diff --git a/.Rbuildignore b/.Rbuildignore
new file mode 100644
index 0000000..a82962f
--- /dev/null
+++ b/.Rbuildignore
@@ -0,0 +1,11 @@
+^.dockerignore$
+^.github/
+^.lintr$
+^Dockerfile$
+^LICENSE\.md$
+^docker-compose.yml$
+^input_dir/
+^output_dir/
+^portfolios/
+^run-pacta.sh$
+^workflow.pacta.Rproj$
diff --git a/.dockerignore b/.dockerignore
new file mode 100644
index 0000000..70fe075
--- /dev/null
+++ b/.dockerignore
@@ -0,0 +1,11 @@
+**/.git
+**/.github
+**/.gitignore
+**/Dockerfile
+**/*.md
+**/*.Rproj
+output_dir/**/*
+output_dir
+pacta-data/**/*
+pacta-data
+docker-compose.yml
diff --git a/.github/workflows/R.yml b/.github/workflows/R.yml
new file mode 100644
index 0000000..1023ad1
--- /dev/null
+++ b/.github/workflows/R.yml
@@ -0,0 +1,22 @@
+---
+# This example file will enable R language checks on push or PR to the main
+# branch.
+# It will also run the checks every weeknight at midnight UTC
+#
+# Note the @main in `uses:` on the last line. This will call the latest version
+# of the workflow from the `main` brnach in the RMI-PACTA/actions repo. You can
+# also specify a tag from that repo, or a commit SHA to pin action versions.
+on:
+  pull_request:
+  push:
+    branches: [main]
+  schedule:
+    - cron: '0 0 * * 1,2,3,4,5'
+  workflow_dispatch:
+
+name: R
+
+jobs:
+  R-package:
+    name: R Package Checks
+    uses: RMI-PACTA/actions/.github/workflows/R.yml@main
diff --git a/.github/workflows/build-Docker-image-nightly.yml b/.github/workflows/build-Docker-image-nightly.yml
deleted file mode 100644
index 546b98b..0000000
--- a/.github/workflows/build-Docker-image-nightly.yml
+++ /dev/null
@@ -1,12 +0,0 @@
-on:
-  schedule:
-    - cron:  '0 0 * * 1,2,3,4,5'
-
-jobs:
-  build_docker_image:
-    name: "Call build and push action"
-    uses: ./.github/workflows/build-and-push-Docker-image.yml
-    secrets: inherit
-    with:
-      image-name: workflow.pacta.report
-      image-tag: nightly
diff --git a/.github/workflows/build-Docker-image-on-push-to-main.yml b/.github/workflows/build-Docker-image-on-push-to-main.yml
deleted file mode 100644
index a442b85..0000000
--- a/.github/workflows/build-Docker-image-on-push-to-main.yml
+++ /dev/null
@@ -1,12 +0,0 @@
-on:
-  push:
-    branches: [main]
-
-jobs:
-  build_docker_image:
-    name: "Call build and push action"
-    uses: ./.github/workflows/build-and-push-Docker-image.yml
-    secrets: inherit
-    with:
-      image-name: workflow.pacta.report
-      image-tag: main
diff --git a/.github/workflows/build-Docker-image-on-push-to-pr.yml b/.github/workflows/build-Docker-image-on-push-to-pr.yml
deleted file mode 100644
index cf4b0f9..0000000
--- a/.github/workflows/build-Docker-image-on-push-to-pr.yml
+++ /dev/null
@@ -1,37 +0,0 @@
-on:
-  pull_request:
-
-jobs:
-  build_docker_image:
-    name: "Call build and push action"
-    uses: ./.github/workflows/build-and-push-Docker-image.yml
-    secrets: inherit
-    with:
-      image-name: workflow.pacta.report
-      image-tag: pr${{ github.event.pull_request.number }}
-
-  add_comment:
-    needs: build_docker_image
-    runs-on: ubuntu-latest
-    steps:
-      - name: Find Comment
-        # https://github.com/peter-evans/find-comment
-        uses: peter-evans/find-comment@v2
-        id: fc
-        with:
-          issue-number: ${{ github.event.pull_request.number }}
-          comment-author: 'github-actions[bot]'
-          body-includes: Docker image from this PR
-
-      - name: Create or update comment
-        # https://github.com/peter-evans/create-or-update-comment
-        uses: peter-evans/create-or-update-comment@v3
-        with:
-          comment-id: ${{ steps.fc.outputs.comment-id }}
-          issue-number: ${{ github.event.pull_request.number }}
-          body: |
-            Docker image from this PR (${{ github.event.pull_request.head.sha }}) created
-            ```
-            docker pull ${{ needs.build_docker_image.outputs.full-image-name }}
-            ```
-          edit-mode: replace
diff --git a/.github/workflows/build-and-push-Docker-image.yml b/.github/workflows/build-and-push-Docker-image.yml
deleted file mode 100644
index b6d8e1e..0000000
--- a/.github/workflows/build-and-push-Docker-image.yml
+++ /dev/null
@@ -1,67 +0,0 @@
----
-name: Build and push docker image
-
-on:
-  workflow_call:
-    inputs:
-      image-name:
-        required: true
-        type: string
-      image-tag:
-        required: true
-        type: string
-    outputs:
-      full-image-name:
-        description: "Full pushed image name including host/registry, name, and tag"
-        value: ${{ jobs.docker.outputs.full-image-name }}
-
-jobs:
-  docker:
-    runs-on: ubuntu-latest
-    permissions:
-      packages: write
-      contents: read
-    timeout-minutes: 25
-    outputs:
-      full-image-name: ${{ steps.image-name.outputs.full-image-name }}
-
-    steps:
-
-      - name: Define image name
-        id: image-name
-        run: |
-          full_image_name="ghcr.io/${{ github.repository_owner }}/${{ inputs.image-name }}:${{ inputs.image-tag }}"
-          full_image_name=$(echo $full_image_name | tr '[A-Z]' '[a-z]')
-          echo "full-image-name=$full_image_name" >> "$GITHUB_OUTPUT"
-          echo "$full_image_name" > full-image-name
-
-      - uses: actions/upload-artifact@v3
-        with:
-          name: full-image-name
-          path: .
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3
-
-      - name: Login to GitHub Container Registry
-        uses: docker/login-action@v3
-        with:
-          registry: ghcr.io
-          username: ${{ github.repository_owner }}
-          password: ${{ secrets.GITHUB_TOKEN }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v5
-        with:
-          push: true
-          tags: ${{ steps.image-name.outputs.full-image-name }}
-          cache-from: type=gha
-          cache-to: type=gha,mode=min
-          no-cache-filters: install-pacta
-
-  check-system-dependencies:
-    name: "Check System Dependencies"
-    needs: docker
-    uses: ./.github/workflows/check-R-sysdeps.yml
-    with:
-      image: ${{ needs.docker.outputs.full-image-name }}
\ No newline at end of file
diff --git a/.github/workflows/check-R-sysdeps.yml b/.github/workflows/check-R-sysdeps.yml
deleted file mode 100644
index 3a1c08b..0000000
--- a/.github/workflows/check-R-sysdeps.yml
+++ /dev/null
@@ -1,32 +0,0 @@
----
-name: Check R system dependencies
-
-on:
-  workflow_call:
-    inputs:
-      image:
-        required: true
-        type: string
-
-jobs:
-
-  check-system-dependencies:
-    runs-on: ubuntu-latest
-    steps:
-      - name: 'Pull image'
-        run: |
-          echo ${{ inputs.image }}
-          docker pull ${{ inputs.image }}
-      - name: 'Run pak::sysreqs_check_installed()'
-        run: |
-
-          docker run \
-          --rm \
-          --entrypoint "/bin/sh" \
-          ${{ inputs.image }} \
-          -c "Rscript -e '
-            x <- pak::sysreqs_check_installed()
-            print(x)
-            is_installed <- as.data.frame(x)[[\"installed\"]]
-            stopifnot(all(is_installed))
-          '"
diff --git a/.github/workflows/docker.yml b/.github/workflows/docker.yml
new file mode 100644
index 0000000..9274fd8
--- /dev/null
+++ b/.github/workflows/docker.yml
@@ -0,0 +1,39 @@
+---
+on:
+  pull_request:
+  push:
+    branches: [main]
+  schedule:
+    - cron: '0 0 * * 1,2,3,4,5'
+  workflow_dispatch:
+
+name: docker
+
+jobs:
+  docker:
+    name: Docker actions
+    uses: RMI-PACTA/actions/.github/workflows/docker.yml@main
+
+  test:
+    name: Test
+    uses: ./.github/workflows/test.yml
+    needs: [docker]
+    secrets: inherit
+    strategy:
+      fail-fast: false
+      matrix:
+        config-name:
+          - default_2022Q4
+          - default_2023Q4
+          # - full_params_2023Q4
+    with:
+      full-image-name: ${{ needs.docker.outputs.full-image-name }}
+      config-name: ${{ matrix.config-name }}
+
+  add-comment:
+    if: ${{ github.event_name == 'pull_request' }}
+    uses: RMI-PACTA/actions/.github/workflows/add-comment-table.yml@main
+    needs: [test]
+    with:
+      header: "Report Links"
+      artifact-prefix: report-comment-json
diff --git a/.github/workflows/run-hadolint.yml b/.github/workflows/run-hadolint.yml
deleted file mode 100644
index 0f07812..0000000
--- a/.github/workflows/run-hadolint.yml
+++ /dev/null
@@ -1,11 +0,0 @@
----
-on: [push, pull_request]
-
-jobs:
-  hadolint:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v3
-      - uses: hadolint/hadolint-action@v3.1.0
-        with:
-          dockerfile: Dockerfile
diff --git a/.github/workflows/test.yml b/.github/workflows/test.yml
new file mode 100644
index 0000000..6490b27
--- /dev/null
+++ b/.github/workflows/test.yml
@@ -0,0 +1,205 @@
+---
+name: Test docker image
+
+on:
+  workflow_call:
+    inputs:
+      full-image-name:
+        required: true
+        type: string
+      config-name:
+        required: true
+        type: string
+      results-url:
+        description: azure blob store path for results
+        required: false
+        default: "https://pactadatadev.blob.core.windows.net/ghactions-workflow-pacta-report-results"
