Selecting the Data Sets to Display in the Report Output

Objective

After completing this lesson, you will be able to select the data sets to display in the report output in SAP SuccessFactors Table Reports.

Data Sets

The next step in the Table Report creation process is the selection of data sets.

Note

This only applies to those report types in which data sets are available.

Data sets are Form Templates. For example, if you run a Goal Management reporting domain report, the data sets you are able to select from are your active Goal Plan Templates. For a Performance Management reporting domain, the data sets are active Performance Form Templates.

Some of the reporting domains that use data sets include the following:

Goal Management
Development Goal
Performance Management
Form Status
360 Multi-Rater Subject
Compensation Eligibility
Compensation Planning
Variable Pay Bonus Detail
Variable Pay Bonus Payout

Screenshot of the Select Data Sets screen.

If you have selected one of the Reporting Domains that uses data sets, the Data Sets option will be available in your report setup. You may select one or more data sets depending on the data you wish to view in your report output.

For example, if you wish to run a report on the status of all forms in existence, you will choose Select All. Conversely, if you wish to run a report on the information contained in just your Year-End Review for one specific year, you will select only that form template from your available data sets.

Only active templates are available for selection as a data set. Therefore, it is recommended that you keep your form and goal templates active for as long as you wish to report on them.

Note

Select All applies to all current and future templates. This means that if you choose Select All today and there are five available templates and tomorrow you add a new template, that new template will automatically be included in future reports run using this report definition.

Summary

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