Quickly Accessing your Reports and Charts

Objective

After completing this lesson, you will be able to demonstrate how to quickly access reports and charts using starring and pinning functionality.

Reports and Charts on the Home Page

Adding reports and charts to your SAP Fieldglass Home Page provides visual representations of your reports and data insights instantaneously. They allow individual users, or even a group of users, a quick, on-demand view of the data they need to monitor the most.

Screenshot of the homepage with a bar chart widget and a report pinned to the top.

How to Add Reports and Charts to Home Page

The Program Office for WorkingNet Networking Inc., a manufacturer of data networking equipment, closely monitors the progress of various transactions in SAP Fieldglass. As the Program Manager for worker procurement, Brian is specifically interested in open Job Postings and approaching Worker end dates by regularly running the "PMO Open Job Postings" and "Upcoming Worker Ends" reports. To make things easier, he wants to add these reports and charts to his home page.

Here’s how Brian adds the reports to his SAP Fieldglass home page.

Adding Reports and Charts to a User Role

In addition to adding reports and charts to your own home page, users with the appropriate permissions can also assign them to an entire User Role, so that they display on the Home Pages of everyone with that User Role.

To do so, navigate to the User Role admin object to open a specific User Role. Then, select the Reports and Charts association tile, as shown below, and add the individual reports from there.

Screenshot of the Reports and Charts association screen for the Program Office User Role, showing the Associate Reports/Charts to User Role popup window with the PMO Open Job Posting Report selected and the Contracts Ending – Chart selected.

Star a Report

Starring a report in SAP Fieldglass allows users to mark specific reports as their favorites, making it easier to reference them in the future. This feature is useful for users who frequently access the same reports and want to quickly find them from their home page.

Screenshot of the Current Worker Details report’s Run-Time page, highlighting the Star icon selected and the options to ‘Star for Me’ or ‘Star for Someone Else’ shown.

Users can also Star a report for another user, to essentially assign that report to appear on the other user’s home page. The user who gets this report starred on their behalf has the ability to remove it from their starred reports, if necessary.

Summary

This lesson explains how to quickly access SAP Fieldglass reports and charts by pinning them to the Home Page and starring favorites for yourself, others, or entire user roles.

  • Pinning (Set Up Home Page) places a report/chart widget on your Home Page for instant visibility and monitoring.
    • User Role-based pinning: Admins can pin reports/charts to the Home Pages of everyone with specific User Roles.
  • Starring marks reports as favorites for quick access from the Home Page; you can star for yourself or for another user, who can unstar if needed.
  • Home Page reporting widgets support drill-through; clicking IDs in widgets opens underlying records for faster day-to-day program management.