Describing Administrator, Standard and Custom Reports

Objective

After completing this lesson, you will be able to describe the reporting functionality in SAP SuccessFactors Learning.

Administrator Reports

SAP SuccessFactors Learning enables administrators to run various reports on many aspects of training. In addition, a customer can customize their reports and queries using our Report Designer tool. These custom reports may be added to and run from the Reports menu. Certain reports can be restricted from being run during designated hours. This helps ensure that large report jobs are not run during peak times, which could impact system performance.

Standard Reports

The reporting system contains over 70 standard reports from the administrator interface. Each report menu gives options for grouping and sorting output in various ways.

Administrators can save the entered criteria for a report and execute it on demand at another time. When the administrator executes the saved report later, the system displays the standard report criteria form with the saved criteria. Reports can also be set up to run as a scheduled and recurring event. Reports may also be scheduled to run remotely, on a recurring basis, and configured for FTP delivery or emailed to one recipient. Aside from these report configurations, Standard Reports can be customized (using SAP SuccessFactors Report Designer) to include additional fields and data.

Custom Reports using Report Designer

SAP SuccessFactors allows you to create custom reports using SAP SuccessFactors Report Designer (Powered by BIRT), a free application not built into the SAP SuccessFactors Administration Interface.

Administrators with the appropriate permissions may export reports to customize them in SAP SuccessFactors Report Designer and re-import them.

Reports may also be built from scratch using SAP SuccessFactors Report Designer and imported into SAP SuccessFactors Learning. Reports are all available in the Reports Dashboard depending upon the security domain access (Standard and Custom Reports are all located in the same searchable menu). When new reports are imported into SAP SuccessFactors Learning, permissions for administrators are automatically created so access to that specific report can be completely controlled through administrator roles.

Summary

  • Utilize over 70 predefined reports available in SAP SuccessFactors Learning, with options for grouping and sorting output to analyze various aspects of training.
  • Leverage SAP SuccessFactors Report Designer (Powered by BIRT) to modify standard reports or create custom reports from scratch based on training needs.
  • Prevent large report jobs from running during peak hours to maintain system performance and availability.
  • Save report criteria for on-demand use and set up scheduling for recurring or one-time delivery via email or FTP.
  • Administrators with permissions can export reports, customize them in Report Designer, and re-import them into SAP SuccessFactors Learning for enhanced functionality.
  • Display both standard and custom reports in a single searchable menu, with access controlled by security domains and administrator roles.
  • When new reports are imported, the system automatically generates permissions to control administrator access to those reports.

Decisions Checklist

Based on the content in this section, please review the list of implementation decisions your company may need to make before implementation begins and discuss them with your stakeholders, project team, and SAP SuccessFactors implementation consultants. In this way, you will be better prepared to begin the implementation.

  • Which reports are/are not applicable for your administrator(s)? You can un-publish (hide) any reports that are not applicable or useful for any administrator. If reports are relevant for a subset of administrators, you can set up permissions to provide access.
  • Determine if there are any critical custom user and administrator reports that should be developed for your implementation. If so, you must decide the best way to develop the reports. The implementation team can explain the options.

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