Box Documents

Overview #

The Box Report Provider lets you use report files stored in your organization’s Box account as the source for Distribution Jobs. Once the Box connection is configured, your Box folders become available through the Report Selection dialog when configuring a job. The documents you can see are those accessible to the configured Box service account (optionally browsing as a specific Box user).

Configuration #

Prerequisite: A Box administrator must create a Box Custom App using Server Authentication (Client Credentials Grant), grant it the Read all files and folders scope, and authorize it for the enterprise. Note the Client ID, Client Secret, and Enterprise ID. (This is the same app used by the Box distributor — you can reuse those credentials.)

1. Select the add (+) icon beside the Report Providers heading.
2. Select Box.
3. Provide a Report Provider Name.
4. Enter the Client ID, Client Secret, and Enterprise ID.
5. (Optional) Enter a Send As User to browse and load as a specific Box user, and a Base Folder path (for example Reports/Templates) to root the browse tree.
6. Select Test Connection to verify the settings.
7. Tick Enable report provider and select Save Changes.

Using Box Document Storage #

Once the provider is enabled, open the Edit Jobs screen and choose Add a Report. Expand the Box item to browse your Box folders and select a report file (Excel, PDF, PowerPoint, Word, or text).

Parameter-driven source files #

A selected report can use a Dynamic Path — a path template containing parameters (for example Templates/%param:Region%/report.xlsx) — so a single job loads a different source file per parameter value at run time. The path is resolved beneath the provider’s Base Folder.

Note: The Box report provider is read-only — you browse and load files, but creating, renaming, and deleting Box items is not done from Reportworq. (Delivering files to Box is handled by the Box distributor.)

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See also: Box (delivering job output to Box).