The Share action enables a report creator to share the report with other users. Sharing is covered in the Report Center unit.
Managing an Existing Table Report
Objective
After completing this lesson, you will be able to manage existing SAP SuccessFactors Table Reports.
Report Sharing
Report Duplication
The Duplicate action enables a report creator to copy the report definition of an existing Table Report. This is useful when you wish to create a similar report with different filter criteria or if you wish to create similar reports with different scopes of user data. A new report is created in Report Center with the name Original Report Name Copy. The user who duplicated the report will be the author of the new report.
Note
Copying a report that you have shared with others does not automatically share the new copy of the report. You must set up each shared report separately.
Deletion
The Delete option allows you to delete a report definition.
Report Definition
The Export action will save a copy of the definition of the table report. It creates an SFR file to download. The field does NOT contain any data, only the definition of the table report queries.
Sometimes, you may want to export your report definition, either for version controlling, sharing the definition offline with a colleague, or moving the report from a test site to the production site.
Hint
When you are saving versions, you may wish to indicate time, date, and other identifying information so that you know which version is which in the future.
Version Control
As you edit and update your report definition, you overwrite the report each time you save a change. By using Export report definition, you can download copies of the report definition and upload later to revert to a previous version.
Offline Sharing
Sharing reports creates a link between the report creator's report and the shared version. The person with whom the report has been shared cannot modify the report definition. If a colleague would like to create their own report similar to yours, you could export the report definition and e-mail the file. Your colleague can take that file and upload it into their report list. The format of the file will be shown by the extension .sfr, and the file will only be readable within the system; it will not be something that can be viewed and changed offline.
Report Definition
If you have downloaded a report definition, you may upload it using the Import button in Report Center. The import is available to any users who have permission to create reports.
Summary
- The Duplicate action creates a copy of an existing report definition, making the duplicator the new author.
- Use Export to save a report definition as an SFR file for version control or offline sharing.
- Shared reports cannot be modified by the person receiving the share; they can only run the report.