Share Reports via Teams, SharePoint & OneDrive
You can save Workday OfficeConnect reports to shared locations in Microsoft Teams, SharePoint, or OneDrive so multiple colleagues can access them.
How to share a report
What recipients need
For a colleague to open and refresh a shared OfficeConnect report, they need:
- Workday OfficeConnect installed (same version or newer) — see Install for End Users
- Access to the same Workday Adaptive Planning tenant
- Appropriate Adaptive Planning permissions for the data in the report
Concurrent access risks
| Scenario | Risk |
|---|---|
| User A opens and signs in; User B opens read-only | Low risk — User B sees the file but can’t save changes |
| Both users sign in and make changes | High risk — the last save wins; earlier changes can be overwritten |
Best practice: Treat shared Workday OfficeConnect files like shared Excel files — coordinate with colleagues to avoid simultaneous editing.
Data clearing on shared files
By default, Workday OfficeConnect clears data on save (replacing it with n/a). When someone without OfficeConnect opens a shared file, they’ll see placeholder text rather than financial data. This is intentional — it prevents sensitive data from being visible to users who haven’t authenticated. See Secure OfficeConnect Workbooks for the security model.
Recipients with OfficeConnect can click Refresh to load their data view.
Result
The workbook lives in your team’s shared location, and authorized users can refresh their own view of the data.
Next steps
- OfficeConnect for PowerPoint — embed live charts and tables in presentations.
- OfficeConnect for Word — embed live data into narrative reports.
- Secure OfficeConnect Workbooks — harden saved files against data leakage.