Create External Report from QlikView

This article will show you how to create an External Report that is linked to a report from your QlikView server.

PREREQUISITES:
Established connectivity to QlikView

See how to set Filters and Defaults for this report here

1. Create New External Report

Access New > External Report > QlikView

  1. Enter a descriptive phrase in Name
  2. Specify Category where External Report is to be placed
  3. Define whether content has to be updated manually or automatically
    • For "Automatically Collected", specify Report Image Trigger 
  4. Choose QlikView Plugin Connection Profile 
  5. Select QlikView Object for External Report
  6. [Next: Define Details]
  1. Show Report in defaults to "External Webpage".
    • For "Viewer", select Show "In iframe" or "As static image" option
    • NOTE: when opting to display a Report as a Static Image, make sure to Collect Image before going to Viewer.
  2. Apply filters to the object via [Manage Filters], if needed
    • QlikView Plugin can automatically load Filters and Filter Values into Metric Insights. NOTE: The application will only retrieve Filters that have aliases.
    • For more details on filtering, see Filtering in External Reports
  3. Optionally, [Edit URL] to modify the URL by appending a question mark (?) followed by any filter or parameter settings
  4. Optionally, [Test External Report] to test how your Report will be displayed on External Webpage or in Viewer, depending on the display option selected in the previous step
  5. Select Report Image option:
    • "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

QlikView Plugin collects images by communicating with the tool via API.

  1. [Collect Image]
    • For details on Setup Image, refer to this article
  2. [Enable & Publish] to proceed to Viewer