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Qlik Reports

Qlik Reports

The Qlik integration allows you to view your data in Qlik and access more reports than the standard reports.

Note: Qlik needs to be activated for your site. If you do not see an option for Qlik reports in the Reports tab, contact your customer success manager to discuss activation.

The Qlik integration includes the following reports:

Viewing reports in Qlik

To view the Qlik reports:

  1. Follow the Qlik reports link in to open Qlik.
  2. Data in Qlik is grouped into streams by client. If you have more than one client stream, locate the data stream you want to explore.

  3. The folders within each stream are called apps. Open the reports app to view the landing page.

  4. Select a report sheet to view the data.

    Tip: while viewing a sheet, you can use the left/right navigation arrows in the top right corner of the sheet to move to the previous/next sheet.

The default period is for the data view is "all time", i.e. all of the data that we can capture.

Filtering data in Qlik

Some sheets include a filter sidebar to allow you to view specific data, e.g. the month of July:

  1. In the filter sidebar, expand the dropdown menu to filter against, e.g. month.
  2. Select the criteria to include.
  3. Applied filters appear at the top of the page. Press the X next to a filter to remove it.

    Tip: use the bookmark tool to create a bookmark of a particular filter set if you intend to reuse it often.

    Selecting your bookmark will take you straight to the sheet and apply your filters.

Exporting Qlik data

To download a data segment, e.g. a table:

  1. Right-click on the data to download.
  2. Select the output format from the right-click menu.

Alternatively, you can download the sheet as a PDF by:

  1. Opening the more (...) menu.
  2. Selecting Download sheet as PDF.

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