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Example - Creating a Word report

Last updated: 9/18/2026

In this example, you will build a Word-based report to analyze sales by year, region, and customer.

Before you start

Requirements

Before you begin, ensure:

• Your Qlik Cloud subscription has capacity for the Qlik Reporting Service.

• You or your admin installs the Qlik add-in for Microsoft Word.

  Deploying and installing Qlik add-ins for Microsoft Office

• You have activated the Qlik add-in for Microsoft Word after it is installed.

  Activating add-ins

• You have the required permissions for working with in-application reporting.

  Qlik Reporting Service permissions

  If you cannot create or manage reports, contact your administrator and consult Setting permissions for metered reporting features.

Upload example sources

Refer to the example application sources here: Examples - In-application reporting. Upload the application and data files into a space, and then reload the application. You are ready to complete the example.

Create a new template

Get started

Do the following:

1. Open Microsoft Word and create a new DOCX file. This will be your template file.

2. Click the Qlik add-in icon in the ribbon bar under the Home tab.

   

3. Log in to the add-in using your Qlik Cloud credentials.

   Connecting to the tenant and logging in

Connect to the application

Do the following:

1. Select the Space where you have uploaded the application.

2. Under App, select the application.

3. Click Save.

   

The template is now connected to the application.

Setting up the report

Do the following:

• Add a title to the report—for example, Sales Report. Format the title as desired.

Add a level

With levels, you can automate the creation of filtered sections, cycling report data for each dimension or chart value. A level creates a new section for each dimension or chart value.

Add a page object to generate a separate section for each year.

Do the following:

1. Add new lines below the title you created earlier.

2. In the add-in, click the icon on the top toolbar.

   The Levels and pages section opens.

3. Click Add level.

4. Expand Fields.

5. Click next to Date.autoCalendar.Year.

   

6. Under Select fields to add (optional), check the box for Date.autoCalendar.Year.

7. Click Add.

Add expressions

Add expressions to provide high-level information about sales. You can reuse the same expression, placing it once at the top of the report (for all-time total sales), and once inside the level (for total sales per year).

Do the following:

1. Place your cursor above the opening <Date.autoCalendar.Year_Level> tag of the level.

2. Press Enter to create a few new lines.

3. Type the following:

    Total Sales: 

4. In the add-in, click the icon on the top toolbar.

   The Variables and expressions section opens.

5. Click Add expression.

6. Under Name, type TotalSales.

7. Under Expression, add the following:

   Money(Sum(Sales))

8. Click Create.

9. Under Select fields to add (optional), check the box for Date.autoCalendar.Year.

10. Click Add.

11. Add a few new lines between the <Date.autoCalendar.Year_Level> and <Date.autoCalendar.Year> tags.

12. Type the following:

     Total Sales: 

13. In the add-in, click the icon on the top toolbar.

    The Variables and expressions section opens.

14. Next to the TotalSales expression you just created, click .

15. Click Add expression tag.

Add a chart image

Do the following:

1. Add a few new lines below the second Total Sales: <TotalSales> line.

2. In the add-in, click the icon on the top toolbar.

   The Charts section opens.

3. Click Add chart.

   A list of available sheets appears.

4. Expand the Dashboard sheet.

5. Click next to the Top 5 Customers chart.

6. Resize the chart as desired.

   

Add a table

Do the following:

1. Place your cursor below the chart image you just inserted.

2. In the add-in, click the icon on the top toolbar.

   The Tables section opens.

3. Click Add table.

   A list of available sheets appears.

4. Expand the Dashboard sheet.

5. Click next to the Sales per Region chart, and select Individual columns.

6. Under Select columns to add, check All.

7. Click Add.

   All columns from the source chart are added as individual columns in a Word table.

8. Move and resize the table so it takes up the remaining space below the titles.

   

Add a variable in the document header

You can add variables from the analytics application to the report. Variables store values that can change dynamically. Add a variable that has been added to the application, storing today's date. It can be added to the document header so that each page contains the date of report generation.

Do the following:

1. Double-click the top of document canvas to select the document header. This is where the variable will be inserted.

2. In the add-in, click the icon on the top toolbar.

   The Variables and expressions section opens.

3. Click Add variable.

   A list of available variables appears.

4. Click next to vTodayDate .

   

When ready, preview the report as a Word file to ensure it looks as expected.

Do the following:

1. In the add-in, click the icon on the top toolbar.

   The Preview section opens.

2. Click Preview as Word (.docx).