Deliver reports individually

Schedule it, or chain it with other tasks.

Choose an output format

PDF. Paginated and ready to send or to print.

The same report is written out in the format the recipient needs.

Report scheduling

Execution plans define the time frame, the frequency - daily, weekly, monthly - and the time of day a report is delivered. Execution plans define when a task runs, and the task itself groups the actions that create the documents and distribute them.

Daily, weekly or monthly, at a fixed time of day

Documentation: Report scheduling See it end to end

The Create Execution Plan dialog setting time zone, start date and a daily frequency, with the frequency list showing weekly, monthly, quarterly, yearly, custom and calendar options

Report automations

Chain actions - reload the app, generate the report, deliver it, notify on failure - into one automation. Run it on a schedule, on request, or from another system via the API. A cycle iterates over a list of values - regions, customers, sales representatives - and executes the contained actions once per value with the parameter set accordingly.

Triggered by schedule, by request or via the API

Documentation: Report automations See it end to end

A task action list chaining set variables, filter data, a loop over a field, create report document and send e-mail, producing a PDF report

Failure notifications

Send e-mail notifications to selected users or groups when an execution fails. Notifications are sent per workspace, so the responsible team knows what happened without anyone watching the console.

E-mail on failed executions, per workspace

Documentation: Failure notifications See it end to end

The workspace e-mail notification settings with recipients for task events, next to a Task Failed alert for a report execution

Management report distribution

Schedule, generate and deliver reports per recipient through email, file server, FTP, Microsoft SharePoint and Teams, OneDrive, Dropbox, AWS S3, Google Drive, or the Mail & Deploy Hub. Distribution is an action inside the task, so e-mail, file share and other channels can be combined for the same generated document.

E-mail, file server, FTP, SharePoint, Teams, OneDrive, Dropbox, S3, Google Drive, Hub

Documentation: Management report distribution See it end to end

Mail & Deploy delivers a generated report to several channels at once within the same task. E-mail, File server, FTP, SharePoint, Teams, OneDrive, Dropbox, AWS S3, Google Drive, Hub

See how this works end to end

Report North: Sales lead North

Recipients do not need a Qlik licence, only access to the delivery channel. A template is split on a field such as region. Each value produces its own filtered document for its own recipient.

Book a Mail & Deploy workshop

Build your reporting skills with guided, hands-on training. Work through connecting data sources, creating reports and setting up distribution with a Mail & Deploy consultant.

Book a workshop Book your demo Try for free

Workshops cover both client-managed and SaaS versions of Mail & Deploy. Choose the session format that fits your team.