Creating a Report

Created date: 17.7.2024

Updated by: Emma Camacho

Type of Reports supported by M&D:

CSV, HTML, Image, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, QlikView Embedded, XML.

Where is the PDF type?

M&D does not have a PDF editor. M&D uses Office and HTML as a base report and the M&D Administrator decides the definitive format (original Office or HTML or PDF) on the task, that is, when the report is delivered.

Which Report type to use?

If a Report is tabular intense, the recommendation is to use a Microsoft Excel Report as the base. If the report is a combination of Charts and Tables, then Microsoft Word. If it is mainly Charts, then Microsoft Powerpoint.

When the Report should be embedded as the body of the email, then it should be HTML. It is possible to use the HTML Editor, but it is also possible to use a Microsoft Word or Microsoft Excel as the base, and then choose the HTML version of the report for this purpose. Creating HTML reports in Microsoft Word or Microsoft Excel might be easier.

To embed reports in the body of an email, an HTML report is required. Using Microsoft Word or Microsoft Excel to create HTML report is possible, which could be easier than to use the HTML editor included in M&D.

NAME is the internal name of the Report in M&D.

Naming convention. Depending on your Datasources, Reports and Tasks, it is convienient to define a naming convention. 

For example,
DATASOURCES
01.01 QS OnP Finance App
01.02 QS OnP Logistics App
02.01 QS SaaS Operations App
03.01 SF db Tracking App
REPORTS
01.01 001 Report 1 about Finance App
01.01 002 Report 2 about Finance App
TASKS
01.01 001 T000 Task creating and distributing Report 1

If the naming convention doesnt include the datasource as part of the name, it is recommended to add in the DESCRIPTION the datasources this report is using.

Add a CONDITION if this report should be created only when the CONDITION is true.

The DOCUMENT TITLE is optional, but if present, it is used when distributing the report to the Hub, or when requesting a Report using the M&D Report Requester Extension for Qlik Sense. If not present, the NAME will be used instead.

You can access the DOCUMENT TITLE later in the tasks, using the wizard (the plus icon).

For example, to use it as part of the SUBJECT when sending the Report via E-mail

The PARAMETERS are used as inputs to Reports.

What are PARAMETERS?

They are inputs to the Report.

Why to use PARAMETERS?

To make the Report configurable: To reduce, reuse and recycle.

When to use PARAMETERS?

Always, or at least very often.

How to use PARAMETERS?

Define them in the PARAMETERS section, and use them later in the designer using the wizard (the three dots icon).