pdf report in qlik sense

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• Analyzing data
• Reporting from Qlik Cloud Analytics

Tabular reporting with Qlik Cloud Analytics

Create dynamic tabular reports by combining the Qlik add-in for Microsoft Excel with report preparation features available within a Qlik Sense app. Deliver report output by email and to folders defined in Microsoft SharePoint connections. Reports can be in .xlsx or PDF format.

Tabular report generated from Qlik Cloud Analytics

In Qlik Cloud Analytics , you manage your tabular reports in the Reporting section under the Prepare tab in the Qlik Sense app.

Report jobs are created and managed through report tasks . Data reduction is controlled with report filters . Recipients, and associated groups containing multiple recipients, are available from a distribution list .

Generating tabular reports is typically a centrally managed activity by report developers. Tabular reports in Qlik Cloud Analytics are delivered from the value-add Qlik Reporting Service capability. Check with your service account owner about your Qlik Cloud subscription's included capacities. For more information about centralized report development and delivery, see Reporting from Qlik Cloud Analytics .

Create and configure enterprise reports from the Reporting section in your Qlik Sense app

End-to-end workflow

At a high level, complete the following steps to create a tabular report:

Prepare your report template using the Qlik add-in for Microsoft Excel . The template defines the data that populates the report when the report is generated.

To get started with the add-in, see Building report templates with the Qlik add-in for Microsoft Excel .

Use the Qlik add-in for Microsoft Excel to create a template for your report

In the Qlik Sense app from which you're generating the report, define the app's distribution list . This is the list of all recipients, and groups of recipients, who can be added as receivers of reporting output. See Creating a distribution list for your report .

Upload the template file into your Qlik Sense app. For information about managing your templates, see Working with report templates in the Qlik Sense app .

Create a report task in the app to configure the delivery of the report. See Working with report tasks .

As you develop your report template, you can test its output as needed using the preview functionality in the add-in. See Previewing the report .

To access the full potential of report generation in Qlik Cloud Analytics , use the following features:

To further refine the data from the app that is displayed in reports, use report filters . Filters allow bursting of report content, meaning that a single report task can generate individualized output which varies by recipient or group. Filters can be defined globally (at the level of a report task), at the recipient level, or both. See Working with report filters .

Arrange for the report output to be distributed to a remote distribution folder. The distribution folder is defined by a Microsoft SharePoint data connection. Distribution folders can be used either alongside, or as an alternative, to email distribution. See Delivering tabular reports to a distribution folder .

Requirements

Consider the following general requirements:

Your ability to use tabular reporting in Qlik Cloud Analytics is governed by your Qlik Cloud subscription. Before using these capabilities, check with your service account owner to become familiar with your tenant's capacities and restrictions.

To view the requirements for working with the Qlik add-in for Microsoft Excel , see Requirements for using the add-in .

To distribute your report output by email, an SMTP server needs to be configured for the tenant. For more information, see Configuring email support and Working with report tasks .

Permissions

If the app is in a shared space , you need, at minimum, the Can edit space role to see and use the Reporting section in an app. If the app is in a managed space , you need one of the following space roles to see and use the Reporting section in an app:

Can operate (Professional or Full User entitlement only)

If you have this access and do not see the Reporting section in the app under the Prepare tab, your administrator has not turned on the reporting feature for the tenant. If this is the case, you cannot configure tabular reports with the app.

The specific permissions requirements are also broken down by space type below.

Requirements for apps in shared spaces

The following requirements apply for apps in shared spaces:

To view and use the Reporting section of an app, you need Can edit access to the space in which the app is located.

To load a distribution list for use in report tasks, you must be the app owner or have Can edit data in apps access in the shared space. For more information about how to add a distribution list to your app, see Creating a distribution list for your report .

For more information about the roles required to manage all aspects of your app's reporting capabilities, see Managing permissions in shared spaces .

Requirements for apps in managed spaces

To view and use the Reporting section of an app, you need one of the following space roles in the space where the app is located:

For more information about the roles required to manage all aspects of your app's reporting capabilities, see Managing permissions in managed spaces .

Requirements for an app in your personal space

You must have the Private Analytics Content Creator user role in the tenant to have full control over report tasks, distribution lists, filters, and templates.

