Concept: Report Scheduling
Report scheduling eliminates the need to select and share recurring reports with select users manually. Organizations that regularly generate reports can schedule them for automatic distribution.
Example: A financial analyst schedules a monthly P&L Statement report for the executive committee members on the first Monday of each month. Depending on how users sign in, they either receive an Adaptive Planning email or a message routed through Workday notification. When they open the linked report from the email or notification and sign in, they can view the report. With the required permissions, multiple users can schedule the same report.
Scheduled Job Failures
If a scheduled job for a report fails, the schedule creator receives a notification that sometimes includes a reason for the failure. Schedules can fail for these reasons:
- You move a shared report with an associated schedule to a personal folder.
- You change the report definition in a way that requires schedule changes. Example: A report format changes from HTML to repeating report, which changes the output type to an Excel sheet. Then update the associated schedule to match the new format.
- The schedule owner is deleted from Adaptive Planning and the schedule becomes invalid when the next scheduled job runs.
Schedule Statuses
Schedules can have these statuses:
- Active. The schedule is running for the defined cadence.
- Inactive. The schedule has expired.
- Paused. The admin or the schedule creator had paused the schedule. They can resume it anytime.
- Invalid. The schedule owner is deleted from Adaptive Planning. The admin can delete this schedule and create another one.