Tell us what you think

We want to create the best possible experience for our learners. Your feedback helps us to improve the experience for everyone.

Administering Canvas Reports

Objective

After completing this lesson, you will be able to manage SAP SuccessFactors Canvas Report permissions

Permissions for Canvas Reporting

First, you must provide access to the Report Center to all users who need to access existing reports OR create new reports.

When a user has access to the Report Center, you will need to set or validate their level of access to create or edit reports. This is managed through the Functional permissions of the Analytics Permission category.

Configure the permissions for your roles as follows:

Canvas Designer Admin and Report Center: user can create, edit, and delete any reports in the Report Center
Canvas Designer and Report Center: user can create, edit, and delete reports created by the user only
Report Center only: user can run reports that have been shared with them only

Additional Permissions

Additionally, most users who need to create reports will need to be able to create queries using Detailed Reporting and / or Advanced Reporting tools. To do so, additionally, assign the functional permission, Detailed Reporting.

For users to schedule reports with the report center, enable the Schedule Reports permission.

For users to schedule email-distributed reports with the report distributor, assign the Report Distributor functional permission.

Assign Permissions to Administer Canvas Report

To assign permission to administer Canvas Reports, complete the following steps:

Navigate to Manage Role Permissions.
Select the appropriate role.
Verify the Permission... tab is selected and choose the Edit button.
Choose Next to move to the Add Permissions tab.
Navigate to the Analytics permissions category in User Permissions.
Select the appropriate Functional permissions:
- Canvas Designer Admin assigns Admin permissions to the user so that they can edit, delete, copy, share, label, and export all Canvas reports.
- Detailed Reporting allows the user to create queries with Detailed Reporting or Advanced Reporting.
- Report Distributor allows the user to create report bundles for email distribution.
Choose Next to move to the Preview tab.
Select Save to save the changes.

Assign Permissions to Create or Run a Canvas Report

To assign permission to create Canvas Reports, complete the following steps:

Navigate to Manage Role Permissions.
Select the appropriate role.
Verify the Permission... tab is selected and choose the Edit button.
Choose Next to move to the Add Permissions tab.
Navigate to the Analytics permissions category in User Permissions.
Select the appropriate Functional permissions:
- Canvas Designer allows the user to create a new report.
- Detailed Reporting allows the user to create queries with Detailed Reporting or Advanced Reporting
Navigate to the Report Permissions category in User Permissions.
Select the appropriate permissions:
- To allow creating new reports with certain modules, select Create Report and select the modules based on which you want to create Canvas reports.
- To allow running reports, select Run Report and select the modules based on which you want to run Canvas reports.
Choose Next to move to the Preview tab.
Select Save to save the changes.

Note

Report consumers only need to be assigned Run Report. No permission in the Analytics permission category needs to be assigned.

Create and Run Access Permissions for Live Data (ad hoc data source) using Role-Based Permissions

As an administrator, you can also determine which modules users have access to build queries and create reports. For example, you may only want to enable the Compensation Eligibility and Compensation Planning modules so that a user on the compensation team can only create compensation reports. Another user running that same report would need to have run access to the same compensation modules for data to be returned.

Manage Live Data Source Permissions

To configure the permissions to create reports utilizing certain reporting domains in the live data source, navigate to Manage Permission Roles.

Choose the appropriate role to edit, and assign the the Create Report and Run Report permissions for the modules. These permissions are found in the Report Permissions catetgory.

Note

When you make changes to the permissions in the analytics category of RBP, there can be a delay for the permissions to take effect. Choosing the Refresh Analytics Permissions option, available on the Workforce Analytics Administration page, enables changes made in RBP permissions to apply immediately. Depending on the logged-in user's permissions, it is possible to refresh the permissions for only the logged-in user or all users in the organization.

Continue to quiz