A main feature of ReportWORQ is the ability to refresh and distribute financial data in a variety of ways. There are many options available to customize how a report is delivered and the additional information that can be included with a report. An often-overlooked distribution feature is the ability to include additional files with the main content.
Use Cases
Some use cases for adding additional files might include:
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Detailed transaction data to support a summary report.
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PowerPoint slide decks that can give context to a report.
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PDF documents that can give background to financial data.
How To…
The ‘Additional Files’ feature can be found on the ‘Distribution Options’ configuration screen.
Clicking on the ‘not specified…’ link will open the distribution options dialog where additional files can be selected.
Each of the selected files and any files generated by ReportWORQ will be included as separate attachments. To combine all files, select the ‘Zip Files’ checkbox on the distribution options dialog.
Finally…
The ReportWORQ team continues to add improvements such as the ‘Additional Files’ feature. Many of these changes, including the above, come from customer feedback and requests. Please drop a comment below if you have any further questions on this feature. Also, let us know if there is anything we can improve or add to your experience with ReportWORQ.