Enabling Canvas Reports

To build custom, well formatted, presentation ready, exportable reports using Live Data (also known as the ad hoc data source), enable canvas reporting.

Enable canvas reporting in the tenant either by using the Upgrade Center tool or from Provisioning.

SAP SuccessFactors has announced planned retirements of the older reporting solutions. Based on customer feedback, functional gaps, and internal review, SAP SuccessFactors has the following announcement as of the 2H 2025 release:

"SuccessFactors is dedicated to providing a robust reporting experience in Story Reports that supports use cases like scheduling, bulk data export, and other critical use cases prior to announcing a new deprecation date. We intend that most of these gaps will be closed in our 2026 releases. At that time, we will evaluate and communicate a revised deprecation timeline for our Legacy Reporting tools.

There are no current deprecation dates for any legacy reporting tools presently:

• Canvas Reports - No Deprecation Date Currently
• Table Reports - No Deprecation Date Currently
• Tiles & Dashboards - No Deprecation Date Currently
• Learning/LMS PRD (Plateau Report Designer) - No Deprecation Date Currently
• Report Distributor - No Deprecation Date Currently

Our deprecation plan will be reevaluated in 2026 once we have made progress on the gap closure mentioned at the beginning of this update, and we will communicate any set deprecation dates in 2026."

Informational:

It's recommended that all new reports be created as Story reports.

Current information about the retirement announcements can be found in the SAP Community, within the Retirement of Canvas, Table, Tiles/Dashboards and ... - SAP Community section (requires community membership).

Enable canvas reporting solution using the Upgrade Center tool in Admin Center. If the customer has SAP SuccessFactors Learning Management System enabled on the instance, it will also configure the LMS integration to access learning data via Canvas reports.

1. Go to Admin Center→Upgrade Center.
2. On the top right corner, choose the Filter By dropdown list and select Analytics.
3. For the Online Report Designer (including Live Data and Learning, if applicable), Learn More & Upgrade Now.
4. Choose Upgrade Now and complete the process.

This upgrade may take up to 30 minutes. If the user wants to reverse the upgrade, one can do so by selecting the Undo from Recently Completed Upgrades listing.

If you cannot enable Online Report Designer using the Upgrade Center tool, enable the solution in your tenant from Provisioning. The basic steps to enable canvas reporting via the online report designer using provisioning are:

1. Configure the settings on the Provisioning → Service Provider Settings → Authorized SP Assertion Consumer Service Settings page. For more information, read the 'SAP SuccessFactors HCM Suite to Analytics Single Sign-On' guide on the SAP help portal.
2. Go to the Analytics and Dashboard Tabs and Misc. Reporting section of the Provisioning → Company Settings page.
3. Select Single Sign On and the Use WFA URL Set options and enter the corresponding URLs.
4. Select Enable SAML for SSO.
5. Select Online Report Designer and configure the corresponding settings.
6. Save the changes in the Analytics and Dashboard Tabs under Misc. Reporting section.

After the Provisioning settings are saved, an analytics instance is created if it did not already exist. The instance is usually created within 30 minutes.

You need to follow the latest version of the SSO details guide: 'SAP SuccessFactors HCM Suite to Analytics Single Sign-On'. Download it from the SAP Help Portal.

Once the Analytics instance has been created, it’s necessary to give users access to the Report Center through Role Based Permissions.

If you manually enabled Canvas reporting via provisioning or the customer adds the Learning module to the instance, you may need to manually configure LMS data integration with Canvas reports.

To get access to the LMS reporting schema, it is required to include the LMS Tenant URL in provisioning.

Determine the LMS tenant URL by checking the ‘Authorized SP Assertion Consumer Service Settings’ in the ‘Service Provider Settings’ section of Provisioning.

Add ad hoc reports to the first part of the URL. The final LMS URL will be in the format below:

For Production:

https://customer.plateau.com/learning/adhocreports/

For Test:

https://customer-stage.plateau.com/learning/adhocreports/

Even if access to the LMS has been set up correctly for a customer, not all users will necessarily have the required permission to access the LMS schemas. This is intentional (and not a defect) as per guidance from the LMS Product Engineers – only Admin users have access to the LMS schemas in Detailed Reporting. For Example, the BizX username must be a valid ‘Admin ID’ in System Administration.

To confirm the BizX username, run an Employee Export from the BizX application:

Admin Center → Update User Information → Employee Export

Check the username in the Employee Export spreadsheet.

Check that the above BizX username exists as an AdminID in LMS.

To get access to the LMS reporting schema’s, it’s required to assign the ad hoc reporting permission in LMS. Assign the following permissions:

• Manage Learning Ad hoc Report
• Run ad hoc Curriculum Item Status Report
• Run ad hoc Follow-up Survey Report
• Run ad hoc Survey Response Report
• Run ad hoc Survey Response Report
• Run ad hoc Learning Item Assignment and History Report
• Run ad hoc Program Status Report
• Run ad hoc Class Registration Report
• Run ad hoc Item Cost and Order Information Report

Customers that have implemented Employee Central can use the advanced reporting tool of Canvas Reports. You can enable the Advanced Reporting functionality via the Upgrade Center.

To enable Advanced Reporting:

1. Go to Admin Center → Upgrade Center.
2. Under Optional Upgrades, select Employee Central Advanced Reporting.
3. Select Upgrade Now and complete the process.

An upgrade confirmation message appears. Wait up to two hours for the upgrade to be reflected in your tenant.

After the upgrade is complete, verify the upgrade by completing some basic reports utilizing Advanced Reporting.