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    Emailing reports
    • 28 Aug 2023
    • 4 Minutes to read
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    Emailing reports

    • Updated on 28 Aug 2023
    • 4 Minutes to read
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    Article Summary

    Intro

    Emailing reports is one of the most popular ways of sharing reports among teams and with customers. Most enterprises share reports via email for discussions and driving insights from reports.

    ancoreShare Extension enables you to automatically trigger emailing of reports as and when the report is generated. For the convenience of your users, you can specify recipients, subject, and email body for emailing reports beforehand. All that needs to be done for sending reports is to click the ancoreShare button on your Sense sheet.

    Further, you can also choose the mail provider from ancoreShare Server or Brevo (formerly Sendinblue) Server for sending emails. When a report is generated, it is exported to the mail provider, which then distributes it as per your settings.


    Only PDF and PPTX
    Please note that Data Exports (Excel and CSV files) can currently not be attached to email exports.



    Email Settings

    To specify email settings, perform the following steps.

    1. On your Sense sheet, select the ancoreShare button for which you want to specify email settings.
    2. On the properties panel, click Export Settings > PDF Security.
    3. Select the Enable Email Export option to allow report sharing via email.
    4. Select the Show Email Dialog option. When this option is enabled, an email dialog box opens after report generation that allows you to verify email details before sending. See details in the next section below.
    5. You can then select the Mail provider and specify the corresponding details.
    6. Provide the recipients' email address in the To field. Use a comma-separated list to specify multiple recipients.
    7. To send a copy of the emails to individuals, other than the main recipients, provide their email address in the CC field.
    8. Provide the content of your email in the Body area.


    Email Dialog

    The email dialog enables you to view the emails before they are sent. This allows you to make any last-minute changes before you share the reports by email.

    NOTE: You can also use this to restrict user access and prevent them from making any changes.
    If this option is disabled, users will not be able to make any changes to the email settings, such as recipients, subject, or email content.

    Tip
    You can also use this to restrict user access and prevent them from making any changes. If this option is disabled, users will not be able to make any changes to the email settings, such as recipients, subject, or email content.


    If you have enabled the Show Email Dialog option in the properties panel, you will see an email dialog on clicking the ancoreShare button from the Sense sheet.

    You will also see an email icon on the Preview Window (shown in the image), and use it to open the email dialog.



    		 
    If you are in Sense edit mode, you can access the email dialog both from the preview window and by using the Execute Draft button when the preview window is not open.

    Mail Providers

    You can configure how the emails will be sent using ancoreShare Extension button. Currently, ancoreShare allows you to send reports via any of the following servers:

    CSP entry (Qlik Cloud only)
    Make sure the respective Content Security Policy (CSP) entry is set in your Qlik Cloud Management Console to allow access to an email relay server. Please refer to the article Installation for more details.

    ancoreShare Server

    ancoreShare Server is another product from us that allows you to use the mail server for sending Sense reports.

    Prerequisites

    To share reports in an email via the ancoreShare Server, you must have:

    1. ancoreShare Server URL: The address of where your ancoreShare Server is running.
    2. ancoreShare Server SMTP: To get the SMTP token, log in to your ancoreShare Server Management Console, click Administration > Settings > SMTP Settings. Create a new token using the refresh button, or copy the existing token.

    If you refresh the token keep in mind, that if it is used elsewhere, it won't work anymore if you change it.


    Configuring ancoreShare Server for sending emails

    To allow sharing of emails via ancoreShare Server, perform the following steps.

    1. On the Qlik Sense sheet, select your ancoreShare Extension button and click Export Settings > Email.
    2. Select the Enable Email Export option.
    3. From the Mail Provider list, select the ancoreShare Server option.
    4. Provide the ancoreShare Server URL that will be used for sending emails.
      NOTE: Carefully check for mixed content in your environment regarding http/https in the URL. Browser securities block mixed content and may fail email sending.
    5. Provide the ancoreShare SMTP Token that will be used for authenticating emails.
    6. Optionally, select the Show Email Dialog, and provide the recipient and other information.
    7. To send a test email in Sense edit mode, click Report Elements > Execute Draft.

    Brevo

    Brevo (formerly Sendinblue) is an open-source solution that allows you to send transactional SMTP emails. To share reports in an email via the Brevo server, you must have a Brevo API Key for sending and authenticating emails.

    Configuring Brevo server for sending emails

    To allow sharing of emails via Brevo Server, perform the following steps.

    1. On the Qlik Sense sheet, select your ancoreShare Extension button and click Export Settings > Email.
    2. Select the Enable Email Export option.
    3. From the Mail Provider list, select the Brevo (Sendinblue) option.
    4. Provide the Brevo (Sendinblue) API-key that will be used for sending and authenticating emails. If you do not have the API key, you can click on Get Sendinblue Key. You are redirected to the Brevo website, where you can create an account and get your key.
    5. Optionally, select the Show Email Dialog, and provide the recipient and other information.
    6. To send a test email in Sense edit mode, click Report Elements > Execute Draft



    Next Steps:



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