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Reports

From the answer to the finished PDF without leaving the app. Many analyses end the same way: someone needs the result as a file – a PDF for management, slides for the meeting, an Excel file to work on. Describe the report; ancoreMind builds it with ancoreShare, shows a preview, generates the file and writes the mail.

Sales 2026
Report preview · ancoreShare
Quarterly sales
North
South
West
East
PDF · 5 pages
ancoreMindQlik Consultant
Ask ancoreMind …→

On this page you learn:

  • how to turn an answer into a PDF, PowerPoint or Excel report,
  • how to check, change and generate the report in the chat,
  • how to send it – and run it on a schedule.

How it works​

  1. Find the answer

    Check the numbers and the selections in the chat until the result is right.

  2. Turn it into a report

    • Make a PDF report "Quarterly sales" with the KPIs, the regional comparison and the target table – one page per region.

  3. Check it

    • Show me the preview.
    • Put the table on its own page and make it landscape.

  4. Generate and share it

    • Generate it as PDF for DACH and send it to the regional managers with three sentences on the main deviations.

Details​

Why a report and not an export​

An export shows what is on the screen: tables are cut off, selections are not visible, formats get lost. A report has a defined layout, prints whole tables across pages, repeats a section for every region or customer, and can show the selections it was made with – for example with =GetCurrentSelections() in a text – so the reader knows exactly what the numbers refer to.

Requirements​

  • The ancoreShare extension is installed and licensed in your Qlik environment. See the ancoreShare installation.
  • To generate a report, the app must be saved, and the browser window must stay visible while the report is made. ancoreMind opens the sheet of the report for you if needed.

Create a report​

  • Create a PDF report "Monthly sales" with the KPIs and the revenue trend from the sheet Overview.
  • Make a report with one page per region, each with the bar chart and the table of top products.
  • Add a title page with the text "Alpenglow Outdoor – Sales" and today's date.

A report can contain charts and tables from any sheet, whole sheets, texts (also Qlik expressions such as =Sum(Revenue) that show current values), a table of contents, lines, and cycles – one section per value of a field, for example one page per region. ancoreShare places the report as a button on a sheet, so you and your colleagues can run it later without ancoreMind.

Check and preview​

  • Check the layout of the report Monthly sales.
  • Show me the preview of the report.
  • Check report layout tells you on which page each element lands and what overlaps, runs off the page or is missing.
  • Show report preview opens the live preview of ancoreShare next to the chat. It is redrawn after every change, so you can keep talking and watch the report take shape.

Change a report​

  • Make the report landscape.
  • Move the table to the second page and make it full width.
  • Remove the pie chart from the report.
  • Which settings does the report have?

ancoreMind changes all report settings and elements that ancoreShare offers. A report shows the charts of the app as they are: if a request would change a chart itself – for example its colors – ancoreMind asks first, because the chart changes everywhere in the app. Settings that contain secrets, event code or access roles stay with you in ancoreShare – ancoreMind leaves them untouched.

Generate the file​

  • Generate the report Monthly sales as PDF.
  • Make the report as PowerPoint for the selection DACH.
  • Export the report data to Excel.

While the report is generated, a card in the chat shows the progress – Checking the licence, Collecting data, Building the pages, Converting. Formats: PDF, PowerPoint, data export (Excel), and PDF converted to Word, PowerPoint, HTML or PNG. If you do not say, the report uses its own format.

The finished file appears in the chat:

  • Download saves it on your computer.
  • The file is at first only for you, in this browser, and not saved in the conversation. Select Save to Library to keep it in the Library, where your colleagues in the conversation can open it too.

Send the report​

  • Send the report to Anna and Lukas with a short summary of the key figures.

ancoreMind drafts the mail and waits for your Send. See Changes and confirmations.

Automate the report​

To run a report on a schedule or after every reload without anyone in the app, use ancoreMate. Ask ancoreMind:

  • Show me the ancoreMate key of the report Monthly sales.

ancoreMind shows the key that connects the report to ancoreMate (and creates it if needed); the flow in Power Automate, n8n or Zapier does the rest. See ancoreShare reports in ancoreMate.