Release Notes

Download ReportWORQ

ReportWORQ Official Releases are made available monthly after testing has been completed and documentation is updated. ReportWORQ Preview Releases are provided in between official releases when needed to address support issues. It is recommended that you download and install the ReportWORQ Official Release unless instructed otherwise. Note that the 3rd digit of the version number indicates if the release is official (0) or preview (1). Refer to the Installation article for any prerequisite information, installation & upgrade steps.

5.0.0.67 - 04/01/2024

Passed 1376 Integration & Regression Tests

Enhancements

• Added support for IBM Planning Analytics on AWS with MCSP.  

• Updates to the Licensing Sidebar view.

• Added functionality for managing ReportWORQ logs.

• Added Load Balancing feature:

  https://docs.reportworq.com/docs/load-balancer

• Added Contact Mapping feature:

  https://docs.reportworq.com/docs/address-book#contact-mapping

• Added ability to Export and Import Static Burst Sets.

Fixes

• Fix for Planning Analytics caching issue related to Scheduled reports.

• Fix for ReportWORQ 5 failing to import source files.

• Fixed issue with Scheduler referencing cached ReportWORQ Service password.

• Fix for edge condition sending emails that halted jobs.

• Fix for issue discovering a source report provider for an AWS Planning Analytics instance.

5.0.0.63 - 03/04/2024

Passed 1352 Integration & Regression Tests

Enhancements

• Please refer to the PowerPoint forum post for an overview of PowerPoint enhancements introduced with this release.  

• Significantly reduced file sizes for PowerPoint documents with image content.

• ReportWORQ updated to use .NET 8.0.

• Ability to enable/disable the Scheduler service in ReportWORQ 5.

Fixes

• Fix for not being able to delete a Schedule.

• Fix for a Workspace being restored after deleting it.

• Fix for Output Order taking effect when Manual Collation is turned off.

• Fixed issue where pivot tables did not refresh when linked to ReportWORQ generated data.

• Changes were made to the Schedule Job selection tree fixing some bad behaviors.

• Fix for error using a SharePoint source report in a Job.

• Fix for issue being unable to view warnings report after releasing hold for delivery.

• Fixed issue with TM1RPTFILTER where sorting did not get applied correctly if one or more title element names contained a period.

5.0.0.62 - 01/29/2024

Passed 1279 Integration & Regression Tests

Enhancements

• Significantly reduced file sizes for PowerPoint documents with image content.

• Workspaces feature stabilization.

• Improved support for unstable Oracle connections.

• Added support for PowerPoint to PDF output.

Fixes

• Fixed image sizing issue in PowerPoint document outputs.

• Fixed issue with Data Collection not processing files.

• Fix for issue with multi-column RWSORT formulas.

• Fix for incorrect Save button state after workspace updates.

5.0.0.61 - 01/09/2024

Passed 1272 Integration & Regression Tests

Database Changes 

Changes made to the database in this release are not backward compatible. ReportWORQ version 5.0.0.57 (September Release) or newer will automatically create a backup of the Repository Folder upon upgrading. If you’re running a version older than 5.0.0.57 then it is recommended that a manual backup of the repository folder is made by creating a zip archive of the Repository folder in the installation directory. Contact support for assistance if it is necessary to downgrade to a previous version after upgrading to this version.

Enhancements

• The new Workspaces feature enables different teams to work in the same ReportWORQ instance.

• New Audit Log Viewer added to the Administration view.

• New SharePoint Select Folder Dialog.

Fixes

• Fixed problem loading burst set data from an Excel file that contains a hidden worksheet.

• Fixed error generated during testing of Teams with a nonexistent channel name.

• Teams Distribution Issues - Switch to Adaptive Cards as a more predictable way to display messages across desktop and mobile clients.

• Fixed Entra ID Authentication timeout after 30 minutes issue.

• Fixed issue expanding a SharePoint folder containing files with spaces.

• Fixed problem loading burst set data from an Excel file that contains a hidden worksheet.

• Fix for ReportWORQ caching information on the Microsoft 365 configuration page.

