Working with report tasks

As a report developer, you can create configurations for centralized report generation with report tasks. Create and manage report tasks in the Report tasks tab within the Reporting section of an application.

A report task converts the report template into the report output. The task can be run manually or on a schedule.

A report task is where reporting building blocks – templates, filters, and distribution list – come together to generate the output. When you create a report task, you also set the report file names, the users and groups who receive the output, the email or output folder details, and the schedule for when its reports are generated.

The 'Report tasks' tab in the app's Reporting section — The Report tasks tab in the Reporting section of an application

With the help of report filters, you can use a single report task to administer and employ a report bursting use case. Report bursting allows you to generate reports with varied information with different subsets of data for different recipient parties. For more information, see Raportowanie seryjne przy użyciu filtrów raportów.

How report generation works

You must define a distribution list for the application before you can create report tasks.

In a report task, you select the recipients and groups from your distribution list that you want to generate reports for. When adding recipients as receivers of the task output, you add the recipient as a user-filter pairing which corresponds to a single recipient-level filter that has been applied to them in the distribution list. You cannot combine multiple recipient-level filters in the same user report, but you can add each user-filter pairing individually in the task configuration so that a separate report is generated and sent to the same user for each filter.

When a report task runs, a unique report is generated for each distinct recipient-level filter applied across all users added to the report task.

Zadanie raportowania może wygenerować maksymalnie 500 unikatowych raportów. Limit ten jest oceniany dla wszystkich szablonów dodanych do zadania, a nie dla każdego szablonu w zadaniu. Limit ten ma również zastosowanie do wszystkich zadań raportowania, niezależnie od tego, czy zastosowano jeden lub więcej cykli.

Report generation might work differently if the application uses section access. For more information, see Raportowanie w aplikacji i dostęp do sekcji.

You can choose to send the generated reports by email, store them to a Microsoft SharePoint folder, or both. When you deliver reports via a Microsoft SharePoint distribution folder, reports are not sent directly to recipients and a separate report is stored for each filter defined on the recipients you have included in the task. For further details, see Generowanie raportów przy użyciu folderów dystrybucyjnych.

Requirements for email delivery

To send report task output by email, toggle on the Email switch under Distribute in the dialog when you are creating the report task.

If you are sending the reports by email, an email provider must be configured for the Qlik Cloud tenant. For instructions on setting this up, see Konfiguracja poczty e-mail na potrzeby raportów i powiadomień.

Requirements for storing reports in Microsoft SharePoint folders

If you need to automatically save generated reports to a folder in your Microsoft SharePoint network, toggle on the Folder switch under Distribute in the dialog when you are creating the report task.

To store the report output to a Microsoft SharePoint folder, a connection to the Office 365 Sharepoint connector must be created in the space. For more information, see Dostarczanie raportów do folderu dystrybucyjnego.

Creating a report task

To create a task-based report configuration, follow the sections below in order.

Before you start

Before you can create report tasks, you need to define a distribution list. See Tworzenie listy dystrybucyjnej dla raportu.

Part 1: Create the task

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of the Qlik Sense application.

Nawigacja w interfejsie aplikacji
Click Create report task. The report task dialog opens.
Enter a Title for your report task.
Optionally, add a Description.

Part 2: Select one or more templates

Next, you need to define the templates.

Wykonaj następujące czynności:

In the Template dialog tab, click Add existing template. Select a template you have already created.

Alternatively, click Upload new if you have not already added the template you want to use.
Optionally, add additional templates to the task using the procedure in the first step.

Do zadania raportowania można dodać maksymalnie pięć instancji szablonu raportu, w tym kopie tego samego szablonu. Na przykład dwukrotne dodanie szablonu Excel do zadania, z jednym wyjściem .xlsx i jednym PDF, liczy się jako dwa szablony dodane do zadania.
Click Next. The dialog moves to the Output tab.

Part 3: Configure the output

Next, configure the output. Output is configured separately for each template instance you add to the task. The output consists of:

Defining the properties of the generated reports.
Defining localization of report elements (only for PDF output). Users opening a report in Excel, PowerPoint, or Word format will see region-dependent formatting (dates, numbers, and other information) as per their settings in the respective Microsoft Office application.
Applying a task-level filter.
Applying cycles.

