Editing an Existing Table Report

Table Report actions are accessible from the Action icon in the Report Center. The actions available to you depend on whether you are the report creator or viewer. You can also run the report by choosing the name of the table report in the name column.

Report creators (permission create report) may perform the following actions on reports they own / create:

• Run Report
• Edit
• Share
• Rename
• Delete
• Export report definition
• Duplicate
• Label

Administrative permissions exist to allow the following actions:

• Manage all table report
• Change Author
• Restore Deleted Report

Report consumers (permission run report) may:

Run Report

User permissions exist to allow for the following:

Scheduling reports to run offline

If you think these guardrails will hinder the output of your report, consider using another tool, such as the Integration Center which is designed to handle larger volumes of data. You can review the document Reporting and Integration Comparison on the SAP Help Portal.

SAP SuccessFactors has the following guidelines for managing reports:

• Utilize integration tools such as the Integration Center and APIs for a system-to-system integration use case.
• Run only small reports in online mode.
• Always run large reports in offline mode and, where possible, schedule large reports to run at off-peak hours.
• Audit our reports and frequency. If reports are not used, delete them. Adjust the frequency to what you need.
• Limit the total number of columns output in the report to a "humanly readable" amount. We suggest creating variants of these reports that have a breakdown of different types of data.
• Consider the total number of rows output in your reports. There are multiple ways the data can be limited:
• • Consider who is running the report. Administrators will have access to large amounts of data.
  • Add filters to your reports to execute for specific departments, divisions, countries, and so on, or other relevant segments of data.
• Consider the report output while building reports. If the report output is being used for data extraction, include only the fields that are required and remove those that are not.

Report Viewers and Creators have the same options available when running a report. Reports may be generated in two ways:

Running on-demand produces your file immediately, but may take up to several minutes depending on the size of the file. While the report generates, you may not navigate to other areas of the software.

• Run Online - This option runs the report and generates it onscreen.
• Download (CSV) - This option creates a downloadable CSV file.
• Export - This option allows you to generate a downloadable file in PDF, Excel, or PPT format.

Running offline gives you the flexibility to attend other activities while the report processes in the background.

Run Offline - This option allows you to create a named, downloadable file in any of the above formats. The report runs in the background while you are free to do other things. You will be notified through email upon the completion of the report. It may be accessed by navigation to Report Center→View Schedules→My Jobs.