Docs Category: Administration Guide
Administration Guide
Audit Log
Last Updated: March 9, 2026Audit Logging The Audit Log page can be found in the Administration Screen. Analyzing an Audit Log entry The Audit Log screen will list actions taken within ReportWORQ. The categories listed are; A more detailed view of an Audit Log can be found by selecting the View Details button of an entry in the Audit...
Authentication
Last Updated: March 9, 2026Overview All users who log in to ReportWORQ require authentication credentials and licenses. By default, ReportWORQ uses its native authentication provider. Alternatively, you can configure ReportWORQ to use Microsoft Entra ID (Azure Active Directory), Google Authenticator, or Custom OpenID Connect (OIDC) authentication. Users who do not need to log in to ReportWORQ, such as consumers...
Configuration
Last Updated: March 9, 2026Overview The Configuration page of the Administration interface contains settings related to the following: Web Server ReportWORQ is a web application that runs within the host service created during initial installation and first-time configuration. This topic describes web server settings. Web Server Port and SSL Certificate The Web Server Port is the port number that...
Load Balancer
Last Updated: March 9, 2026OverviewThe Load Balancer allows ReportWORQ to distribute the workload of running jobs across multiple servers. The number of jobs that can run concurrently is configured independently for each ReportWORQ instance. To install a load balancer server, this feature must first be enabled for the customer license and is currently only available for enterprise-tier licenses. Please...
Microsoft 365
Last Updated: March 9, 2026Overview ReportWORQ can integrate with select Microsoft 365 resources including SharePoint, Teams, Email, and Entra Authentication. To set up authentication between ReportWORQ and Microsoft 365, you register an Azure app and then authenticate to it using credentials recorded during registration. Note: By default, the Microsoft account you use to authenticate to Microsoft 365 will also...
Migrating ReportWORQ
Last Updated: March 9, 2026Overview Many users will at some point find that they need to move ReportWORQ to a new location. The following steps will help successfully migrate ReportWORQ to a new server without losing the users created jobs. Steps Note that if Report Templates used for ReportWORQ were stored locally on the old machine, then those files...
ReportWORQ API
Last Updated: March 9, 2026Overview ReportWORQ supports several automation options that can be used to run ReportWORQ Jobs from other scheduling platforms, scripting languages, and applications. ReportWORQ’s automation is not meant to duplicate or replace any of ReportWORQ’s scheduling capabilities, but rather solve additional automation problems that are not as simple as running at a preset time. For example,...
Upgrading ReportWORQ
Last Updated: March 9, 2026Upgrading ReportWORQ 5 There are three methods of upgrading ReportWORQ: Online Software Version Update This section describes how to update ReportWORQ to a newer software version. To perform this update, the ReportWORQ server requires Internet access. If the server does not have Internet access, perform an Offline Patch File Update instead. To perform an online...
Workspaces
Last Updated: March 9, 2026Overview ReportWORQ Workspaces enable organizations to provide separate working environments to each team, role, or department as required. Each ReportWORQ user can access resources for their Workspace(s) only. Each ReportWORQ user account can be assigned to one or more Workspaces. The following features and services are shared across all Workspaces: Authentication, Web server, Microsoft 365,...