manager
Community Manager

Qlik Sense Saas - Self -Service Reporting via Subscription



Hey guys this is mike Tarallo with Qlik. I wanted to share a brief demonstration

of our new scheduled email delivery of an exported chart or sheet, we are calling

self-service reporting. Our self-service reporting via subscription allows users

to schedule export document deliveries of the metrics and insights that are

relevant to them and they can do this by subscribing to an individual chart object

or an entire sheet so when they are in the app if they would like to subscribe to an

the entire sheet they can choose the menu in the upper left and select subscribe to sheet or

they can right-click on a chart object and choose to subscribe so the user follows a simple flow that allows them to enter a title along with schedule settings that control the distribution

of the exported document this includes delivery to specific days of the week or days of

calendar month along with set times allowing the user to create a schedule that fits their needs.

Users can also manage their subscriptions in the settings and management area

and on a per subscription basis, the user can review the details including the selections

applied at the time of creating the subscription they can also jump straight back into

the app with those selections applied to continue their analysis or verify the subscription.

And they can choose the send now an option that will trigger an immediate generation of the exported file and deliver it via email. Now when the email is received it will have a pdf

export attached to it of the selected chart or the sheet if a sheet is exported you will notice

that it will support the theme it was created with offering a professional-looking report.

The email also has a link back to the Qlik Sense SaaS environment allowing the user to continue their analysis with the latest data now for subscriptions to a chart the email will contain a high-resolution image of the chart for quick assessment along with links back to the app on the Qlik Sense SaaS environment. If you are a tenant admin you can review all subscriptions on the tenant along with filters and searches to make it easier and attended admin can also enable or disable a subscription and if required from within the settings area the tenant admin

can enable or disable the subscription feature altogether. Okay that's all I have thanks for

watching and be sure to check out these other valuable resources to learn more about

Qlik products also don't forget to sign up for our bi-weekly webinar Do More with Qlik,

where I and special guests cover various Qlik product line topics tips and techniques

hope to see you there take care.




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Last update:
‎2021-08-11 10:52 AM
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