• Fix for Run Job context menu item generating an error.

• Fix for issue with Teams distribution when multiple email addresses are in use and one or many of them are not valid.

5.0.0.60 - 12/04/2023

Passed 1266 Integration & Regression Tests

Enhancements

• Writeback has been renamed Data Collection in ReportWORQ.

• Enhancements to logging include Login and Logout details. 

• IBM Planning Analytics datasource connection types have been consolidated into a single selectable list.

• New Administration view for managing all ReportWORQ configuration.

• Configuration Wizard changes.

• Added support for IBM Planning Analytics SaaS on AWS.

• Add support for 'Teams Direct' distribution.

Fixes

• Fix for new API Key generation appending '...'.

• Fix for not being able to successfully login when using HTTP and the machine name instead of localhost.

• Fix for Copy Job Path throwing error when using http://machinename instead of http://localhost for the ReportWORQ instance.

• Fix for Global Variable name edit generating an error.

• Oracle EPM Connection test now tests login credentials as well as confirming the tenant is valid.

• Fix for Remove Formulas not always removing formulas from empty active forms.

5.0.0.59 - 11/08/2023

Passed 1243 Integration & Regression Tests

Enhancements

• Simplified management of all ReportWORQ users versus licensed users count.

• Performance Enhancements made to AIInput formula processing.

• Added support for Writeback using credentials other than Data Distribution.

• Added support for Token-based Authentication in Workday Adaptive.

• Added support for Planning Analytics Application folders as a ReportWORQ Source Report Provider.

• Support added for TM1ELLIST function.

• Added support for copying worksheets, with dependencies, as a group.

• Activity audit logging has been added and can be configured on the Settings screen. 

Fixes

• Fix error when filter parameter in TM1RPTFILTER function is missing.

• Fixed issue updating Azure app registration information.

• Fix for ReportWORQ Bookmarks Offsetting by 1 page.

• Fix for Excel Allow Edit Ranges not being copied when bursting a worksheet.

• Fixed for Jobs failing to send when the email message contains bad recipients.

• Fixed Hold for Delivery release action halting job processing.

• Fix for Scheduler failing to run for folder selection.

• Fix for Azure Identity security vulnerability CVE-2023-36414.

• Fixed issue connecting to a Gen2 Oracle EPM Cloud Instance.

• Fixed issues for some RWSORT formula use cases.

• Fixed issue with Writeback email configuration reverting to the wrong email configuration option after ReportWORQ upgrade.

5.0.0.58 - 10/02/2023

Passed 1215 Integration & Regression Tests

Enhancements

• Changes to the Accounts screen include simplifying rule enforcement and layout.

• Performance enhancements were made for Planning Analytics reports containing large numbers of DBR formulas.

• Enhanced security for Office 365 stored credentials.

• Added a Run Now option in the Scheduler.

• Added a SharePoint Source Report Provider.

• Adaptive writeback performance improvements.
   

Fixes

• Fix for issue deleting an account.

• Fix for Writeback failure on Run.

• Fix for multiple accounts being allowed to use the same email address, in the Accounts view.

• Fix for the “Show More Fields” button for Cc and Bcc missing on the Distribution screen.

• Fix for Integration page not refreshing after deleting a data source.

• Fix for Jobs failing to complete properly because of logging issues.

• Fix for Email images breaking when messages are split up due to the configured Max Size set in the Email Integration sidebar.

• Fix for Excel worksheet footer not being tokenized in PDF output.

• Fix for test failure when a variable is used in a SharePoint path.

5.0.0.57 - 09/06/2023

Passed 1180 Integration & Regression Tests

Enhancements

• Added a Send to Support feature to the Job History Actions Menu.

• Added the ability to use a dynamic path for source files.

• Added support for self-signed certificate DNS names and password encryption.

• Added Repeater MDX support for referencing other parameters.

• Added TM1 Provider auto-reconnect support during job execution.

• Added a Configuration Wizard for initial local installation.

• Added Azure AD Integration support for local installations.