+        type: string
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      id-token: write
+    steps:
+
+      - name: Checkout workflow.pacta
+        uses: actions/checkout@v4
+
+      - name: Prepare environment
+        id: prepare
+        env:
+          CONFIG_NAME: ${{ inputs.config-name }}
+        run: |
+          config_file="tests/config/$CONFIG_NAME.json"
+          echo "config_file: $config_file"
+
+          HOLDINGS_DATE="$(jq -rc '.holdingsDate' $config_file)"
+          echo "holdings-date=$HOLDINGS_DATE"
+          echo "holdings-date=$HOLDINGS_DATE" >> "$GITHUB_OUTPUT"
+
+          PACTA_DATA_URL="$(jq -rc '.pactaDataURL' $config_file)"
+          echo "pacta-data-url=$PACTA_DATA_URL"
+          echo "pacta-data-url=$PACTA_DATA_URL" >> "$GITHUB_OUTPUT"
+
+          BENCHMARKS_URL="$(jq -rc '.benchmarksURL' $config_file)"
+          echo "benchmarks-url=$BENCHMARKS_URL"
+          echo "benchmarks-url=$BENCHMARKS_URL" >> "$GITHUB_OUTPUT"
+
+          RESULTS_URL="$(jq -rc '.resultsURL' $config_file)"
+          echo "results-url=$RESULTS_URL"
+          echo "results-url=$RESULTS_URL" >> "$GITHUB_OUTPUT"
+
+          # includes handling for null/missing keys
+          PARAMETERS="$(jq -rc '.parameters | select( . != null )' $config_file)"
+          echo "parameters=$PARAMETERS"
+          echo "parameters=$PARAMETERS" >> "$GITHUB_OUTPUT"
+
+      # https://github.com/Azure/login?tab=readme-ov-file#login-with-openid-connect-oidc-recommended
+      - name: Azure Login
+        uses: azure/login@v2
+        with:
+          client-id: ${{ secrets.AZURE_CLIENT_ID }}
+          tenant-id: ${{ secrets.AZURE_TENANT_ID }}
+          subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
+
+      # https://github.com/marketplace/actions/azure-cli-action#workflow-to-execute-an-azure-cli-script-of-a-specific-cli-version
+      - name: Download outputs from workflow.pacta
+        uses: azure/CLI@v2
+        env:
+          RESULTS_URL: ${{ steps.prepare.outputs.results-url }}
+        with:
+          # azcliversion: 2.30.0
+          inlineScript: |
+            az storage copy \
+              --source "$RESULTS_URL/*" \
+              --destination "analysis_output_dir/" \
+              --recursive \
+              --exclude-pattern "*.sqlite"
+
+      # https://github.com/marketplace/actions/azure-cli-action#workflow-to-execute-an-azure-cli-script-of-a-specific-cli-version
+      - name: Download Benchmark Results
+        uses: azure/CLI@v2
+        env:
+          BENCHMARKS_URL: ${{ steps.prepare.outputs.benchmarks-url }}
+        with:
+          # azcliversion: 2.30.0
+          inlineScript: |
+            az storage copy \
+              --source "$BENCHMARKS_URL/*" \
+              --destination "benchmarks_dir/" \
+              --recursive \
+              --exclude-pattern "*.sqlite"
+
+      - name: Run Docker Image
+        env:
+          FULL_IMAGE_NAME: ${{ inputs.full-image-name }}
+          ANALYSIS_OUTPUT_DIR: analysis_output_dir
+          BENCHMARKS_DIR: benchmarks_dir
+          REPORT_OUTPUT_DIR: report_output_dir
+          SUMMARY_OUTPUT_DIR: summary_output_dir
+          WORKSPACE: ${{ github.workspace }}
+          PARAMETERS: ${{ steps.prepare.outputs.parameters }}
+          REAL_ESTATE_DIR: real_estate_dir
+          SURVEY_DIR: survey_dir
+        run: |
+          mkdir -p "$REPORT_OUTPUT_DIR"
+          chmod -R 777 "$REPORT_OUTPUT_DIR"
+          mkdir -p "$SUMMARY_OUTPUT_DIR"
+          chmod -R 777 "$SUMMARY_OUTPUT_DIR"
+          mkdir -p "$REAL_ESTATE_DIR"
+          chmod -R 777 "$REAL_ESTATE_DIR"
+          mkdir -p "$SURVEY_DIR"
+          chmod -R 777 "$SURVEY_DIR"
+
+          docker run \
+            --network none \
+            --env LOG_LEVEL=TRACE \
+            --env ANALYSIS_OUTPUT_DIR="/mnt/analysis_output_dir" \
+            --env BENCHMARKS_DIR="/mnt/benchmarks_dir" \
+            --env REPORT_OUTPUT_DIR="/mnt/report_output_dir" \
+            --env SUMMARY_OUTPUT_DIR="/mnt/summary_output_dir" \
+            --mount type=bind,readonly,source=${WORKSPACE}/${BENCHMARKS_DIR},target=/mnt/benchmarks_dir \
+            --mount type=bind,readonly,source=${WORKSPACE}/${ANALYSIS_OUTPUT_DIR},target=/mnt/analysis_output_dir \
+            --mount type=bind,source=${WORKSPACE}/${REPORT_OUTPUT_DIR},target=/mnt/report_output_dir \
+            --mount type=bind,source=${WORKSPACE}/${SUMMARY_OUTPUT_DIR},target=/mnt/summary_output_dir \
+            $FULL_IMAGE_NAME \
+            $PARAMETERS
+
+      - name: List outputs
+        run: |
+          ls -lR report_output_dir
+          ls -lR summary_output_dir
+
+      # https://github.com/marketplace/actions/azure-cli-action#workflow-to-execute-an-azure-cli-script-of-a-specific-cli-version
+      - name: Upload results to blob store
+        id: upload
+        uses: azure/CLI@v2
+        env:
+          CONFIG_NAME: ${{ inputs.config-name }}
+          GITHUB_REF_NAME: ${{ github.ref_name}}
+          GITHUB_RUN_ATTEMPT: ${{ github.run_attempt }}
+          GITHUB_RUN_NUMBER: ${{ github.run_number }}
+          REPORT_OUTPUT_DIR: report_output_dir
+          SUMMARY_OUTPUT_DIR: summary_output_dir
+          RESULTS_URL: ${{ inputs.results-url }}
+        with:
+          inlineScript: |
+            unique_directory="$RESULTS_URL/$GITHUB_REF_NAME/$GITHUB_RUN_NUMBER/$GITHUB_RUN_ATTEMPT/$CONFIG_NAME"
+            az storage copy \
+              --source "$REPORT_OUTPUT_DIR"/* \
+              --destination "$unique_directory" \
+              --recursive
+            echo "report-url=${unique_directory}/report/index.html" >> "$GITHUB_OUTPUT"
+
+            az storage copy \
+              --source "$SUMMARY_OUTPUT_DIR"/* \
+              --destination "$unique_directory" \
+              --recursive
+            summary_files="$(ls $SUMMARY_OUTPUT_DIR/executive_summary/*.pdf)"
+            echo "summary-url=${unique_directory}/executive_summary/$summary_files" >> "$GITHUB_OUTPUT"
+
+      - name: Prepare comment artifact
+        id: prepare-artifact
+        env:
+          commit_time: ${{ github.event.pull_request.updated_at }}
+          config_name: ${{ inputs.config-name }}
+          full_image_name: ${{ inputs.full-image-name }}
+          git_sha: ${{ github.event.pull_request.head.sha }}
+          report_url: ${{ steps.upload.outputs.report-url }}
+          summary_url: ${{ steps.upload.outputs.summary-url }}
+        run: |
+          mkdir -p /tmp/comment-json
+          json_filename="$( \
+            echo "report-comment-json-merge-$full_image_name-$config_name" | \
+            tr '/:._' '-' \
+            ).json"
+          echo "json-filename=$json_filename" >> "$GITHUB_OUTPUT"
+          json_file="/tmp/comment-json/$json_filename"
+          jq \
+            -n \
+            --arg commit_time "$commit_time" \
+            --arg config_name "$config_name" \
+            --arg git_sha "$git_sha" \
+            --arg report_url "$report_url" \
+            --arg summary_url "$summary_url" \
+            --arg full_image_name "$full_image_name" \
+            '{
+              "commit_time": $commit_time,
+              "git_sha": $git_sha,
+              "config": $config_name,
+              "report": ("[Report](" + $report_url + ")"),
+              "summary": (if (("" + $summary_url) == "") then null else "[Summary](" + $summary_url + ")" end),
+              "image": ("`" + $full_image_name + "`")
+            }' \
+          >> $json_file
+          cat "$json_file"
+
+      - name: Upload comment JSON
+        uses: actions/upload-artifact@v4
+        with:
+          name: ${{ steps.prepare-artifact.outputs.json-filename }}
+          path: /tmp/comment-json/*
+          if-no-files-found: error
+          retention-days: 1
diff --git a/.lintr b/.lintr
new file mode 100644
index 0000000..b9931e6
--- /dev/null
+++ b/.lintr
@@ -0,0 +1,7 @@
+linters: linters_with_defaults(
+    commented_code_linter = NULL,
+    cyclocomp_linter = NULL,
+    object_length_linter(35),
+    line_length_linter(120)
+  )
+
diff --git a/DESCRIPTION b/DESCRIPTION
index f108a0e..89824c6 100644
--- a/DESCRIPTION
+++ b/DESCRIPTION
@@ -1,11 +1,36 @@
-Type: PACTA
-Description: Run PACTA.
-Depends:
-  dplyr,
-  fs,
-  jsonlite,
-  logger,
-  pacta.executive.summary,
-  pacta.portfolio.report,
-  pacta.portfolio.utils,
-  readr
+Package: workflow.pacta.report
+Title: Reporting functionality for PACTA
+Version: 0.0.0.9001
+Authors@R: 
+    c(person(given = "Alex",
+             family = "Axthelm",
+             role = c("aut", "cre", "ctr"),
+             email = "aaxthelm@rmi.org",
+             comment = c(ORCID = "0000-0001-8579-8565")),
+      person(given = "Jackson", 
+             family = "Hoffart",
+             email = "jackson.hoffart@gmail.com", 
+             role = c("aut", "ctr"),
+             comment = c(ORCID = "0000-0002-8600-5042")),
+      person(given = "RMI",
+             role = c("cph", "fnd"),
+             email = "PACTA4investors@rmi.org"))
+Description: Create Interactive Reports and Executive Summaries for PACTA.
