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Workday Adaptive Planning Knowledge Center

Send a Report Notification

Explains how to share a report from the Report Viewer with specific users, user groups, and levels.

 You can send a notification for a shared report of any type to users, user groups, and levels. The notification  includes a link to the report. When a recipient selects the report link, Adaptive Planning prompts them to log in and logs out of any active sessions. 

Before You Begin 

Verify the following:

  • The report is saved to the Shared Reports folder.
  • Required permission: Send Notifications. See Create, Edit, or Delete Roles.
  • Valid email IDs for the recipients are available on the Edit User page.
  • Any personal or user groups are available for use as recipients.

If your Adaptive Planning instance is set up for Workday User Sync and Workday Notifications, you can then receive a notification from Workday for shared reports. See Enable Features After User Sync in the Workday Admin Guide.

Send Notification

To send a report notification:

  1. Select a report from the Shared Reports folder.
  2. In the report viewer, select Send Notification from the tool bar.
  3. In the To field, select the recipients for the shared report:
    • Available Groups. Personal and user groups set up by the administrator. 
    • Available Users. All users in the current instance.
    • Available Levels. All levels to which you have access and any parents and ancestors of these levels.
      To select non-adjacent recipients from the list, press down the CTRL key, and then select the recipients. To select a range, select the first recipient in the range, press down the Shift key, and then select the last recipient in the range.
  4. In the Cc field, select any recipients that you want to copy.
  5. If necessary, modify the default subject. The field is pre-populated with Workday Adaptive Planning Report: Name of Report
  6. If necessary, modify the default message. 
  7. Select the Send a copy to myself check box to receive a copy of the notification you are sending.
  8. Select Send.
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