explanation

25 pages tagged explanation (content type).

• Performance and capacity planning
  Administrator Guide · Performance & capacity
  The starting point for sizing a Reportworq deployment and for improving content that is already slow. Explains the two independent capacity stories, distribution and contribution, names every measurement Reportworq keeps about itself, and routes each question to the page that answers it.
• Deployment topology
  Administrator Guide · Install & licensing
  Choose a Reportworq deployment, on-premises Windows, on-premises Linux, single-tenant Azure container, or CloudHub relay, with the requirements for each, and scale an on-premises instance into a load-balanced cluster whose nodes join through the setup wizard, share a UNC Repository, and each run whole jobs atomically.
• 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.
• 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.
• 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.
• 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.
• What Timberline is
  Timberline Demo System · Orientation
  One fictitious company, four layers, and a complete Reportworq deployment you can drive.
• 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.
• 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.
• Contribution (write-back) overview
  User Guide · Contribution
  Contribution turns Reportworq reports into input forms, collects the numbers and comments people enter, and writes them back into your planning systems.
• Distribution overview
  User Guide · Distribution
  Distribution is where one job turns a source template into many output formats and sends them to many destinations.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.