report author

82 pages tagged report author (audience).

• Manage and improve performance
  Administrator Guide · Performance & capacity
  Diagnose content that is already slow and make it faster, covering the four questions to ask in order and the surface that answers each, how to read the run breakdown and the engine table, the levers worth pulling and the order to try them, and how to prove a change actually worked.
• 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.
• 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.
• Download the demo system
  Timberline Demo System · Orientation
  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
  Timberline Demo System · Orientation
  Where changes to the downloadable Timberline demo system are recorded.
• Start here
  Timberline Demo System · Orientation
  What the Timberline demo system is, the order to explore it in, and the things people most often miss.
• Check out the AI features
  Timberline Demo System · AI and integrations
  Timberline's AI setup in four layers, and the demo that lands the "AI done differently" argument.
• How Timberline rolls the reporting year forward
  Timberline Demo System · Use cases
  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.
• The campaign catalog
  Timberline Demo System · Campaigns
  The Timberline contribution campaign, what it demonstrates end to end, and the problem contribution campaigns are for.
• The report catalog
  Timberline Demo System · Reports
  The eight Timberline jobs, what each one demonstrates, and how to run one.
• What Timberline is
  Timberline Demo System · Orientation
  One fictitious company, four layers, and a complete Reportworq deployment you can drive.
• Build a campaign
  Timberline Demo System · Campaigns
  The seven decisions behind Timberline's budget campaign, in the order you make them.
• How parameters work
  Timberline Demo System · Reports
  Every parameter pattern Timberline uses, from a four-value text list to a parameter that depends on another parameter.
• Signing in, and who to be
  Timberline Demo System · Orientation
  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.
• Use the MCP server
  Timberline Demo System · AI and integrations
  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.
• Update an input form
  Timberline Demo System · Campaigns
  How to change what contributors type into, the template, the bindings, the validation, and what happens to forms that already exist.
• What bursting looks like
  Timberline Demo System · Reports
  How Timberline fans one job into many personalized deliveries without anyone maintaining a list, and how to watch it happen.
• Where the files live
  Timberline Demo System · Orientation
  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.
• Export campaign data
  Timberline Demo System · Campaigns
  How Timberline gets contributed numbers back into the planning model, and the two export shapes it demonstrates.
• Use a global parameter
  Timberline Demo System · Reports
  Timberline has one global parameter, Current Year. Change it once and four pieces of content follow.
• Build a compelling email dashboard
  Timberline Demo System · Reports
  The recipe Timberline's jobs share for an email people read on a phone without opening the attachment.
• Campaigns at large scale
  Timberline Demo System · Campaigns
  What changes when a campaign goes from three forms to hundreds, and how to size one before you invite anyone.
• Try out PowerPoint
  Timberline Demo System · Reports
  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
  Timberline Demo System · Reports
  The one Timberline schedule, how to demo a scheduled run safely, and how campaign automation differs from job scheduling.
• Back, Forward, and shareable links
  User Guide · Working in the workspace
  Reportworq keeps the browser address bar in step with the screen you are on, so browser Back and Forward work, and any screen can be bookmarked, refreshed, or shared as a link that opens exactly there.
• Choose the source workbook and worksheets
  User Guide · Authoring reports
  On the Reports step of the Job Editor, pick the source workbooks a report renders and choose which worksheets it outputs, in order.
• Distribution overview
  User Guide · Distribution
  Distribution is where one job turns a source template into many output formats and sends them to many destinations.
• Functions overview: which one do I use
  User Guide · Worksheet functions
  The complete index of Reportworq worksheet functions, with a direct link to every function's full reference entry, a which-function-do-I-use table, how functions compare with the Excel add-in, and the naming trap that catches almost everyone.
• Run a job
  User Guide · Running and scheduling
  Use Run Jobs to run one or more reports on demand, pick which outputs to produce, choose Production or Hold for Delivery, and set logging and notifications.
• Sign in and take the tour
  User Guide · Getting started
  Sign in to Reportworq, then take a guided tour of the shell: the frame, the content library, filtering, paging, search, and creating your first item.
• The Office add-ins
  User Guide · Office add-ins
  Reportworq loads a task pane inside Excel and PowerPoint so you can build, refresh, and link governed report content without leaving Office.
• Track activity and run history
  User Guide · Monitoring
  Use Activity to watch running jobs, release or cancel held deliveries, and review recent runs, and open a report's Run History for its full per-report record.
• What bursting is and when you need it
  User Guide · Bursting
  Bursting means one report producing many personalized outputs. Most jobs get there through replication, which uses a parameter's own values and never opens the Bursting step. Burst sets are for per-output control.
• What Reportworq is
  User Guide · Orientation
  Reportworq turns the reports finance already builds into governed, trusted assets that refresh, personalize, and deliver themselves, so your team gets its analysis time back.
