Managing Reports

Objective

After completing this lesson, you will be able to manage reports in SAP SuccessFactors Canvas Reports.

Author Report Management

If you have the appropriate permissions, you can change the report author of existing reports. In general, report authors have full permissions to that report. Typically, the report author is assigned the management of the report and may need to transition that responsibility to someone else, such as when the report creator "hands off" the management of the report or the current report owner leaves the company.

Change Author is available in the action list if the current logged-in user is the current author. The Change Author option is also available for canvas reports if the user has the functional permission: Canvas Designer Admin.

Choose Change Author and enter the name of the new author

Report Transfer

When you have created and tested a report in the Test instance, you can then transfer the report definition to the production instance.

When you are transferring reports, it is important that the configuration with both the source and the target instances are synchronized.

Choose More and Select Export.

To export report definitions in Report Center, select the action button for the report you wish to export and choose Export. You will be prompted to save the file.

If you wish to export multiple reports at once, select all the reports and use the Export button to create a ZIP file of the exported report definitions.

Uploading Reports

The downloaded file can be uploaded in another instance.

With Report Center, select the Import button. You will be asked to give the report a name, description, and locate the XML file. Then click Import.

Report Validation

When a report has been uploaded to the new instance, it is important to validate the report against the configuration of that instance.

You can access the validation tool by navigating to the Canvas Validation tool.

For more information on Report Transfer and Validation, refer to Configuring Report Center on the SAP Help Portal.

Sample Report Validation screen.

Summary