+License: MIT + file LICENSE
+Encoding: UTF-8
+Roxygen: list(markdown = TRUE)
+RoxygenNote: 7.3.1
+Imports:
+    dplyr,
+    jsonlite,
+    logger,
+    pacta.executive.summary,
+    pacta.portfolio.report,
+    pacta.portfolio.utils,
+    pacta.workflow.utils,
+    readr
+Remotes:
+    RMI-PACTA/pacta.executive.summary,
+    RMI-PACTA/pacta.portfolio.report,
+    RMI-PACTA/pacta.portfolio.utils,
+    RMI-PACTA/pacta.workflow.utils
diff --git a/Dockerfile b/Dockerfile
index 062a4a5..8fc65d0 100644
--- a/Dockerfile
+++ b/Dockerfile
@@ -1,76 +1,77 @@
-# using rocker r-vers as a base with R 4.3.1
-# https://hub.docker.com/r/rocker/r-ver
-# https://rocker-project.org/images/versioned/r-ver.html
-#
-# sets CRAN repo to use Posit Package Manager to freeze R package versions to
-# those available on 2023-10-30
-# https://packagemanager.posit.co/client/#/repos/2/overview
-# https://packagemanager.posit.co/cran/__linux__/jammy/2023-10-30
-
-# set proper base image
-ARG R_VERS="4.3.1"
-FROM ghcr.io/rmi-pacta/workflow.pacta:main AS base
+FROM docker.io/rocker/r-ver:4.3.1 AS base
 
 # set Docker image labels
 LABEL org.opencontainers.image.source=https://github.com/RMI-PACTA/workflow.pacta.report
-LABEL org.opencontainers.image.description="Docker image to run PACTA"
+LABEL org.opencontainers.image.description="Docker image to create PACTA reports and executive summaries"
 LABEL org.opencontainers.image.licenses=MIT
-LABEL org.opencontainers.image.title=""
-LABEL org.opencontainers.image.revision=""
-LABEL org.opencontainers.image.version=""
-LABEL org.opencontainers.image.vendor=""
-LABEL org.opencontainers.image.base.name=""
-LABEL org.opencontainers.image.ref.name=""
-LABEL org.opencontainers.image.authors=""
-
-# set apt-get to noninteractive mode
-ARG DEBIAN_FRONTEND="noninteractive"
-ARG DEBCONF_NOWARNINGS="yes"
+LABEL org.opencontainers.image.title="workflow.pacta.report"
+LABEL org.opencontainers.image.vendor="RMI"
+LABEL org.opencontainers.image.base.name="docker.io/rocker/r-ver:4.3.1"
+LABEL org.opencontainers.image.authors="Alex Axthelm"
 
 # install system dependencies
+USER root
 RUN apt-get update \
-    && apt-get install -y --no-install-recommends \
+    && DEBIAN_FRONTEND="noninteractive" \
+    apt-get install -y --no-install-recommends \
+      git=1:2.34.* \
+      libcurl4-openssl-dev=7.81.* \
+      libgit2-dev=1.1.* \
+      libicu-dev=70.* \
       libpng-dev=1.6.* \
+      libssl-dev=3.0.* \
       libxt6=1:1.2.* \
       pandoc=2.9.* \
     && chmod -R a+rwX /root \
     && rm -rf /var/lib/apt/lists/*
 
-# set frozen CRAN repo
-ARG CRAN_REPO="https://packagemanager.posit.co/cran/__linux__/jammy/2024-03-05"
-RUN echo "options(repos = c(CRAN = '$CRAN_REPO'), pkg.sysreqs = FALSE)" >> "${R_HOME}/etc/Rprofile.site" \
-      # install packages for dependency resolution and installation
-      && Rscript -e "install.packages('pak'); pak::pkg_install('renv')"
+# set frozen CRAN repo and RProfile.site
+# This block makes use of the builtin ARG $TARGETPLATFORM (See:
+# https://www.docker.com/blog/faster-multi-platform-builds-dockerfile-cross-compilation-guide/
+# ) to pick the correct CRAN-like repo, which will let us target binaries for
+# supported platforms
+ARG TARGETPLATFORM
+RUN PACKAGE_PIN_DATE="2024-04-05" && \
+  echo "TARGETPLATFORM: $TARGETPLATFORM" && \
+  if [ "$TARGETPLATFORM" = "linux/amd64" ] && grep -q -e "Jammy Jellyfish" "/etc/os-release" ; then \
+    CRAN_LIKE_URL="https://packagemanager.posit.co/cran/__linux__/jammy/$PACKAGE_PIN_DATE"; \
+  else \
+    CRAN_LIKE_URL="https://packagemanager.posit.co/cran/$PACKAGE_PIN_DATE"; \
+  fi && \
+  echo "CRAN_LIKE_URL: $CRAN_LIKE_URL" && \
+  printf "options(\n \
+    repos = c(CRAN = '%s'),\n \
+    pak.no_extra_messages = TRUE,\n \
+    pkg.sysreqs = FALSE,\n \
+    pkg.sysreqs_db_update = FALSE,\n \
+    pkg.sysreqs_update = FALSE\n \
+  )\n" \
+  "$CRAN_LIKE_URL" \
+  > "${R_HOME}/etc/Rprofile.site" \
+  && Rscript -e "install.packages('pak', repos = sprintf('https://r-lib.github.io/p/pak/stable/%s/%s/%s', .Platform[['pkgType']], R.Version()[['os']], R.Version()[['arch']]))"
 
-FROM base AS install-pacta
+# Create and use non-root user
+# -m creates a home directory,
+# -G adds user to staff group allowing R package installation.
+RUN useradd \
+      -m \
+      -G staff \
+      workflow-pacta-report
+USER workflow-pacta-report
+WORKDIR /home/workflow-pacta-report
 
 # copy in everything from this repo
-COPY DESCRIPTION /DESCRIPTION
+COPY DESCRIPTION /workflow.pacta.report/DESCRIPTION
 
-# PACTA R package tags
-ARG report_tag="/tree/main"
-ARG summary_tag="/tree/main"
-ARG utils_tag="/tree/main"
+# Rprofile, including CRAN-like repos are inhertied from base image
+# install pak, find dependencises from DESCRIPTION, and install them.
+RUN Rscript -e "pak::local_install_deps(root = '/workflow.pacta.report')"
 
-ARG report_url="https://github.com/rmi-pacta/pacta.portfolio.report"
-ARG summary_url="https://github.com/rmi-pacta/pacta.executive.summary"
-ARG utils_url="https://github.com/rmi-pacta/pacta.portfolio.utils"
+FROM base AS install-pacta
 
-# install R package dependencies
-RUN Rscript -e "\
-  gh_pkgs <- \
-    c( \
-      paste0('$report_url', '$report_tag'), \
-      paste0('$summary_url', '$summary_tag'), \
-      paste0('$utils_url', '$utils_tag') \
-    ); \
-  workflow_pkgs <- renv::dependencies('DESCRIPTION')[['Package']]; \
-  workflow_pkgs <- grep('^pacta[.]', workflow_pkgs, value = TRUE, invert = TRUE); \
-  pak::pak(c(gh_pkgs, workflow_pkgs)); \
-  "
+COPY . /workflow.pacta.report/
 
-COPY . /
+RUN Rscript -e "pak::local_install(root = '/workflow.pacta.report')"
 
 # set default run behavior
-ENTRYPOINT ["/run-pacta.sh"]
-CMD ["input_dir/default_config.json"]
+ENTRYPOINT ["Rscript", "--vanilla", "/workflow.pacta.report/inst/extdata/scripts/run_pacta_report.R"]
diff --git a/LICENSE b/LICENSE
index 844b42c..7ec6c95 100644
--- a/LICENSE
+++ b/LICENSE
@@ -1,21 +1,2 @@
-MIT License
-
-Copyright (c) 2023 RMI
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.
+YEAR: 2024
+COPYRIGHT HOLDER: RMI
diff --git a/LICENSE.md b/LICENSE.md
new file mode 100644
index 0000000..c3f0481
--- /dev/null
+++ b/LICENSE.md
@@ -0,0 +1,21 @@
+# MIT License
+
+Copyright (c) 2024 RMI
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.
diff --git a/NAMESPACE b/NAMESPACE
new file mode 100644
index 0000000..0a6e867
--- /dev/null
+++ b/NAMESPACE
@@ -0,0 +1,8 @@
+# Generated by roxygen2: do not edit by hand
+
+importFrom(logger,log_debug)
+importFrom(logger,log_error)
+importFrom(logger,log_fatal)
+importFrom(logger,log_info)
+importFrom(logger,log_trace)
+importFrom(logger,log_warn)
diff --git a/R/prepare_executive_summary.R b/R/prepare_executive_summary.R
new file mode 100644
index 0000000..9ab596a
--- /dev/null
+++ b/R/prepare_executive_summary.R
@@ -0,0 +1,111 @@
+prepare_executive_summary <- function(
+  summary_output_dir,
+  survey_dir,
+  real_estate_dir,
+  score_card_dir,
+  project_code,
+  language_select,
+  peer_group,
+  investor_name,
+  portfolio_name,
+  start_year,
+  currency_exchange_value,
+  total_portfolio,
+  equity_results_portfolio,
+  bonds_results_portfolio,
+  indices_equity_results_portfolio,
+  indices_bonds_results_portfolio,
+  audit_file,
+  emissions,
+  peers_bonds_results_portfolio,
+  peers_bonds_results_user,
+  peers_equity_results_portfolio,
+  peers_equity_results_user
+) {
+  log_debug("Preparing to create executive summary.")
+
+  es_dir <- file.path(summary_output_dir, "executive_summary")
+  if (!dir.exists(es_dir)) {
+    dir.create(es_dir, showWarnings = FALSE, recursive = TRUE)
+  }
+
+  log_trace("Defining executive summary template paths.")
