Store files in the workspace#

A workspace can hold uploaded files - Excel workbooks, Word and PowerPoint documents, PDFs, images, archives, and text - right beside its reports, campaigns, and data models. A file is a first-class workspace item: it lives in the folder tree and you move, rename, copy, delete, and secure it exactly like any other item, with the same access control.

This is the governed home for the supporting files your reports depend on - a logo referenced by every board pack, a source workbook a report reads from, a PowerPoint template - so they are versioned by upload, secured by the workspace, and picked by name rather than tracked outside the product.

Before you start#

• File storage must be turned on for the server. It is on by default; an administrator can disable it, or restrict which file types are allowed, under Settings > Configuration ("Allow storing files in workspaces"). If it is off, you will not see the Upload button or the Files filter.
• Uploading requires authoring permission. A view-only user can download files they are allowed to see, but cannot upload or change them.
• Each file can be up to 500 MB, and its extension must be on the allowed list.

Upload a file#

1. Browse to the folder where the file should live.
2. Choose Upload in the browser toolbar and pick one or more files. They are created in the current folder.

If you upload a file whose name matches one already in that folder, Reportworq asks with an Overwrite File prompt:

• Confirm replaces the file's contents in place, keeping the same item. Any report or campaign that links to it keeps working.
• Cancel skips that file and lists it as "not replaced." The existing file is never renamed or duplicated.

Drag and drop, and zip archives#

You can also drag files from your computer straight onto the browser; they land in the current folder. Dropping a .zip gives you a choice:

• Extract into folders recreates the archive's folder structure as workspace folders, with each allowed file as an item.
• Store as one file keeps the zip itself as a single file item.

Entries with disallowed extensions, and any unsafe path entries, are skipped and reported. A zip that is actually a workspace export bundle is imported instead of stored.

Download a file#

Each file row has a Download action that streams the stored file to your browser.

Find files quickly#

When file storage is on, the browser's filter bar gains a Files chip with a count, so you can narrow the list to files alone.

Use a file as a report source#

The Job Editor's report picker has a Workspace route backed by these files. Upload a source workbook once, then pick it there by folder and name - the same file library, the same security, no separate upload per report. See Choose the source workbook and worksheets.

Security#

Files inherit the workspace's overall access policy and can carry their own per-item access list, just like reports. There is no separate file-permission model. See Item properties and Roles and what you can do.

Notes and limits#

• Moving or renaming a file never rewrites its contents; a copy duplicates it; a delete is a soft delete.
• Uploads are capped at 500 MB per file and limited to the allowed extension list an administrator configures.