Docs Category: User Guide
User Guide
Address Book
Last Updated: March 9, 2026Overview The Address Book contains data related to contacts, including specific distribution settings and custom parameters. Enabled user accounts that have Authentication Credentials are automatically listed as contacts in the Address Book. Contacts for users who do not need to log in to ReportWORQ, such as consumers of distributed reports, can be created, edited, or...
Bursting Reports
Last Updated: March 9, 2026Bursting This step provides the ability to specify a finite list of output reports to be created where a parameter value is supplied for each burst set. When bursting is enabled for a parameter, it is not necessary to provide a parameter value in the Parameters step unless a default value is desired. For example,...
Configuring Parameters
Last Updated: March 9, 2026Parameters After reports are added to a job, we can use parameters to change the data filters that are used in a report and drive the dynamic loading of data (e.g. changing a period or business unit). Parameters are configured in the Reports step and added to one or more worksheets. Each parameter is assigned...
Contribution Campaigns
Last Updated: March 9, 2026Overview ReportWORQ Contribution enables customers to efficiently gather planning data from multiple people. Contribution Campaigns automate the process of requesting, receiving, and collating planning data. Contribution starts with one or more planning report spreadsheets, which might normally be distributed using ReportWORQ. The reports are turned into Contribution templates by using a special ReportWORQ Excel add-in...
Creating Jobs
Last Updated: March 9, 2026Overview Each ReportWORQ Job is based on one or more source reports that are added from a ReportWORQ Report Provider. When you create a Job, you add and configure source reports to specify how they are to be processed into Job output and delivered to report consumers. When the Job runs, data filters are applied,...
Distribution
Last Updated: March 9, 2026The Distribution step defines how report output is produced and distributed. This article includes the following major topics: Distribution Options In the Distribution Options area, you can specify what types of files are produced and where they can be delivered. File Name Specify a name for the generated report. The file name can include static...
Running Jobs
Last Updated: March 9, 2026Overview ReportWORQ Jobs can be reused, and are executed manually, by schedule, or through integration with an external system. They run in a separate Microsoft Windows process if Out of Process Job Execution is enabled in the Configuration interface. To view information about Job execution: The Running Jobs tab displays a list of ReportWORQ Jobs...
Scheduling Jobs
Last Updated: March 9, 2026Overview ReportWORQ Distribution Jobs can be scheduled for repeated execution. This article explains how to schedule Job execution from within ReportWORQ. Alternatively, you can configure an external scheduler to run Jobs using the ReportWORQ API. Scheduled Jobs run only if the Scheduler Service is enabled at the scheduled run time. The Enable Scheduler Service setting...
Testing Jobs
Last Updated: March 9, 2026Test The test screen provides a safe area for reviewing and verifying a ReportWORQ job without concern about sending files to recipients. The left pane of the test screen will display reports that will be created by this job. Begin by selecting the Generate Preview button in or beneath the Report list. If changes are...
Data Collection
Last Updated: March 9, 2026Overview This article describes ReportWORQ Data Collection, a set of legacy features that remain available to customers who are already licensed to use them. For new implementations, ReportWORQ Contribution represents the next generation of ReportWORQ data collection functionality. ReportWORQ Data Collection supports distributing Input Forms for data contribution. Recipients receive Microsoft Excel files with special...