+  exec_summary_template_name <- paste0(project_code, "_", tolower(language_select), "_exec_summary")
+  exec_summary_builtin_template_path <- system.file(
+    "extdata", exec_summary_template_name,
+    package = "pacta.executive.summary"
+  )
+  invisible(file.copy(exec_summary_builtin_template_path, summary_output_dir, recursive = TRUE, copy.mode = FALSE))
+  exec_summary_template_path <- file.path(summary_output_dir, exec_summary_template_name)
+
+  if (
+    dir.exists(exec_summary_template_path) && (
+      peer_group %in% c("assetmanager", "bank", "insurance", "pensionfund")
+    )
+  ) {
+    log_debug("Preparing data for executive summary.")
+    data_aggregated_filtered <-
+      pacta.executive.summary::prep_data_executive_summary(
+        investor_name = investor_name,
+        portfolio_name = portfolio_name,
+        peer_group = peer_group,
+        start_year = start_year,
+        scenario_source = "GECO2021",
+        scenario_selected = "1.5C-Unif",
+        scenario_geography = "Global",
+        equity_market = "GlobalMarket",
+        portfolio_allocation_method_equity = "portfolio_weight",
+        portfolio_allocation_method_bonds = "portfolio_weight",
+        green_techs = c(
+          "RenewablesCap",
+          "HydroCap",
+          "NuclearCap",
+          "Hybrid",
+          "Electric",
+          "FuelCell",
+          "Hybrid_HDV",
+          "Electric_HDV",
+          "FuelCell_HDV",
+          "Electric Arc Furnace"
+        ),
+        equity_results_portfolio = equity_results_portfolio,
+        bonds_results_portfolio = bonds_results_portfolio,
+        peers_equity_results_aggregated = peers_equity_results_portfolio,
+        peers_bonds_results_aggregated = peers_bonds_results_portfolio,
+        peers_equity_results_individual = peers_equity_results_user,
+        peers_bonds_results_individual = peers_bonds_results_user,
+        indices_equity_results_portfolio = indices_equity_results_portfolio,
+        indices_bonds_results_portfolio = indices_bonds_results_portfolio,
+        audit_file = audit_file,
+        emissions_portfolio = emissions,
+        score_card_dir = score_card_dir
+      )
+
+    log_trace("Checking for real estate data.")
+    real_estate_flag <- (length(list.files(real_estate_dir)) > 0)
+
+    log_info("Creating executive summary.")
+    pacta.executive.summary::render_executive_summary(
+      data = data_aggregated_filtered,
+      language = language_select,
+      output_dir = es_dir,
+      exec_summary_dir = exec_summary_template_path,
+      survey_dir = survey_dir,
+      real_estate_dir = real_estate_dir,
+      real_estate_flag = real_estate_flag,
+      score_card_dir = score_card_dir,
+      file_name = "template.Rmd",
+      investor_name = investor_name,
+      portfolio_name = portfolio_name,
+      peer_group = peer_group,
+      total_portfolio = total_portfolio,
+      scenario_selected = "1.5C-Unif",
+      currency_exchange_value = currency_exchange_value,
+      log_dir = summary_output_dir
+    )
+  } else {
+    # this is required for the online tool to know that the process has been completed.
+    log_debug("No executive summary created.")
+    invisible(file.copy(pacta.executive.summary::blank_pdf(), es_dir))
+  }
+}
diff --git a/R/prepare_interactive_report.R b/R/prepare_interactive_report.R
new file mode 100644
index 0000000..f35cbbe
--- /dev/null
+++ b/R/prepare_interactive_report.R
@@ -0,0 +1,117 @@
+prepare_interactive_report <- function(
+  report_output_dir,
+  project_report_name,
+  survey_dir,
+  real_estate_dir,
+  language_select,
+  peer_group,
+  investor_name,
+  portfolio_name,
+  start_year,
+  currency_exchange_value,
+  select_scenario,
+  scenario_other,
+  portfolio_allocation_method,
+  scenario_geography,
+  sector_list,
+  green_techs,
+  tech_roadmap_sectors,
+  pacta_sectors_not_analysed,
+  display_currency,
+  audit_file,
+  emissions,
+  portfolio_overview,
+  equity_results_portfolio,
+  bonds_results_portfolio,
+  equity_results_company,
+  bonds_results_company,
+  equity_results_map,
+  bonds_results_map,
+  indices_bonds_results_portfolio,
+  indices_equity_results_portfolio,
+  peers_bonds_results_portfolio,
+  peers_bonds_results_user,
+  peers_equity_results_portfolio,
+  peers_equity_results_user,
+  analysis_output_manifest
+) {
+  log_debug("Preparing to create interactive report.")
+
+  log_debug("Loading data frame label translations.")
+  dataframe_translations <- readr::read_csv(
+    system.file("extdata/translation/dataframe_labels.csv", package = "pacta.portfolio.report"),
+    col_types = readr::cols()
+  )
+
+  log_debug("Loading data frame header translations.")
+  header_dictionary <- readr::read_csv(
+    system.file("extdata/translation/dataframe_headers.csv", package = "pacta.portfolio.report"),
+    col_types = readr::cols()
+  )
+
+  log_debug("Loading JavaScript label translations.")
+  js_translations <- jsonlite::fromJSON(
+    txt = system.file("extdata/translation/js_labels.json", package = "pacta.portfolio.report")
+  )
+
+  log_debug("Loading sector order.")
+  sector_order <- readr::read_csv(
+    system.file("extdata/sector_order/sector_order.csv", package = "pacta.portfolio.report"),
+    col_types = readr::cols()
+  )
+
+  # combine config files to send to create_interactive_report()
+  log_trace("Defining configs and manifest.")
+
+  configs <- list(
+    analysis_output_manifest = analysis_output_manifest
+  )
+
+  log_trace("Defining interactive report template paths.")
+  template_path <- system.file("templates", package = "pacta.portfolio.report")
+  template_dir_name <- paste(tolower(project_report_name), tolower(language_select), "template", sep = "_")
+  template_dir <- file.path(template_path, template_dir_name)
+
+  log_info("Creating interactive report.")
+  pacta.portfolio.report::create_interactive_report(
+    template_dir = template_dir,
+    output_dir = report_output_dir,
+    survey_dir = survey_dir,
+    real_estate_dir = real_estate_dir,
+    language_select = language_select,
+    investor_name = investor_name,
+    portfolio_name = portfolio_name,
+    peer_group = peer_group,
+    start_year = start_year,
+    select_scenario = select_scenario,
+    select_scenario_other = scenario_other,
+    portfolio_allocation_method = portfolio_allocation_method,
+    scenario_geography = scenario_geography,
+    pacta_sectors = sector_list,
+    green_techs = green_techs,
+    tech_roadmap_sectors = tech_roadmap_sectors,
+    pacta_sectors_not_analysed = pacta_sectors_not_analysed,
+    audit_file = audit_file,
+    emissions = emissions,
+    portfolio_overview = portfolio_overview,
+    equity_results_portfolio = equity_results_portfolio,
+    bonds_results_portfolio = bonds_results_portfolio,
+    equity_results_company = equity_results_company,
+    bonds_results_company = bonds_results_company,
+    equity_results_map = equity_results_map,
+    bonds_results_map = bonds_results_map,
+    indices_equity_results_portfolio = indices_equity_results_portfolio,
+    indices_bonds_results_portfolio = indices_bonds_results_portfolio,
+    peers_equity_results_portfolio = peers_equity_results_portfolio,
+    peers_bonds_results_portfolio = peers_bonds_results_portfolio,
+    peers_equity_results_user = peers_equity_results_user,
+    peers_bonds_results_user = peers_bonds_results_user,
+    dataframe_translations = dataframe_translations,
+    js_translations = js_translations,
+    display_currency = display_currency,
+    currency_exchange_value = currency_exchange_value,
+    header_dictionary = header_dictionary,
+    sector_order = sector_order,
+    configs = configs
+  )
+}
diff --git a/R/run_pacta_reporting_process.R b/R/run_pacta_reporting_process.R
new file mode 100644
index 0000000..a599b45
--- /dev/null
+++ b/R/run_pacta_reporting_process.R
@@ -0,0 +1,317 @@
+run_pacta_reporting_process <- function(
+  raw_params = commandArgs(trailingOnly = TRUE),
+  analysis_output_dir = Sys.getenv("ANALYSIS_OUTPUT_DIR"),
+  benchmarks_dir = Sys.getenv("BENCHMARKS_DIR"),
+  report_output_dir = Sys.getenv("REPORT_OUTPUT_DIR"),
+  summary_output_dir = Sys.getenv("SUMMARY_OUTPUT_DIR"),
+  real_estate_dir = Sys.getenv("REAL_ESTATE_DIR"),
+  survey_dir = Sys.getenv("SURVEY_DIR"),
+  score_card_dir = Sys.getenv("SCORE_CARD_DIR")
+) {
+  log_debug("Checking configuration.")
+  if (is.null(analysis_output_dir) || analysis_output_dir == "") {
+    log_error("ANALYSIS_OUTPUTS_DIR not set.")
+    stop("ANALYSIS_OUTPUTS_DIR not set.")
+  }
+  if (is.null(benchmarks_dir) || benchmarks_dir == "") {
+    log_error("BENCHMARKS_DIR not set.")
+    stop("BENCHMARKS_DIR not set.")
+  }
+  if (is.null(report_output_dir) || report_output_dir == "") {
+    log_error("REPORT_OUTPUT_DIR not set.")
+    stop("REPORT_OUTPUT_DIR not set.")
+  }
+  if (is.null(summary_output_dir) || summary_output_dir == "") {
+    log_error("SUMMARY_OUTPUT_DIR not set.")
+    stop("SUMMARY_OUTPUT_DIR not set.")
+  }
+
+  # defaulting to WARN to maintain current (silent) behavior.
+  logger::log_threshold(Sys.getenv("LOG_LEVEL", "INFO"))
+  logger::log_formatter(logger::formatter_glue)
+
+  # -------------------------------------------------------------------------
+
+  log_info("Starting portfolio report process")
+
+  # Read Params
+  log_trace("Processing input parameters.")
+  if (length(raw_params) == 0L || all(raw_params == "")) {
+    log_error("No parameters specified.")
+  }
+
+  # log_trace("Validating raw input parameters.")
