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Working with report templates in the Qlik Sense app

In the Templates tab of the Reporting section of an app, you can manage all report templates you have added to the app, and upload new ones.

The Templates tab allows you to add and manage report templates in a Qlik Sense app

The 'Templates' tab in the Reporting section of a Qlik Sense app. This is where you add templates and manage existing ones

With the Qlik add-in for Microsoft Excel, create templates for your report tasks. You upload them here for use in report tasks.

Creating report templates

For specific details about how to create a report template using the Qlik add-in for Microsoft Excel, see Building report templates with the Qlik add-in for Microsoft Excel and related topics.

Uploading a report template

Upload multiple templates into the app for use in the various report tasks you create. When you create the report template, it is specific to the app you are creating for, and cannot be used for other apps.

  1. In a Qlik Sense app, open the Reporting section and go to the Templates Tab.

  2. Click Upload template.

  3. Click Browse. Browse for a template file and add it.

Managing your templates

For a template listed in the Templates tab, click the Three-dot menu icon to access the following options:

  • Rename template

  • Upload a new version of the same template

  • Download template

  • Delete template

Section access considerations

It is important to be aware of how tabular reporting features interact with section access. For more information, see Tabular reporting and section access.

Permissions for report templates

Managing the templates uploaded to a Qlik Sense app requires specific roles. The permissions requirements vary depending on the type of space in which your app is located.

Requirements for apps in shared spaces

For apps in shared spaces, you need Can edit permissions in the space to do the following:

  • View the templates in the app

  • Upload and re-upload a template

  • Download a template

  • Delete a template

For more information, see Managing permissions in shared spaces.

Requirements for apps in managed spaces

Users with the Owner (Professional, Full User, or Analyzer entitlement), Can manage (Professional, Full User, or Analyzer entitlement), or Can operate Professional or Full User entitlement only) space roles in the managed space can do the following:

  • View the templates in the app

  • Upload and re-upload a template

  • Download a template

  • Delete a template

For more information, see Managing permissions in managed spaces.

Requirements for an app in your personal space

You must have the Private Analytics Content Creator user role in the tenant to have full control over the report templates added to the app.

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