Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Report Bursting Through Scheduled Attachments

Report Bursting Through Scheduled Attachments

Preview Date: 2025-02-08. Production Date: 2025-03-15.
With this release, Workday enables you to schedule and distribute one report to multiple users using the recipient’s data access. Each recipient receives their own slice of the report based on their access.

Business Benefits

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

Changes

You can:
  • Schedule matrix and model reports as Excel attachments in email notifications. Recipients can then download the attached report from their email notifications.
  • Schedule and distribute one report to multiple users using recipient’s data access for up to 250 users in a single schedule.
  • Distribute reports based on specific parameters or dimensions.
    Example: You create a repeating report where you organize data using levels as sheet tabs. You also ensure that the report recipients have access to the data you intend for them to see. Next, you schedule to distribute this report based on the recipient’s access. In this case, each recipient only sees data for the level or sheet tab that they have access to.

What Do I Need to Do?

You need to:
  • Enable attachments with scheduled notifications from Administration, General Setup. After enabling the feature, you can schedule and distribute matrix and model report notifications with attachments. Optionally, you can enforce password protection on the schedule.
  • Have these permissions assigned 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.
  • Verify that email IDs exist for the notification recipients.
  • Configure Notifications and create Notification Routing Rules to receive report notification emails with attachments from Workday-enabled Adaptive Planning instances. See Steps: Set Up Workday Notifications .

What Happens If I Do Nothing?

If you don't turn on the Enable attachments with scheduled notifications feature, you'll see no changes in Adaptive Planning. The ability to schedule and distribute reports as attachments won't be available to you.

Deployment Considerations

  • Consider including the password protection requirement, as these attachments are sending your data outside of Adaptive.
  • Be mindful of the Access Rules your users are assigned to for the report. You can use the User Access Calculator found in Administration to check data intersections for a user.
  • Consider using Global User Groups and Associations with Access Rules to help with security administration.

Related Information