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Adaptive Planning
Last Updated: 2023-06-23
Send Scheduled Reports as Attachments

Send Scheduled Reports as Attachments

  • On the General Setup administration page, select these options for your instance:
    • Enable attachments with scheduled notifications
    • (Optional)
      Require password protection on attached files
      . If you select this option, then you must specify a password and share with end users receiving the attachments.
  • Security:
    • Create Report Schedules
       permission.
    • Send Attachments in Notifications
       permission.
    • (Optional)
      Manage all Report Schedules
       permission.
    • Download to Excel
       permission. Both schedulers and recipients need this permission.
  • Verify that email IDs exist for the notification recipients.
You can schedule matrix and model reports as Excel attachments in email notifications. Recipients can then download the attached report from their email notifications. Optionally, you can enforce password protection on the schedule. Users then need to enter that password to download the attachment. If you enforce password protection at the instance level, then the
Password Protect
field displays as required. In case you enforce password protection later, then all prior schedules that you created without a password, fail. You then need to update your schedules.
  1. Select
    Reports
     from the main menu.
  2. From the
    Shared
    folders, click the
    Actions menu
     (3 vertical dots) for a matrix or model report and select
    Create Schedule
    .
  3. Specify the schedule details such as name, cadence, and time. Select an end date to expire your schedule.
  4. For
    Action
    , select
    Send Report as Attachment
     and click
    Next
    .
  5. Specify the attachment details and save. As you complete the task, consider:
    Option Description
    To
    Specify the recipients (users, groups, or levels) for the scheduled report notification.
    Message
    Optionally, specify a message for the recipients.
    Password Protect
    Since users can download the Excel report, you can optionally specify a password for the attachment. If you enforce password protection at the instance level, then you must specify a password. Use a separate channel such as email to share this password with the recipients.
    Default Output
    As a default, the output is Excel for all scheduled notifications with attachments.
    If you have a template attached to the report, then you can select
    Template
    as the default output.
    Confirmation
    Confirm that you're authorizing the specified recipients to view the report data based on scheduler access.
    Report URL
    Select the option to include the link to the live report in the scheduled notification.