Generating Reports in SAP SuccessFactors Compensation

Let us look at how you can generate rollup reports.

1. Navigate to Compensation Home→Rollup.
2. In the Planner field, enter the planner for which to generate the report.
3. Click Find Plans.
4. Click the name of a plan to generate a report.

Select Export as MS Excel to download and save a local copy of the report.

To drill down further and make changes, select the name of the desired compensation plan.

The exported .zip file always includes a general report, a detail report, and a user goal report.

Rollup reports can also be made available for planners. When enabled, compensation planners can see the rollup report as Detailed Report on their compensation worksheet (one of the icons in the top right corner). This way, the planner can drill down their hierarchy to see the budget rollup for their organization. The steps to enable rollup report on worksheet are as follows:

1. Include the following in the XML template after the comp-include-summary tag section:<comp-include-report>comp-include-report>.
2. Enable rollup report at the template level by selecting Enable Roll-up Reports in theAdvanced Settings of Plan Setup.

As a predelivered report, rollup reports come with the following limitations:

• Rollup Hierarchy (compensation planner flag) is not supported in the rollup report, only Standard and Compensation Manager (Second Manager) Hierarchy.
• Rollup report is based on the current manager/second manager hierarchy within the system, just like the Executive Review. If the hierarchy within the system changes, but employees aren't moved from the old manager to new manager’s form, the roll up report hierarchy will break, and you will receive a message like this: The report could not be completed as requested due to insufficient permission. To ensure employees are always moved from the old manager/second manager to the new manager/second manager’s form, select Move employee's compensation data from old manager to current manager. during the employee data import or when running Update All Worksheets.

Aggregate export is most often used for entering finalized compensation planning results to the company’s payroll system. The export file cannot be customized. It can be exported in one of the following formats:

• Short format, which includes basic user information and compensation worksheet data.
• Long format, which includes more comprehensive user data and goals (if applicable) as well as compensation worksheet data.

The aggregate export includes a large dump of all compensation data available in the tool. If the customer is looking for a simplified report, they can create an ad hoc report specifically for the data they desire.

Make sure you enable Manage Permission Role→Manage Compensation→Compensation Aggregate Export to export the Compensation data for a template.

1. Navigate to Compensation Home→Aggregate Export.
2. Select the template for which to generate the export.
3. Specify the information and options to include.
4. Click Compensation Aggregate Export.

If the feature is enabled, an email will be sent when the file is ready to download; otherwise, the file can be found in Report Center→View Schedules→My Jobs.

The file is in a v4e format, the same as that of the CSV file format but using a caret symbol (^) as separator instead of a comma.

The export file displays one line for each time the employee appears on a compensation worksheet for the template selected. For example, if the user is on two different forms, you see two records for that user.

To assign administrator permissions for the Report Center, use Action Search→Manage Permission Roles. Select the following permissions under Administrator Permissions→Manage Dashboards /Reports:

• Report Center
• Share Reports to Groups and Roles
• View All Schedules
• Schedule Reports to FTP Destination

To assign user permissions for the Report Center, use Action Search→Manage Permission Roles. Select the following permissions under User Permissions→Reports Permission:

• Report Center
• Schedule Reports

The complete list of the permission matrix for the Report Center is discussed further in the Managing Report Center guide on the SAP Help Portal.

• Report Table: This report was previously known as Ad Hoc Reports. This report allows you to create custom reports and share them across the organization. Allows Single, Multi, and Cross Domain reports. Multi and Cross Domains allow users to create a report from different solutions.
• Report Custom: This is an Ad Hoc Report with a custom template.
• Report Canvas: This used to be known as Online Report Designer. Allows you to build free-form reports by dragging and dropping report components such as tables or charts onto a canvas.
• Tiles and Dashboards: These reports allow you to build new analytic tiles using a simple wizard. You can combine tiles into dashboards and make tiles available to the home page and mobile devices.

To create a report table, proceed as follows:

1. Navigate to Reporting→Report Center.
2. Click New to create a new report.
3. Select Report-Table.
4. Select how you want to structure your report.
   • Select Singe Domain to generate a report on one report domain (for example, compensation planning).
   • Select Multi / Cross Domain to generate a report that contains multiple domains (for example, Compensation planning + Compensation Eligibility + Job Information) . Multi Domain generates a spreadsheet with separate tabs for each domain while Cross Domain consolidates the information from all domains in one tab.
5. In the General Info tab, enter the report name.
6. In the People tab, select the reporting scope. Use Team View as team reporting type when defining people scope so that only managers can see data in the report. When Other filters is used, the viewer with the RBP role assigned can access a particular domain for a specific target population.
7. View the Data Set tab, which refers to the compensation plan data source.
8. Select Columns or compensation fields that you want to include in the result. Select Enable Distinct to avoid duplicate entries in the output.
9. Select Configure Data Types (optional). You can modify the data output for the Date, Time, and Picklist fields.
   • Data Type Configuration = Select either "Date" or Timestamp data output.
   • Show Value Id Configuration = Select "Id" or "Value" for picklists data output.
10. Select Filters, which refines the data (columns) that you selected for the report.
11. Select Save.

Use the Report Center Admin and user guide on the SAP Help Portal on how to create Report Custom (Ad Hoc report with Custom template) and Report Canvas (Online Report Designer).

To create a tile in the Report Center, proceed as follows:

1. Click New to create a new report.
2. Select Tile.
3. Select the domain report. Enter name report name on the general info.
4. Select Report Type and reporting scope in People and DataSets. You can apply filters for Division, Department, Location (and any other custom filters created in data model).
5. In the Chart Data tab, select the chart type. Category is the column you want to group by, for example, Rating. Metric is the value which should be calculated, for example, Merit.
6. Select the Calculation.
7. Refine criteria by using filters.
8. Use Drill Down Columns to display additional entries than the chart.

   When the tile is created, it can be made available to the home page or mobile. Tiles can be combined to create a dashboard and tiles can also be used on the Insights panel.

To construct a tile-based dashboard, proceed as follows:

1. Navigate to Reporting→Report Center.
2. Click New to create a new report.
3. Select Dashboard.
4. In the General Info tab, create a name for the dashboard.
5. Select previously created tiles by using theAdd Tile button. You cannot build or edit tiles in this tool; you can only combine existing tiles into dashboards. If you want to edit tiles, use the tile edit builder. You can combine tiles from all different products excepts recruiting tiles.

As the managers work on various topics such as compensation, helpful and relevant information is displayed in a pop-over and they can continue to work on the page while the panel is open. Here's how to enable Insights for Compensation:

1. Use Action Search and enter Manage Insights.
2. From the list of panels, enable the Compensation Insight panel.
3. From the available tiles, select the tiles you want to be displayed in Insights.
4. Save.
5. Assign user permissions for Insights by using Action Search→Manage Permission Roles. Select the Insights permissions under User Permissions→Reports Permission.

Users can access the Insights panel on the Compensation Inbox and Worksheets.