KPImailer in 60 seconds.

Transcript

The tour has music and on-screen text only, no narration.

1. 0:00

   Every Monday, someone copies numbers into emails: open the dashboard and set the filters; screenshot, crop and paste into an email; export to Excel and fix the columns; repeat for every region, every week.

2. 0:06

   KPImailer. Design once. Delivered automatically.

3. 0:10

   Design once, from live dashboards. A Qlik Sense sales dashboard builds up: revenue, orders, gross margin, net sales by month and a margin trend.

4. 0:14

   Drag charts and KPIs into an email. The objects move into a new report addressed to each region manager, with the subject "Weekly sales" followed by the region token.

5. 0:17

   07:02. The report is sent on schedule, right after the Sales_App reload finishes.

6. 0:20

   Schedule it, or fire it the moment the reload finishes. The schedule and triggers panel and the send rules panel show how a report can be tied to a Qlik task reload or gated on a measure.

7. 0:30

   300 recipients. 300 versions. One report. The email fans out into personalised copies, one per region.

8. 0:34

   Real Excel, PowerPoint and PDF, delivered. The Cluj copy opens with its own KPIs and chart, and an Excel attachment with a store table and tabs for Summary, Cluj and Pivot. Delivered at 07:02.

9. 0:38

   The details that make it dependable: bursting per field, formatted Excel, a step-by-step log of every run, and a Power BI edition.

10. 0:48

    And also: SharePoint and OneDrive delivery, SQL export to four databases, reload failure alerts, AI insights validated by code, PowerPoint templates, paginated PDF, Qlik Cloud and client-managed Qlik Sense, 2FA, roles and PII masking, and the self-service Portal.

11. 0:54

    Start your 30-day free trial at kpimailer.app/trial.