Menu Interface

The basic flow for working with ancoreShare is as follows:

Action Bar

Designing Reports (Report Elements, Report & Page, and Export Formats)

Sharing Reports (Deployment)

Button & Appearance

About ancoreShare (Version, Report Consumption, License Information, ...)

Accessing ancoreShare Properties

1. On your Qlik Sense sheet, click Edit Sheet from the top-right in the toolbar.
2. Optionally Add ancoreShare to your Qlik Sense sheet first.
3. Select the ancoreShare button for which you want to view properties.

The properties panel displays ancoreShare properties, as shown in the image.

Action Bar

The top bar of the ancoreShare properties panel in Qlik Edit Mode contains the following action buttons:

Info Report (i)

Clicking the info icon "i" opens the Preview Window, displaying the Info Report with metadata about the current report design, such as page details, element information, and formatting. This provides a quick overview of the report's structure and setup and potential design errors. 

Execute Draft

This button allows you to generate a draft version of your report while in Edit Mode. The report will use reduced image quality to speed up the process, making it easier to preview and adjust before finalizing. See more in the Generating Reports section.

Pin

Clicking the Pin button opens the Preview Window, a crucial tool for composing and designing your report. The Preview Window allows you to see real-time updates of your report, ensuring that the layout, visual elements, and content meet your expectations as you work on the design. It plays a fundamental role in fine-tuning your report, giving you the ability to make adjustments while viewing the report exactly as it will appear. Learn more in the Preview Window section.

Link (Qlik Cloud only)

Clicking this button will open a window where you can set up a link to execute the report remotely. Learn more in Share Link.

Available in Qlik Cloud, this button opens a window where you can generate a link to remotely execute the report. This is useful for external scheduling, automated workflows, or giving access to users outside your Qlik App. For further details, visit the Share Link section.

Help

The Help button takes you to this online documentation, offering detailed guidance on using ancoreShare’s features and troubleshooting tips.

Designing Reports

Report Elements

This section allows you to create the content of the report. You can add Qlik Sense objects or whole sheets, text, lines, a TOC or a cycle/loop, and other design elements to structure and compose your report.

For more information on how to work with these settings, see the Designing Reports section.

Report and Page

This section contains the general settings for the report. Here, you can configure background execution, define an activation condition, manage security settings, and set page details such as size, format, and page numbers.

Export Formats

This section includes various settings for configuring output formats and file types for your reports, such as PDF, PowerPoint, Excel, and CSV. You can specify the file name, add metadata like author or company, adjust PDF security settings, upload templates for Excel exports, and define the CSV field separator.

Sharing Reports

Deployment

This section focuses on where your report will be delivered after execution. Options include downloading the report, using Qlik Application Automations or Microsoft Power Automate, configuring data export settings, or choosing deployment destinations like Email, WhatsApp, Dropbox, the ancoreShare Store, or creating custom exports via JavaScript.

For more information, see the Sharing Reports - Export Settings section.

General Settings

Button and Appearance

The options here allow you to configure the appearance of your ancoreShare button on the Sense sheet. You can specify the color of the button, or provide a caption and tooltip for each button.

Here you will also find the Qlik Sense default properties panel segments General and Alternate states. 

About ancoreShare

The About section provides the following information:

• View Usage Statistics: See section below.
• Contact ancoreSoft: Clicking this link opens your default email client, pre-populated with the necessary email address and environment-specific information required for licensing or important technical context for support requests.
• Version: Displays the current version of ancoreShare. 
• License and Location: Shows the type of license, whether it is online or offline, and the license base (e.g., per report). If certain features or functionalities in this documentation require a specific license or tier, it will be noted.
  
  If features or functionalities require a certain license or tier, it will be noted in the documentation.
• Server: Displays the hostname for the server to which the license is issued (required for licensing).
• License Validity: Shows the expiration date of the current license.
• Max Release: Indicates the last date for which new versions of ancoreShare can be obtained under the current license.
• Licensee: The organization that holds the ancoreShare license.
• Account: Displays the ancoreSoft ID for the organization. 

View Usage Statistics

The View Usage Statistics feature provides detailed insights into report execution metrics based on different categories. After clicking View Usage Statistics, a window will open with four tabs, each displaying report execution data split by month and totaling per year.