Team: I wanted to seek expert advice and see if this is feasible to auto-export Anaplan Model outputs in Excel format to various recipients over emails with native email app such as MS Outlook.
@mporwal
Why do you want to export the reports and bombard Users with emails? Instead you can take advantage of Anaplan Excel Add in. Users will get the reports in excel format with one simple click in excel.
To answer your query that seems possible with workflow but I am not certain.
You just read my mind and I was exploring Excel Add-in as we speak. Where can I find more information / resources related to the Excel add-in. Sounds like a pretty nice feature..
That's awesome. See if this helps. There are best practice articles on Anaplan Add ins as well. Make sure you go thru these.
https://community.anaplan.com/t5/Add-ons-for-third-party-products/ct-p/Third-party-add-ons
You will have to Download the Latest Anaplan Excel add in from anapedia and install it. Link below
https://help.anaplan.com/anapedia/Content/Extensions_and_Addins/Excel_Add-in/Download-and-install-the-excel-add-in.htm?cshid=a-823d0948-d3a2-4458-98d6-f4c122f9f399
Once installed create the connections and let the Anaplan do the talking
Hope that helps
@rob_marshall I feel like you would be able to answer my question, and if you can't then no one can. My question is - using selective access on a hierarchy level I want to be able to look up the user that has access to a particular level within the hierarchy so that I can create a standardized e-mail using the mailto…
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