tutorial

6 pages tagged tutorial (content type).

• Lab 1: Install Reportworq on Windows
  Hands-on Lab · Install and first run
  Download the installer with your license key, run it on a Windows server, confirm the Reportworq 6 Bootstrap Service is running, and set the service account that decides which folders your jobs can reach.
• Lab 2: First-run setup and licensing
  Hands-on Lab · Install and first run
  Work through the first-run wizard on the server Lab 1 built, set up the Timberline demo system in one click, apply your license key, and sign in for the first time as the administrator.
• Lab 3: Find your way around Reportworq
  Hands-on Lab · Finding your way around
  A guided tour of the Reportworq shell, covering the left rail, the top bar and the workspace browser, so that every later lab can name a control once and expect you to find it.
• Lab 4: Your first report
  Hands-on Lab · Your first report
  Build your first Reportworq report from a Timberline workbook, one Financial Statements pack per market in Excel and PDF, emailed with a dynamic recipient, subject and message, and prove it in the Test step before anything is sent.
• Lab 5: A sheet per value
  Hands-on Lab · Your first report
  Take a copy of the Lab 4 report and make every statement repeat once per year inside each market's pack, with the parameters mapped on each tab, sheet names that tell the copies apart, Group & collate to rearrange the pages by year, and a PDF bookmark heading per year.
• Your first report, end to end
  User Guide · Getting started
  Build a report from a source workbook, choose its worksheets, and preview a finished output file, the shortest complete path in Reportworq.