Timberline Demo System#

A complete worked example: one fictitious company wired end to end. Explore the reports, parameters, bursting, PowerPoint, distribution, contribution campaigns and AI as they are actually built, and take the patterns back to your own workspace.

Orientation#

• Download the demo system - Get the Timberline demo system as a content store you can run on your own server, with no data source to connect.
• Timberline release notes - Where changes to the downloadable Timberline demo system are recorded.
• Start here - What the Timberline demo system is, the order to explore it in, and the things people most often miss.
• What Timberline is - One fictitious company, four layers, and a complete Reportworq deployment you can drive.
• Signing in, and who to be - The seats the Timberline demo ships with, what each one is scoped to see, and how to read what a recipient actually received without signing in at all.
• Where the files live - The nine source files behind every Timberline report, the two places they are stored, and the naming rule that keeps a workbook edit from breaking a job.

Reports#

• The report catalog - The eight Timberline jobs, what each one demonstrates, and how to run one.
• How parameters work - Every parameter pattern Timberline uses, from a four-value text list to a parameter that depends on another parameter.
• What bursting looks like - How Timberline fans one job into many personalized deliveries without anyone maintaining a list, and how to watch it happen.
• Use a global parameter - Timberline has one global parameter, Current Year. Change it once and four pieces of content follow.
• Build a compelling email dashboard - The recipe Timberline's jobs share for an email people read on a phone without opening the attachment.
• Try out PowerPoint - Run the board deck, then open the template and see how every number, table and chart on the slides is bound back to Excel.
• Schedule jobs - The one Timberline schedule, how to demo a scheduled run safely, and how campaign automation differs from job scheduling.

Campaigns#

• The campaign catalog - The Timberline contribution campaign, what it demonstrates end to end, and the problem contribution campaigns are for.
• Build a campaign - The seven decisions behind Timberline's budget campaign, in the order you make them.
• Update an input form - How to change what contributors type into, the template, the bindings, the validation, and what happens to forms that already exist.
• Export campaign data - How Timberline gets contributed numbers back into the planning model, and the two export shapes it demonstrates.
• Campaigns at large scale - What changes when a campaign goes from three forms to hundreds, and how to size one before you invite anyone.

AI and integrations#

• Check out the AI features - Timberline's AI setup in four layers, and the demo that lands the "AI done differently" argument.
• Use the MCP server - What is pre-configured for MCP in Timberline, the one switch you have to turn on first, and what to point an AI client at.

Use cases#

• How Timberline rolls the reporting year forward - One global parameter, four pieces of content that follow it, and the single edit that moves a whole reporting year. Open it, change it, and watch.