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ReportWORQIBM

Automate and distribute integrated financial reports enterprise-wide through email, Slack, Teams, Google Sheets and SharePoint.

Vendor

Vendor

IBM

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Company Website

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Product details

Enterprise-grade report bursting, scheduling and automation

ReportWORQ*, powered by IBM® Planning Analytics with Watson, enables finance teams to automate the distribution of personalized dashboards and highly formatted reports across the organization. Like an enterprise mail merge, ReportWORQ’s scalable bursting functionality brings important financial data to the places where leaders work including email, SharePoint, Google Drive, Teams, and Slack Channels.

Features

  • **Operationalize financial data: **Schedule and distribute personalized copies of reporting packets-with advanced bursting capabilities-such as P&L statements and daily flash reports enterprise-wide. Format reports in PDF, Excel or PowerPoint format through various delivery channels.
  • **Drive adoption and action: **Allow recipients to understand and react to data more effectively through personalized commentary. ReportWORQ allows you to embed dynamic remarks, visuals and call to actions directly into emails or Slack messages.

Benefits

  • **Board books: **Generate entire PowerPoint decks by business unit with replicated slides, screenshots, commentary and visuals at the push of a button.
  • **Input forms: **Distribute templates that collect small amounts of data from a large group of contributors which can be automatically loaded back into the planning system.
  • **External data: **Weave multiple sources of data into a single reporting packet–transactional data from a general ledger can be shown alongside a P&L report.
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