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Send a Report in the Workfront Test Environments

 

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The information on this page refers to functionality that is available only in the Preview and Custom Refresh Sandbox environments. This functionality is not available in the Production environment.

You can set up Report Delivery options in any Workfront test environment.
For information about the Workfront test environments, see "Workfront Testing Environments."

While the test environments are meant to function as close as possible to your production environment, some functionality differs from your production environment. 

You can schedule reports in the test environments, but the way they are delivered differs from how they are delivered from the Production environment. 
For information about scheduling reports for delivery in the Production environment, see "Setting up Report Deliveries."

Depending on where you schedule the reports, the delivery functionality differs between the Preview and the Custom Refresh sandboxes. 

Schedule Reports in the Preview Environment

Schedule Reports in the Preview Environment

Whether a delivered report is produced or not in the Preview environment depends on whether the "Receive emails from this test environment" setting is enabled or not. 
For information about enabling emails from the Sandbox environment see the "Managing Emails from the Sandbox Environment" section in the "Configuring Email Notifications" article. 

reeive_emails_from_sandbox_setting__1_.PNG

Scheduling reports for delivery in the Preview environment is identical to scheduling reports in the Production environment. For information about scheduling a report for delivery, see "Setting up Report Deliveries."

When you schedule a report for delivery in the Preview environment, the following scenarios exist:

  • When the "Receive emails from this test environment" is disabled for the user who is receiving the report, no file is produced when scheduling the report for delivery. 
  • When the "Receive emails from this test environment" is enabled for the user who is receiving the report, the file that is produced when scheduling the report for delivery is added in the Documents tab of the user.
    For information about the reports stored in the Preview Sandbox when they are scheduled for delivery see "View Stored Reports in the Preview Sandbox."

View Stored Reports in the Preview Sandbox

When you enable the "Receive emails from this test environment" setting in the profile of a user in the Preview environment and you schedule a report to be delivered to them, the report is stored on the Documents tab found on the user's profile page. 

To locate stored reports:

  1. Click your profile picture in the upper-right corner of the interface.
  2. Select your name from the drop-down menu.
  3. Click the Documents tab.
  4. Click the Workfront Delivered Reports folder to access your delivered reports.
    workfront_report_folder_in_preview__1_.PNG

Schedule Reports in the Custom Refresh Sandbox Environment 

Whether a delivered report is produced or not in the Custom Refresh Sandbox depends on whether the "Receive emails from this test environment" setting is enabled or not. 
For information about enabling emails from the Sandbox environment see the "Managing Emails from the Sandbox Environment" section in the "Configuring Email Notifications" article. 

reeive_emails_from_sandbox_setting__1_.PNG

Scheduling reports for delivery in the Custom Refresh Sandbox environment is identical to scheduling reports in the Production environment. For information about scheduling a report for delivery, see "Setting up Report Deliveries."

When you schedule a report for delivery in the Custom Refresh Sandbox environment, the following scenarios exist:

  • When the "Receive emails from this test environment" is disabled for the user who is receiving the report, no file is produced when scheduling the report for delivery. 
  • When the "Receive emails from this test environment" is enabled for the user who is receiving the report, the report is emailed as an attachment to the email address associated with the user. 

 How External Users are Notified

External users do not receive reports sent from the Workfront test environments, nor do they receive an email notification. 

External users only receive emailed reports if they are delivered from a Production environment.   

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Migrated to Flare before editing this: the old title was: Sending Reports from the Preview Sandbox Environment. 

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This article last updated on 2018-12-17 22:10:42 UTC