• ProcessInput, RunApiJob, RunJob and PowerShell scripts are digitally-signed.

• Rewrote TI Process to run ReportWORQ jobs to make it easier use. See REST API Integration for details.

• Added configurable password complexity requirements.
   

Fixes

• Fix for repeated formatting on PA nested dimension rows in output.

• Fix for the TM1RPFILTER not handling a null filter method argument in ReportWORQ.

• Fix for Drill and Indent formatting in Active Forms being applied to wrong rows.

• Fix for error when attempting to add additional files to a job.

• Fix for email notification semicolon separators being stripped out of Schedule on Save.

• Fix for some characters being translated into invalid characters when processed by ReportWORQ.

• Fix for error when Filter parameter in TM1RPTFILTER function is missing.

• Fixed issue with the Diagnostics scroll bar.

• Fixed various issues with the Job tree.

  5.0.0.56 - 08/07/2023

Passed 1159 Integration & Regression Tests

Enhancements

• Added the ability to run jobs directly from the job editor tree context menus.

• Added extended logging to the Powershell REST API Scripts.

• Added automatic resync of reports on job load or run to include workbook structure changes.

• Added user interface changes to highlight Preview and Released versions.

• Added extended logging around SSL certificate retrieval on startup

• Added the ability to delete Custom Fields in Contacts.

• Added ability to distribute HTML output and Range Screenshots from hidden Worksheets.

• Added support for new screenshot output image format options.

• Added more helpful error messages when attempting to process encrypted Workbooks during writeback and execution.

• Added user interface changes to the Scheduled Jobs summary dialog to display folder hierarchy information.

• Added feedback for Office 365 Modern Auth Signout.

• Added feedback after uploading a patch file on the Version Management screen.

• Added alert if there are unsaved job changes during a browser refresh or closed browser tab.

• Added a new parameter to the RWPAGEBREAK formula to indicate if the page break should be before or after the row/col number.

Fixes

Planning Analytics

• Fix issue where cell references do not update if rows are added or removed during an Active Form rebuild.

• Fix for stacked Active Forms formatting not applied.

• Fix for empty Active Forms causing a job status to display an error or warning.

• Fix for DBRA returning a zero instead of a blank string when the string's attribute value is null.

• Fix for invalid DBRA warning about invalid attribute when attribute is empty for element.

• Fix for TM1RPTROW 'Zero Indent' argument not working as expected. Setting this to '0' now uses the format range vs. flattening the indentation.

• Fix for unhelpful error message when IBM PA Cloud instance is stopped.

• Fix for Aliases referenced with space are not found. Spaces will now be ignored for alias values provided in formulas.

Distribution

• Fix for incorrect job order when combining emails and using the 'Hold for Delivery' feature.

• Fix for Email Integration displays as unconfigured if From configuration property is empty.

• Fix for Zip files distributed to Google Drive lose extension in the name when downloaded.

• Fix for cell value HTML output having 1 too many rows and columns.

• Fix for Headers & footers not appearing on PDF output files if they contain the &[File] shortcut.

• Fix issue where replicated cell value is duplicated when used in a distribution variable

User Interface

• Fix for job tree scrolling to top after pasting an item.

• Fix for 'Paste' appearing on job tree context menu when clipboard is empty.

• Fix for unhelpful error message when Report Source has not yet been configured.

• Fix for invalid warning if a job is moved while it is in an edited state.

• Fix for Timestamp variable sidebar context menu expanding beyond borders of screen.

• Fix for 'Delete All' and 'Process All' buttons being enabled for an empty list.

Other

• Fix for using Parameter Sets in a Worksheet name.

• Fix for RWRESIZE not skipping hidden Rows / Columns

• Fix bad relative path for self-signed certificates, which could stop working when removing old versions.

• Fix for job 'Save As...' causing a bad job state

5.0.0.55 - 07/10/2023

Passed 1157 Integration & Regression Tests

Enhancements

• Added IMAP support for Writeback.

• Enable/Disable toggle added for Scheduler in Integrations.

