Administering Permissions for Report Center

You must assign permissions to access and administer Report Center. The permissions can be broken into two separate categories: levels of access to the Report Center and levels of access to the different report types.

All users who consume, create, manage, or administer reports need permissions to access Report Center. Also, there's usually a limited group that can perform administrative access in Report Center.

To assign administration privileges to manage Report Center, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose Edit.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Manage Dashboard/Reports category in Administrator Permissions.
6. Enable the following as necessary:
   1. Manage Report Center: Access Manage Report Center admin tool.
   2. Share Reports to Groups & Roles: Share reports with groups and roles, not only individual users.
   3. View All Schedules: View schedules owned by all users.
   4. Schedule Reports to FTP Destination: Schedule a report to be delivered by using SFTP.
7. Choose Next to move to the Preview tab.
8. Select Save.

Syncing report types and Report Center Search is automatic. If a search doesn't return the expected results, an administrator can manually synchronize report information into the search repository which has been set up by using the Sync Report Center Search tool.

An administrator can run the Check Tool (in Admin Center) to help troubleshoot their Report Center configuration and other possible issues.

The Report Center Configuration Check determines if:

• The company is assigned to a Solr cluster.
• Report Center is using Solr for listing.
• The Solr collection for the company is accessible.

Additional checks for reports and report configurations include, but aren't limited to, the following:

• Availability of a User record for Story reporting, that it's properly configured, and it has a unique e-mail address.
• Employee profile sub-domain schema is available in creating a table report.
• HTML tags are appearing in different ad hoc report fields when the report is created by using the Performance Management subdomain schema.
• MDF objects have auto-complete fields.
• Permissions and settings related to MDF workflows have been set up correctly for Analytics.
• Role-based permissions for canvas reports are enabled.
• The MDF object used in Reporting respects role-based permissions.

More information about this and other Admin Center tools may be found in the Introduction courses such as THR80 or HR800.

Manage Report Center Admin Tool

When Report Center was applied to the instance, its search functionality was automatically enabled. However, if there is a need to reset the search, it can be done from Manage Report Center.

More importantly, you can configure a global setting for how labels are displayed in Report Center with this tool. The different views available are described in the labels section.

You determine who needs access to the Report Center tool, such as users who create and view reports online. After determining the users, you then assign permission.

Once you’ve determined the appropriate employees, assign the corresponding RBP permission to the Role.

To assign user access to the Report Center, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose Edit.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Reports Permission category in User Permissions.
6. Enable the appropriate permissions:
   • Report Center: Enable access to Report Center
   • Schedule Reports: Enable a user to create and manage schedules on their reports
7. Choose Next to move to the Preview tab.
8. Select Save.

Each report type can have different levels of access provided to users. These levels of access within Report Center are maintained by role-based permissions. In general, you have:

Report Consumers: can run reports shared with them

Report Creators/Designers: can create reports and manage the reports they create

Report Administrators: can create and manage all reports

The following table differentiates the levels that you can permission for the different report types:

You can assign users the full access to all table reports with administrative permissions.

To assign permission to administer Table Reports, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Manage Dashboard/Reports category in Administrator Permissions.
6. Enable the following as necessary:
   • Report Admin | Access All Reports: Access all table reports.
   • Report Admin | Manage Ownership: Change author of table reports.
   • Report Admin | Restore Deleted Reports: Restore deleted table reports.
7. Choose Next to move to the Preview tab.
8. Select Save.

You can assign users the ability to create and run different SAP SuccessFactors report types.

To assign permission to create or run a Table Report, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Report Permissions category in User Permissions.
6. Enable the following as necessary:
   • To allow creating new reports, select Create Report and select the modules based on which Table Reports you want to create.
   • To allow running reports, Select Run Report and select the modules based on which reports you want to run.
7. Choose Next to move to the Preview tab.
8. Select Save.

If you select a particular domain, for example, Compensation Planning, you see compensation details data based on the RBP target population.

To assign permission to administer Canvas reports, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Analytics permissions category in User Permissions.
6. Select the appropriate Functional permissions:

   • Canvas Designer Admin: Assigns Admin permissions to the user so that they can edit, delete, copy, share, label, and export all Canvas reports

   • Detailed Reporting: Allows the user to create queries with Detailed Reporting or Advanced Reporting

   • Report Distributor: Allows the user to create report bundles for e-mail distribution

7. Choose Next to move to the Preview tab.
8. Select Save.

To assign permission to create Canvas reports, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Analytics permissions category in User Permissions.
6. Select the appropriate Functional permissions:

   • Canvas Designer: Allows the user to create a new report

   • Detailed Reporting: Allows the user to create queries with Detailed Reporting or Advanced Reporting

7. Navigate to the Report Permissions category in User Permissions.
8. Select the appropriate permissions:

   • To allow the creating of new reports with certain modules, select Create Report and select the modules based on which you want to create Canvas reports.

   • To allow the running of reports, select Run Report and select the modules based on which you want to run Canvas reports.

9. Choose Next to move to the Preview tab.
10. Select Save.

This role must be given only to administrators and report designers who build tiles and dashboards.

To assign permission to create and manage Tiles and Dashboard reports, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Manage Dashboard / Reports category in Administrator Permissions.
6. Select the Analytics Tiles and Dashboards permissions.
7. Choose Next to move to the Preview tab.
8. Select Save.

To assign permission to run a tile or a standard dashboard, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Report Permissions category in User Permissions.
6. To allow a user to run all or certain tiles and standard dashboards, enable Analytics Tiles and Dashboards and select the appropriate options.
7. Choose Next to move to the Preview tab.
8. Select Save.

To assign a user as a Story Report Admin, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Manage Dashboard/Reports category in Administrator Permissions.
6. Select the Story Admin.
7. Choose Next to move to the Preview tab.
8. Select Save to save the changes.

To enable a user to create Story Reports, complete the following steps:

1. Navigate to Manage Role Permissions.
2. Select the appropriate role.
3. Verify that the Permission tab is selected and choose the Edit button.
4. Choose Next to move to the Add Permissions tab.
5. Navigate to the Report Permissions category in User Permissions.
6. Enable the following as necessary:
   • Enable the permission Create Story.
   • Select either All or individual schemas the role needs to access.
7. Choose Next to move to the Preview tab.
8. Select Save.

The following table lists the permissions required to create and manage different reports in Report Center.

• Two main types: user-level access (report consumers/designers) and administrator-level access (full control).
• Only security administrators can modify Role-Based Permissions (RBP).

• Report Center access allows creating, running, and managing reports.
• Schedule Reports enables scheduling and editing report schedules.
• Run Report permits executing reports with selected data domains.

• Manage Report Center controls settings and syncs search repositories.
• Report Admin manages ownership, restores deleted reports, and accesses all table reports.
• Story Admin and Canvas Designer Admin provide full control over respective report types.

• Navigate to Manage Role Permissions, select a role, and enable necessary permissions.
• Save changes to apply access levels for users or administrators.

• Consumers can run shared reports.
• Creators/Designers can create and manage their own reports.
• Administrators have full control over all reports.