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.
Exercise: Create a Single Domain Table Report
Business Example
In this exercise, you will create a single domain Table Report for Performance Management.
Steps
From the main navigation menu, select Reporting.
Choose New.
Select Table and choose Select.
Ensure that Single Domain Report is selected.
Select Performance Management form the Reporting domain dropdown.
Choose Select.
Enter Goals and Ratings in the Report Name field.
In the Description field, enter Used in [Today's Date] Table Reports training.
Deselect the Remove Styling checkbox.
Select Save.
Select People on the Report Builder bar.
Select Refine Criteria.
Select Logged In User from the Team Manager dropdown list.
Select Other Filters from Team Reporting Type.
Select OK.
Select Save.
Select Data Sets on the Report Builder bar.
Choose Select Template.
Select the Performance Evaluation.
Select OK.
Select Save.
Select Columns on the Report Builder bar.
Choose Select Columns.
Select Subject from the All Columns area.
Select the checkboxes for Subject Username, Subject First Name, Subject Last Name, Subject Department, Subject Division, and Subject Location.
Select Performance from the All Columns area.
Select the checkbox for Overall Performance Rating.
Select Section Fields from the All Columns area.
Select the checkboxes for Section Name and Section Rating.
Select Done.
Select Rearrange Columns.
Drag Overall Performance Rating to the bottom.
Select OK.
Select Sort Columns.
Select Add another sorting level.
Select Subject Division from the Column dropdown menu.
Select Add another sorting level.
Select Subject Last Name from the Column dropdown menu.
Select OK.
Select Save.
Select Filters on the Report Builder bar.
Select Refine Criteria.
Select Performance from the All Columns area.
Select the checkbox for Overall Performance Rating.
Select By Rule from the Define Overall Performance Rating Filter popup.
Select Add Rule.
Select Is not Null.
Select Add Rule.
Select Is Not Null.
Note
Ensure AND is selected.Select Add Rule.
Select Not equal to and select O.
Note
Ensure AND is selected.Select Add Rule.
Select Not equal to and select Unrated (if exists).
Select Done.
Select Save.
Select Columns on the Report Builder bar.
Choose Select Columns.
Select Subject from the All Columns area.
Select the checkboxes for Subject Username, Subject First Name, Subject Last Name, Subject Department, Subject Division, and Subject Location.
Select Performance from the All Columns area.
Select the checkbox for Overall Performance Rating.
Select Section Fields from the All Columns area.
Select the checkboxes for Section Name and Section Rating.
Select Done.
Select Rearrange Columns.
Drag Overall Performance Rating to the bottom.
Select OK.
Select Preview.
Select Close.
Select Report Center in the breadcrumb navigation (top left corner).
If presented with a Warning popup, select OK.
Exercise: Run a Report Online
Business Example
In this exercise, you will run the Goals, Competencies, and Overall Ratings report online.
Steps
Select the Goals, Competencies, and Overall Ratings link.
Select Run Online.
Select Generate Report.
Select Return to Reports.
Exercise: Share a Report
Business Example
In this exercise, you will share your report with your assigned CEO.
Steps
Select the Action button next to the Goals, Competencies, and Overall Ratings report.
Select Share.
Type the user to share the report within the Name field.
Select the user and Go.
Select the checkbox next to the accounts with which you wish to share the report.
Select the Save button (green icon).
Select Report Center in the breadcrumb navigation (top-left corner).
Exercise: Save as, Delete, Export, and Upload a Report Definition
Steps
Choose the Action button next to the Goals, Competencies, and Overall Ratings report.
Select Duplicate.
Select OK.
Notice the new report created in the Report List.
Select the Action button next to the report you just created.
Select Delete.
Select Delete → OK.
From the Table Report List, choose the Action button next to the Goals, Competencies, and Overall Ratings report.
Select Export.
Save the file to your hard drive (steps vary by browser).
From Report Center, select Import.
Select Browse.
Locate the report definition you just exported.
Select Import.
Select Close.