• Address book and contacts
  User Guide · Distribution
  The workspace directory of contacts that distribution and contribution resolve recipients against, covering contact fields and access rules, the additive-only import, the D_ and P_ column contract, why a custom field needs a value to save, and why directly-created contacts get no entitlements.
• Author a contribution campaign
  User Guide · Contribution
  Build a write-back campaign in the five-section campaign editor, generate and assign input forms, set notifications, and configure the export that writes collected data back to your plan.
• Excel: build and refresh reports
  User Guide · Office add-ins
  Use the Excel companion pane to import a published data-model view, shape it into a list report with grouping, sorting, aggregates and filters, place it on the sheet, and refresh it from source or from cache.
• General report and layout functions
  User Guide · Worksheet functions
  Full reference for the ten RW.Tools.* functions that shape a generated workbook, with the signature, every argument and default, the pipeline order they run in, and what happens when an argument is wrong.
• Global parameters
  User Guide · Authoring reports
  Define a named parameter value once at the workspace level and reuse it across every report, so a period, version, currency, or entity is one edit instead of many, with an impact review before you change a widely-used value.
• Key concepts and the mental model
  User Guide · Orientation
  The one mental shift that makes Reportworq click, a report is a template that makes outputs, plus the core terms that follow from it.
• Replicate output from your source system
  User Guide · Bursting
  Let a parameter's own values fan the output out, one file per value, so the list of outputs stays current in your source system and you never open the Bursting step.
• Roles and what you can do
  User Guide · Working in the workspace
  The Reportworq roles, Administrator, Author, and User, plus the Recipient who simply receives distributed content, what each one sees and can do, and who can see and change permissions.
• Run estimates and expected completion
  User Guide · Monitoring
  How Reportworq predicts how much longer a running job has to go, where the estimate appears, how it is calculated, and why it sometimes shows nothing at all.
• Schedule a job
  User Guide · Running and scheduling
  Create a schedule in the Schedule editor with a 5-field cron expression, a job or folder selection, per-schedule parameter overrides, and delivery behavior.
• Your first report, end to end
  User Guide · Getting started
  Build a report from a source workbook, choose its worksheets, and preview a finished output file, the shortest complete path in Reportworq.
• Burst sets
  User Guide · Bursting
  Build one row per output on the Bursting step, by hand, from an Excel workbook, or from a SQL query, so individual outputs can carry their own values, their own query, and their own recipient.
• Excel: find and insert functions
  User Guide · Office add-ins
  Use the Formula Library dock in the Excel companion pane to search the Reportworq worksheet functions, read what one does, and insert it into the active cell.
• Item properties
  User Guide · Working in the workspace
  Inspect and configure any report, campaign, data model, or folder from the Properties panel - its description and retention, who can access it, the schedules that run it, and the context it gives AI and search.
• Manage scheduled content
  User Guide · Running and scheduling
  Use Scheduled Content to see every schedule, turn the master scheduler on or off, run or edit a schedule, check health, and understand how missed runs are handled.
• Output formats
  User Guide · Distribution
  The full catalog of output formats a Reportworq job can generate, Excel, PDF, PowerPoint, CSV, and Files, with every per-format option.
• Parameterize a report
  User Guide · Authoring reports
  Turn a single workbook into a reusable report by driving it from named parameters, so changing one input updates every formula and lets the report fan out per period, entity, or recipient.
• The AI insight function
  User Guide · Worksheet functions
  Full reference for RW.Tools.AIInsight, the one genuinely generative worksheet function, which calls a configured AI provider and writes the response into a named TextBox or a cell.
• The report lifecycle
  User Guide · Orientation
  How one report moves from idea to inbox, author, parameterize, test, distribute, schedule, and monitor, told through a weekly store P&L.
• View and download results
  User Guide · Monitoring
  Use the Report Viewer to open a run's output in Markdown, HTML, PDF, Excel, PowerPoint, or CSV, switch between runs and variants, download files, and email a copy to yourself.
• Collect data with an input workbook
  User Guide · Contribution
  Send a workbook out, let people fill it in wherever they are, and have Reportworq post the values back to your planning system when it returns. The workbook route is a separate process from a contribution campaign, and this page explains when to reach for it.
• Assign recipients to bursts
  User Guide · Bursting
  Recipients are optional. Route each output by an attribute from your source system, a value on a worksheet, a contact column in a burst source, or a contact assigned by hand, and understand which one wins.
• Excel: charts and maps
  User Guide · Office add-ins
  The complete reference for the add-in's chart and map builder - every chart type and the data it expects, the full mapping capability including cell-driven framing, and how an imported visual is kept current.