Who can receive tabular reports?

In Qlik Cloud Analytics , you can send Excel email reports to both internal and external recipients. The following table describes each type of recipient and what can they expect to see in their reports.

If the Qlik Sense app uses section access, it is important to be aware of how this affects who receives the reports. See Tabular reporting and section access .

If you are instead distributing reports via a distribution folder ( Microsoft SharePoint ), anyone who has access to the location specified in the corresponding connection can access the reports.

Tabular reporting and section access

The data reduction applied to a report is dependent on whether the source app uses section access .

Any internal report recipient (user in the Qlik Cloud tenant) must have access to the app and be included in the section access table for the report to be generated and sent to them. The data in the report output will also be filtered based on the data access restrictions defined for that user in the section access script.

Managing data security with Section Access

Report tasks and section access

It is important to be aware of how working with report tasks is different if the app uses section access:

If a section access table is added to or removed from the app, the report task is automatically disabled. It can be re-enabled manually. This allows the report developer to evaluate whether they want to proceed with report deliveries, based on the definitions of the recipients in the distribution list.

If the app has section access and a tenant admin changes the ownership of the report task in the Management Console , the report task is automatically disabled. After this, only the new report task owner can re-enable the report task.

Report delivery via Microsoft SharePoint distribution folder is not available if the app uses section access.

Administrator requirements

Qlik Cloud tenant admins can turn reporting capabilities on or off in the Management Console . For more information, see Managing availability of reporting, subscriptions, and sharing .

If you have all required permissions and still cannot access the tabular reporting features, contact your tenant administrator.

Limitations

For a list of limitations, see Qlik Reporting Service specifications and limitations .

Report, tabular

A report containing table-based data from a Qlik Sense app. You can include visualization and app data in tabular form, and include chart images. A tabular report's structure is defined by an  Excel report template. It is administered and delivered through a report task in the Qlik Sense app. Additional configurations, completed in the app, include report filters and distribution lists. Output can be in .xlsx or PDF format.

Similar terms : Report task, report template

See : Tabular reporting with Qlik Cloud Analytics

Report task

A task created in a Qlik Sense app that converts a report template into generated tabular report output, applying data reduction as defined by the selected report filters. The report output is delivered according to the configured distribution settings.

Similar terms : Tabular report, distribution list, report template, report filter

See : Working with report tasks

Report filter

A filter used to control what data from a Qlik Sense app is included in reports. Report filters are available in tabular reports only. A report filter functions like a Qlik Sense app bookmark, but is purpose-configured for reporting capabilities. Report filters are highly customizable, and can be applied individually at the report recipient level for individualized output.

Similar terms : Bookmark, report task, report template, distribution list

See : Working with report filters

Distribution list

In tabular reporting, this is the list of all possible receivers who can be added as recipients (individually or as part of a group) from a Qlik Sense report task. Each Qlik Sense app can have one distribution list. When you create a report task, you select only the recipients and groups from your distribution list to which you want to send the task output. Report filters can be added individually to recipients in the distribution list, allowing burst reporting administered from a single report task.

Similar terms : Report task, report filter

See : Creating a distribution list for your report

Service account owner

Service account owners (SAO) are responsible for maintaining and configuring the Qlik Cloud subscription.

See: Service account owner

Report template

In tabular reporting, this is the Excel workbook used to organize report data. It is created using the Qlik add-in for Microsoft Excel , uploaded into the Qlik Sense app, and attached to a report task in the app. The template defines the data from the source Qlik Sense app – columns, charts, and so on – that is to be included in the report, and arranges it in the desired format.

Similar terms : Tabular report, report task

See : Working with report templates in the Qlik Sense app

Space, shared

Shared spaces are areas apps and data sources can be shared with other users for collaborative development.

See :  Working in shared spaces

Space, managed

Managed spaces are carefully controlled spaces used to share apps with a limited group of users.

See :  Working in managed spaces

Section access

Section access is a section of the data load script containing a security table that defines which users can see what data in an app.

See:   Managing data security with Section Access

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Business Intelligence Reporting

What it is, why it matters, and best practices. This guide provides practical advice to help you do business intelligence reporting right.

