Administration guides

Data sources

Configuring Web Connector connections →

ConnectReport supports customer-built connections to external data sources through Web Connectors.

Working with a Qlik Sense data source →

Learn about the components available in the template editor when working with a Qlik Sense data source

Configuring Qlik Cloud Connection →

ConnectReport supports connections to Qlik Sense Enterprise tenants in the Qlik Sense Cloud platform.

Configuring Qlik Sense Enterprise Connection →

ConnectReport supports connections to Qlik Sense Enterprise tenants deployed on-premises, in addition to Qlik Cloud.

Installation and Updates

Planning your deployment →

Review the system requirements and preparation steps for deploying ConnectReport.

Install ConnectReport Enterprise →

Refer to this guide for an overview of the steps required to install ConnectReport Enterprise.

Performing unattended installations and updates →

Learn how to use automation tools or scripts to deploy and manage your ConnectReport server

Manage Origin Policies →

Origin Policies allow you to configure the Content Security Policy of your ConnectReport server deployment as well as CORS settings.

Installing TLS Certificates →

Learn how to configure custom TLS certificates from the ConnectReport management console

Updating ConnectReport →

If you have an existing installation of ConnectReport server and have received updated installation media, follow the steps below to update your deployment. 

Architecture Overview →

ConnectReport Server comprises a number of underlying services that enable advanced self-service reporting capabilities for your users. 

Report management

Archiving published reports →

ConnectReport allows you to automatically archive and delete reports after a certain period. See the details in this section.

Task triggers →

Task triggers allow ConnectReport content administrators you to run groups of tasks on demand, or in response to external system events

User management

Managing Users →

Learn how to create, modify, deprovision, and migrate users in ConnectReport

About User Roles →

ConnectReport’s role-based access control model allows you to set who can create, view, and edit templates and report tasks, as well as who can administrate content or the server itself.

Assigning User Roles →

Learn how to apply and modify user roles in the ConnectReport management console

Configuring User Authentication →

Understand and implement the various authentication options available in ConnectReport

Managing Groups →

Group membership is primarily used to enable sharing reports with others in ConnectReport.

Distribute Templates Using Base Templates →

ConnectReport has a concept of base templates that allows you to distribute templates for use by different groups of users.

Group Image Library →

In some cases, you may not want end-users to upload images into templates themselves. Some of our customers prefer to use the Group Image Library, which allows them to upload images that users in specific groups can use in templates.

Bulk Import Users →

Bulk import allows you to add and update many users to ConnectReport Server at once.