How it works
Reporting takes days every cycle. Yours can run on its own.
Your team sets up each report once, and Reportworq personalizes it for every recipient. Each run goes out on your schedule, with Finance in control of every step and a record of what everyone received.
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One platform. Four capabilities.
Set up once
Five steps, and you only set up the first three.
Once a job exists, the last two steps repeat every cycle on their own.
What that changes
Two days of manual distribution cut to thirty minutes.
Synovus Bank spent two days every week distributing reports by hand. The same work now takes thirty minutes.
Personalized at run time
One template becomes hundreds of reports.
Building a separate version for every cost center is where the reporting week goes.
You build one report template and choose how to split it, such as one version per cost center. At run time Reportworq produces a separate version for each, scoped to what that recipient is authorized to see.
Townsquare Media's 70 market presidents and account executives now get accurate reports automatically, every cycle. Your team maintains one template, however many reports it produces.
Who is in control
Finance decides, and the record proves it.
Each recipient sees their own numbers
Personalization and permission are one decision, so every version is scoped to the person who receives it.
Every run is auditable
Run history keeps a record of every job and every output. When an auditor asks what went out, the answer is already there.
Reports stay findable
Generated reports can be stored in the Content Portal. Your team finds current and past reports there, filtered by what each person is allowed to see.
Finance releases what goes out
Output is checked before it is sent. A run can also be held for review and released when Finance is ready.
Inside Reportworq
The same job, start to finish.
Where this sits
One platform. Four capabilities.
Everything above is Distribution, and three more capabilities complete the platform.
Integration
Built in Excel, live from the source.
Reports pull live from the systems Finance already runs on, and build in the Excel Finance already knows.
Learn MoreDistribution
Everyone gets their numbers, and only theirs.
Reports go out wherever teams already work, all under Finance's control.
Learn MoreContribution
Collection that Finance controls.
Business owners contribute in familiar Excel forms, and Finance posts their numbers back into the planning platform.
Learn MoreAI Enablement
Business AI that Finance controls.
Approved by Finance, accessible to the business.
Learn MoreFAQ
How it works
Does Reportworq replace our planning system?
Your planning system stays the system of record, and Reportworq works on top of it. Finance reports from the numbers your existing systems already hold.
How does one report become hundreds of personalized ones?
You build one template and choose how to split it, such as one version per cost center. At run time Reportworq produces a separate version for each, scoped to what that recipient is authorized to see. Your team maintains one template, however many reports it produces.
What formats and destinations are supported?
Reports generate in the formats your readers already use and go out wherever they already work.
Formats: Excel · PowerPoint · PDF · HTML email
Destinations: Email · Microsoft Teams · Slack · SharePoint · OneDrive · Box · Google Drive · GitHub
How do we know a report went out?
Every run is recorded in run history, with what it produced and where each file went. You can open any run and see exactly what one recipient received.
Can people find a report again after it has been sent?
Yes. Generated reports can be stored in the Reportworq Content Portal. Your team finds current and past reports there, filtered by what each person is allowed to see.
See how much time your team can reclaim.
Walk us through your reporting cycle, and we'll show you what automating it looks like.
