FAQ
Frequently asked questions.
How do I install the KPImailer?
Things should be simple :)! KPIMailer is being shipped with a standalone installer with on-screen instructions in a wizard-style environment. Just go to the Download page and enter the wizard. You can find the technical requirements there also! The initial set-up should take less than 10 minutes. After that, you are ready to go. Create reports, alerts and more, for any use case, across the company and beyond!
How do I authenticate?
The initial set-up requires a FORMS Windows authentication pattern. In your QMC, go to virtual proxies and create a virtual proxy for the app, using the Forms Windows authentication pattern. The app also requires a Qlik Sense Client-Managed Professional License with admin rights.
How many actions does the free forever version support?
We believe governed access to data should be like a walk in the park: easy and accessible to all. That is why the KPImailer app has a free forever version that allows you to create, schedule & send personalized emails containing relevant data from your Qlik Sense apps. This version is limited to 10 actions per month (1 action=1 email sent). For automated reporting with no limits, please check our paid version.
What sections can I add to my KPImailer report?
When editing your report lines, you have the option to personalize them with fully editable text boxes, add a heather or a footer, and also inset tags in your email body. Choose to send the Qlik Sense objects as images, XLSX or CSV files, and also export Qlik Sense tables as SQL Tables. With KPImailer, reporting, alerting and data exports are easy as 1,2,3!
What types of measures I can create for a report's execution condition?
The measures you can create for execution conditions are almost limitless. Just create any function with 1, 0 outputs in your Qlik Sense dashboard. At the time that the report is scheduled to run, the app will evaluate the measure and will send the report only if the output is 1. Talking about managing by exception :).
What is the Repository?
The KPImailer app comes with a Repository section where you can add new sources from your Qlik Sense® instance to create your reports. It takes less than a minute to add any app from your stream and use it. Also, if you make any changes to your app, be it an added measure or dimension, a sheet or a field, a bookmark, or an object, you can refresh your changes in the repository: choose to refresh all of them or only the ones that you worked on.
Compatibility?
The KPImailer is compatible with Qlik Sense Client-Managed, on-premise. KPIMailer is exclusively a Windows application. For now 🙂
Does it require a dedicated server?
Depending on the data model you are using, you can opt for installing the KPImailer on the same Qlik Sense server, or on a dedicated one. We usually install it on the same server.
How do I upgrade?
Are there any tehnical requirements I should check before downloading?
Yes. You can find them here! If you have any other questions or need further guidance, drop us an email. We are always happy to connect and help you out!
Can I also set up Alerts with KPImailer?
KPImailer also gives you the possibility to set up alerts in the KPImailer app to get notified about QS task reloads or about the KPImailer report execution. You can choose to get alerts on email or Teams if the actions were completed with success, failure, or both.
What is Execution condition ?
Now, you can set an execution condition for your KPImailer reports. What does that mean? It means that the app knows how to evaluate a certain measure from your Qlik Sense dashboard when your report is scheduled to run. If the condition is met, the report will run. Otherwise, you will be notified with an alert that the condition was not met.
Ask A Question
If you couldn’t find your answers, feel free to reach out! We are always happy to connect and share the info with you!