Wykonaj następujące czynności:

In the Output dialog tab, expand a template instance you have added.
Type a File name for the report output. This is used in the file name of the reports, along with the cycle and Timestamp format.

Informacja
Special characters are not allowed in the File name that you enter here. Also, blank spaces before and after your entered File name are removed.
If you selected PDF output, define the Regional format settings for the PDF. This setting controls the locale in which dates, numbers, and other information are formatted in the reports.

If you need to perform other configurations to prepare for PDF or printed output, return to template creation.
Optionally, select a Filter to apply to the reports.

This filter applies to all reports generated from the template instance, unlike filters you add to individual recipients. For more information about how task-level and recipient-level filters interact with each other, see Praca z filtrami raportów.
Under Cycle, select up to three dimensions to use as cycles. Adding cycles will generate a unique version of the reports for each unique value in the dimension. For more information, see Cykliczne generowanie raportów.
Select a Timestamp format. This is used in the file names of the reports, along with the cycle and File name.
Repeat the above procedure for any other template instances you have added to the task.
Click Next to proceed to the Distribute dialog tab.

Part 4: Configure distribution

You should now be in the Distribute tab in the dialog.

Wykonaj następujące czynności:

Add the recipients and groups from your distribution list who will receive the report output. Note that a separate recipient must be added for each recipient-level filter you want to generate reports for. See How report generation works.
Specify how to distribute and deliver your reports. Toggle on at least one of the following options:
- To deliver your reports by email, leave the Email switch on. This is the default delivery method. Delivery is as follows:
  - For HTML templates in the task, you can choose to attach reports as files, embed a report in the email message itself, or both. For more information, see Osadzanie treści raportu w wiadomości e-mail.
  - For templates of all other types within the task, reports will be included as email attachments.
- To deliver your reports to a Microsoft SharePoint folder, toggle on the Folder switch.
  
  For specifics about configuring email and distribution folder options, see Requirements for email delivery and Requirements for storing reports in Microsoft SharePoint folders.
Fill in the required fields for Email and/or Folder output as needed.
Click Next to proceed to the Schedule dialog tab.

Part 5: Schedule report delivery

Wykonaj następujące czynności:

In the Schedule dialog tab, configure the report distribution schedule. Reports can be sent whenever data is refreshed, or on a daily, weekly, monthly, or yearly schedule.
Click Save.

Your report will be sent to your recipients at the scheduled time. You can also send the report task output at any time. See Manually sending reports.

Manually sending reports

You can run a report task manually when you need recipients to receive the reports immediately.

This is also helpful when you're testing your report configuration.

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of an application.
Click next to the report task you want to run.
Click Send now.

Requirements for a report task to run successfully

The report template creator creates a template based on their access to the application content. However, a report task runs based on the application access of the report task owner. Therefore, if a user creates a template based on an application sheet that is private to them, the report task cannot run successfully.

There are also requirements related to report task ownership. For more information, see Ownership of report tasks.

Editing report tasks

You can change the configuration of the report task after it has been created.

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of an application.
Click next to the report task.
Click Edit.

Deleting a report task

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of an application.
Click next to the report task you want to delete.
Click Delete.

Tenant admins can delete and manage report tasks in the Subscriptions section of the Administrowanie activity center. See Administrowanie raportowaniem i subskrypcjami.

Enabling or disabling a report task

A report task can be enabled or disabled. When it is enabled, the report task generates output as per the configured schedule, and can be manually run as needed. When it is disabled, the report task cannot generate output on the schedule, but can still be manually run as needed.

You might want to enable or disable the report task manually. There are also situations in which a report task will be automatically disabled.

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of an application.
Click next to the report task you want to turn on or off.
Click Enable or Disable.

If you are a tenant admin, you can enable and disable the report task in the Subscriptions section of the Administrowanie activity center. For more information, see Administrowanie raportowaniem i subskrypcjami.

It is important to be aware of how enabling and disabling report tasks works for applications with section access. See Section access considerations.

Canceling a currently running report task

There might be a time when a report task is currently running but you need to cancel it. This might be when there is a server error, or when the task is taking too long.

Wykonaj następujące czynności:

Open the Report tasks tab in the Reporting section of an application.
Click next to the report task you want to cancel.
Click Cancel.

Viewing the execution history for a report task

You can view the history of when the report task was run. Use the History view to view more information about errors that might have happened during task execution.

