integration user

23 pages tagged integration user (audience).

• AI in Reportworq
  AI & Integrations Guide · AI in Reportworq
  How Reportworq applies AI to finance-approved, governed content instead of raw databases, so answers are trusted, auditable, and scoped to what each user is allowed to see.
• Authentication providers
  AI & Integrations Guide · Identity & authentication
  Which identity providers Reportworq supports, what each one needs from you, and the cutover facts that decide whether a switch goes smoothly or locks everyone out.
• Copilot, MCP, and trust paths
  AI & Integrations Guide · Copilot & MCP
  The three ways an AI client or external system reaches Reportworq, the Microsoft 365 Copilot agent, the MCP shim, and the automation API, and the two trust paths that broker their traffic.
• Plan your integrations
  AI & Integrations Guide · Integration strategy
  The decisions an integration owner makes before wiring anything up, where reports come from, which data sources to connect, how people sign in, whether to expose AI and MCP, and how to keep content safe once you do.
• Source report providers
  AI & Integrations Guide · Source report providers
  The configured, trusted locations Reportworq is allowed to read report source files from, what each provider type can and cannot do, and the parameter-driven dynamic paths that let one job read a different workbook per run.
• The automation API
  AI & Integrations Guide · Automation & extensibility
  Reportworq's HTTP API for running and monitoring jobs from outside the product, delivered two ways, the Local REST API on the LAN and the Cloud API over CloudHub, with opposite key models.
• Secure content before you expose it to AI
  AI & Integrations Guide · Copilot & MCP
  The content-security decisions to make before enabling the MCP server, which path carries a user identity and which does not, what a reader can reach, and how to verify it rather than assume it.
• Connect an AI provider
  AI & Integrations Guide · AI in Reportworq
  Add and enable an AI provider connection (OpenAI, Azure OpenAI, Amazon Bedrock, or Reportworq AI) so every downstream AI feature has a model to call.
• Microsoft 365 Copilot agent
  AI & Integrations Guide · Copilot & MCP
  Generate the Reportworq Copilot agent package, deploy it into Microsoft 365, and let Copilot users query their reports in natural language, scoped to their own permissions.
• Run a job by API
  AI & Integrations Guide · Automation & extensibility
  Call the /api/v1 commands to list, run, monitor, and cancel a job, and filter a single run to one output type and one destination so different callers get different deliveries from the same job.
• The AI assistant
  AI & Integrations Guide · AI in Reportworq
  The in-app AI assistant is present in the product but not yet switched on in this build. This page explains its current state and points to the AI features you can use today.
• The MCP shim for desktop AI clients
  AI & Integrations Guide · Copilot & MCP
  Download the Reportworq MCP connector, paste a per-client snippet into a desktop AI client such as Claude Desktop, and confirm the connection reaches your reports.
• Turbo Integrator, Workato, and Task Scheduler
  AI & Integrations Guide · Automation & extensibility
  Launch Reportworq jobs from an IBM Planning Analytics Turbo Integrator process, from a Workato recipe, or from Windows Task Scheduler, with the PowerShell hang fix that keeps a script from stalling.
• AI-generated insights in reports
  AI & Integrations Guide · AI in Reportworq
  Attach model-written narrative to a distributed report, either as a distribution-time AI Insight variable or inline in the workbook with the RWAIINSIGHT function.
• Deploy the Office add-in
  AI & Integrations Guide · Automation & extensibility
  Get the Reportworq Office add-in onto users' Excel and PowerPoint, by Microsoft 365 Centralized Deployment or by a shared-folder Trusted Add-in Catalog sideload, with SSL as a hard prerequisite.
• MCP audit
  AI & Integrations Guide · Copilot & MCP
  The MCP Server Log records every MCP tool call served to an AI client and every request rejected at the gate, with a full request-and-result drill-in, under Settings ▸ Auditing.
• The AI prompt store
  AI & Integrations Guide · AI in Reportworq
  The global store of the internal prompts Reportworq sends to your AI provider, editable in Settings ▸ AI Prompts, with variable tokens, factory defaults, and a one-click reset.
• The Script Runner
  AI & Integrations Guide · Automation & extensibility
  Attach C# script files to a distribution job so they run at six points in the execution pipeline, what the six hooks can reach, how to configure and validate a script, and the full-trust security posture to understand before enabling it.
• Script API reference
  AI & Integrations Guide · Automation & extensibility
  Everything a Reportworq .csx script can call, the globals available at each hook, the shared job state dictionary, logging and halt semantics, the AfterSend job result, and the compilation environment.
• Example scripts
  AI & Integrations Guide · Automation & extensibility
  A library of 29 working .csx examples covering every Script Runner hook, downloadable individually or as a single zip, each one compile-checked against the live script API on every build.
• Glossary
  Reference · Reference
  Plain-language definitions of every Reportworq term used across the User, Administrator, and AI and Integrations guides.
• Troubleshooting index
  Reference · Reference
  A symptom-to-cause-to-fix table for the most common Reportworq problems, grouped by area.
• Limits and known constraints
  Reference · Reference
  The current, confirmed limits of Reportworq, what is not supported, and the boundaries to design around, grouped by area.