+  # raw_input_validation_results <- jsonvalidate::json_validate(
+  #   json = raw_params,
+  #   schema = system.file(
+  #     "extdata", "schema", "rawParameters.json",
+  #     package = "workflow.pacta.report"
+  #   ),
+  #   verbose = TRUE,
+  #   greedy = FALSE,
+  #   engine = "ajv"
+  # )
+  # if (raw_input_validation_results) {
+  #   log_trace("Raw input parameters are valid.")
+  # } else {
+  #   log_error(
+  #     "Invalid raw input parameters. ",
+  #     "Must include \"inherit\" key, or match full schema."
+  #   )
+  #   stop("Invalid raw input parameters.")
+  # }
+
+  params <- pacta.workflow.utils:::parse_params(
+    json = raw_params,
+    inheritence_search_paths = system.file(
+      "extdata", "parameters",
+      package = "workflow.pacta.report"
+    ) ,
+    schema_file = NULL
+    # schema_file = system.file(
+    #   "extdata", "schema", "portfolioParameters_0-0-1.json",
+    #   package = "workflow.pacta.report"
+    # )
+  )
+
+  # quit if there's no relevant PACTA assets -------------------------------------
+
+  log_debug("Checking for PACTA relevant data in portfolio results.")
+  total_portfolio_path <- file.path(analysis_output_dir, "total_portfolio.rds")
+  if (file.exists(total_portfolio_path)) {
+    total_portfolio <- readRDS(total_portfolio_path)
+    log_trace("Checking for PACTA relevant data in file: \"{total_portfolio_path}\".")
+    pacta.portfolio.utils::quit_if_no_pacta_relevant_data(total_portfolio)
+  } else {
+    log_warn("file \"{total_portfolio_path}\" does not exist.")
+    warning("Cannot find total_portfolio.rds file. Exiting.")
+  }
+
+
+  # fix parameters ---------------------------------------------------------------
+
+  if (
+    params[["project_code"]] == "GENERAL" &&
+      params[["language_select"]] != "EN"
+  ) {
+    log_warn("Overriding language selection to \"EN\" for \"GENERAL\".")
+    params[["language_select"]] <- "EN"
+  } else {
+    log_trace("Using language selection: \"{params[['language_select']]}\".")
+  }
+
+
+  # load PACTA results -----------------------------------------------------------
+
+  log_info("Loading PACTA results.")
+
+  log_debug("Loading audit file.")
+  audit_file <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "audit_file.rds"),
+    alt_return = pacta.portfolio.utils::empty_audit_file()
+  )
+  audit_file <- add_inv_and_port_names_if_needed(
+    data = audit_file,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading portfolio overview.")
+  portfolio_overview <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "overview_portfolio.rds"),
+    alt_return = pacta.portfolio.utils::empty_portfolio_overview()
+  )
+  portfolio_overview <- add_inv_and_port_names_if_needed(
+    data = portfolio_overview,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading emissions.")
+  emissions <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "emissions.rds"),
+    alt_return = pacta.portfolio.utils::empty_emissions_results()
+  )
+  emissions <- add_inv_and_port_names_if_needed(
+    data = emissions,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading total portfolio results.")
+  total_portfolio <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "total_portfolio.rds"),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+  total_portfolio <- add_inv_and_port_names_if_needed(
+    data = total_portfolio,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading portfolio equity results.")
+  equity_results_portfolio <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Equity_results_portfolio.rds"),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+  equity_results_portfolio <- add_inv_and_port_names_if_needed(
+    data = equity_results_portfolio,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading portfolio bonds results.")
+  bonds_results_portfolio <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Bonds_results_portfolio.rds"),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+  bonds_results_portfolio <- add_inv_and_port_names_if_needed(
+    data = bonds_results_portfolio,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading company equity results.")
+  equity_results_company <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Equity_results_company.rds"),
+    alt_return = pacta.portfolio.utils::empty_company_results()
+  )
+  equity_results_company <- add_inv_and_port_names_if_needed(
+    data = equity_results_company,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading company bonds results.")
+  bonds_results_company <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Bonds_results_company.rds"),
+    alt_return = pacta.portfolio.utils::empty_company_results()
+  )
+  bonds_results_company <- add_inv_and_port_names_if_needed(
+    data = bonds_results_company,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading equity map results.")
+  equity_results_map <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Equity_results_map.rds"),
+    alt_return = pacta.portfolio.utils::empty_map_results()
+  )
+  equity_results_map <- add_inv_and_port_names_if_needed(
+    data = equity_results_map,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  log_debug("Loading bonds map results.")
+  bonds_results_map <- read_rds_or_return_alt_data(
+    filepath = file.path(analysis_output_dir, "Bonds_results_map.rds"),
+    alt_return = pacta.portfolio.utils::empty_map_results()
+  )
+  bonds_results_map <- add_inv_and_port_names_if_needed(
+    data = bonds_results_map,
+    portfolio_name = params[["portfolio_name"]],
+    investor_name = params[["investor_name"]]
+  )
+
+  analysis_output_manifest <- jsonlite::read_json(file.path(analysis_output_dir, "manifest.json"))
+
+  log_debug("Loading portfolio equity peer results.")
+  peers_equity_results_portfolio <- read_rds_or_return_alt_data(
+    filepath = file.path(benchmarks_dir, paste0(params[["project_code"]], "_peers_equity_results_portfolio.rds")),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+
+  log_debug("Loading portfolio bonds peer results.")
+  peers_bonds_results_portfolio <- read_rds_or_return_alt_data(
+    filepath = file.path(benchmarks_dir, paste0(params[["project_code"]], "_peers_bonds_results_portfolio.rds")),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+
+  log_debug("Loading index equity peer results.")
+  peers_equity_results_user <- read_rds_or_return_alt_data(
+    filepath = file.path(benchmarks_dir, paste0(params[["project_code"]], "_peers_equity_results_portfolio_ind.rds")),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+
+  log_debug("Loading index bonds peer results.")
+  peers_bonds_results_user <- read_rds_or_return_alt_data(
+    filepath = file.path(benchmarks_dir, paste0(params[["project_code"]], "_peers_bonds_results_portfolio_ind.rds")),
+    alt_return = pacta.portfolio.utils::empty_portfolio_results()
+  )
+
+  log_debug("Loading index equity portfolio results.")
+  indices_equity_results_portfolio <- readRDS(file.path(benchmarks_dir, "Indices_equity_results_portfolio.rds"))
+
+  log_debug("Loading index bonds portfolio results.")
+  indices_bonds_results_portfolio <- readRDS(file.path(benchmarks_dir, "Indices_bonds_results_portfolio.rds"))
+
+  # create interactive report ----------------------------------------------------
+
+  prepare_interactive_report(
+    report_output_dir = report_output_dir,
+    project_report_name = params[["project_report_name"]],
+    survey_dir = survey_dir,
+    real_estate_dir = real_estate_dir,
+    language_select = params[["language_select"]],
+    peer_group = params[["peer_group"]],
+    investor_name = params[["investor_name"]],
+    portfolio_name = params[["portfolio_name"]],
+    start_year = params[["start_year"]],
+    currency_exchange_value = params[["currency_exchange_value"]],
+    select_scenario = params[["select_scenario"]],
+    scenario_other = params[["scenario_other"]],
+    portfolio_allocation_method = params[["portfolio_allocation_method"]],
+    scenario_geography = params[["scenario_geography"]],
+    sector_list = params[["sector_list"]],
+    green_techs = params[["green_techs"]],
+    tech_roadmap_sectors = params[["tech_roadmap_sectors"]],
+    pacta_sectors_not_analysed = params[["pacta_sectors_not_analysed"]],
+    display_currency = params[["display_currency"]],
+    audit_file = audit_file,
+    emissions = emissions,
+    portfolio_overview = portfolio_overview,
+    equity_results_portfolio = equity_results_portfolio,
+    bonds_results_portfolio = bonds_results_portfolio,
+    equity_results_company = equity_results_company,
+    bonds_results_company = bonds_results_company,
+    equity_results_map = equity_results_map,
+    bonds_results_map = bonds_results_map,
+    indices_bonds_results_portfolio = indices_bonds_results_portfolio,
+    indices_equity_results_portfolio = indices_equity_results_portfolio,
+    peers_bonds_results_portfolio = peers_bonds_results_portfolio,
+    peers_bonds_results_user = peers_bonds_results_user,
+    peers_equity_results_portfolio = peers_equity_results_portfolio,
+    peers_equity_results_user = peers_equity_results_user,
+    analysis_output_manifest = analysis_output_manifest
+  )
+
+  # create executive summary -----------------------------------------------------
+  prepare_executive_summary(
+    summary_output_dir = summary_output_dir,
+    survey_dir = survey_dir,
+    real_estate_dir = real_estate_dir,
+    score_card_dir = score_card_dir,
+    project_code = params[["project_code"]],
+    language_select = params[["language_select"]],
+    peer_group = params[["peer_group"]],
+    investor_name = params[["investor_name"]],
+    portfolio_name = params[["portfolio_name"]],
+    start_year = params[["start_year"]],
+    currency_exchange_value = params[["currency_exchange_value"]],
+    total_portfolio = total_portfolio,
+    equity_results_portfolio = equity_results_portfolio,
+    bonds_results_portfolio = bonds_results_portfolio,
+    indices_equity_results_portfolio = indices_equity_results_portfolio,
+    indices_bonds_results_portfolio = indices_bonds_results_portfolio,
+    audit_file = audit_file,
+    emissions = emissions,
+    peers_bonds_results_portfolio = peers_bonds_results_portfolio,
+    peers_bonds_results_user = peers_bonds_results_user,
+    peers_equity_results_portfolio = peers_equity_results_portfolio,
+    peers_equity_results_user = peers_equity_results_user
+  )
+
+  log_info("Portfolio report finished.")
+}
diff --git a/R/utils.R b/R/utils.R
new file mode 100644
index 0000000..a602a3a
--- /dev/null
+++ b/R/utils.R
@@ -0,0 +1,29 @@
+read_rds_or_return_alt_data <- function(filepath, alt_return = NULL) {
+  log_trace("Reading RDS file: \"filepath\"")
+  if (file.exists(filepath)) {
+    log_trace("File found. Reading data.")
