Introducing the Administration Course
Getting Started with SAP SuccessFactors Learning
Integrating SAP SuccessFactors Learning with SAP SuccessFactors HCM
Exploring the SAP SuccessFactors Learning User Interface​
Exploring the SAP SuccessFactors Learning Administrator Interface
Enabling AI Services for SAP SuccessFactors Learning
Reporting in SAP SuccessFactors Learning
Working with Items
Working with Curricula
Working with Programs
Assigning Learning to End-Users
Configuring Item Relationships and Advanced Administration Features
Creating, Managing, and Registering for Classes
Adding and Editing History Records
Managing Online Content
Building Assessments
Evaluating Training
Planning Next Steps

Saving Reports

Objective

After completing this lesson, you will be able to save reports in SAP SuccessFactors Learning.

Saved Reports Tab

The Saved Reports tab allows you to save reports for future use. You can save the settings and filters you used for a report so that you can easily access and reuse it later without having to reestablish them.

Save Reports

To easily save 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 SAVE Report button.
  6. Enter a SAVED report ID and description.
  7. Submit your report.

Location of the Save Report button is highlighted on the bottom of the image.

Saved reports are only visible to the Administrator who created them and cannot be shared with others. To save a report, you need to provide a unique ID and description for it.

When you save a report, you are essentially saving the parameters and filters you used when running the report. It's a good idea to use specific criteria like filters, as it will make it easier to find and use the saved report later.

ActionSteps
Access and run a saved report
  1. Go to the Saved Reports Tab.
  2. Locate the report you want to run.
  3. Select the launch icon.
Sort saved reportsSelect the ascending and descending buttons in the column headings.
Filter saved reports listEnter the filtering text in the text box in the column headings.
Remove a saved report
  1. Select the launch icon button.
  2. Select Remove at the bottom of the Report screen.

The Launch icon is used when the user wants to take certain action on the saved report. The Launch icon takes the user to a screen where the following buttons are available:

  1. Run Report - This button is used to run the report and get report results.
  2. Schedule Job - This button is used to schedule the report to run at a later time.
  3. Save Report - The user can make changes to the report search criteria and use this button to save them.
  4. Remove - This button is used to delete the report.
  5. Reset - This button can be used, if the user makes edits to the search criteria but wants to revert the changes.
Location of launch icon is highlighted on right side of screen.

Summary

  • The Saved Reports tab enables administrators to store report configurations, including settings and filters, for easier future access.
  • Saved reports are unique to the administrator who creates them and cannot be shared with others.
  • Key functions include running, scheduling, editing, resetting, and deleting saved reports directly from the interface.
  • Providing a unique ID and description when saving a report ensures quick identification and retrieval later.
Learning
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