Embed Qlik Reports in TeamAssurance

TeamAssurance can embed live Qlik Cloud visualizations directly into activity sections. This guide walks through the three stages of setting it up:

  1. Qlik Cloud configuration — licensing and the OAuth client.
  2. TeamAssurance external system configuration — connecting TA to your Qlik tenant.
  3. Adding Qlik reports to activities — placing a visualization in a section.

> How authentication works (important): Qlik embeds authenticate the viewing user, not TeamAssurance. The first time someone opens an activity with a Qlik report, they are sent to Qlik Cloud to sign in, then returned to the activity. Each viewer therefore needs a Qlik Cloud identity with access to the app being embedded. Using the same identity provider (SSO) for TeamAssurance and Qlik Cloud makes this seamless; otherwise users will see a separate Qlik login.

1. Qlik Cloud configuration

This section is all configured outside of TeamAssurance, and internal to your organization. This requires a Qlik Cloud tenant administrator to access the Qlik Management Console.

Licensing

Embedded visualizations consume Qlik analytics entitlement the same way as viewing them inside Qlik Cloud. Make sure your tenant has appropriate capacity/seats for the people who will view the embedded reports.

OAuth client

TeamAssurance embeds Qlik using a browser-based OAuth2 flow, so you need an OAuth client of type Single-page app (PKCE; no client secret).

Follow Qlik's instructions to create it:

When creating the client, use these settings:

Setting Value
Client type Single-page app
Scopes Include at least user_default
Allowed origins The origin of your TeamAssurance App eg: https://<your_enterprise>.my.teamassurance.com
Redirect URLs https://<your_enterprise>.my.teamassurance.com/oauth-callback.html

Notes:

  • Single-page app clients have no secret — TeamAssurance never stores a Qlik secret. Only the Client ID and tenant host are stored (next section).
  • For background on how qlik-embed connects, see Connecting qlik-embed (qlik.dev).

After creating the client, note down its Client ID — you'll need it next.

2. TeamAssurance external system configuration

In TeamAssurance, go to Account Settings → APIs and create a new external system. (You'll need the Manage External Systems permission. Contact Support if you require access.)

  1. Choose the Qlik system type.
  2. Give it a name (e.g. "Qlik Cloud") and choose the scope (which sites / enterprise it applies to), as you would for any external system.
  3. Fill in the two Qlik parameters:
Field Value
Host Your Qlik Cloud tenant URL, e.g. https://your-tenant.ap.qlikcloud.com  This is the address you use to access Qlik Cloud in your browser. Include the https://   and no trailing path.
clientId The Client ID of the single-page-app OAuth client created in step 1
Scope Enterprise Id, all sites

Save.

3. Adding Qlik reports to activities

Once a Qlik external system exists, Qlik visualizations can be embedded into activity sections.

Permission: the "Qlik Report" option only appears for users who have the Embed Qlik Report permission. If you don't see it, ask an administrator to grant that permission to your role.

To add one:

  1. Open an activity, find the section you want, and use the section's add element menu → Qlik Report.
  2. In the dialog, complete:
Field Value
System The Qlik external system you configured in step 2.
App ID The ID of the Qlik app that contains the visualization.
Object ID The ID of the specific visualization/object within that app.
Embed type How the content is rendered — see the table below.

Save.

The visualization renders in the section. The first time, you (and each other viewer) may be redirected to Qlik to sign in.

Finding the App ID and Object ID

See Qlik's guide: Find IDs for embedding (qlik.dev) and Obtaining app IDs and object IDs (Qlik Help).

In short:

  • App ID — open the app in Qlik Cloud and copy the value after /app/   in the URL, e.g. in https://your-tenant.ap.qlikcloud.com/sense/app/b0702f9b-46a3-46ff-8c8e-3a5f83a9b898/   the App ID is b0702f9b-46a3-46ff-8c8e-3a5f83a9b898  .
  • Object ID — open the sheet containing the chart, click the chart's ⋯ menu → Share → Embed, and copy the value shown next to Object ID. (Alternatively, append /options/developer   to the app URL, then right-click the chart and copy its Object ID.)

Choosing the Embed type

The Embed type controls what Qlik renders. Pick the one that matches what you want to show:

Embed type Use it for
Chart A single visualization (the most common choice). Object ID is a chart.
Sheet A whole sheet's analytics, lightweight, no authoring UI. Object ID is a sheet. |
Field A field / list box for selecting values.
Selections The selections bar showing current filters and letting users manage them.
Snapshot A static, offline snapshot rendered from JSON only (no live connection).
Classic app The full Qlik Sense experience — sheets, analysis, authoring, Insight Advisor, bookmarks. Closest to opening the app in Qlik Cloud.
Classic chart Classic visualization objects, including legacy extensions.
agentic assistant The newer Qlik Answers agentic assistant.
assistant The legacy Qlik Answers assistant.

For a typical embedded report, choose Chart and point Object ID at the visualization you want; choose Sheet if you want the whole sheet.

Troubleshooting

  • A sign-in loop or "redirect URI mismatch": the OAuth client's redirect URL must match exactly for your enterprise, and the Allowed origins must include your TeamAssurance origin.
  • Blank report / "Unable to load Qlik report": confirm the viewer's Qlik account has access to the app, and that the App ID and Object ID are correct for this tenant.
  • The chart loads but content is blocked: strict ad blockers or corporate proxies that block *.launchdarkly.com   or *.qlikcloud.com   can prevent Qlik's scripts from initializing. Allow those domains.
  • "Qlik Report" option missing from the add menu: you need the Embed Qlik Report permission. Contact TeamAssurance Support to confirm which Role has this permission.

Otherwise consult a Qlik expert or internal IT resource at your company.