reference
30 pages tagged reference (content type).
- Audit logs
Administrator Guide · AuditingThe four audit log tabs, System, Job, AI Interactions, and MCP, what each records, the columns and detail they carry, and how to filter and export them.
- Server configuration
Administrator Guide · ConfigurationThe Settings, Configuration screen, a seven-tab editor for instance-wide settings covering the web server, execution, logging, email, API, license, and data collection, plus the parallel-execution memory rule, the safe way to relocate the Repository, and the SSL self-signed certificate traps.
- System requirements
Administrator Guide · Install & licensingThe operating system, hardware, browser, and network requirements for a Reportworq server on Windows or Linux, including the minimum and recommended browser window size and why it differs from the monitor size, the Linux fonts requirement, running version 5 and version 6 side by side, the two ports every server must open, the default port change to 8600, the self-signed certificate that makes local access HTTPS out of the box, and the HTTPS requirement for the Excel add-in and Microsoft 365.
- Licensing and entitlements
Administrator Guide · Install & licensingHow Reportworq is licensed, the License tab, entitlements that gate features, how seats are counted, and why keeping group sizes under licensed counts avoids silently disabling users.
- The repository metadata report
Administrator Guide · AuditingA one-click Excel export from Settings, Auditing, System Log that documents a workspace's whole distribution configuration across seven cross-linked worksheets, Jobs, Reports, Report Parameters, Parameters, Static Burst Sets, Schedules, and Contacts, making it queryable for auditing.
- Contribution processes
Administrator Guide · OperationsThe contribution process console on Settings > Performance, the per-server contribution memory view, the 90% memory admission valve that governs new contributor sessions, and the session-log tools for support.
- Connector catalog
AI & Integrations Guide · Data sources & connectorsEvery datasource connector Reportworq ships, grouped by category, with the authentication approach and the per-connector traps that most often block a connection.
- MCP audit
AI & Integrations Guide · Copilot & MCPThe 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 ReportworqThe 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.
- Script API reference
AI & Integrations Guide · Automation & extensibilityEverything 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 & extensibilityA 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 · ReferencePlain-language definitions of every Reportworq term used across the User, Administrator, and AI and Integrations guides.
- Troubleshooting index
Reference · ReferenceA symptom-to-cause-to-fix table for the most common Reportworq problems, grouped by area.
- Limits and known constraints
Reference · ReferenceThe current, confirmed limits of Reportworq, what is not supported, and the boundaries to design around, grouped by area.
- Timberline release notes
Timberline Demo System · OrientationWhere changes to the downloadable Timberline demo system are recorded.
- The campaign catalog
Timberline Demo System · CampaignsThe Timberline contribution campaign, what it demonstrates end to end, and the problem contribution campaigns are for.
- The report catalog
Timberline Demo System · ReportsThe eight Timberline jobs, what each one demonstrates, and how to run one.
- Functions overview: which one do I use
User Guide · Worksheet functionsThe 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.
- General report and layout functions
User Guide · Worksheet functionsFull 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.
- Roles and what you can do
User Guide · Working in the workspaceThe 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.
- Output formats
User Guide · DistributionThe full catalog of output formats a Reportworq job can generate, Excel, PDF, PowerPoint, CSV, and Files, with every per-format option.
- The AI insight function
User Guide · Worksheet functionsFull 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.
- Contribution functions
User Guide · ContributionReference for the RW.Contribution Excel functions that define input ranges, validation, and interactive controls in a contribution form, plus the workbook-design rules that keep forms from breaking.
- Excel: charts and maps
User Guide · Office add-insThe 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.
- Parameters reference
User Guide · Authoring reportsThe full parameter type catalog, per-worksheet mapping shapes, replication and cross-join behavior, and parameter sets.
- Workday Adaptive functions
User Guide · Worksheet functionsFull 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.
- Destinations
User Guide · DistributionThe 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 functionsFull 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.
- Relational database functions
User Guide · Worksheet functionsFull 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.
- Anaplan functions
User Guide · Worksheet functionsFull reference for ANAPLANINPUT, the Anaplan write-back function, including the tuple breadcrumb it depends on and why its optional trailing arguments are a trap.
Feedback on this page
Comments, questions, requests, or something missing or unclear? Email us - the page you are on is filled in for you.
Email feedback on this pageOr write to support@reportworq.com directly.