Share Reports via Teams, SharePoint & OneDrive

Mon, 01 Jan 0001 00:00:00 +0000

You can save Workday OfficeConnect reports to shared locations in Microsoft Teams, SharePoint, or OneDrive so multiple colleagues can access them.

For admins & power users Limitation: Workday OfficeConnect does not support multiple users editing the same file simultaneously. There’s always a risk of data loss if two people work on the same file at the same time.

Finish building and refreshing your report Make sure the report is complete and you’ve clicked Refresh to load the latest data. See Build Your First Report if you’re still in the build phase.

Save to a shared location Use Excel’s standard File → Save As to save the workbook to a Teams channel folder, SharePoint document library, or OneDrive shared folder.

Share the link Use the Teams or SharePoint sharing feature to send a link to colleagues. They can open the workbook and refresh it themselves if they have Workday OfficeConnect installed and appropriate Adaptive Planning permissions.

What recipients need

For a colleague to open and refresh a shared OfficeConnect report, they need:

Sharing your work on OfficeConnectPro

Share Reports via Teams, SharePoint & OneDrive

How to share a report

What recipients need