• Added support for CRON syntax to the Scheduler.

• Added support for Adaptive Label 'Name' in Custom Dimensions

Fixes

• Fix for memory leak issue.

• Fix for PowerPoint table integration not ignoring hidden rows/columns.

• Fix for PowerPoint Picture integration not maintaining aspect ratio if the image needed resizing.

• Fix for an apostrophe in Job name generating a SQL error on download.

• Fix for Parameters moving or missing from worksheet after report refresh.

• Fix for Excel Workbook upload to Google Drive not converting to Google Sheets.

• Fix for Writeback failing if column name matches built-in fields for Input Log.

• Fix for issue with relinking reports after Report Provider changes.

• Fixed broken Exception Cell feature.

• Fixed for Spill formulas not working as expected with the RWSUPPRESS formula. 

5.0.0.54 - 06/05/2023

Passed 1119 Integration & Regression Tests

Enhancements

• Added support to RWSQLUPSERT Formula for Excel OleDB and ODBC connections.

• Added Last Run and Next Run time columns to the Scheduler screen.

• Support added for refreshing Pivot Tables and Charts.

• JSON API Specification updated. Refer to the following documentation links to create new TI and Powershell scripts:
  API Job Run Command
  REST API Integration 

Fixes

• Fixed issue with enabling a scheduled event running immediately instead of at the next scheduled time.

• Fix for some remote access login issues.

• Fix for Adaptive Access Rules not being applied properly on filters.

5.0.0.53 - 05/01/2023

Passed 1047 Integration & Regression Tests

Enhancements

• Support for Conditional Formatting in PowerPoint output.

• Support for Conditional Formatting in the Email Body.

• Added an Automated Daily Backup procedure.

• Support for mapping burst sets to Contacts.

• RWRESIZE support for merged cells added.

• Warning added for lower video display resolutions.

• Added Workday Adaptive Access Rules feature.

• Added support for ordering PDF files between Excel sheets. 

Fixes

• Fix for Ampersand issue in file names published to Slack.

• Fix for Active Form indentation performance issue.

• Fix for HTML formatting changes lost on the Save command.

• Fix for PDF file order issue.

• Improvements made to SharePoint retry logic.

• Resolved null error when testing or opening PA connections that use the Integrated Login method. 

5.0.0.52 - 04/05/2023

Passed 1022 Integration & Regression Tests

Enhancements

• Support for dynamic burst sets using SQL or Excel.

• Support for overriding Adaptive parameters with List parameters.

• Enhanced Google Drive support for Impersonation, Drive Selection & Folder by name or id

Fixes

• Fix for correct credentials failing to authenticate a user.

• Fix for API call showing as Pending instead of Success / Failure on Job completion.

• Fix for ReportWORQ Cloud Integration enablement.

5.0.0.50 - 02/03/2023

Passed 944 Integration & Regression Tests

Enhancements

• New option to run an individual writeback file.

• Writeback now runs out of process.

• Job Editor Test now runs out of process.

• New history format (old history will no longer be accessible).

• New Writeback Delete All option.

• New process for reporting status during job execution.

• New Combine Key feature for combining emails.

• New test options for generating w/diagnostics.

• New Cell Value HTML Range option.

• New Custom Fonts Folder option for PDF export.

• Support for Windows 11.

• Aspose updated to v23.2.

• Single click option added to the Job tree.

• Added UI to configure Integrated Auth for PA on-premise connections.

• The “Bookmarks” pane is again displayed by default when opening a PDF document that was generated by ReportWORQ; this default had been lost in a prior release.

• Planning Analytics Active Forms are now formatted by ReportWORQ to match Perspectives and PAfE Excel reports more closely:
                  Hierarchy indentation formatting is applied to element names, including support for the “indent” parameter in TM1RPTROW formulas.
                  "+" and "-" indicators are shown to reflect collapsed or expanded rollups, including support for the “drill” parameter in TM1RPTROW formulas.

Fixes

• Fix for “Allow for long wrapped text in Distribution fields.

