Send Scheduled Reports as Attachments

Report recipients can review report results in the convenience of their email notification without having to navigate to the application.

We add:

A new option in
Administration
General Setup
to enable attachments with scheduled notifications.
A new
Send Attachments in Notifications
permission.

After enabling the new option and with the required permission, you can see the new

Send Report as Attachment

option when creating a schedule.

You need to enable the feature from Administration, General Setup. After enabling the feature, you can schedule matrix and model report notifications with attachments. Optionally, you can enforce password protection on the schedule.

You need these permissions for scheduling reports:

Create Report Schedules
.
Send Attachments in Notifications
.
(Optional)
Manage all Report Schedules
.
Download to Excel
. Both schedulers and recipients need this permission.

Also, you need to verify that email IDs exist for the notification recipients.

You'll see no changes in Adaptive Planning if you don't enable this feature. The ability to schedule reports as attachments won't be available in your tenant.

We now enable Scheduling Report Attachments for Workday Adaptive Planning customers using Workday Notifications. To receive report notification emails with attachments from Adaptive Planning, you must configure Notifications and create Notification Routing Rules. See Steps: Set Up Workday Notifications.