BI REPORTING GUIDE

What is bi reporting.

Business Intelligence reporting is broadly defined as the process of using a BI tool to prepare and analyze data to find and share actionable insights. In this way, BI reporting helps users to improve decisions and business performance.

More resources:

Learn the 3 steps to a stronger KPI strategy

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BI Reporting Examples

The term business intelligence reporting can refer to a wide range of use cases in BI—from static reports to interactive dashboards to embedded analytics . While your immediate need may be one specific use case, it's important to plan your BI strategy with the bigger picture in mind. For example, static reports may also need alerts when KPIs pass a threshold. This may lead to requiring real-time dashboards. Dashboards may lead to the need for full self-serve BI so that any user can explore the data to quickly answer questions themselves.Here are the primary business intelligence reporting capabilities and use cases:

Self-service BI  enables users to easily analyze data without writing code. Further, modern  BI platforms  that use an associative engine allow users to explore data freely in any direction, recalculating analytics and highlighting data relationships after each click.

Dashboards and data visualization  are used to improve understanding, allow collaboration and share information across an organization.  Interactive dashboards  that include  rich data visualizations  of charts, graphs and maps make it easier for stakeholders to understand and collaborate. Modern BI tools make it simple for any user to easily interact with the data themselves and create their own custom dashboards with drag-and-drop tools.

Static reports and alerting  are also important ways for stakeholders to stay on top of their business and take quick action. BI software should allow users to easily build and share static reports in popular document formats and to set up data-driven, real-time alerts when KPIs pass a threshold. It’s important to understand the difference between  analytics vs reporting .

Augmented analytics  uses artificial intelligence (AI) and machine learning to enhance human intuition with suggested insights and analyses, automation of tasks, search & natural language interaction, and real-time advanced analytics.

Embedded BI  integrates business intelligence capabilities within applications, products, portals or processes. This lets employees, partners, customers and suppliers quickly access data and insights in their workflows rather than switching to a separate application. In this way, embedded BI helps people find insights and make better decisions faster.

Mobile BI  means that users can share their insights and collaborate with other stakeholders on any device, even if they’re offline. Given the way work happens today, users need to be able to access and analyze their data wherever they are.

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Effective business intelligence reporting starts with a set of proven best practices.

Identify your audience and their needs. Define in advance of any project or program all BI reporting requirements for different stakeholders. Use KPI examples to help guide teams in selecting the most impactful key performance indicators.

Prep your data. Turn raw data into clean, business ready information via data replication, ingestion and transformation to combine different types of data into standardized formats stored in a repository such as a data lake or data warehouse.

Be flexible and scalable. Make sure you have a flexible deployment and scalable multi-cloud architecture so that users can access and share data insights between on-premise and cloud deployments while keeping governance and trust standards high.

Govern your data. Traditional BI tools require users to go through the IT team to set up permissions. Modern BI tools provide a governed data catalog which profiles and documents every data source and defines who can take which actions on which data.

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7 Best Domo Alternatives in The Market

In today's digital age, data is everywhere. This vast volume of data can be overwhelming, making it difficult to extract valuable insights without the right data analytics tools . This is where Business Intelligence (BI) tools come in. By using BI software, organizations can analyze and visualize their data in a way that is easy to understand and interpret. This allows them to identify trends, patterns, and anomalies that may not be immediately apparent from raw data alone. 

In this article, we will explore one such BI tool - DOMO. We will delve into DOMO's various features and capabilities and discuss its alternatives, their pros and cons, and the pricing details.

What is Domo?

image source

Domo is a business intelligence and data visualization software that allows organizations to easily gather, analyze, and visualize their complex data in real-time.

One of the key benefits of Domo is its ability to combine data from multiple sources, such as CRM systems, ERP systems, marketing automation platforms, and social media channels, into one centralized platform. This makes it easier for businesses to track key performance indicators (KPIs) and make data-driven decisions. 

 Benefits of Domo: 

1. easy-to-use user interface:.

Domo's intuitive interface makes navigating and analyzing data easy for users of all skill levels. 

2. Access to Real-time data:

Domo allows you to access real-time data updates, giving you the most up-to-date information on your business performance. 