+    data <- readRDS(filepath)
+  } else {
+    log_warn("File not found. Returning alternative data.")
+    data <- alt_return
+  }
+  return(data)
+}
+
+add_inv_and_port_names_if_needed <- function(data, portfolio_name, investor_name) {
+  if (!inherits(data, "data.frame")) {
+    return(data)
+  }
+
+  if (!"portfolio_name" %in% names(data)) {
+    log_trace("Adding portfolio_name column to data.")
+    data <- dplyr::mutate(data, portfolio_name = portfolio_name, .before = dplyr::everything())
+  }
+
+  if (!"investor_name" %in% names(data)) {
+    log_trace("Adding investor_name column to data.")
+    data <- dplyr::mutate(data, investor_name = investor_name, .before = dplyr::everything())
+  }
+
+  data
+}
diff --git a/R/workflow.pacta.report-package.R b/R/workflow.pacta.report-package.R
new file mode 100644
index 0000000..98a01ae
--- /dev/null
+++ b/R/workflow.pacta.report-package.R
@@ -0,0 +1,12 @@
+#' @keywords internal
+"_PACKAGE"
+
+## usethis namespace: start
+#' @importFrom logger log_debug
+#' @importFrom logger log_error
+#' @importFrom logger log_fatal
+#' @importFrom logger log_info
+#' @importFrom logger log_trace
+#' @importFrom logger log_warn
+## usethis namespace: end
+NULL
diff --git a/README.md b/README.md
index 82bca40..cfb35aa 100644
--- a/README.md
+++ b/README.md
@@ -11,42 +11,4 @@ packages that it depends on.
 Running PACTA also requires pacta-data, which needs to be mounted into the
 container at run-time.
 
-# Using Docker images pushed to GHCR automatically by GH Actions
-
-``` {.bash}
-
-tag_name=main
-image_name=ghcr.io/rmi-pacta/workflow.pacta.report:$tag_name
-data_dir=~/Downloads/2022Q4_transition_monitor_inputs_2023-07-11/
-input_dir=./input_dir
-output_dir=./output_dir
-
-# Build
-docker build . -t $image_name
-
-# Run
-docker run --rm \
-  --network none \
-  --platform linux/amd64 \
-  --env LOG_LEVEL=DEBUG \
-  --mount type=bind,readonly,source=${data_dir},target=/pacta-data \
-  --mount type=bind,source=${output_dir},target=/output_dir \
-  --mount type=bind,source=${input_dir},target=/input_dir \
-  $image_name
-
-```
-
-```sh
-
-# Run R in container
-docker run -it --rm \
-  --network none \
-  --platform linux/amd64 \
-  --env LOG_LEVEL=TRACE \
-  --mount type=bind,readonly,source=${data_dir},target=/pacta-data \
-  --mount type=bind,source=${output_dir},target=/output_dir \
-  --mount type=bind,source=${input_dir},target=/input_dir \
-  --entrypoint R
-  $image_name
-
-```
+See workflow.pacta for examples of a similar docker container and invocation
diff --git a/docker-compose.yml b/docker-compose.yml
new file mode 100644
index 0000000..5325c70
--- /dev/null
+++ b/docker-compose.yml
@@ -0,0 +1,41 @@
+---
+services:
+  workflow.pacta.report:
+    build: .
+    # stdin_open: true
+    # tty: true
+    # entrypoint: ["R", "--args"]
+    command: '{\"portfolio_files\": \"default_portfolio.csv\", \"inherit\": \"GENERAL_2023Q4\"}'
+    environment:
+      LOG_LEVEL: TRACE
+      ANALYSIS_OUTPUT_DIR: "/mnt/analysis_output_dir"
+      BENCHMARKS_DIR: "/mnt/benchmarks_dir"
+      REPORT_OUTPUT_DIR: "/mnt/report_output_dir"
+      SUMMARY_OUTPUT_DIR: "/mnt/summary_output_dir"
+      REAL_ESTATE_DIR: "/mnt/real_estate_dir"
+      SURVEY_DIR: "/mnt/survey_dir"
+    volumes:
+      - type: bind
+        source: ${benchmarks_dir:-./benchmarks_dir}
+        target: /mnt/benchmarks_dir/
+        read_only: true
+      - type: bind
+        source: ${analysis_output_dir:-./analysis_output_dir}
+        target: /mnt/analysis_output_dir
+        read_only: true
+      - type: bind
+        source: ${real_estate_dir:-./real_estate_dir}
+        target: /mnt/real_estate_dir
+        read_only: true
+      - type: bind
+        source: ${survey_dir:-./survey_dir}
+        target: /mnt/survey_dir
+        read_only: true
+      - type: bind
+        source: ${report_output_dir:-./report_output_dir}
+        target: /mnt/report_output_dir
+        read_only: false
+      - type: bind
+        source: ${summary_output_dir:-./summary_output_dir}
+        target: /mnt/summary_output_dir
+        read_only: false
diff --git a/input_dir/default_config.json b/input_dir/default_config.json
deleted file mode 100644
index 1112fd7..0000000
--- a/input_dir/default_config.json
+++ /dev/null
@@ -1,69 +0,0 @@
-{
-  "data_dir": "../pacta-data/2022Q4",
-  "portfolio_path": "input_dir/default_portfolio.csv",
-  "output_dir": "output_dir",
-  "start_year": 2022,
-  "equity_market_list": [
-    "GlobalMarket",
-    "DevelopedMarket",
-    "EmergingMarket"
-  ],
-  "scenario_sources_list": [
-    "GECO2022",
-    "IPR2021",
-    "ISF2021",
-    "WEO2022"
-  ],
-  "scenario_geographies_list": [
-    "Global",
-    "GlobalAggregate",
-    "NonOECD",
-    "OECD"
-  ],
-  "sector_list": [
-    "Power",
-    "Automotive",
-    "Oil&Gas",
-    "Coal",
-    "Steel",
-    "Aviation",
-    "Cement"
-  ],
-  "has_map": false,
-  "project_code": "GENERAL",
-  "portfolio_name": "Default Portfolio",
-  "investor_name": "Default Investor",
-  "peer_group": "bank",
-  "language_select": "EN",
-  "user_id": "4",
-  "project_report_name": "general",
-  "display_currency": "USD",
-  "currency_exchange_value": 1,
-  "select_scenario": "WEO2022_NZE_2050",
-  "scenario_other": "GECO2022_1.5C",
-  "portfolio_allocation_method": "portfolio_weight",
-  "scenario_geography": "Global",
-  "tech_roadmap_sectors": [
-    "Power",
-    "Automotive",
-    "Oil&Gas",
-    "Coal"
-  ],
-  "pacta_sectors_not_analysed": [
-    "Steel",
-    "Aviation",
-    "Cement"
-  ],
-  "green_techs": [
-    "RenewablesCap",
-    "HydroCap",
-    "NuclearCap",
-    "Hybrid",
-    "Electric",
-    "FuelCell",
-    "Electric Arc Furnace"
-  ],
-  "user_results_path": "input_dir/user_results",
-  "real_estate_dir": "input_dir/real_estate",
-  "survey_dir": "input_dir/survey"
-}
diff --git a/inst/extdata/parameters/GENERAL.json b/inst/extdata/parameters/GENERAL.json
new file mode 100644
index 0000000..8012eb5
--- /dev/null
+++ b/inst/extdata/parameters/GENERAL.json
@@ -0,0 +1,5 @@
+{
+  "project_code": "GENERAL",
+  "project_report_name": "general",
+  "inherit": "default"
+}
diff --git a/inst/extdata/parameters/GENERAL_2022Q4.json b/inst/extdata/parameters/GENERAL_2022Q4.json
new file mode 100644
index 0000000..cb859b0
--- /dev/null
+++ b/inst/extdata/parameters/GENERAL_2022Q4.json
@@ -0,0 +1,7 @@
+{
+  "select_scenario": "WEO2022_NZE_2050",
+  "scenario_other": "GECO2022_1.5C",
+  "start_year": 2022,
+  "inherit": "GENERAL"
+}
+
diff --git a/inst/extdata/parameters/GENERAL_2023Q4.json b/inst/extdata/parameters/GENERAL_2023Q4.json
new file mode 100644
index 0000000..9afadd7
--- /dev/null
+++ b/inst/extdata/parameters/GENERAL_2023Q4.json
@@ -0,0 +1,7 @@
+{
+  "select_scenario": "WEO2022_NZE_2050",
+  "scenario_other": "GECO2022_1.5C",
+  "start_year": 2023,
+  "inherit": "GENERAL"
+}
+
diff --git a/inst/extdata/parameters/default.json b/inst/extdata/parameters/default.json
new file mode 100644
index 0000000..2ccad1b
--- /dev/null
+++ b/inst/extdata/parameters/default.json
@@ -0,0 +1,39 @@
+{
+  "scenario_geography": "Global",
+  "sector_list": [
+    "Power",
+    "Automotive",
+    "Oil&Gas",
+    "Coal",
+    "Steel",
+    "Aviation",
+    "Cement"
+  ],
+  "portfolio_name": "Default Portfolio",
+  "investor_name": "Default Investor",
+  "peer_group": "bank",
+  "language_select": "EN",
+  "display_currency": "USD",
+  "currency_exchange_value": 1,
+  "portfolio_allocation_method": "portfolio_weight",
+  "tech_roadmap_sectors": [
+    "Power",
+    "Automotive",
+    "Oil&Gas",
+    "Coal"
+  ],
+  "pacta_sectors_not_analysed": [
+    "Steel",
+    "Aviation",
+    "Cement"
+  ],
+  "green_techs": [
+    "RenewablesCap",
+    "HydroCap",
+    "NuclearCap",
+    "Hybrid",
+    "Electric",
+    "FuelCell",
+    "Electric Arc Furnace"
+  ]
+}
diff --git a/inst/extdata/scripts/run_pacta_report.R b/inst/extdata/scripts/run_pacta_report.R
new file mode 100644
index 0000000..62335dc
--- /dev/null
+++ b/inst/extdata/scripts/run_pacta_report.R
@@ -0,0 +1,2 @@
+logger::log_threshold(Sys.getenv("LOG_LEVEL", "WARN"))
+workflow.pacta.report:::run_pacta_reporting_process(commandArgs(trailingOnly = TRUE))
diff --git a/man/workflow.pacta.report-package.Rd b/man/workflow.pacta.report-package.Rd
new file mode 100644
index 0000000..c57a881
--- /dev/null
+++ b/man/workflow.pacta.report-package.Rd
@@ -0,0 +1,25 @@
+% Generated by roxygen2: do not edit by hand
+% Please edit documentation in R/workflow.pacta.report-package.R
+\docType{package}
+\name{workflow.pacta.report-package}
+\alias{workflow.pacta.report}
+\alias{workflow.pacta.report-package}
+\title{workflow.pacta.report: Reporting functionality for PACTA}
+\description{
+Create Interactive Reports and Executive Summaries for PACTA.
