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.

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. When you create the report template, it is specific to the app you are creating for and cannot be used with other apps.

Do the following:

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.

Changing the connected Qlik Sense app

When you upload a template, you are notified if the template is already connected to a different Qlik Sense app. If this is the case, you can update the connected app in this template copy you are currently uploading. Multiple copies of the same template can be uploaded across different apps, allowing reuse of templates for moved, duplicated, exported, and migrated apps. This workflow is also applicable when publishing apps to managed spaces.

You can also update the connected Qlik Sense app when uploading a new version of the same template.

To connect a template to a different Qlik Sense app, all app objects referenced by the template need to be present in the new app.  If you encounter errors when trying to change the connected app, see Error encountered when uploading Excel template into Qlik Sense app.

A best practice is to ensure you have created a backup copy of the template before connecting it to another Qlik Sense app.

Do the following:

1. Use the procedure above to upload your template into the app.

2. When prompted, click the checkbox to confirm you want to change the connected Qlik Sense app.

3. Click Update.

The connected Qlik Sense app for a template can also be changed when you open the template in Microsoft Excel. For more information, see Changing the connected Qlik Sense app. In some cases, you will need to use this method.

Managing your templates

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

• Rename template

• Upload a new version of the same template

• Download template

• Configure the template to be usable for on-demand reports. See: Configuring on-demand reporting

• Delete template

Section access considerations

If the app uses section access, report generation works differently. 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

• Configure on-demand reporting

• 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

• Configure on-demand reporting

• 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.