Skip to content

Product overview

One platform to design, automate and distribute your reports

Mail & Deploy connects to Qlik®, Power BI, data warehouses and SQL databases, generates reports in the formats your recipients work in, and delivers them on a schedule - on-premise, as SaaS, or hybrid.

What the platform does

Four capabilities cover the path from a dashboard to a report in someone's inbox.

Design

Build report templates in a drag-and-drop designer. Reuse corporate Excel, Word and PowerPoint layouts instead of recreating them, and bind every element to live data from your BI platform.

  • Pixel-perfect layouts
  • Reusable templates and blocks
  • Charts, tables and objects from your apps

Automate

Execution tasks run reports on a schedule, on a trigger, or on demand. Conditions decide whether a run happens at all, so recipients only get a report when the data warrants it.

  • Time-based and event-based triggers
  • Conditional execution
  • Parallel execution tasks

Distribute

One template produces a separate, filtered report per recipient. Each output goes to the channel that recipient actually uses - email, a document library, a drive, or a file transfer target.

  • Per-recipient bursting
  • Recipient groups and dynamic lists
  • Multiple channels per task

Self-service

Business users subscribe, adjust filters and download their own reports through a web portal. IT keeps control of templates, sources and permissions.

  • Web portal for end users
  • Role-based permissions
  • On-demand report generation

How a report gets built and delivered

01

Connect

Register your environment, databases and file sources once. Credentials and connections are managed centrally.

02

Design

Build the template, place objects and data fields, and define the filters that drive personalisation.

03

Schedule

Create an execution task, set the trigger and the conditions, and assign recipients or recipient groups.

04

Deliver

Reports are generated and delivered through the configured channels. Every run is logged, with status per recipient.

What connects, what comes out, where it goes

Data sources

Combine BI apps and raw data in a single report. Each additional data source is licensed separately.

Qlik Cloud®
Qlik Sense® (Client-Managed)
QlikView®
Microsoft Power BI
Snowflake
Databricks
Google BigQuery
Microsoft SQL Server
PostgreSQL & MySQL
Excel & CSV
REST & Web APIs

Output formats

Deliver the file the recipient actually works in.

Excel (XLSX, XLS)
Word (DOCX)
PowerPoint (PPTX)
PDF
HTML
CSV
XML

Delivery channels

Email is the default, not the only option.

E-Mail (SMTP)
File server
FTP / SFTP
Microsoft SharePoint
Microsoft Teams
OneDrive
Dropbox
Amazon S3
Google Drive
Mail & Deploy Hub
See all integrations

Deployment models

The same product, operated where your data governance requires it.

On-premise

Install Mail & Deploy in your own datacentre or private cloud. Data stays inside your network, and the server connects to your datasources directly.

SaaS

We host and operate the environment. You configure sources, templates and tasks; updates and infrastructure are handled for you.

Hybrid

Run the platform in the cloud and keep sensitive sources on-premise, or the other way around. The deployment model can change without rebuilding your reports.

Frequently asked questions

One hour, together, on your data.

We connect one data source and build a first report with you - without elaborate formatting. In the two complimentary onboarding hours, we get together as far as your report allows.

Your free trial includes two hours of guided onboarding - we work through as much as we can together.No installation required for SaaS.