+}
+\author{
+\strong{Maintainer}: Alex Axthelm \email{aaxthelm@rmi.org} (\href{https://orcid.org/0000-0001-8579-8565}{ORCID}) [contractor]
+
+Authors:
+\itemize{
+  \item Jackson Hoffart \email{jackson.hoffart@gmail.com} (\href{https://orcid.org/0000-0002-8600-5042}{ORCID}) [contractor]
+}
+
+Other contributors:
+\itemize{
+  \item RMI \email{PACTA4investors@rmi.org} [copyright holder, funder]
+}
+
+}
+\keyword{internal}
diff --git a/pacta_03.R b/pacta_03.R
deleted file mode 100644
index 14a9c59..0000000
--- a/pacta_03.R
+++ /dev/null
@@ -1,362 +0,0 @@
-suppressPackageStartupMessages({
-  library(pacta.portfolio.utils)
-  library(pacta.portfolio.report)
-  library(pacta.executive.summary)
-  library(dplyr)
-  library(readr)
-  library(jsonlite)
-  library(fs)
-})
-
-# defaulting to WARN to maintain current (silent) behavior.
-logger::log_threshold(Sys.getenv("LOG_LEVEL", "WARN"))
-logger::log_formatter(logger::formatter_glue)
-
-# -------------------------------------------------------------------------
-
-logger::log_info("Starting portfolio report process")
-
-logger::log_trace("Determining configuration file path")
-cfg_path <- commandArgs(trailingOnly = TRUE)
-if (length(cfg_path) == 0 || cfg_path == "") {
-  logger::log_warn("No configuration file specified, using default")
-  cfg_path <- "input_dir/default_config.json"
-}
-logger::log_debug("Loading configuration from file: \"{cfg_path}\".")
-cfg <- fromJSON(cfg_path)
-
-# quit if there's no relevant PACTA assets -------------------------------------
-
-logger::log_debug("Checking for PACTA relevant data in portfolio results.")
-total_portfolio_path <- file.path(cfg$output_dir, "total_portfolio.rds")
-if (file.exists(total_portfolio_path)) {
-  total_portfolio <- readRDS(total_portfolio_path)
-  logger::log_trace("Checking for PACTA relevant data in file: \"{total_portfolio_path}\".")
-  quit_if_no_pacta_relevant_data(total_portfolio)
-} else {
-  logger::log_warn("file \"{total_portfolio_path}\" does not exist.")
-  warning("This is weird... the `total_portfolio.rds` file does not exist in the `30_Processed_inputs` directory.")
-}
-
-
-# fix parameters ---------------------------------------------------------------
-
-if (cfg$project_code == "GENERAL") {
-  logger::log_warn("Overriding language selection to \"EN\" for \"GENERAL\".")
-  cfg$language_select <- "EN"
-} else {
-  logger::log_trace("Using language selection: \"{cfg$language_select}\".")
-}
-
-
-# load PACTA results -----------------------------------------------------------
-
-logger::log_info("Loading PACTA results.")
-
-readRDS_or_return_alt_data <- function(filepath, alt_return = NULL) {
-  if (file.exists(filepath)) {
-    return(readRDS(filepath))
-  }
-  alt_return
-}
-
-add_inv_and_port_names_if_needed <- function(data) {
-  if (!inherits(data, "data.frame")) {
-    return(data)
-  }
-
-  if (!"portfolio_name" %in% names(data)) {
-    data <- mutate(data, portfolio_name = cfg$portfolio_name, .before = everything())
-  }
-
-  if (!"investor_name" %in% names(data)) {
-    data <- mutate(data, investor_name = cfg$investor_name, .before = everything())
-  }
-
-  data
-}
-
-logger::log_debug("Loading audit file.")
-audit_file <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "audit_file.rds"),
-  alt_return = empty_audit_file()
-)
-audit_file <- add_inv_and_port_names_if_needed(audit_file)
-
-logger::log_debug("Loading portfolio overview.")
-portfolio_overview <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "overview_portfolio.rds"),
-  alt_return = empty_portfolio_overview()
-)
-portfolio_overview <- add_inv_and_port_names_if_needed(portfolio_overview)
-
-logger::log_debug("Loading emissions.")
-emissions <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "emissions.rds"),
-  alt_return = empty_emissions_results()
-)
-emissions <- add_inv_and_port_names_if_needed(emissions)
-
-logger::log_debug("Loading total portfolio results.")
-total_portfolio <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "total_portfolio.rds"),
-  alt_return = empty_portfolio_results()
-)
-total_portfolio <- add_inv_and_port_names_if_needed(total_portfolio)
-
-logger::log_debug("Loading portfolio equity results.")
-equity_results_portfolio <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Equity_results_portfolio.rds"),
-  alt_return = empty_portfolio_results()
-)
-equity_results_portfolio <- add_inv_and_port_names_if_needed(equity_results_portfolio)
-
-logger::log_debug("Loading portfolio bonds results.")
-bonds_results_portfolio <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Bonds_results_portfolio.rds"),
-  alt_return = empty_portfolio_results()
-)
-bonds_results_portfolio <- add_inv_and_port_names_if_needed(bonds_results_portfolio)
-
-logger::log_debug("Loading company equity results.")
-equity_results_company <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Equity_results_company.rds"),
-  alt_return = empty_company_results()
-)
-equity_results_company <- add_inv_and_port_names_if_needed(equity_results_company)
-
-logger::log_debug("Loading company bonds results.")
-bonds_results_company <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Bonds_results_company.rds"),
-  alt_return = empty_company_results()
-)
-bonds_results_company <- add_inv_and_port_names_if_needed(bonds_results_company)
-
-logger::log_debug("Loading equity map results.")
-equity_results_map <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Equity_results_map.rds"),
-  alt_return = empty_map_results()
-)
-equity_results_map <- add_inv_and_port_names_if_needed(equity_results_map)
-
-logger::log_debug("Loading bonds map results.")
-bonds_results_map <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$output_dir, "Bonds_results_map.rds"),
-  alt_return = empty_map_results()
-)
-bonds_results_map <- add_inv_and_port_names_if_needed(bonds_results_map)
-
-logger::log_debug("Loading portfolio equity peer results.")
-peers_equity_results_portfolio <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$data_dir, paste0(cfg$project_code, "_peers_equity_results_portfolio.rds")),
-  alt_return = empty_portfolio_results()
-)
-
-logger::log_debug("Loading portfolio bonds peer results.")
-peers_bonds_results_portfolio <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$data_dir, paste0(cfg$project_code, "_peers_bonds_results_portfolio.rds")),
-  alt_return = empty_portfolio_results()
-)
-
-logger::log_debug("Loading index equity peer results.")
-peers_equity_results_user <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$data_dir, paste0(cfg$project_code, "_peers_equity_results_portfolio_ind.rds")),
-  alt_return = empty_portfolio_results()
-)
-
-logger::log_debug("Loading index bonds peer results.")
-peers_bonds_results_user <- readRDS_or_return_alt_data(
-  filepath = file.path(cfg$data_dir, paste0(cfg$project_code, "_peers_bonds_results_portfolio_ind.rds")),
-  alt_return = empty_portfolio_results()
-)
-
-logger::log_debug("Loading index equity portfolio results.")
-indices_equity_results_portfolio <- readRDS(file.path(cfg$data_dir, "Indices_equity_results_portfolio.rds"))
-
-logger::log_debug("Loading index bonds portfolio results.")
-indices_bonds_results_portfolio <- readRDS(file.path(cfg$data_dir, "Indices_bonds_results_portfolio.rds"))
-
-
-# create interactive report ----------------------------------------------------
-
-logger::log_debug("Preparing to create interactive report.")
-
-survey_dir <- file.path(cfg$user_results_path, cfg$project_code, "survey")
-real_estate_dir <- file.path(cfg$user_results_path, cfg$project_code, "real_estate")
-output_dir <- file.path(cfg$output_dir)
-
-logger::log_debug("Loading data frame label translations.")
-dataframe_translations <- readr::read_csv(
-  system.file("extdata/translation/dataframe_labels.csv", package = "pacta.portfolio.report"),
-  col_types = cols()
-)
-
-logger::log_debug("Loading data frame header translations.")
-header_dictionary <- readr::read_csv(
-  system.file("extdata/translation/dataframe_headers.csv", package = "pacta.portfolio.report"),
-  col_types = cols()
-)
-
-logger::log_debug("Loading JavaScript label translations.")
-js_translations <- jsonlite::fromJSON(
-  txt = system.file("extdata/translation/js_labels.json", package = "pacta.portfolio.report")
-)
-
-logger::log_debug("Loading sector order.")
-sector_order <- readr::read_csv(
-  system.file("extdata/sector_order/sector_order.csv", package = "pacta.portfolio.report"),
-  col_types = cols()
-)
-
-# combine config files to send to create_interactive_report()
-logger::log_trace("Defining configs and manifest.")
-pacta_data_public_manifest <-
-  list(
-    creation_time_date = jsonlite::read_json(file.path(cfg$data_dir, "manifest.json"))$creation_time_date,
-    outputs_manifest = jsonlite::read_json(file.path(cfg$data_dir, "manifest.json"))$outputs_manifest
-  )
-
-configs <-
-  list(
-    portfolio_config = cfg,
-    pacta_data_public_manifest = pacta_data_public_manifest
-  )
-
-# workaround a bug in {config} v0.3.2 that only adds "config" class to objects it creates
-class(configs$portfolio_config) <- c(class(configs$portfolio_config), "list")
-
-logger::log_trace("Defining interactive report template paths.")
