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Reportworq 6.0.0.5#

Reportworq 6.0.0.5 is a major release. It introduces a completely new reporting experience, with live web reports in the portal and a new Excel add-in, built on data models that can now bring several sources together. AI is built into reporting and data modeling, Worq brings your Reportworq data into Microsoft 365 Copilot, and new connectors, a global pause for job execution and many refinements round it out. It also rolls up every hotfix shipped on top of 6.0.0.4.

A new reporting experience (early access)#

Reportworq now has a completely new way to report. Build web reports on an Excel-like page in the app, with live list reports, crosstabs, charts and maps, and see them rendered live right in the portal.

Live web reports. Filter list reports, interact with crosstabs, and drill to the transactions behind a number.
Lightweight bursting. Burst a web report by its own filters (an early prototype).
A new Excel add-in. The same reporting tools, right inside Excel. The new add-in has been submitted to Microsoft AppSource and is pending Microsoft approval, which should come any day. Until then, you can install it with the sideload option.
Who can use it. Web reports are available to authors and administrators today. A new analyst role, planned for Q1 2027, will let people report on their own data with their own credentials.
Coming in December. Professional reports.

Data models#

Every report in the new experience is backed by a data model, and data models have grown a lot in this release. A data model can now connect to multiple sources, join views across them, and make it easy to present and visualize your data. AI tools are built directly into both data modeling and reporting, so you can get value quickly.

AI, MCP and Worq#

Worq, the Reportworq agent for Microsoft 365 Copilot. Ask questions of your data right in Copilot, and open a report card with a page preview, a download and an email option. Worq has been submitted to Microsoft and is pending approval.
Any AI chat client. Through the Reportworq MCP server, users, authors and administrators can ask questions of their data from AI chat clients such as Claude and Copilot. Native MCP clients can now sign in directly with your organization's identity provider over OAuth.
Run history for AI assistants. An assistant can now list every stored run of a report and open an earlier run's output, not only the latest.
Google Gemini is now available as an AI provider, through the Gemini API or Vertex AI.

New integrations#

Google BigQuery as a data source
Google Analytics (GA4) as a data model connector
Zendesk as a data model connector
Google Cloud Storage as a report provider and a distributor
Google Gemini as an AI provider
Google Drive folders shared with your account, under a new Shared with me root

Running and managing distribution jobs#

Global pause. Administrators can pause all job activity, watch running jobs reach a safe point, then resume or cancel everything. Cancel all can also clear only the jobs that are still waiting.
Watch a job run. Follow a running job's progress step by step, and see Post-processing and Distributing phases instead of a progress number that looks stuck.
One section per value. A parameter can repeat a report as stacked sections down one sheet.
Import from Reportworq 5. Bring a distribution job, or a folder of jobs, exported from version 5 straight into a version 6 workspace.
Built-in API tester for system administrators, to try any REST call from inside Reportworq.
My Profile. Each person can set their own name, picture and navigation preferences.
Security and Architecture Overview. A new downloadable PDF answers the questions your IT, InfoSec and procurement teams ask.

Fixes and improvements#

This release also brings a broad set of fixes and refinements. Contribution input forms behave more like Excel and are more reliable. Data Collection processes email and uploads more dependably. Workday Adaptive Planning, SharePoint, OneDrive and Google Drive connections are more robust. Distribution jobs report their progress and errors more clearly. Sign-in, password reset, licensing and security handling are tighter, and Linux and Azure deployments are smoother. The full list follows.

Before you upgrade#

A few changes affect existing content, such as how data model variables are placed into queries and how global parameters resolve. Read the Upgrade notes at the end of the full list before you upgrade.

All changes#

All changes, with issue references

New#

RW-2121 Reporting Google Analytics (GA4) is now a data model connector
RW-2377 Reporting Zendesk is now available as a data model connector
RW-2582 Reporting Google BigQuery is now a data source connector
RW-2251 Distribution Administrators can globally pause, resume and cancel all jobs
RW-2259 Distribution Watch live progress of running jobs
RW-2261 Distribution Parameters can repeat a report as sections on one sheet
RW-2451 Distribution Import Reportworq 5 distribution job exports into v6
RW-2238 AI Report cards with download and email in Microsoft 365 Copilot
RW-2417 AI Native MCP clients can now sign in directly with OAuth
RW-2450 Platform Download a TM1 application folder as one zip
RW-2569 Platform Built-in API tester for system administrators
RW-2586 Platform Cancel all now offers Cancel pending jobs
RW-2739 Platform New downloadable Security and Architecture Overview PDF

Improvements#

RW-2284 Reporting Audit Reports pack gets business-friendly data models and workbooks
RW-1875 Distribution Notification emails now list reports held back by exception checks
RW-2254 Distribution Running jobs now show Post-processing and Distributing phases
RW-2257 Distribution Job log now records TM1 retries and reconnects
RW-2376 Distribution Failed run errors collapse to one line
RW-2410 Distribution Distribution jobs are called distribution jobs again
RW-2583 Distribution Google Cloud Storage now works as provider and distributor
RW-2642 Distribution Google Drive now shows folders shared with you
RW-1099 AI Skip AI Insights on test runs to save tokens
RW-1130 AI AI prompt tables can be Markdown or plain text
RW-1959 AI AI Profile step now explains AI Agent Access when off
RW-2574 AI AI assistants can now open any earlier run's output
RW-2581 AI Google Gemini is now available as an AI provider
RW-1943 Platform Select a Report opens workspace folders faster
RW-1956 Platform Active workspace name now shown for multi-workspace users
RW-1958 Platform Security screen shows display names beside login IDs
RW-1962 Platform Workspace grid adds Last run and a column chooser
RW-1963 Platform New My Profile page for personal preferences
RW-2347 Platform Send to support now asks what you are sending
RW-2578 Platform Add integration opens the catalog filtered to your section

