Your first report, in six steps

1. 1

   Install Mail & Deploy

   You check the system requirements and install Mail & Deploy on-premise. Afterwards Mail & Deploy runs on your server.

   Duration: 4:59

   With the SaaS edition your tenant is already set up - sign in and start with step 2.

   
2. 2

   Create users and permissions

   Duration: 0:39

   You create a new user and assign their permissions. Afterwards that user can work in Mail & Deploy with the rights you set.

   
3. 3

   Create a workspace

   Duration: 2:24

   You create a workspace to organise your reporting content. Afterwards you have the place where your data sources, reports and tasks live.

   
4. 4

   Connect a data source

   Duration: 1:17

   You connect the system your reports draw their data from: a Qlik Sense Server App, Microsoft Power BI or Snowflake. Afterwards the data source is available for your reports.

   Choose your data source

   
5. 5

   Build your first report

   Duration: 2:55

   You create a Microsoft PowerPoint, Word or Excel report on top of your data source. Afterwards you have a report that Mail & Deploy fills with your data.

   Choose your report format

   
6. 6

   Send the report

   You create a task that sends the PowerPoint report as an email attachment. Afterwards your report reaches its recipients.

   

Step