Controllers + Finance Managers
Someone on your team knows the files, the order, and who gets which version. None of it is documented. It just works. Until that person is not there.
Use case
The monthly consolidation runs as a scheduled job with a full run history that logs every run and every file automatically. What used to live in one person’s head becomes something the whole team can see and hand off.
The job runs on your schedule, or the moment new data lands. No one has to remember to start it.
Run history shows what each run produced and where every file went.
Your team maintains one template, however many reports it produces.
Your models and templates stay exactly as built.
Proof
Pregis pulled data from three systems and emailed P&L reports to 15 cost center owners by hand. Now it runs automatically, with consistent data every time.
“Once we started using Reportworq, our teams started to ask about using other reports that could be shared on a scheduled basis.”Assistant Controller, Pregis
FAQ
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.
Yes. Every step is fully traceable, from template generation and distribution through submission, approval, and loading into the planning model. Finance has complete visibility into who submitted what, when it was submitted, and what changed.
No. Your cubes, models, dimensions, subsets, hierarchies, and existing reports stay as they are. Your finance team can continue working exactly as they do today while gaining automation and governance.
Other roles