Create External Report from Qlik Sense Cloud

This article details how to build an External Report in Metric Insights that is linked to an object on the Qlik Sense Cloud server. 

PREREQUISITES:

1. Add New Report

Access New > External Report > Qlik Sense Cloud

  1. Name: provide a descriptive phrase.
  2. Category: specify where the External Report will be placed.
  3. Automatically Collected/Manually Uploaded: define how the content is to be updated.
    • For "Automatically Collected", specify Image Collection Trigger. 
  4. Plugin Connection Profile: choose the Qlik Sense Cloud Data Source.
  5. Report: select the required Qlik Sense Cloud object that will be used as a source for the External Report.
  6. [Next: Define Details]

2. Specify Report Settings

  1. Show Report in: defaults to "External Webpage".
    • For "Viewer", select to show the External Report:
      • "In iframe": to embed the Report into Metric Insights
      • "As static image": to show an image of the Report in Metric Insights. NOTE: For this option, make sure you Collect Image before going to Viewer.
      • "As PDF document": to show a PDF version of the Report in PDF viewer in Metric Insights. Qlik Sense Cloud Plugin does not support getting native PDFs. NOTE: To display this option in the Editor, enable Collect additional files > PDF on the Advanced tab.
    • "App" will be available in v7.1.2 to override the native External Report Viewer with an App.
  2. Optionally, configure filtering via [Manage Filters].
  3. Optionally, [Edit URL] to modify the URL by appending a question mark (?) followed by any filter or parameter settings.
  4. Report Image: select one of the two options:
    • "Always collect all instances of external report": collect all images and cache them on a schedule;
    • "On Demand: only when needed for distribution": individual images are only collected when they need to be included in an email.

3. Collect Image and Publish

  1. [Collect Image]
  2. [Enable & Publish] in the upper right corner to view the External Report in Viewer.

For more information on the Crop Tall Images to Default Size setting, refer to Long Images Display.