• Name and organize output files
  User Guide · Distribution
  Build output file names from literal text and variable tokens, and use a token in a destination path to auto-create a folder tree at delivery.
• Parameters reference
  User Guide · Authoring reports
  The full parameter type catalog, per-worksheet mapping shapes, replication and cross-join behavior, and parameter sets.
• Store files in the workspace
  User Guide · Working in the workspace
  Keep supporting files - logos, source workbooks, templates, reference documents - inside the governed workspace alongside your reports, with the same folders, security, and actions.
• When a job fails
  User Guide · Monitoring
  Read a failed run's log, work through common causes, and escalate to support with the right logs.
• Workday Adaptive functions
  User Guide · Worksheet functions
  Full reference for the seven RW.Adaptive.* worksheet functions that read from and write back to Workday Adaptive Planning, with every argument and default, and why their AI* aliases are not artificial intelligence.
• Advanced parameters: variables and cascading
  User Guide · Authoring reports
  How one parameter can embed another as a variable and cause a query to repeat, using param and global tokens, and cascading one-report-per-item fan-out.
• Destinations
  User Guide · Distribution
  The full catalog of distribution destinations, Email, Network Folder, SharePoint, Box, OneDrive, Google Drive, Slack, Teams, SFTP, and IBM Planning Analytics, with per-destination setup notes.
• IBM Planning Analytics functions
  User Guide · Worksheet functions
  Full reference for RW.PlanningAnalytics.MDX plus the catalog of native TM1 worksheet functions (DBRW, DBS, SUBNM, DIMIX, VIEW, TM1RPT*, and more) that Reportworq evaluates against an IBM Planning Analytics / TM1 connection.
• Profile and stress-test a campaign
  User Guide · Contribution
  Use the Campaign profiling screen to measure a form's server-side memory footprint, build load-test plans for the rw-stress-runner, and read a plain-language report of what contributors experienced under load, before you open a campaign to real people.
• Review a run's performance
  User Guide · Monitoring
  Compare a run against the report's own recent history with the Elapsed vs baseline, Trend, and Peak mem columns, then open the Performance tab on a run's diagnostics to see where the time went, by output, workbook, processing phase, and calculation engine.
• Email messages and templates
  User Guide · Distribution
  Write a dynamic email subject and body with variable tokens so you do not edit it every week, add an AI-generated insight, and save the message as a reusable template.
• Find when a report got slower
  User Guide · Monitoring
  Use the Compare tab on a run's diagnostics to search a report's whole history for the single point where its typical run time stepped, and narrow the search to one variation of a bursting job.
• Relational database functions
  User Guide · Worksheet functions
  Full reference for RW.Relational.Export, Update and Upsert, the functions that read from and write back to SQL, OLE DB and ODBC sources, with every argument, the table-target rules, and how to split a long query across cells.
• Scale and size a contribution campaign
  User Guide · Contribution
  Turn the campaign profiling measurements into decisions, how much a form should cost, how many concurrent contributors a server carries, how many servers a round needs, and how to confirm the sizing held while the round is live.
• Worksheet output options
  User Guide · Authoring reports
  Set per-worksheet output behavior, sheet name, tab color, order, PDF bookmark, suppression, and the exception-check send gate, on the Reports step.
• Anaplan functions
  User Guide · Worksheet functions
  Full reference for ANAPLANINPUT, the Anaplan write-back function, including the tuple breadcrumb it depends on and why its optional trailing arguments are a trap.
• Combine emails, collate, and zip
  User Guide · Distribution
  Group multiple outputs into a single email with combining and the combine key, sort report pages with collation, bundle outputs into a zip, and split a workbook into one file per tab.
• Job options: collation and splitting
  User Guide · Authoring reports
  Set report-level output assembly from the Job Editor chrome, collate worksheets into one file or split them into separate files, and know when to use each.
• Save and Save As
  User Guide · Authoring reports
  Save Changes writes your edits back to the same report. Save As creates an independent copy under a new name and leaves the original untouched.
• The Workspace Inbox
  User Guide · Distribution
  Keep a copy of every message Reportworq sends and read it in the app, alongside your real email provider or with no mail server at all.
• PowerPoint reporting
  User Guide · Authoring reports
  Turn a branded PowerPoint template into data-driven presentation output, link each slide shape to a report object in the add-in, and distribute the deck through the same pipeline as your Excel reports.
• Charts and maps
  User Guide · Authoring reports
  A report keeps every native Excel chart working, and the Excel add-in adds its own chart and map builder on top for the visuals Excel's own charts do not cover.
• Create an AI Profile for a report
  User Guide · Authoring reports
  Describe a report's purpose, audience, and terminology in its AI Profile so AI assistants, search, and recommendations answer from your curated business context instead of guessing from raw data.