Wykonaj następujące czynności:

W aplikacji otwórz sekcję Raporty.
Na karcie Zadania raportu kliknij obok zadania raportu.
Wybierz pozycję Historia.

Możesz także po prostu kliknąć zadanie raportowania, aby otworzyć jego historię.

For more information, see Wyświetlanie historii wykonywania zadań raportowania.

Setting up multiple outputs for the same template

Do zadania raportowania można dodać maksymalnie pięć instancji szablonu raportu, w tym kopie tego samego szablonu. Na przykład dwukrotne dodanie szablonu Excel do zadania, z jednym wyjściem .xlsx i jednym PDF, liczy się jako dwa szablony dodane do zadania.

The following are common use cases for adding the same template more than once to a single report task:

Generating reports into two different file formats—for example, a .xlsx and PDF copy of a single report.
Embedding the report into an email body message, but also including an HTML copy of the same report as an email attachment.
Generating reports with two different localization settings.

To achieve this output from the same template, add it twice (or more than twice) to the report task.

Wykonaj następujące czynności:

In the Template dialog tab when configuring a report task, select the template to use, or click Upload new to upload it.
After adding the first template instance, click Add existing template.
Select the same template again.
Click Next.
In the Output settings, set a different File name for each template instance. This is required to distinguish the generated reports.
Complete the configuration for the report task.

Section access considerations

Jeżeli aplikacja używa dostępu do sekcji, generowanie raportów przebiega inaczej. Więcej informacji zawiera temat Raportowanie w aplikacji i dostęp do sekcji.

Ownership of report tasks

When you create a report task, you become its owner. Administrators can change the owner of a report task. For more information, see Administrowanie raportowaniem i subskrypcjami. In a shared space, to transfer ownership of a report task to another user, that user needs to have Can edit permissions in the space.

Zadanie raportowania może uruchomić każda osoba mająca uprawnienia Może edytować w danej przestrzeni, ale jeśli właściciel zadania raportowania nie ma dostępu do przestrzeni w trybie Może edytować, nie będzie można uruchomić pomyślnie zadania raportowania. Dlatego jeśli właściciel zadania raportowania utraci uprawnienia Może edytować albo zostanie usunięty z przestrzeni lub dzierżawy, należy zmienić własność zadania raportowania lub zadanie raportowania musi zostać odtworzone przez osobę z wystarczającymi uprawnieniami.

Keep in mind that if you change the owner of a report task for an application which uses section access, certain behaviors can be expected. For more information, see Raportowanie w aplikacji i dostęp do sekcji.

Report filters and report task ownership

Report filters also have corresponding owners. The creator of a report filter is its first owner. Changing the owner of a report task does not change the owner of any report filters used by the report task.

Permissions for report tasks

Managing the report tasks of an application requires specific roles. The permissions requirements vary depending on the type of space in which your application is located.

To work with report tasks for an application, you need:

Uprawnienia przypisane Tobie przez administratora dzierżawy. Aby uzyskać więcej informacji, administrator może zapoznać się z Ustawianie uprawnień dla funkcji raportowania z mierzeniem.
Space permissions

Więcej informacji o uprawnieniach w przestrzeniach zarządzanych na potrzeby raportowania zawiera temat Uprawnienia Usługa raportowania Qlik.

Space permissions

Managing the report tasks for an application requires specific space roles. The requirements depend on the type of space in which your application is located.

Requirements for applications in shared spaces

You need Can edit access to the space to perform the following actions on a report task from within the application:

View
Create
Run
Delete
Enable
Disable

For more information, see Zarządzanie uprawnieniami w przestrzeniach udostępnionych.

Requirements for applications in managed spaces

Users with the Owner, Can manage, or Can operate roles in a managed space can perform the following actions on a report task from within the application:

For user-based subscriptions, the Can operate role also requires a Professional user entitlement.

View
Create
Run
Delete
Enable
Disable

For more information, see Zarządzanie uprawnieniami w przestrzeniach zarządzanych.

Requirements for an application in your personal space

You must have the Private Analytics Content Creator user role in the tenant to view, create, edit, and delete report tasks.

Administering report tasks in the Administrowanie activity center

As an administrator, you manage report tasks in the Subscriptions section of the Administrowanie activity center. See Administrowanie raportowaniem i subskrypcjami.

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