Creating a multi-template report task
In this tutorial, we’ll learn how to create a Multi Template Report Task in Qlik Cloud.
You’ll discover how to:
Add and configure multiple templates (Excel, PDF, HTML, PixelPerfect)
Set up output formatting, filters, and cycles
Configure report distribution and delivery options
Schedule reports or run them manually
Deliver reports as attachments or embedded content in emails
By the end, you’ll know how to set up and manage automated multi-template reporting tasks in Qlik Cloud.
⏱️ Chapters
🎬 00:06 – Introduction: Multi Template Report Tasks in Qlik Cloud
📑 00:12 – Opening Report Tasks & Creating a New Task
📝 00:20 – Adding Title, Description & Templates
➕ 00:27 – Adding Existing or New Templates (up to 5)
📂 00:43 – Example: Adding Excel as XLSX & PDF
➡️ 00:50 – Configuring Report Output (file name, formats)
📊 01:05 – Applying Filters & Cycles for Reports
⏱️ 01:14 – Adding Timestamp Format to File Names
⚙️ 01:19 – Expanding Template Instances for Setup
📬 01:34 – Configuring Distribution & Recipients
📧 01:43 – Sending Reports via Email (Attachment/Embedded)
📎 01:51 – Example: Attaching HTML Report to Email
📅 01:56 – Scheduling Report Delivery (Refresh/Daily/Weekly/Monthly/Yearly)
💾 02:08 – Saving & Creating Multi Template Report Task
▶️ 02:16 – Running Report Tasks Manually for Testing/Immediate Needs
📥 02:26 – Viewing Results: Email with Embedded & Attached Reports
✅ 02:38 – Conclusion & Wrap-Up