Creating a report

Starts a new report and opens it in the editor, ready for you to design.

Permissions

Anyone with access to Reports can create one. The Qlik servers and apps offered are whichever ones an administrator has connected under Settings → Qlik servers.

Steps

1. Go to Reports in the sidebar.

   

2. Select New report.

3. In the dialog, give the report a clear name, then choose the Qlik server and the Qlik app it should pull data from.

   

4. Select Create and open editor. Everything else - layout, data scope, attachments, delivery, and schedule - is configured inside the editor, covered in the rest of this chapter.

Tip

You don’t have to get the name right immediately - it’s editable from the top of the editor at any time, and it’s also what recipients see if you use the {{Report name}} token in the subject line.

The reports list

Back on the Reports list, each row shows the report’s app, owner, schedule, and status at a glance. Use the search box and the trigger/status filters to find a report quickly, and the row actions to Edit report, Run now, or open further actions like duplicating or deleting.

Worked example

To report on a new Power BI-adjacent sales dashboard, a user selects New report, names it “Monthly sales summary”, picks the on-premise Qlik server and the Sales_App Qlik app, and selects Create and open editor. They land in an empty Design canvas, ready to add content - continue with the report editor.