Defining Report Scope of User Data

Objective

After completing this lesson, you will be able to define report scope of user data in SAP SuccessFactors Table Report.

Report Scope of User Data

Team View

When you work with domains that utilize people, you define the team or the scope of user data you would like to return in your report. This is also referred to as People Scope.

A Team View is based on a user's management hierarchy. Selecting this option will allow the report creator to view data for users within the selected Team Manager's hierarchy, that is, direct reports, their direct reports, and so on, down to the lowest level of the organization.

This hierarchy is determined by SAP SuccessFactors based on data contained in the MANAGER column of the user data file. If a user's ID is listed in the MANAGER column of the user data file at least once, that user is considered a manager. That manager's Team View would include any user to which that manager is assigned in the user data file and ALL LEVELS down the hierarchy.

Note

You may change the number of levels down which are visible in the report when you define the Team.

Note

If you select Team View, only managers will be able to see data in the report.

Team View Example

Row	User ID	Manager	HR
1.	cbarkley	dmontagna	ffrito
2.	ccooper	dmontagna	msierra
3.	dmontagna	dmontagna	msierra
4.	ffrito	dmontagna	msierra
5.	lleslie	dmontagna	ffrito

In the example, if a Team View report is shared with dmontagna, you will see all rows because dmontagna is the manager for each user.

If a Team View report is shared with ffrito, she will not see any row because ffrito is not a manager for any of these users.

If a Team View report is shared that was created using the Starting From msierra option, viewers will not see any rows because msierra is not a manager.

HR View

Screenshot of the Define Team screen. HR Reports is selected as the report type.

The HR View is based on a user's HR relationship. Selecting this option will allow the report creator to view data for users who have been assigned to the selected team manager as HR Reports.

This relationship is determined by SAP SuccessFactors based on data contained in the HR column of the user data file. If a user's ID is listed in the HR column of the user data file at least once, that user is considered to have HR Reports. That HR business partners output would be any user to which that HR is assigned.

Detailed Reporting Rights and Other Filters

Some users may need to have access to data outside of their relationship hierarchy as determined by the user data file. These users may be administrators or analysts (or any user who requires this permission). To allow select users to see information of a predefined group of people, you must permission them to do so.

Selecting the Correct People Scope for Your Report

The Define Team screen. Other Filters is selected as the report type.

Now that you understand the various user data available, you can apply this knowledge to the People step of the Table Report Builder.

Team Manager

The first thing you need to consider when creating a report is whether the report is for your use only or if this is a report to be shared with others.

If the report is for you and you will never share it, select either your name or Logged In User from the Team Manager section. Both have the same impact on the report results since you are the logged-in user. However, selecting your name creates an absolute or fixed starting point for the user data scope.

If you would like to share the report so that others can run and view the information as it pertains to them, select Logged In User from the Team Manager dropdown. This creates a relative starting point for the people scope.

Hint

For the purposes of testing, you can select a specific person other than yourself to be the starting point and run the report for that person. If you do that, remember that your own permissions are still in effect, and if you do not have permission to see the data for that person's team, then you will not see that data.

Team Reporting Type

In Team Reporting Type, select the specific scope on which to report. Team View, HR Reports, and Detailed Reporting Rights or Other Filters are the most used.

By combining Team Manager and Team Reporting Type, you determine the people whose data is displayed in the output.

Inactive Users

By default, the user data returned in your report includes only active user data. If you want to run a report which contains data for inactive users, you may include inactive user data by selecting the Include Inactive Users checkbox in the Define Team screen.

Note

The option to Include Inactive Users is not available for all Report types.

Summary

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