• Fix for Data Validation lists referencing other worksheets failing when merging source reports.

• Fix for combining email messages ignoring stray delimiters.

• Better messaging for instances with no activated license.

• Fix for parameters not being available for sheet naming.

• Support added for on-premise non-standard SharePoint paths.

• Fix for PA Subset & Dimension Lists not reflecting server adds/deletes.

5.0.0.47 - 02/02/2023

Passed 894 Integration & Regression Tests

Enhancements

• Added an optional 'Hold for Delivery' feature for TI Execution

• Added improved feedback for application restarts

• Added ReportWORQ API to the Integration menu

• Added option to not attach output files in email distribution

• Context-sensitive menu added for Reports in Job screen

• Allow deletion from the Writeback screen

• Allow more than one Workday Adaptive connection

• 'Add Report’ dialog's first node is now selected/loaded by default

• Added Run Job email option to ‘Send notification on failure only’
  PowerShell scripts that are used by Planning Analytics Turbo Integrator processes for ReportWORQ REST API integration are now installed in a separate Scripts subfolder

• ReportWORQ now relies on Operating System-defined settings for Advanced SSL/TLS configuration

• Added ability to collate on Planning Analytics MDX Repeater Parameters

• Job name added to Delete confirmation message

• Added SendGrid support in Email SMTP provider

• Schedule changes including the ability to resize columns, sort jobs, and get job information from the schedule description

• Added a Hold for Delivery option for ReportWORQ-scheduled jobs

• Added Writeback to PA support for proportional spread

 Fixes

• Added Writeback to PA support for proportional spread

• Fix for Teams distribution failure

• Fix for New Integrations being broken

• Fix for Job History filter on date not working

• Fix for bookmarks being 'off by 1' when including PDF table of contents

• Fix for closing a job by removing the preview from a different open job

• Fix for the error generated trying to browse the source report provider in the root of c: or d: drive

• Fix for Html being visible when distributing messages to Slack

• Fixed some Planning Analytics MDX Repeater issues

• Fix for the use of variables in email message links being broken

• Fix for Authenticate/Test in Writeback Oauth Settings not working until after the 'Save & Close' button has been clicked

• Fix for a Writeback object reference error being generated when the DBS is pointing to an invalid cell reference

5.0.0.46 - 12/12/2022

Passed 681 Integration & Regression Tests

Fixes

• Fix for exception when setting Adaptive parameter to One report per item

• Fix for Writeback calculation engine not supporting =CELL('filename') formula

• Fix for RW5 Upgrades “Remove TM1 formulas” setting not matching v4.4

• Fix for password update issues

• Fix for Hold for Delivery release not updating

• Fix for Hold for Delivery release not updating Job History

• Fix for Parallel Job Execution not working

5.0.0.45 - 12/01/2022

Passed 381 Integration & Regression Tests

Enhancements

• Horizontal scrollbar added to log file dialog

• Added functionality for running 2 jobs, with the same name, concurrently from different folders

• Added auto-expand running jobs in the Job Monitor

• Added ability to send emails with only the Cc and/or Bcc fields populated

• Added Job name to the Delete from Job History dialog message

Fixes

• Fix for not being able to remove a pill from email body

• Fix for report relink synching issue

• Fixes for chart and image pills, such as saving an image using the image name

• Fixes for several migration issues- Fix for being unable to schedule a folder

• Fix for Unicode no-break spaces being saved through edit boxes like distribution file name

• Fix for performance issues

• Fix for Global Variable pill displaying Select Parameter when selected

• Fix for auto-name change to “Name (1)” when Folder or Job is repositioned within the same directory

• Fix for error attempting to schedule a new job

• Fix for error attempting to test sending workbooks with charts to a Slack channel

• Fix for problem selecting All subset when it's the only option in a PA dimension or subset parameter

5.0.0.44 - 11/09/2022

Passed 7 Integration & Regression Tests

Fixes

• Fix for the Scheduler Save button being disabled when a selected job does not contain parameters

