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Docs Category: Office365 Add-in

Getting Started

Welcome
Installation

Training Tutorial and Videos

Basic Training 1: Installation and Configuration
Quick Start Tutorial

User Guide

Creating Jobs
Configuring Parameters
Bursting Reports
Distribution
Testing Jobs
Running Jobs
Scheduling Jobs
Address Book
Contribution Campaigns
Data Collection

Reporting Models

Introduction to Reporting Models
Creating Models for Pigment Datasources
Creating Models for Relational Datasources
Editing Models

Office365 Add-in

Add-in Setup
Report Authoring
PowerPoint Presentations
Contribution Templates

Administration Guide

Migrating Reportworq
Authentication
Audit Log
Configuration
Load Balancer
Microsoft 365
Reportworq API
Upgrading Reportworq
Workspaces

Datasources

Pigment
Datasources Overview
Anaplan
IBM Planning Analytics
Oracle EPM Cloud
SQL Sources
Workday Adaptive Planning

Report Providers

IBM Planning Analytics
Google Drive
Report Providers Overview
Network Share
Reportworq Drive
SharePoint Documents

Distributors

IBM Planning Analytics
Google Drive
Distributors Overview
Email
Network Folder
SharePoint
Secure FTP
Slack
Teams

AI Connections

AI Connections Overview
Microsoft Azure OpenAI
Amazon Bedrock
OpenAI

Technical Articles

Configuring Slack
PowerPoint Integration
Deploying the Reportworq Add-in for Office 365
Sideloading the Reportworq Office Add-in

Excel Functions

Excel Functions – General
Excel Functions – Relational Data Sources
Excel Functions – IBM Planning Analytics
Excel Functions – Workday Adaptive Planning
Excel Functions – Anaplan

Support

Getting Help
Release Notes
Support Options
EULA
Manual Activation

General

FAQ

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