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

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

FIRST CREATED ON 11 Mar 2026  I  AUTHOR Emma Camacho

Create a new Report and import the Template that is attached to this article.

The template looks like this:


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:

Document Title: "Sales Rep Analysis Report - " & [Datasource].[Executive Dashboard].[Expression].[concat([Sales Rep Name],',')]

GROUP not QS Extension





[Datasource].[Executive Dashboard].[Expression].[count(distinct [Sales Rep Name])]

The properties of the Elements are the following:

Average Sales Per Day

CurrentSelections
[Datasource].[Executive Dashboard].[Expression].[GetCurrentSelections()]

Expenses vs Budget

Last page break





[LocalVariable].[vCounter] <= [LocalVariable].[vTotalSalesReps]

link
[Datasource].[Executive Dashboard].[VisitorURL].[PfKsJK]
"Go back to Qlik and continue your analysis there"

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

Revenue by Products

Revenue vs Last Year Revenue = 114%

Sales Rep Name

Sales Rep Name

[RepeatedValue].[Sales Rep Name]
Note: in this element the counter is updated using the preparation action

Sales Rep Name_title
[Datasource].[Executive Dashboard].[Expression].[concat([Sales Rep Name],chr(10))]

Sales vs Margin by Sales Rep

Sales vs Margin by Sales Rep

ShowRevenue
Condition: [ReportParameter].[ShowRevenue] = 1

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