Adaptive Planning reports, OfficeConnect management packs, executive dashboards, and Power BI reporting — built on your live planning and actuals data so finance spends time on analysis, not on formatting spreadsheets.
Reporting in Adaptive Planning ranges from in-platform matrix reports to OfficeConnect management packs to Power BI dashboards. The right layer depends on the audience and how the data will be used — we design for both.
Board packs, CFO reports, and departmental P&Ls built in OfficeConnect — pulling live data from Adaptive Planning directly into formatted Excel templates, eliminating manual data pulls at every close.
Variance analysis, headcount tracking, rolling forecast, and KPI dashboards built natively in Adaptive Planning for finance teams that work primarily in the platform rather than in Excel.
Adaptive Planning data connected to Power BI for executive dashboards, self-serve analytics, and cross-system reporting combining Adaptive with Workday Finance, HCM, or external data sources.
Financial ratios, KPIs, variance calculations, and custom metrics built as calculated accounts or matrix reports in Adaptive Planning — so reporting logic lives in the model, not in spreadsheet formulas.
Scheduled report publishing and email distribution so the management pack is available at close completion rather than assembled manually after the numbers are final.
Slow-loading Adaptive reports diagnosed and rebuilt — formula review, calculation sequence, data volume, and report structure optimised without losing the reporting output finance depends on.
The most common reporting problem we see is reports that were built for the system architect — technically correct, showing the right numbers — but formatted for nobody in particular and impossible for finance to maintain without calling the implementation team. We design reporting for the person who reads it, not for the person who built the model.
We review every report finance currently produces — format, frequency, audience, data source, and how long it takes to produce — before designing any Adaptive reporting layer.
Which reports live in Adaptive natively, which in OfficeConnect, which in Power BI — designed against the audience and use case, not against what is easiest to build.
Every report tested against your actual close data before handover. Finance trained to update, maintain, and extend. Self-serve is the goal.
Workday Illuminate's anomaly detection flags unusual variances directly in Adaptive Planning before they reach a board report — highlighting accounts where actuals are behaving unexpectedly against plan or prior year. We configure Illuminate as part of every reporting build so finance is alerted to issues before the management pack goes out, not after leadership reviews it.
OfficeConnect is Workday Adaptive Planning's Excel integration — it connects Excel templates directly to live Adaptive data, so a CFO pack or board report updates automatically when actuals load rather than being rebuilt manually each period. It works best for formatted narrative reports where the audience expects an Excel or PDF output. For self-serve analytics or cross-system dashboards, Power BI is usually the better layer.
Yes — slow Adaptive reports are a common problem and almost always fixable without a model rebuild. The most frequent causes are calculation sequences that force the platform to recalculate more than necessary, reports pulling from poorly designed calculated accounts, or data volumes that could be reduced with better filtering. We audit slow reports specifically and fix the root cause rather than adding workarounds.
Both, for different audiences. Finance teams that live in Adaptive Planning benefit from in-platform dashboards and OfficeConnect management packs — they see their reporting inside the same tool where they plan. Executive leadership and operational teams that don't have Adaptive access, or that need to see Adaptive data alongside other systems, are better served by Power BI. We design the reporting layer for both audiences rather than forcing everything into one tool.
Workday Illuminate analyses actuals patterns across your planning model and flags accounts that are behaving unusually against plan, forecast, or prior year — before they appear as an unexplained variance in a board pack. This works inside Adaptive Planning on your existing data and doesn't require a separate AI implementation. We configure and validate Illuminate as part of every reporting engagement.
Reports slow or producing wrong numbers?
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