-template_path <- system.file("templates", package = "pacta.portfolio.report") #TODO: generalize this to accept non-builtin templates
-template_dir_name <- paste(tolower(cfg$project_report_name), tolower(cfg$language_select), "template", sep = "_")
-template_dir <- file.path(template_path, template_dir_name)
-
-logger::log_info("Creating interactive report.")
-create_interactive_report(
-  template_dir = template_dir,
-  output_dir = file.path(cfg$output_dir, "report"),
-  survey_dir = cfg$survey_dir,
-  real_estate_dir = cfg$real_estate_dir,
-  language_select = cfg$language_select,
-  investor_name = cfg$investor_name,
-  portfolio_name = cfg$portfolio_name,
-  peer_group = cfg$peer_group,
-  start_year = cfg$start_year,
-  select_scenario = cfg$select_scenario,
-  select_scenario_other = cfg$scenario_other,
-  portfolio_allocation_method = cfg$portfolio_allocation_method,
-  scenario_geography = cfg$scenario_geography,
-  pacta_sectors = cfg$sector_list,
-  green_techs = cfg$green_techs,
-  tech_roadmap_sectors = cfg$tech_roadmap_sectors,
-  pacta_sectors_not_analysed = cfg$pacta_sectors_not_analysed,
-  audit_file = audit_file,
-  emissions = emissions,
-  portfolio_overview = portfolio_overview,
-  equity_results_portfolio = equity_results_portfolio,
-  bonds_results_portfolio = bonds_results_portfolio,
-  equity_results_company = equity_results_company,
-  bonds_results_company = bonds_results_company,
-  equity_results_map = equity_results_map,
-  bonds_results_map = bonds_results_map,
-  indices_equity_results_portfolio = indices_equity_results_portfolio,
-  indices_bonds_results_portfolio = indices_bonds_results_portfolio,
-  peers_equity_results_portfolio = peers_equity_results_portfolio,
-  peers_bonds_results_portfolio = peers_bonds_results_portfolio,
-  peers_equity_results_user = peers_equity_results_user,
-  peers_bonds_results_user = peers_bonds_results_user,
-  dataframe_translations = dataframe_translations,
-  js_translations = js_translations,
-  display_currency = cfg$display_currency,
-  currency_exchange_value = cfg$currency_exchange_value,
-  header_dictionary = header_dictionary,
-  sector_order = sector_order,
-  configs = configs
-)
-
-
-# create executive summary -----------------------------------------------------
-logger::log_debug("Preparing to create executive summary.")
-
-survey_dir <- fs::path_abs(file.path(cfg$user_results_path, cfg$project_code, "survey"))
-real_estate_dir <- fs::path_abs(file.path(cfg$user_results_path, cfg$project_code, "real_estate"))
-score_card_dir <- fs::path_abs(file.path(cfg$user_results_path, cfg$project_code, "score_card"))
-output_dir <- file.path(cfg$output_dir)
-es_dir <- file.path(cfg$output_dir, "executive_summary")
-if (!dir.exists(es_dir)) {
-  dir.create(es_dir, showWarnings = FALSE, recursive = TRUE)
-}
-
-logger::log_trace("Defining executive summary template paths.")
-exec_summary_template_name <- paste0(cfg$project_code, "_", tolower(cfg$language_select), "_exec_summary")
-exec_summary_builtin_template_path <- system.file("extdata", exec_summary_template_name, package = "pacta.executive.summary")
-invisible(file.copy(exec_summary_builtin_template_path, cfg$output_dir, recursive = TRUE, copy.mode = FALSE))
-exec_summary_template_path <- file.path(cfg$output_dir, exec_summary_template_name)
-
-if (dir.exists(exec_summary_template_path) && (cfg$peer_group %in% c("assetmanager", "bank", "insurance", "pensionfund"))) {
-  logger::log_debug("Preparing data for executive summary.")
-  data_aggregated_filtered <-
-    prep_data_executive_summary(
-      investor_name = cfg$investor_name,
-      portfolio_name = cfg$portfolio_name,
-      peer_group = cfg$peer_group,
-      start_year = cfg$start_year,
-      scenario_source = "GECO2021",
-      scenario_selected = "1.5C-Unif",
-      scenario_geography = "Global",
-      equity_market = "GlobalMarket",
-      portfolio_allocation_method_equity = "portfolio_weight",
-      portfolio_allocation_method_bonds = "portfolio_weight",
-      green_techs = c(
-        "RenewablesCap",
-        "HydroCap",
-        "NuclearCap",
-        "Hybrid",
-        "Electric",
-        "FuelCell",
-        "Hybrid_HDV",
-        "Electric_HDV",
-        "FuelCell_HDV",
-        "Electric Arc Furnace"
-      ),
-      equity_results_portfolio = equity_results_portfolio,
-      bonds_results_portfolio = bonds_results_portfolio,
-      peers_equity_results_aggregated = peers_equity_results_portfolio,
-      peers_bonds_results_aggregated = peers_bonds_results_portfolio,
-      peers_equity_results_individual = peers_equity_results_user,
-      peers_bonds_results_individual = peers_bonds_results_user,
-      indices_equity_results_portfolio = indices_equity_results_portfolio,
-      indices_bonds_results_portfolio = indices_bonds_results_portfolio,
-      audit_file = audit_file,
-      emissions_portfolio = emissions,
-      score_card_dir = score_card_dir
-    )
-
-  logger::log_trace("Checking for real estate data.")
-  real_estate_flag <- (length(list.files(real_estate_dir)) > 0)
-
-  logger::log_info("Creating executive summary.")
-  render_executive_summary(
-    data = data_aggregated_filtered,
-    language = cfg$language_select,
-    output_dir = es_dir,
-    exec_summary_dir = exec_summary_template_path,
-    survey_dir = survey_dir,
-    real_estate_dir = real_estate_dir,
-    real_estate_flag = real_estate_flag,
-    score_card_dir = score_card_dir,
-    file_name = "template.Rmd",
-    investor_name = cfg$investor_name,
-    portfolio_name = cfg$portfolio_name,
-    peer_group = cfg$peer_group,
-    total_portfolio = total_portfolio,
-    scenario_selected = "1.5C-Unif",
-    currency_exchange_value = cfg$currency_exchange_value,
-    log_dir = cfg$output_dir
-  )
-} else {
-  # this is required for the online tool to know that the process has been completed.
-  logger::log_debug("No executive summary created.")
-  invisible(file.copy(blank_pdf(), es_dir))
-}
-
-logger::log_info("Portfolio report finished.")
diff --git a/run-pacta.sh b/run-pacta.sh
deleted file mode 100755
index d24b05a..0000000
--- a/run-pacta.sh
+++ /dev/null
@@ -1,6 +0,0 @@
-#! /bin/bash
-
-# Set permissions so that new files can be deleted/overwritten outside docker
-umask 000
-
-Rscript --vanilla pacta_03.R "${1}" \
diff --git a/tests/config/default_2022Q4.json b/tests/config/default_2022Q4.json
new file mode 100644
index 0000000..d52e8ec
--- /dev/null
+++ b/tests/config/default_2022Q4.json
@@ -0,0 +1,10 @@
+{
+  "holdingsDate": "2022Q4",
+  "pactaDataURL": "https://pactadatadev.file.core.windows.net/workflow-data-preparation-outputs/2022Q4_20240426T113151Z",
+  "resultsURL": "https://pactadatadev.blob.core.windows.net/ghactions-workflow-pacta-results/73/merge/latest/default_2022Q4/output_dir",
+  "benchmarksURL": "https://pactadatadev.file.core.windows.net/workflow-prepare-pacta-indices-outputs/2022Q4_20240529T002407Z",
+  "parameters": {
+    "portfolio_files": "default_portfolio.csv",
+    "inherit": "GENERAL_2022Q4"
+  }
+}
diff --git a/tests/config/default_2023Q4.json b/tests/config/default_2023Q4.json
new file mode 100644
index 0000000..2a6ec42
--- /dev/null
+++ b/tests/config/default_2023Q4.json
@@ -0,0 +1,10 @@
+{
+  "holdingsDate": "2023Q4",
+  "pactaDataURL": "https://pactadatadev.file.core.windows.net/workflow-data-preparation-outputs/2023Q4_20240424T120055Z",
+  "resultsURL": "https://pactadatadev.blob.core.windows.net/ghactions-workflow-pacta-results/73/merge/latest/default_2023Q4/output_dir",
+  "benchmarksURL": "https://pactadatadev.file.core.windows.net/workflow-prepare-pacta-indices-outputs/2023Q4_20240529T002355Z",
+  "parameters": {
+    "portfolio_files": "default_portfolio.csv",
+    "inherit": "GENERAL_2023Q4"
+  }
+}
diff --git a/tests/config/full_params_2023Q4.json b/tests/config/full_params_2023Q4.json
new file mode 100644
index 0000000..3463007
--- /dev/null
+++ b/tests/config/full_params_2023Q4.json
@@ -0,0 +1,17 @@
+{
+  "holdingsDate": "2023Q4",
+  "pactaDataURL": "https://pactadatadev.file.core.windows.net/workflow-data-preparation-outputs/2023Q4_20240424T120055Z",
+  "resultsURL": "https://pactadatadev.blob.core.windows.net/ghactions-workflow-pacta-results/73/merge/latest/full_params_2023Q4/output_dir",
+  "benchmarksURL": "https://pactadatadev.file.core.windows.net/workflow-prepare-pacta-indices-outputs/2023Q4_20240529T002355Z",
+  "parameters": {
+    "equity_market_list": ["GlobalMarket", "DevelopedMarket", "EmergingMarket"],
+    "scenario_geographies_list": ["Global", "GlobalAggregate", "NonOECD", "OECD"],
+    "sector_list": ["Power", "Automotive", "Oil&Gas", "Coal", "Steel", "Aviation", "Cement"],
+    "time_horizon": 5,
+    "start_year": 2023,
+    "holdingsDate": "2023-12-31",
+    "scenario_sources_list": ["GECO2023", "ISF2023", "WEO2023"],
+    "project_code": "GENERAL",
+    "portfolio_files": "default_portfolio.csv"
+  }
+}