Setup

The ReportWORQ add-in for Excel enables users to author reports for Distribution Jobs, or to easily create input ranges, data validations, and other features in Contribution templates.

Before you can use the add-in for the first time, you must install it. Each time you want to use the add-in, you must launch it.

Note for Administrators: SSL encryption is required in order to use the ReportWORQ Add-in for Excel. For more information, see Configuration.

Installing the ReportWORQ Add-in for Excel

Microsoft Excel does not include the ReportWORQ add-in by default. It must be installed on your computer. After the add-in has been installed, the Excel ribbon includes the ReportWORQ tab.

Note: For users of Excel 2016, and for Office 365 users who do not have permissions to install Excel add-ins, the add-in must be deployed by a Microsoft Administrator. For more information, see the Technical Article, Deploying the ReportWORQ Add-in for Excel.

The following are required in order to install and use the ReportWORQ add-in:

• Internet access

• A ReportWORQ user account

• Microsoft Excel installed on your computer

To manually install the ReportWORQ add-in for Excel:

1. On the Home tab, select Add-ins.
   A list of add-ins appears.

2. In the Search box, type ReportWORQ.

3. The ReportWORQ add-in appears on the list.
   
   

   

4. Select the ReportWORQ add-in to review information about it, and then select Add.
   
   
   

5. When prompted about License terms and Privacy policy, select Continue.
   The New Office Add-in task pane appears.

6. Select Allow and Continue.
   If you are not logged in to ReportWORQ, the login prompt appears.
   
   
   

7. If the login prompt appears, do the following:

   1. If ReportWORQ uses a port number other than 8300, or is installed on a different computer, Select the edit icon , provide the correct URL for accessing ReportWORQ, and then select View.
      
      

   2. Select Login, provide your User Name and Password as prompted, and then select Login.
      The add-in is installed, and the ReportWORQ task pane appears.
      
      
      

Tip: Icons along the top of the task pane correspond to menu items. To return to the menu view of the task pane, select the ReportWORQ icon .

To launch the add-in:

• Select the ReportWORQ tab, and then select the ReportWORQ command button.
  
  

  

  
  The ReportWORQ task pane appears.
  
  

Launching the ReportWORQ Add-in for Excel

You must launch the add-in each time you use it. Before you can use it the first time, you must install it.

To launch the ReportWORQ Add-in for Excel:

1. Open an Excel workbook (.xlsx file).
   This can be an existing report workbook you want to modify, or a blank workbook.

2. Select the ReportWORQ tab, and then select the ReportWORQ command button.
   If the ReportWORQ tab is not present in Excel, you must install the add-in before you can launch it.
   
   
   If you are already logged in to ReportWORQ, the ReportWORQ task pane appears.
   
   
   
   If you are not logged in to ReportWORQ, the login prompt appears.
   
   
   

3. If the login prompt appears, do the following:

   1. If ReportWORQ uses a port number other than 8300, or is installed on a different computer, Select the edit icon , provide the correct URL for accessing ReportWORQ, and then select View.
      
      

   2. Select Login, provide your User Name and Password as prompted, and then select Login.
      The add-in is installed, and the ReportWORQ task pane appears.