To access Report Center, select Reporting on the main navigation menu. If Report Center has not been enabled and permissioned to the user, they cannot access Report Center.
Reports can be built directly from Report Center, providing several different Report formats that allow you to build reports that fit your needs. Each format provides a unique set of capabilities depending on what type of report you want to build.
SuccessFactors reclassified the terminology for the reporting solutions that existed prior to the release of Report Center.
Report Center navigation
Search for a Report
You can search for a report by Report or Author Name. The search field uses an autocomplete feature.
Using Favorite Reports
You can use Report Center to add or remove favorite reports that are available on the home page.
To use favorite reports:
- Select or clear the star icon that precedes the report name to add it or remove it from the list of favorite reports. For example, Select the star before Goal Status in Report Center.
- On the latest home page, choose the new Favorite Reports quick action to view your list of favorite reports, arranged by the report types. For example, Goal Status is listed under Dashboards. The quick action allows you to search and remove reports from your favorites list.
Custom labels can be added to reports in Report Center.
Allowing custom labels provides a method to organize reports within Report Center. This helps users find the reports they are looking for and to group common reports.
Label grouping / nesting and Report Center views
When using Report Center, you can view your reports with two views: Reports and Labels.
The Reports view allows you to view reports in a list format. The Labels view allows you to view labels in a list format where the reports are grouped under labels. The reports that are not associated with any labels are grouped under Unlabeled.
You can select the view preference in Report Center. In Report view, the labels appear underneath the corresponding report titles in the flat report list. Selecting a label will filter for that label to display reports that have that label.
Labels view shows public and private labels that can be expanded or collapsed. When you enable Labels view, Report Center will display public labels and the reporting user’s private labels. Labels that do not have any reports that the user has access to will not display. Reports without any labels will appear in 'Unlabeled Reports'.
A reporting administrator can enable the setting 'Show labels in a hierarchical structure' in Manage Report Center. When enabled, the nested labels appear in a hierarchical order, even when labels in the hierarchy aren’t associated with reports. You expand every label in the Labels view to see the associated reports and/or the next label in the hierarchy.
Sorting and filtering Reports
Report Center users can filter the list of reports by Author, Modification Date, labels, or type. This filter setting will remain "sticky" across login/logout sessions until it is changed or cleared. The filter icon will indicate how many filter options are currently applied. The results can be sorted by Report Name, Author, Modification Date, or Type.