Running Reports

Administrators can run reports on users they have access to, as determined by their Administrator roles. Users, on the other hand, are only able to run reports on themselves. However, if the user is listed as a manager in SAP SuccessFactors Learning, that user can run a report on themself and any of their direct or indirect subordinates. An instructor may be allowed to run class reports from their My Classes tab.

Custom reports can be created by making modifications to existing reports using Report Designer (PRD/BIRT). Once these reports are imported into SAP SuccessFactors Learning, they can be executed even before they are published. However, the ability to save and schedule the reports will only becomes available once they have been published.

To access reports, select Reports in the left-hand menu. The report interface on the right is divided into two main sections: the report search filters and the report display area. The display area consists of three tabs

• Saved Reports
• Reports
• Report Jobs

The most common use of the Reports tab is to run available reports within the system. To find the desired report, browse the provided list on the Reports tab or use the keyword Search field to find the desired report.

To enhance the search for a desired report, you can utilize search filtering options. Simply select the specific report categories by checking the corresponding checkboxes to narrow down the search results.

On the Reports tab, you can do various advanced tasks related to reports. These tasks include modifying report descriptions, importing and exporting reports and libraries for customization in Report Designer, and publishing and un-publishing reports.

To easily run a report, complete the following steps:

1. Find the report you need.
2. If the report is part of a group, select the plus sign to expand the group.
3. Select the report to open it.
4. Select formatting options and fill in the search criteria.
5. Select the Run Report button.

• The Report Interface allows administrators to run reports on users within their role's access scope, while managers and instructors have limited reporting capabilities on their teams or classes.
• Custom reports can be created and modified using Report Designer, imported into SAP SuccessFactors Learning, and published for saving and scheduling options.
• The interface is divided into three sections: Saved Reports, Reports, and Report Jobs, offering options to search, filter, and manage reports efficiently.
• Running reports involves searching for a report, selecting it, applying criteria, and generating the report with customizable formatting options.