Automate Reporting: Generate Faster, More Accurate Reports with ReportWORQ

Outdated, manual reporting strategies and expensive planning-system contribution licenses undermine your productivity and ROI. Automate reporting to unlock timely, relevant insights. Streamline plan contribution to save money on costly contributor licenses.

Unlock the full potential of automated reporting with Automate by ReportWORQ. Designed to streamline your entire reporting process, ReportWORQ Automate transforms the way your team creates, formats, and delivers reports. Whether it’s crafting data-driven insights in Excel or generating polished board presentations in PowerPoint, ReportWORQ ensures every report is accurate, consistent, and professional.

With its seamless integration to over 250 source systems, Automate allows you to author and format reports directly in Excel, leveraging your existing data sources and templates to maintain consistency. This capability extends to creating dynamic presentations in PowerPoint, where data flows effortlessly into visually compelling slides. Whether you need board reports, personalized P&L statements, or complex analytics, ReportWORQ makes it simple to produce polished outputs tailored to your needs.

By automating repetitive tasks, ReportWORQ minimizes the risk of human error and saves your organization valuable time. Focus on making strategic decisions while ReportWORQ handles the heavy lifting, delivering reliable results that keep your business running smoothly.

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Key Features of ReportWORQ Automate

Native Excel Reporting with Authoring Tools

  • Design and author professional-grade reports directly in Excel, leveraging the tools you already know and trust.
  • Utilize your planning system’s Excel add-in, or tap into ReportWORQ’s native Excel add-in for enhanced connectivity.
  • Connect seamlessly to over 250+ data sources for real-time data integration.

Multi-Format Report Generation

  • Export reports in the format that best suits your audience, including:
    • Excel and Google Sheets for editable data sharing.
    • PowerPoint for impactful board presentations.
    • PDF and Google Docs for consistent, professional formats.

Comprehensive Report Automation

  • Generate recurring financial, board, management, and regulatory reports with unparalleled accuracy.
  • Personalize reports with tailored narratives, dynamic data visualizations, and embedded commentary.
  • Automate delivery schedules, ensuring reports are always timely.

Dynamic Workflow Integration

  • Integrate workflows that maintain control and accuracy throughout the report creation process.
  • Protect sensitive data with robust security measures tailored to your organization’s needs.

Simplify Reporting from Authoring to Distribution

ReportWORQ Automate combines the power of intuitive authoring tools with robust automation capabilities, allowing you to manage the entire reporting lifecycle effortlessly. From creating reports in Excel to delivering polished PowerPoint presentations, empower your team to focus on what matters most—making informed decisions.

Why Choose ReportWORQ Automate?

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  • Streamlined Authoring

    Build reports faster with intuitive tools that require no extensive training or implementation services.

  • Time-Saving Automation

    Focus on strategic initiatives while ReportWORQ Automate handles repetitive report generation.

  • Personalized Communication

    Add context and clarity to reports with customized messages and narratives.

  • Multi-Format Flexibility

    Deliver reports in formats that meet stakeholder requirements.

  • Seamless Integration

    Connect effortlessly with existing data sources and systems for real-time insights.

Applications Across Your Business

ReportWORQ empowers teams across all industries and departments to streamline their reporting processes:

Improve Accuracy

Operational Teams

Provide timely updates through automated, data-rich dashboards and presentations.

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Finance Teams

Create and distribute financial statements, including P&L reports, balance sheets, and forecasts

Board Members

Executives & Boards

Automate the delivery of management and board reports for real-time decision-making.

Compliance

Compliance Officers

Simplify regulatory reporting with workflows that ensure accuracy and meet deadlines.

FAQs About ReportWORQ Automate

ReportWORQ supports financial, board, management, customer/vendor/partner, and regulatory reporting, among others.

Experience ReportWORQ For Free

Schedule a custom demo and take advantage of a 15-day free trial to experience the efficiency and cost-saving benefits of ReportWORQ today. During your no-commitment trial, you can get a first-hand glimpse of the white-glove support we provide for our users and see ReportWORQ’s benefits in action.