Fixes#

RW-771 Reporting Reports imported at cells other than A1 keep merged cells and groups
RW-2114 Reporting List report totals now work on fields converted to Number
RW-2308 Reporting Adaptive multi-member filters no longer fail the run
RW-2309 Reporting Adaptive filter cells now show the selected members
RW-2314 Reporting Changing a data model's connection now updates its views
RW-2315 Reporting Adaptive Refresh Metadata now refreshes Workday Financials members
RW-766 Distribution Teams distribution failures now name the team and error code
RW-1932 Distribution Run Job TI sample now finds its script folder out of the box
RW-2248 Distribution Quick Reports no longer warn on blank spacer rows
RW-2279 Distribution Excel Range parameter now keeps its header row setting
RW-2313 Distribution Performance tab engine share no longer exceeds 100%
RW-2391 Distribution Script hooks no longer build up memory across reports
RW-2396 Distribution Static burst sets with Workday Adaptive now export and import losslessly
RW-2472 Distribution Timestamp format filter no longer drops typed characters
RW-2476 Distribution v5 import now keeps distribution job output formats and settings
RW-2536 Distribution Job History audit export no longer fails on very long cells
RW-2576 Distribution Excel icon sets now show in HTML output
RW-2598 Distribution Google service account keys must use Google's token endpoint
RW-2632 Distribution New Google Drive providers now keep their custom name
RW-1612 Contribution Contribution list cells now stay inside their cell
RW-1613 Contribution Contribution form row and column groups expand and collapse again
RW-2495 Contribution Contribution exports no longer warn about default file settings
RW-2496 Contribution Commentary export no longer puts emails in Workflow.Action
RW-2502 Contribution Ctrl+Z and Ctrl+Y now undo and redo in contribution forms
RW-2506 Contribution Cut in contribution forms now works like Excel
RW-2521 Contribution Server now enforces edit rights on contribution forms
RW-2540 Contribution Contribution text no longer spills over hidden columns
RW-1110 Data Collection Large Data Collection log downloads no longer freeze the browser
RW-2277 Data Collection Email Data Collection continues past unreadable inbox messages
RW-2339 Data Collection Data Collection uploads now run instead of getting stuck
RW-2479 Data Collection Microsoft 365 Data Collection no longer stalls on stuck downloads
RW-1422 AI Large AI results through the Cloud Connector now arrive
RW-2240 AI MCP audit log no longer stores the Local API key
RW-2263 AI AI features no longer send data to disabled AI connections
RW-2264 AI RW.Tools.AIInsight accepts AI connection names in any letter case
RW-1663 Excel add-in Excel function Help links now open the v6 documentation
RW-2766 Excel add-in Excel for Mac add-in now stays signed in
RW-2275 PowerPoint PowerPoint add-in now refreshes large presentations
RW-1853 Platform Integration Enable checkbox now saves correctly
RW-1872 Platform Uploaded web-server certificates now show their expiry date
RW-1942 Platform SharePoint and OneDrive dates now correct in any time zone
RW-1948 Platform Uploaded certificates keep the filename you chose
RW-2025 Platform Settings Configuration panels now fit narrower screens
RW-2064 Platform Workspace grid All page size keeps new items on page one
RW-2065 Platform Name prompts no longer replace what you typed
RW-2073 Platform OAuth CData connections no longer lose newer tokens on save
RW-2103 Platform Code editors now load reliably after slow page loads
RW-2287 Platform Manual activation links now use your licensing override address
RW-2288 Platform SSO display names no longer reset to email addresses
RW-2293 Platform Deleting accounts or groups now removes all their access
RW-2354 Platform Linux servers can send and clear application logs again
RW-2386 Platform Administrators can sign in to load balancer nodes again
RW-2388 Platform Malformed Host headers now get a 400, not a server error
RW-2398 Platform Password reset links now work for every user
RW-2471 Platform Create Repository Report no longer fails on very long values
RW-2473 Platform Password reset emails now always link to your server
RW-2474 Platform Password reset links now stop working once used
RW-2573 Platform Azure kit deployments now send logs to Application Insights
RW-2585 Platform API tester now shows a clear No response message

Upgrade notes#

Check these before you upgrade:

Data model variables. A value placed in a query without quotes now accepts only a number, a list inside IN ( ), or MDX member names, and any other value stops the run with a message that names the variable. Put quotes around a text token. Where a token must be query text, such as a column name, tick Raw query text, pasted as is on the variable.
Global parameters. A global parameter that takes its value from another global parameter now stops its distribution jobs with a message. Give it its own value type.
SQL over Excel and workspace files. A data model query over an Excel source must be a SELECT and can read only its own workbook. A query over a SQLite workspace file can no longer use ATTACH, DETACH, VACUUM or PRAGMA.
Data Collection uploads stuck at Running. An upload that was already stuck at Running before you upgrade cannot be run again. Delete it and upload the files again.
Direct sign-in for MCP clients. It stays off until an administrator sets the MCP server URL in Settings > Integrations > AI Agent Access. Until then, MCP sign-in works exactly as before.
RW-2205 Reporting Enhanced security for data model variables, including injection protection
RW-2486 Reporting "My data has headers" skips whole first row
RW-2489 Reporting Excel and workspace SQL can no longer read external files
RW-632 Distribution Parameter and burst column names ignore case
RW-1100 Distribution Suppressed sheet warnings no longer cause Warning status
RW-2485 Distribution CSV output now uses first visible sheet
RW-2470 Platform Global parameters can no longer reference each other
RW-2726 Platform Each account now uses only one license seat

Back to What's new, or see the current hotfix for anything shipped since this release.

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