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Configuring on-demand reporting

Report developers can make it possible for app consumers to generate reports on the fly when using an app. On-demand report generation is administered at the report template level. As a report developer, you can control the available report formats for the on-demand report generation, and several other parameters.

How on-demand reporting works

On-demand reports are generated in analysis mode when a user views a sheet. On-demand reports do not run from a report task. Instead, a report template is activated for on-demand reporting. Each activated template becomes available to the user when they open Reports in the Assets panel. The user downloads the on-demand report directly to their computer when it is ready.

In an on-demand report, data reduction is based on the app access of the user generating the report, as well as their current selections. Data reduction applied through report filters is not applied to an on-demand report.

Considerations

When you develop a template intended for use in on-demand reporting, it is important to consider the following:

  • Each generation of an on-demand report counts towards the tenant's consumption of its Qlik Reporting Service add-on subscription.

  • The template needs to use content that is available to the users analyzing the app. In other words, if a template uses content from a private sheet, users will not be able to generating on-demand reports with this template.

  • If the app uses section access, on-demand reports generated from this app will filter data based on the access level (as defined in the Section Access table) of the user generating the report.

Configuring on-demand reports

The report developer activates templates for on-demand reporting.

  1. Open the Templates tab in the Reporting section of an app.

  2. Click Three-dot icon next to a template, then click Report On-demand.

    The On-demand dialog opens.

  3. Under File format, select the format options you want to make available for app consumers.

  4. Enter a Title and Description.

    These are shown to users generating the report from the sheet. The Title will be the name of the downloaded file.

  5. Click Save.

In the templates list, the template should now have a value of On in the On-demand column.

On-demand column in the Templates tab of an app, showing which templates have been activated for on-demand reporting

'On-demand' column in the 'Templates' tab in the Reporting section of a Qlik Sense app, showing templates with different on-demand settings (on with PDF and XLSX, on with PDF only, and off)

Deactivating on-demand reports for a template

The report developer disables templates from being usable for on-demand reporting.

  1. Open the Templates tab in the Reporting section of an app.

  2. Click Three-dot icon next to a template, then click Report On-demand.

    The On-demand dialog opens.

  3. Under File format, deselect one or more format options. Deselect all available formats to deactivate the template completely from on-demand reporting.

  4. Click Save.

Permissions

To configure user generation of on-demand reports, you need the appropriate permissions in the space where the app is located.

Requirements for apps in shared spaces

For apps in shared spaces, you need Can edit permissions in the space to configure on-demand report generation for 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 configure on-demand report generation for a template.

For more information, see Managing permissions in managed spaces.

Requirements for apps in your personal space

You must have the Private Analytics Content Creator user role in the tenant to configure on-demand report generation a template.

User generation of on-demand reports

Users create on-demand reports as they analyze the sheets in an app.

For full details, see Creating on-demand reports.

Limitations

On-demand reports have the following limitations:

  • On-demand reports are not compatible with Star statements. If an app contains this statement in the script, the generated reports might show unexpected results.

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