Creating Story Reports with SAP SuccessFactors Onboarding Data

Objective

After completing this lesson, you will be able to create Story Reports with SAP SuccessFactors Onboarding data.

Story Reports

The Story Report in Report Center is part of the reporting tools in SAP SuccessFactors Platform. This report is based on the integration of SAP SuccessFactors HCM Suite with SAP Analytics Cloud. It is a presentation-style report that uses charts, visualizations, text, images, and pictograms to describe data. For example, you can create a report that highlights the following:

The names of all new hires
The status of the new hire in the onboarding process
The hiring manager and recruiters involved
Onboarding tasks and their due dates

A Story Report mainly involves building a query and using the query to create the report.

After you create a story, you can add and edit pages, sections, and elements, as well as share your story with others for them to use.

Story Reports is currently the only standard reporting tool in the SAP SuccessFactors HCM Suite that can be used for Onboarding.

Role-Based Permissions to Access Onboarding Data in Story Reports

To create Story Reports with Onboarding data, you need to add the Onboarding schema permission to a user. This can be found in the Reports Permission category for Create Story.

Select the Create Story checkbox to add the Onboarding schema permission to a user.

Story Reports

Stories are generally composed of two parts:

Queries are your sources of data. They are essentially the different MDF objects in the SAP SuccessFactors HCM Suite that can come from different modules.
Widgets represent the data you are generating on the report. They can be different types of data representations, such as charts and tables.

To create a Story Report, complete the following steps:

In the Report Center, use the Query Designer to build your query.
Add Widgets to your story.

Create a Story with Onboarding Data

Creating a Story Report with Onboarding data is very similar to how a Story Report is created for every other module in SAP SuccessFactors HCM Suite. The only difference is the data in the report. It is beneficial to know the different MDF objects for Onboarding to identify the data you can generate on a Story Report.

Steps

To open the Report Center, go to Reporting from the main navigation menu.
To create a new report, choose New.
In the pop-up window, choose Story, then Select.
The Query Designer window opens with a list of Available Data to choose your query from.
Select an object/data token from the Onboarding category. Do this by clicking and dragging the object/data token from the Available Data to the left-hand pane. The left-hand pane is referred to as a canvas where a query is built.
Select specific pieces of data (fields) from the selected object/data token. You can add more objects/data tokens from other schemas (such as SAP SuccessFactors Recruiting), depending on the initial schema chosen. In this case, Onboarding is the initial schema and is integrated with Recruiting.
To save your query (which is your Datasource), choose Finish and enter a Name for it.
Add widgets like Charts and define each as needed. For example, you can select fields to display in the charts.
To save your story, select Save from the File section.

Result

You have successfully created a Story Report that contains Onboarding data.

Note

For a complete guide to using Story Reports in SAP SuccessFactors HCM Suite, visit the SAP Help Portal page: Story Reports | SAP Help Portal.

Summary

Use Story Reports for all standard Onboarding reporting. These reports use queries and visuals to present data in a presentation-style format.
Grant users permission to access Onboarding data. Add the Onboarding schema permission to a user role to allow creating reports.
Create reports by first building a query with Onboarding data. Then, add visual widgets like charts and tables to build your report.

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