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Automated Reporting for IBM Planning Analytics 

05/29/26 09:14 AM

Reportworq manages spreadsheet-based reporting across financial planning systems, reclaiming hours per cycle so analysts and finance leaders can act on the numbers.

IBM Planning Analytics is a powerful tool for complex financial modeling. The manual effort required to deliver those insights to the business often consumes as much time as building the model itself.

Reportworq eliminates that work by automating the entire reporting lifecycle. It connects directly to your existing IBM Planning Analytics environment and handles everything after the model closes, with no changes to how you have built it.

The Challenge: The Reporting Distribution Gap

  • Manual production: Teams spend days every month refreshing individual spreadsheets and assembling board decks by hand.
  • Fragile workflows: Reliance on complex Excel macros or custom scripts creates technical risk and maintenance overhead.

The Solution: Reportworq for IBM Planning Analytics

Reportworq connects directly to your existing IBM Planning Analytics infrastructure and automates everything that happens after the model closes.

Built for IBM Planning Analytics

Most reporting tools treat IBM Planning Analytics as one integration among many. Reportworq was designed for TM1.

Your IBM Planning Analytics investment already produces the right numbers. Reportworq makes sure they reach the right people, automatically and accurately.

Zero-Touch Distribution

Connects to your existing PAfE or Perspectives reports and delivers personalized outputs to every recipient automatically, on a schedule or triggered from a TI Process or Chore.

Unified Data Integration

Combines IBM Planning Analytics cube data with SQL and offline Excel files into a single output, so every stakeholder receives one complete document.

Professional Reporting Packages

Generates PDF, Excel, or PowerPoint packages with automated tables of contents and consistent formatting. 

Why It Works

  • No model changes required. Your existing PAfE and Perspectives reports stay exactly as built.
  • TI and Chore integration. Jobs trigger from existing Turbo Integrator processes or Chores.
  • Cube-driven distribution. Burst parameters source directly from a TM1 cube intersection.
  • Ready in days. Connects to your existing IBM Planning Analytics environment without implementation services

Learn more at https://reportworq.com

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Automated Reporting for IBM Planning Analytics   186 KB   1 version
Uploaded - 05/29/26
Reportworq automates financial report delivery directly from the planning systems your team already uses. The model does not change. The manual work does.