Enterprise reporting, distribution, and governed AI - product documentation
Author reports, parameterize and burst them, distribute and schedule, contribute to campaigns, and monitor results. Includes the Office add-ins and the worksheet function reference.
Get the environment sound and ready to hand over: install and license the server, manage accounts, workspaces and security, configure the platform, plan capacity and topology, and run day-to-day operations and auditing.
Decide what Reportworq connects to and on what terms: source report providers, data sources and connectors, authentication providers, AI providers, Microsoft 365 Copilot and MCP with a content-security strategy, the REST API, and the Script Runner.
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.
The glossary, a symptom-driven troubleshooting index, and the current limits and known constraints.
Download the complete documentation, or an individual guide, as a print-ready PDF.
The complete Timberline demo system - reports, jobs, campaigns, schedules and data - as a content store you can point Reportworq at. Reportworq 6. No data source to connect.
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