Working with Reports

Objectives

After completing this lesson, you will be able to:
  • Define the process to share reports.
  • Use Favorite Reports​.
  • Organize reports with labels​.
  • Summarize the features of the different reports.

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.

Summary 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.

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