KPImailer reports control exactly which data each part of an email shows, without changing your Qlik app.
Each visual with its own data
A chart or table in the email body can have its own period and its own filter values, so one email can show last year in one chart beside this month in a table, or your five key customers next to the totals for everyone. Several visuals can be given the same filters in one go, and the preview shows exactly what the email will.
Quarter periods
A report’s date range can cover the previous quarter, the current quarter, or a number of complete quarters back from today. Files, visuals, send rules and Excel templates can use them too, and period tokens print the dates in subjects, file names and folders.
Filter formulas
A filter can choose its values with a Qlik formula, such as the last three complete quarters or the five best customers. The editor suggests fields, variables and functions and shows what the formula selects as you type. Every run checks its formulas first and names the filter if one no longer works.
Filters that only offer values with data
Filters apply in the order you set. Each one lists only the values that have data for the period and the filters above it, and a filter that leaves no data is marked before anything is sent.
Report variables
A report can give the app’s variables a value for its runs, such as a range, a target or the tab a container shows. A chart, table or attachment can have values of its own, and a value can follow the report’s period, today’s date or the value each email is sent for.