Describing Report Center Features

Objective

After completing this lesson, you will be able to describe Report Center features.

Report Center

SAP SuccessFactors Plattorm reporting solutions provide a set of report types to build formatted outputs using the data from the SAP SuccessFactors.

All reports can be found in a simple consolidated space – the Report Center. This tool provides a one-stop shop for all your Reporting needs, regardless of data source.

Through the Report Center you can create New reports or you can Run, Edit, Share, Import/Export, Schedule, and Label existing Reports.

This screenshot shows the Report Center with example reports and the key columns and buttons.

Self-Service Reporting

SAP SuccessFactors platform reporting provides several self-service reporting options. These include:

  • Story Reports
  • Table Reports
  • Canvas Reports

Note

SAP SuccessFactors has announced the plan to delete (deprecate) Canvas and Table reports. No official date has been determined for the deletion.

All reports should be created as Stories when possible to prepare for the deprecation.

This screenshot shows an example of a story report.

People Intelligence Package in SAP Business Data Cloud

Business Data Cloud is a platform that helps businesses collect, store, and analyze data from various sources. It enables companies to gain real-time insights, make informed decisions, and improve their operations. The platform utilizes advanced technologies, such as machine learning, to provide predictions and automate tasks, thereby making it easier to manage and utilize data effectively.

The People Intelligence package in SAP Business Data Cloud is an analytics solution that unifies HR, skills, and business data for actionable, AI-powered insights - helping organizations make better decisions and overcome the challenge of fragmented information.

This is a screenshot of Workforce Analytics with some example charts.

Reporting Roles in SAP SuccessFactors

Within Report Center users act as Report Consumers, Report Creators, or Report Administrators for the different report types.

  • Report Consumers: Users who have been permissioned only to run reports shared by a Report Creator or Administrator.
  • Report Creators: Users who can create, run, edit, or delete their reports from the Report Center and run any reports shared by another Report Creator or Administrator.
  • Report Administrators: Users generally can create, run, edit, delete, share, copy, or export any report within the Report Center.

Report Center Administrators can perform functions in addition to creating and running reports that control the functionality within Report Center.

Story Reporting

Story Reporting represents the newest experience for gathering insights and is ultimately designed to become the single unified report type in SAP SuccessFactors.

Benefits: Access your data across SAP SuccessFactors solutions.

  • Live SAP SuccessFactors data
  • Intelligent joins across modules
  • Single, unified analytics solution
  • Secure, role-based access
  • People-centric data privacy and protection
  • Based on one data model

Prerequisite: SAP Identity Authentication Services (IAS)

This screenshot shows the Story Reporting user interface (UI).

Table Reports

Table Reports are designed to be extremely simple to use and provide a flexible, intuitive platform for users to create custom list reports and share them across the organization. Table Reports may be deployed as:

  • Personal Reports created by users who have authorized access. These reports contain data to meet local needs that users can export.
  • Additional custom reports created to support specific business cases. These reports will reside within the Report Center.

Table Reports provide basic metrics for standard implementations. The Table Reports are part of the platform and provide real-time reporting. These reports are in a list format and are available for simple data extraction to Excel, CSV, PDF, and PPT. The report data sources include most modules, excluding SAP SuccessFactors Learning (LMS), and data within the MDF framework.

This screenshot is an example of a Table Report with download buttons above the report.

Canvas Reports

Canvas Reports allows you to visualize data in a formatted, presentation-ready report. Canvas Reports utilize Page Designer, a self-service tool that can be used to drag & drop components onto a report page easily. These components can include Tables, Charts, Images, or Text.

The reports can include Live Detailed Reporting, Learning, Advanced Reporting, or Workforce Analytics measures & dimension data.

Using the Report Distributor or Report Scheduler, administrators can send the reports as attachments to emails or FTP.

This screenshot shows an example of a Canvas Report with multiple charts.

Sharing Reports

There may be times when a report you create will be useful to others in your organization. If that is the case, you can share your report with others, and they can run it from their Reports List. The process of sharing reports is the same for the different report types. You can share with individual Users, or Groups and Roles in the SAP SuccessFactors system.

This screenshot shows the User Interface (UI) for sharing a report. You can share with users, groups, and roles.

Using Favorite Reports

You can use Report Center to add or remove favorite reports available on the Home page.

You can select your own favorite reports. You add reports by selecting the star to the left of the report name.

Highlights selecting a star in Report Center to enable a report as a favorite.

You can then view and open your reports from the Home page using the View Favorite Reports tile. When the tile is selected, the tile provides a list of starred (favorite) reports. Selecting the report from the tile launches the report in Report Center.

Shows the View Favorite Reports tile on the Home Page and the window that appears from selecting it. The window includes links to favorite reports.

Organize Reports with Labels

Custom labels provide a method to organize reports within the Report Center. Labels help users find the reports they are looking for and to group common reports. You can create groups of labels as well. This allows the reports to be organized in a hierarchical display if required.

You can filter reports by the assigned label. If you created nested labels, you can set the Report Center to display the reports as grouped, displaying the labels at the top of the report list. You can then navigate the label hierarchy to view reports in that label.

You can use the View options to choose how to display your reports in Report Center:

  • Reports: The reports are displayed as a simple list. The labels of a report appear beneath the name of the report. The order of the reports is configurable by Report Name, Author, Last Modified Date, and Report Type.
  • Labels: The reports are consolidated into labels. Each label can be collapsed or expanded. Within an expanded label, the order of the reports is configurable by Report Name, Author, Last Modified Date, and Report Type.
Showing Report Center in Reports View which lists the reports according to the selected sort order and labels appear beneath the report name.
Showing Report Center in Labels View which lists the reports organized by labels, then by the sort order.

Comparison of Report Features

View the image below to compare Table Reports, Canvas Reports, and Story Reports on several relevant and notable features.

This image shows a comparison between Table, Canvas, and Story Reports, and relevant features of each.

Summary

  • Report Center is a one-stop shop for all reporting needs.
  • Self-Service reporting options include Story, Table, and Canvas Reports.
  • Workforce Analytics enables complex analytics and scenario analysis.

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.

  • Who will be the Report Center administrator(s)?
  • Who in your organization needs to be able to create (and share) reports?
  • Who in your organization needs to be able to run reports that others have created?