User Guide#

Create and test jobs, configure parameters, burst reports, set up distribution and schedules, keep an address book, run contributions and write back. Includes reporting models and the Office 365 add-in.

• Creating Jobs - Each Reportworq Job is based on one or more source reports that are added from a Reportworq Report Provider. When you create a Job, you add and configure source reports to specify how they are to be...
• Configuring Parameters - After reports are added to a job, we can use parameters to change the data filters that are used in a report and drive the dynamic loading of data (e.g. changing a period or business unit)....
• Bursting Reports - This step provides the ability to specify a finite list of output reports to be created where a parameter value is supplied for each burst set. When bursting is enabled for a parameter, it is not...
• Distribution - The Distribution step defines how report output is produced and distributed.
• Testing Jobs - The test screen provides a safe area for reviewing and verifying a Reportworq job without concern about sending files to recipients. The left pane of the test screen will display reports that will be...
• Running Jobs - Reportworq Jobs can be reused, and are executed manually, by schedule, or through integration with an external system. They run in a separate Microsoft Windows process if Out of Process Job Execution...
• Scheduling Jobs - Reportworq Distribution Jobs can be scheduled for repeated execution. This article explains how to schedule Job execution from within Reportworq. Alternatively, you can configure an external...
• Address Book - The Address Book contains data related to contacts, including specific distribution settings and custom parameters. Enabled user accounts that have Authentication Credentials are automatically listed...
• Contribution Campaigns - Reportworq Contribution enables customers to efficiently gather planning data from multiple people. Contribution Campaigns automate the process of requesting, receiving, and collating planning data.
• Data Collection - This article describes Reportworq Data Collection, a set of legacy features that remain available to customers who are already licensed to use them. For new implementations, Reportworq Contribution...

Reporting Models#

• Introduction to Reporting Models - Reporting models are representations of data components derived from supported datasources such as financial planning systems or other supported databases. The models present the data components as...
• Creating Models for Pigment Datasources - This article describes how to create reporting models based on a Pigment datasource.
• Creating Models for Relational Datasources - This article describes how to create reporting models for relational datasources. This includes SQL datasources as well as other datasources considered to be relational based on how Reportworq...
• Editing Models - This article describes how to use the report modeling interface to edit models and how to build a temporary report.

Office365 Add-in#

• Add-in Setup - The Reportworq add-in for Microsoft Office provides additional features to the following Office applications:
• Report Authoring - This article explains how to author Excel source reports using the Reportworq add-in for Excel, based on reporting models created using the Reportworq web interface.
• PowerPoint Presentations - The Reportworq add-in for Microsoft Office enables Reportworq Administrators to create PowerPoint presentations that contain shapes linked to data from Distribution Jobs. Whenever the Job runs...
• Contribution Templates - Contribution templates define the content and appearance of input forms for Contribution Campaigns.