Which BI platforms does Mail & Deploy read from?

Qlik Cloud, Qlik Sense® Client-Managed and QlikView®, plus Microsoft Power BI. Beyond BI, it queries Snowflake, Databricks, BigQuery, SQL Server, PostgreSQL, MySQL, ODBC data sources, Excel and CSV files, and REST APIs. One report can combine several of these sources.

How is this different from a dashboard subscription?

A subscription sends the same view to everyone. Mail & Deploy generates a separate output per recipient from one template and one execution, in the file format the recipient works in, through the channel they use.

Do report recipients need a Power BI licence?

No. A report recipient does not require a Power BI licence. Recipients receive a finished document and need access to the delivery channel, not to Power BI.

Can we start on-premise and move to SaaS later?

Yes. Templates, tasks and connections are part of the configuration, not the hosting model, so the deployment can change without rebuilding reports.

What does an implementation involve?

Install the server or activate the SaaS tenant, connect your data sources, import or build the first template, then schedule the task. Teams usually start with one report and extend from there; a workshop shortens the setup phase.

One platform to design, automate and distribute your reports

Mail & Deploy connects to Qlik®, Power BI, data warehouses and SQL databases, generates reports in the formats your recipients work in, and delivers them on a schedule - on-premise, as SaaS, or hybrid.

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What the platform does

Four capabilities cover the path from a dashboard to a report in someone's inbox.

Design

Build report templates in a drag-and-drop designer. Reuse corporate Excel, Word and PowerPoint layouts instead of recreating them, and bind every element to live data from your BI platform.

Pixel-perfect layouts
Reusable templates and blocks
Charts, tables and objects from your apps

Automate

Execution tasks run reports on a schedule, on a trigger, or on demand. Conditions decide whether a run happens at all, so recipients only get a report when the data warrants it.

Time-based and event-based triggers
Conditional execution
Parallel execution tasks

Distribute

One template produces a separate, filtered report per recipient. Each output goes to the channel that recipient actually uses - email, a document library, a drive, or a file transfer target.

Per-recipient bursting
Recipient groups and dynamic lists
Multiple channels per task

Self-service

Business users subscribe, adjust filters and download their own reports through a web portal. IT keeps control of templates, sources and permissions.

Web portal for end users
Role-based permissions
On-demand report generation

How a report gets built and delivered

What connects, what comes out, where it goes

A single report can pull a chart from Qlik, a table from Power BI and a figure from Snowflake. Each additional data source is licensed separately.

Data sources

Combine BI apps and raw data in a single report. Each additional data source is licensed separately.

Qlik Cloud®
Qlik Sense® (Client-Managed)
QlikView®
Microsoft Power BI
Snowflake
Databricks
Google BigQuery
Microsoft SQL Server
PostgreSQL & MySQL
Excel & CSV

Output formats

Deliver the file the recipient actually works in.

Excel (XLSX, XLS)
Word (DOCX)
PowerPoint (PPTX)
PDF
HTML
CSV

Delivery channels

Email is the default, not the only option.

E-Mail (SMTP)
File server
FTP / SFTP
Microsoft SharePoint
Microsoft Teams
OneDrive
Dropbox
Amazon S3
Google Drive
Mail & Deploy Hub

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Deployment models

The same product, operated where your data governance requires it.

On-premise
Install Mail & Deploy in your own datacentre or private cloud. Data stays inside your network, and the server connects to your datasources directly.
SaaS
We host and operate the environment. You configure sources, templates and tasks; updates and infrastructure are handled for you.
Hybrid
Run the platform in the cloud and keep sensitive sources on-premise, or the other way around. The deployment model can change without rebuilding your reports.
Compare editions Trust and data security

On-premise. Runs inside your own network. The data never leaves your infrastructure.

Compare where the platform, your data sources and the local agent run in each deployment model. On-premise: Runs inside your own network. The data never leaves your infrastructure.SaaS: Hosted and maintained by us. Live in minutes, no infrastructure to provide.Hybrid: We host the platform, an agent in your network reaches the sources that cannot leave it.

Frequently asked questions

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.

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