How to create a Modular Word report using Qlik as a data source in Mail & Deploy (with example)?

How to create a Modular Word report using Qlik as a data source in Mail & Deploy (with example)?

FIRST CREATED ON 12 Mar 2026  I  AUTHOR Emma Camacho

Create a new Report and import the four Templates (00 Intro.docx, 01 Sales.docx, 02 Revenue.docx and 03 Expenses.docx) that are attached to this article.

These are the elements in the report that we will create:


The Parameters defaults are the following:










The report properties and the preparation actions are the following:

"Sales Rep - Product Analysis Report - " & [ReportParameter].[Sales Rep Name] & " - "&[ReportParameter].[Product Group]
Template Name(s): [ReportParameter].[Template]










The properties of the Elements  are the following:


[Datasource].[Executive Dashboard].[Expression].[max(FiscalMonth)&'/'&max([Fiscal Year])]


[Datasource].[Executive Dashboard].[Field].[Sales Rep Name]


Attached you will find the output when creating the preview in Word.
Info
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