Exploring Report Folders

Objective

After completing this lesson, you will be able to navigate a Report Folder admin object.

Report Folders

Report Folders are used to group similar reports. Access to folders is based upon User Roles and is granted through the User Role admin object in the User section of the Admin menu.

Reports are viewed, run, and created through the Analytics menu on the SAP Fieldglass home page.

Navigating the Report Folder Admin Object

Report section of the Admin Menu, the Report Folders selection is highlighted.

1	To view a list of folders associated to WorkingNet’s tenant, select Report Folder from the Report section of the admin menu.

Report Folder List Page

Reports Folder List page highlighting the User Roles column and the Status link in the Name column. Between them is the Defined BY column, listing the person or organization that defined the folder.

SAP Fieldglass includes a number of standard folders to hold reports for such things as Services, Spend, and Workers. Additional Folders can be added based on an organization’s need.

The numbers in the User Roles column indicate the number of User Roles associated to the report folder.

They are selectable and will take you directly to the list of the roles that have visibility into the reports within the selected report folder.

Select the hyperlink in the Name column to view the details of that report folder.

Reports Folder Details Page

Report Folder Details page highlighting the User Roles tile and the Reports tiles in the associations tree. The Details consist of the Report Folder Name and it's Description.

The details page displays two tiles:

4	The User Roles tile will open the same list of the roles as the number links in the User Roles column of the list page.
5	The Reports tile will open the list of reports that are grouped within the folder.

Summary

Report Folders in SAP Fieldglass are used to organize and group similar reports, with access controlled by User Roles through the User Role admin object.

Key Points:

Access Control: Access to Report Folders is managed through User Roles.
User Roles Column: The User Roles column on the Reports Folder List Page indicates the number of roles associated with each folder.
Associations: The Details Page displays User Roles and Reports tiles, providing lists of associated roles and reports.

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