5.0.0.43 - 11/06/2022

Passed 7 Integration & Regression Tests

Enhancements

• Support for replicating groups of slides in PowerPoint

• Added ability to specify PDF quality

• Support for comma delimiters for email fields

• Support auto expand in populated email fields

• Support auto-rename if the old name was default when relinking a report

• Added ability to simplify email body distribution pills while in formatting mode

• Support for PDF source files

• Added Job History retention functionality

• Added used / available user count visibility on licensing/user creation screen

• Username added for authentication

• Recently used Repository paths now selectable in Settings

• Added the ability to select multiple hours for time boundaries

• Added support to create folders that don’t exist for SharePoint uploads

• Added a Clear All button on the Job history page

• Added a Global Variables option for use in distribution

• Added the option to upload files for Writeback

• Support added for jobs running via TI by path or by name

• Support added for subsets via TI

• Upgraded Aspose to 22.10.1.0 release fix
   

  Fixes

• Fix for out-of-memory error caused by a large Active Form layout query

• Fix for header/footer page settings muddling email screenshots

• Fix preventing copying and pasting a job to the same folder with the same name

• Fix for false warning that a job is being modified by another user when renaming a job

• TinyMCE editor popup menu for images and tables no longer available in the email body

• Fix for Cut not working in email edit boxes

• Fix for downloaded software versions displaying incorrect posted dates

• Fix for Adaptive formulas running in the wrong order

• Fix for SharePoint Online not liking filenames with leading or trailing whitespace

• Fix for running a test job through SharePoint distribution failing

• Fix for RWSort function causing #VALUES when used across any provider formula-based cells

• Fix for newly created named ranges not appearing in the drop-down list

• Fix for credential fields automatically populating for distributors

• Fix for Job history status filter not working properly

• Fix for running a collection of jobs by selecting the parent folder running the jobs out of order

• Clear Access Token removed from Integration options since it was the same as Create New Access Token

• Prevent adding a second account with the same name, username, and/or email address

• Fix for editing a scheduled job's time and leaving without saving, keeping the updated time

• Fix for inability to update the admin account email address

• Fix for heavy Job execution breaking pill editors

• Fix for performing a Job Test send failing with a stream error on the 2nd attempt

• Fix for Jobs resulting in steps with the same name disappearing when executed

• Fix for Jobs appearing in Job History before completion

• Fix for Repeater parameters not working as expected

• Fix for Jobs in deleted folders being copied to the navigation root

• Fix for Debug Logging option not sticking when refreshing the screen

• Fix for email notifications missing body and invalid zip file attached

• Fix for regression of Active Forms conditional format support

• Fix for reference to cube name with Active Form Id on another sheet not returning values

• Fix endless/infinite Calc loop in Aspose for some formulas

• Fix for Aspose 22.x generating Excel files that have corrupt styles after save

5.0.0.42 - 10/01/2022

Enhancements

• Added option to auto-restart ReportWORQ server nightly

• ReportWORQ will now run whatever version is specified in the Bootstrap Service settings file. If no version is specified, then it will run the latest version AND record that version in the settings file for the next time

• Implement cube monitoring

• Adjustment made for storing settings related to API integration

• Job enhancements:

  • Users can add jobs and folders directly to the root

  • Users can more easily move jobs and folders directly to the root

  • Added ability to multi-select jobs for copy, paste, and delete

Fixes

• TM1RPTROW Subset alias parameter is now applied, when specified

• Consolidated emailing logic is now case-insensitive and removes duplicate files

• Fixed problem with graded scale conditional formatting in ReportWORQ Active Forms output

• Fixed invalid Excel file issue with empty pivot tables

• Fixed issue where cell variable output is duplicated when used more than once

• Fixed object reference errors accessing right-click menu in the ReportWORQ web application

• Fixed “Value cannot be null error” on the login screen when using Chrome

• Fixed the “Restore” button size on the application settings screen

Older Versions

All current and archived ReportWORQ previews and official releases can also be found through our Software Portal. That portal requires a separate username and password to access the full list of your software entitlements. Please Support if you require access to this portal and do not know your username.