3. Data visualization options:

Domo offers a wide range of visualization options, making creating visually appealing reports and dashboards easy. 

4. Integration capabilities:

Domo integrates with multiple systems and tools, allowing you to bring all your data sources together in one place. 

5. Mobile accessibility:

Domo's mobile app lets you access your data on the go, so you can stay informed even when you're away from your desk. 

6. Collaboration features:

Domo enables teams to collaborate on projects and share insights easily, promoting better decision-making across the organization. 

7. Continuous improvements:

Domo regularly releases updates and new features to improve performance and enhance user experience. 

Drawbacks of Domo: 

1. steep learning curve:.

Despite its user-friendly interface, mastering all of Domo's features can take time and effort. 

2. Performance issues with large datasets:

Some users have reported performance issues when working with large datasets in Domo. 

3. High cost for additional features:

Some advanced features in Domo come at an extra cost, which may not be feasible for smaller businesses. 

4. Limited report scheduling options:

Users have noted that there are limitations in terms of scheduling reports within the platform. 

5. Data export limitations:

Exporting data from Domo may not always be straightforward, leading to challenges when sharing information outside the platform. 

6. Potential downtime issues:

Like any cloud-based platform, Domo is subject to potential downtime, which could impact critical business operations. 

Domo is a popular business intelligence platform that helps organizations make data-driven decisions. However, it may not be the right fit for every company due to its pricing or features. In this article, we will talk about 7 best domo alternatives that will help you choose the right BI tool.

 7 Best Domo Alternatives

1. sprinkle data.

Sprinkle Data is a powerful business intelligence application that has simplified data analytics, data exploration, and data extraction. This platform not only integrates data from multiple data sources but also facilitates powerful analytics with its easy-to-use drag-and-drop functionality.

Pros of Sprinkle Data:

• Sprinkle Data supports embedded analytics functionality enabling users to embed their dashboards and reports in a third-party app.
• With Sprinkle data, users can create reports using drag-and-drop functionality.
• Its comment feature enables users to collaborate and work productively in a team.
• Users can easily perform ad-hoc analysis using its SQL editor feature and instantly visualize data.

Cons Of Sprinkle Data:

• More features can be introduced in the dashboards to make it customizable according to different user needs

2. Tableau 

Tableau is a powerful data visualization tool that allows users to create interactive dashboards and reports.  Tableau simplifies data integration and analytics processes. Its powerful data discovery features help to find actionable insights from data.  

Pros Of Tableau: 

• Easy-to-use drag-and-drop interface 
• Robust data analysis capabilities 
• Integration with various data sources 

Cons of Tableau: 

• Steeper learning curve than some other BI tools 
• Performance issues with high data velocity. 
• Limited customization options in the free version

Tableau's Pricing:

3. Power BI 

Microsoft Power BI is an analytics platform that helps users visualize their data and share insights across their organization. 

image source 

Pros Of Power BI: 

• Seamless integration with Microsoft products as compared to Domo
• Wide range of connectors for different data sources  
• AI-powered features like natural language queries 

Cons of Power BI: 

• Limited customization options compared to other tools 
• Some advanced features require additional licenses 

Power BI offers two pricing plans - Power BI Pro (830 rs per user per month) and Power BI Premium (starting at 1665 rs per month). 

Looker is a cloud-based business intelligence platform that enables companies to explore and analyze their data. 

Pros of Looker: 

• Scalable solution for large datasets 
• Strong collaboration features for teams 
• Customizable dashboards and reports 

Cons of Looker: 

• Requires some technical expertise to set up and maintain 
• Higher price point compared to other BI tools 

Looker does not publicly disclose its pricing, but interested customers can request a quote from the sales team. 

Also, check out this article - Looker Vs Periscope vs Chartio vs Sprinkle Data

5. Qlik Sense 

Qlik Sense is a self-service business intelligence tool that allows users to create visualizations and dashboards without the need for coding. 

Pros of Qlik sense: 

• Associative engine for exploring relationships in data 
• Drag-and-drop interface for easy report creation 
• Integrated AI for predictive analytics 

Cons of Qlik sense: 

• Limited customization options for visuals 
• The steep learning curve for new users 

Qlik Sense offers three pricing plans - Qlik Sense Cloud Business ($20 per user per month), Qlik Sense Enterprise (custom pricing), and Qlik Sense Premium around $2700.

