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Administrator Guide
Last Updated: 2026-04-17
Reference: Reports for Importing Data and Metadata into Adaptive Planning

Reference: Reports for Importing Data and Metadata into Adaptive Planning

You can use Workday reports to import Workday data and metadata into Adaptive Planning for planning and reporting using your Workday data source. Workday provides these standard reports:
Report
Security
Description
Plan Companies/Hierarchies
Set Up - Adaptive Planning
 domain in the System functional area.
Provides a list of all companies and company hierarchies based on a
Company Hierarchy
 prompt.
Plan Dimensions/Hierarchies
Set Up - Adaptive Planning
 domain in the System functional area.
Provides a list of all organizations based on these prompts:
  • Dimension Type
     (Required)
  • Top Level Hierarchy
  • Report Effective Date
You can include dimension hierarchies.
Include these report fields to enable dimension and level associations for synchronizing data access from Workday into Adaptive Planning:
  • Adaptive Planning System Users for Assignable Role
  • Assignable Role
  • Assignable Role Reference ID
Include the
Assignable Role for Dimension Type
 prompt.
Include these report fields to enable level ownership.
  • Adaptive Planning System Users for Assignable Roles
  • Assignable Roles
  • Assignable Role Reference ID
Include the
Assignable Roles for Dimension Type
 prompt.
Ledger Accounts or Ledger Accounts Summaries
Set Up - Adaptive Planning
 domain in the System functional area.
Provides a list of all ledger accounts and ledger account summaries based on these prompts:
  • Account Sets
  • Ledger Account or Ledger Account Summary Types
To import data for workforce planning, we recommend that you migrate these reports from your Customer Central tenant and use copies of the reports:
  • Planned Dimensions/Hierarchies
  • PLN All Positions
  • PLN All Workers
  • PLN All Workday Accounts - User Sync
  • PLN - Currency Conversion Rate
  • PLN Drillback on Headcount
  • PLN Initiatives
  • PLN Locations as Bus Site
  • PLN Job Management - Requisition
  • PLN Job Profile Dimension
  • PLN Worker Dimension
You can adjust the copies as long as they still meet import requirements.
If you create custom reports to import Workday data and metadata, you must:
  • Create the reports as advanced reports.
  • Enable the reports as web services.
  • Enable the reports for Worksheets.
  • Not use calculated fields. You can't use calculated fields to drill down from Adaptive Planning sheets and reports to Workday objects and actuals.
  • Ensure that the reports run in Workday in 20 minutes or less.
  • Ensure that the reports contain less than 1 million rows.
  • Use a unique Column Heading Override XML Alias.
After going live, we recommend that you change your configuration to use a prompt that’s determined at runtime to return the last closed period. This ensures that reports run dynamically on fiscal periods.