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Workday Adaptive Planning Knowledge Center

Concept: Web Reports

Introduces you to web reporting, including matrix, model, and transaction reports.

A web report displays data drawn from your Adaptive Planning model based on the parameters you set when creating the report.

Report Types

  • Matrix: The most commonly-used type of report, they have the most functionality. You can place various elements like accounts, levels, and so on in rows and col­umns. Matrix reports let you use parameters to change what the report displays. You can select these parameters from drop-down menus on the report itself.
  • Model: Row or list-based reports, like personnel. Only displays data from modeled sheets.
  • Transaction: Row or list-based reports, these only display data from the transaction mod­ule.
  • Pattern: Shows how certain values are spread over time. These patterns are cre­ated using spread lookup tables in modeled sheets.
  • Report Book: A collection of reports you run simultaneously and export as a zip file. They can contain various report types, and are useful for preparing board reports or other presentations.
  • Uploaded File: You can upload any type of file as a report. Uploaded files are limited to 40 MB each. Useful for schedules, instructions, training videos, and so on.  You can manage these uploaded files in the same way as other reports. You can share them based on levels, user groups, or individual users. You can also limit access to users with permission to view salary-level detail.
  • Audit Trail: Only available in versions with Audit Trail enabled (Modeling > Ver­sions > Audit trail). These reports query data changes to cells in standard sheets, modeled sheets, shared formulas, assumptions, and so on. These  do not include structural changes like adding a level or account.

Output Options

When you run a report, you select from the following output options:

  • HTML (default)
  • HTML in a new window (Modeled Reports, Transaction Reports, Matrix Reports)
  • Excel
  • PDF

After running a report, you can save it in any of the following forms:

  • HTML
  • Excel
  • PDF
  • Snapshot (except for Transaction)

Report Permissions and View Access to Data

When viewing a report, you can see only the data to which you have access. Access is also determined by the folder in which the report is saved.

  • Personal folder: Only you can view a report saved to your personal folder.
  • Shared folder: Reports saved in the Shared folder are available based on  which user groups, individual users, or levels they are shared with.

Anyone can view a report that is saved with the setting Show all data regardless of level regardless of their level access.

You can create, change, and delete reports without affecting any underlying data. Running a report instantly displays the results, and does not affect the data it draws upon.

Precedence Rules for Honoring Element Properties 

You can manage the properties of a report element from the Element Properties dialog. Right-click the element and select Properties. The web reports use the following precedence rules for honoring element properties when displaying data:

  • Cells override rows
  • Rows override columns
  • Columns override reports
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