All workers will be able to access reports no matter their security level within Workday Adaptive Planning. From the main menu navigation, worker’s can open the Reports Overview page to see the reports that they have access to, navigate report folders, and run reports.

Navigation

1. Select the navigation menu and select the arrow next to Reports to see your favorite reports. When a report is selected, that report immediately runs.
2. Once the report is run, the Report Viewer toolbar displays. This enables save and export actions and allows the report to be modified.

Report Viewer Toolbar Options

1. Various actions can be performed from the Report Viewer toolbar after running a report.
2. Here you can see the default Report Viewer toolbar which will appear when you first run a matrix report.
3. From left-to-right, the Report Viewer toolbar features:

1. 1.  Notes: drop-down menu gives the option to add report notes, line notes, and delete notes.
   2.  Return to undrilled report: which is active after drill-down.
   3.  Save: save changes to the current report.
   4.  Save as: saves as new report.
   5.  Save as snapshot: is a saved copy of a report at a specific time.
   6.  Modify report puts you in edit mode.
   7.  Printable view creates a printable Excel report.
   8.  Export report gives the option to export to Excel or export as a PDF.
   9.  Toggle between frozen and unfrozen headers.

Reports Overview Page

To view Reports Overview Page, Navigation Menu > Reports

1. Search: Enter keywords and press enter. Your search results will appear in the right pane.
2. Report Books (Left) Pane: Houses your Personal, Shared, Favorites, and Reusable report selectors / books.
3. Reports (Right) Pane: Contains your list of reports as well as report folders.
4. Reports: View a list of reports within a selected folder. Select the report to view it, or right-click to select actions from the context menu.

Reports and Report Books Pane

1. Default report books cannot be deleted or renamed, but new report books can be created by selecting (1) Add New at the top of the Report Books Pane and then selecting (2) Report Books.
   1. Users will be prompted to name their new report book and select the reports that the report book will contain.
      
       
2. Subfolders within Personal and Shared reports can be created by selecting the Add Folder icon in the upper-right corner of the Reports Pane.
   1. Users will be prompted to enter a name for the new subfolder as well as select which report book it will be contained in
   2. Folders in the Shared Reports will be visible to any user with access to reports.
       

Adding Notes

1. To add a report note:

   1. From the Notes drop-down, select Add Report Note.
   2. Enter your note and select OK.

2. To add a line note:

   1. Right-click a row and select Add Line Note. You may only add a line note to a row that allows drilling in the report, and rows that are rightmost in the report viewer.
   2. Enter your note and select OK.

3. Change how and where line notes display in a report. From the Notes drop-down select:

   1. Show in column, as footnotes, or inline.

4. To add cell notes:

   1. Select Modify Report.
   2. From the report properties, select Show cell notes.
   3. To edit a cell note, access the sheet and the specific cell where you added the note. You cannot edit cell notes from a report.

Output Options

1. Use the Report Builder toolbar to choose your desired output option by clicking the Save As icon.
2. After selecting the Run Report icon from the toolbar, the options for a matrix report are:
   1. HTML (default).
   2. Excel.
   3. PDF.