user

9 pages tagged user (audience).

• Glossary
  Reference · Reference
  Plain-language definitions of every Reportworq term used across the User, Administrator, and AI and Integrations guides.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.