Send a report in the Preview Sandbox environment

Last update: February 20, 2025

CREATED FOR:

  • User

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 Adobe Workfront test environment.

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 Report delivery overview.

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

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan*Any
Adobe Workfront license*

New:

  • Standard

Current:

  • Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Object permissionsManage permissions to a report

*For information, see Access requirements in Workfront documentation.

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 Receive emails from this test environment is enabled or not.

For information about enabling emails from the Sandbox environment see Enable delivery of emails from the Preview Sandbox environment.

Receive emails from sandbox option

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 Report delivery overview.

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

  • When 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 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.

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 Preview environment see the section View and modify your email notification settings in the article Modify your own email notifications.

Receive emails from sandbox option

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 Report delivery overview.

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.

More help on this topic

Previous pageRun and deliver a report with the access rights of another user
Next pageReference a custom form in a report

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