Attachments

Adds Excel, PDF, and CSV files to the report email, built from live Qlik data each time it runs.

Steps

1. Open the Attachments tab in the data-scope rail.
2. Select Excel, PDF, or CSV to add an attachment of that type. You can add more than one, and mix types, on a single report.
3. Configure the attachment (each type has its own options - see below), repeating for any others you’ve added.
4. Optionally turn on Preload all attachments to preload every attachment’s data before export, overriding the per-attachment setting - useful when render accuracy matters more than speed.

Excel workbook

Set a File name (tokens supported, so it can vary per run). For Content, choose Template to fill a reusable Excel template with live data, with the option to also produce a PDF copy of it. Templates are designed in real Excel with the KPImailer add-in; only templates built against this report’s Qlik app are listed. Use Edit in Excel to open the template for editing, or Download to get a copy.

Note

Building and editing Excel templates is covered in its own chapter: Excel Templates.

PDF document

Set a File name, then Page size for all pages (Auto fits each page to its sheet’s size, orientation, and margins automatically). Turn on Add a table of contents to prepend a contents page with a clickable link to every page - handy for longer reports.

CSV file

Set a File name and choose the Source object - the Qlik table or chart whose underlying data should be exported as raw CSV rows.

Worked example

A monthly report needs a polished Excel copy for finance and a quick CSV for a downstream script. Add an Excel attachment, set its content to Template, and pick the finance team’s Excel template. Add a CSV attachment and point its Source object at the underlying sales table. Both are rebuilt from live data and attached automatically every time the report runs.

Tip

Need the data in a database table instead of a file? See SQL data exports.