Also, check out this article- Tableau Vs Qlik sense Vs Sprinkle Data

6. Sisense 

Sisense is an end-to-end business intelligence platform that combines data preparation, analysis, and visualization in one tool. 

Pros of Sisense: 

• In-chip technology for fast query performance 
• Single-stack architecture for seamless data workflows 
• White-labeling options for embedding reports in applications 

Cons of Sisense: 

• Higher price point compared to some other tools 
• Limited support for complex calculations 

Sisense offers two pricing plans - the Sisense Growth Plan (starting at $1500 per month) and the Sisense Enterprise Plan (custom pricing). 

7. IBM Cognos Analytics

IBM Cognos Analytics is a powerful business intelligence and data visualization tool that allows organizations to easily create interactive reports and dashboards to gain insights into their data. With its user-friendly interface, robust features, and advanced analytics capabilities , IBM Cognos Analytics has become a popular choice for businesses looking to make sense of their data. 

 Pros of IBM Cognos Analytics: 

• The platform offers a drag-and-drop interface without the need for extensive technical knowledge. 
• Provides seamless integration with other data sources.
• It is highly scalable and can grow with your business as your data needs evolve.

 Cons of IBM Cognos Analytics: 

• IBM Cognos Analytics can be expensive making it less accessible to organizations with limited budgets. 
• Business users need training or support from IT professionals to fully utilize the software's capabilities.  

IBM Cognos Analytics offers multiple pricing options depending on the size and needs of your organization. Pricing starts at $10.60 per user per month for the base plan, which includes basic reporting and dashboarding features. For more advanced analytics capabilities additional fees may apply. 

Several alternatives to Domo offer similar functionalities and capabilities for data visualization and business intelligence. Whether looking for a more cost-effective solution, greater flexibility, or specific features tailored to your needs, exploring these seven alternatives can help you find the right tool for your organization.

Click here to get started with Sprinkle Data

Frequently Asked Questions FAQs  - Domo Alternatives

What is similar to Domo? 

One tool similar to Domo is Tableau, which also offers powerful data visualization capabilities. Both Domo and Tableau allow users to connect to various data sources, create interactive dashboards, and analyze data in real time.

Is there a free version of Domo? 

Yes, there is a free version of Domo called "Domo Free." It allows users to connect to one data source and create basic visualizations. While the free version has limitations compared to the paid versions of Domo, it still allows users to explore the platform's features. 

What is the difference between Domo and Mode? 

The main difference between Domo and Mode is that while Domo focuses on providing businesses with a comprehensive business intelligence solution, Mode specializes in offering SQL-based analytics tools for data analysts and engineers. Domo offers a more user-friendly interface for non-technical users, whereas Mode caters more to users comfortable with writing SQL queries. 

Is Domo similar to Tableau?  

While both Domo and Tableau are business intelligence platforms that help organizations visualize and analyze their data, they have some differences in terms of features and functionality. Tableau is known for its robust visualization capabilities and flexibility in creating customized dashboards, while Domo emphasizes ease of use and collaboration within organizations. 

Is Domo faster than Tableau? 

In terms of speed, both Domo and Tableau offer fast performance when analyzing large datasets. The speed at which each platform operates can vary depending on factors like the complexity of the data being analyzed or the server infrastructure supporting the platform. 

Does Domo use AWS? 

Domo does use AWS (Amazon Web Services) as part of its cloud infrastructure. By leveraging AWS services such as Amazon Redshift or Amazon S3, Domo can provide scalable storage solutions for its customers' data needs. 

What is Domo used for? 

Domo is primarily used for business intelligence purposes, allowing organizations to consolidate their data from various sources, create interactive dashboards for analysis, track key performance indicators, and collaborate across teams using real-time insights generated through visualizations. 

Does Domo require coding? 

Domo does not require coding skills as it provides an intuitive drag-and-drop interface for creating visualizations without any programming knowledge necessary. Users can easily connect different data sources, build custom dashboards, and perform advanced analytics using pre-built functions within the platform. 

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