Administering Report Center

Objectives

After completing this lesson, you will be able to:

  • Assign permissions for Report Center

Permission Assigning for Report Center

You must assign permissions to access and administer Report Center. The permissions can be broken into two separate categories; levels of access to the Report Center itself, and levels of access to the different report types.

All users that consume, create, manage, or administer reports need permissions to access Report Center. Additionally there is usually a limited group that can perform administrative access in Report Center.

Note
Only a security administrator can make RBP changes in the instance.

The Assignment of Administrator Permissions to Report Center

To assign administration privileges to manage the report center, complete the following steps:

  1. Go to Admin CenterManage Role Permissions.
  2. Select the appropriate role.
  3. Choose Permission...
  4. Go to Administrative PrivilegesManage Dashboard/Reports.
  5. Enable the following:Manage Report Center – access Manage Report Center admin tool.Share Reports to Groups & Roles - share reports with groups and roles, not just individual users.View All Schedules - view schedules owned by all users.Schedule Reports to FTP Destination - schedule a report to be delivered using SFTP.

Administer Report Center

As a Report Center Administrator, you may need to perform limited administrative tasks. Those might include syncing the Report Center Search, updating Report Center settings, and validating reporting configurations with the check tool.

Report Center Search Synchronization

Syncing report types and Report Center Search should be automatic; however, if a search does not return the expected results, an administrator can manually synchronize report information into the search repository has been set up using the Sync Report Center Search tool.

Note

Syncing could take some time. You can view the status of the job in the Scheduled Job Monitor tool.

Configuration Check Tool

An Admin may run the Check Tool (in Admin Center) to help troubleshoot their Report Center configuration and other possible issues.

The Report Center Configuration Check determines if:

  • Company is assigned to a Solr cluster.
  • Report Center is using Solr for listing.
  • Solr collection for the company is accessible.

Additional Checks for reports and report configurations include, but are not limited to the following:

  • Availability of a User record for People Analytics, it is properly configured, and has a unique email address.
  • Employee profile sub-domain schema is available in creating table report.
  • HTML tags are appearing in different Ad Hoc report fields when the report is created using the Performance Management subdomain schema.
  • MDF objects have autocomplete fields.
  • Permissions and settings related to MDF workflows have been set up correctly for Analytics.
  • Role-based permissions for canvas reports are enabled.
  • The MDF object used in Reporting respects Role-based Permission.

More information about this and other Admin Center tools may be found in the Introduction courses such as THR80 or HR800.

Use the Manage Report Center Admin Tool

When Report Center was applied to the instance, its search functionality was automatically enabled.However, if there’s a need to reset the search, it can be done from Manage Report Center.

More importantly you can configure a global setting for how labels are displayed in Report Center with this tool. The different views available are described in the labels section.

The Assignment of User Access to the Report Center

You should determine who needs access to the report center tool and assign permission. Users who create or view reports online need access to Report Center.

Once you’ve determined the appropriate employees, assign the corresponding RBP permission to the Role.

To assign user access to the Report Center, complete the following steps:

  1. Go to Admin CenterManage Role Permissions.
  2. Select the appropriate role.
  3. Choose Permission...
  4. Under User Permissions, go to Reports Permission.
  5. Enable the appropriate permissions:Report Center - Enable access to the report center pageSchedule Reports - Enable a user to create and manage schedules on their reports

The Assignment of Levels of Permissions to Report Types

Each Report type can have different levels of access provided to users. These levels of access within report center are maintained by role based permissions. In general you have:

Report Consumers: can run reports shared with them.

Report Creators/Designers: can create reports and manage reports they create.

Report Administrators: can create and manage all reports.

The following table distinguishes the levels that you can permission for the different report types:

TypeConsumerCreator/DesignerAdministrator
Story XX
TableXXX
CanvasXXX
Dashboard / TileX X
Note
You do not have to permission consumer access for stories, users can automatically access stories that are shared with them.

Permission Assignment to Administrator Table Reports

You can assign users the full access to all table reports with Administrative permissions.

To Assign Permission to Create or Run a Table Report, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Choose Permission.
  4. Go to Administrator Permissions | Manage Dashboards / Reports.
  5. Select the appropriate permission.
    • To provide full access to all table reports, select Report Admin | Access All Reports.
    • To provide the ability to change author of table reports, select Report Admin | Manage Ownership.
    • To provide the ability to change author of table reports, select Report Admin | Manage Ownership.
  6. Choose Done.

Permission Assignment to Create or Run a Table Reports

You can assign users the ability to create and run different SAP SuccessFactors Report types.

To Assign Permission to Create or Run a Table Report, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Choose Permission.
  4. Go to User Permissions | Reports Permission.
  5. Select the appropriate permission:
    • To allow creating new reports, select Create Report and select the modules based on which Table reports you want to create.
    • To allow running reports, Select Run Report and select the modules based on which reports you want to run.
  6. Select Done.

If you select a particular domain, for example, Compensation Planning for example, you will see compensation details data based on the RBP target population.

Permission Assignment to Administer Canvas Report

To assign permission to create or run a Canvas Report, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Choose Permission.
  4. Select the appropriate permission:

    Canvas Designer Admin assigns Admin permissions to the user so that they can edit, delete, copy, share, label, and export 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.

  5. Select Done.

Permission Assignment to Create or Run a Canvas Report

To assign permission to create and manage Tiles and Dashboard Reports, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Choose Permission.
  4. Go to Administrator Permissions | Manage Dashboards/Reports.
  5. Select the appropriate permission:

    Canvas Designer allows the user to create a new report.

    Detailed Reporting allows the user to create queries with Detailed Reporting or Advanced Reporting

  6. Go to User Permissions | Reports Permission.
  7. Select the appropriate permission:

    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.

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

Permission Assignment to Administer Dashboards and Tiles

Tiles and Dashboard Report

To assign permission to create and manage Tiles and Dashboard Reports, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Select Permission.
  4. Go to Administrator Permissions | Manage Dashboards/Reports.
  5. Select the Analytics Tiles and Dashboards permissions.
  6. Choose Done.

Permission Assignment to Run Tiles and Dashboard Reports

To assign permission to run Tiles and Dashboard Reports, complete the following steps:

  1. Go to Admin CenterManage Permission Roles.
  2. Select the Permission Role.
  3. Choose Permission.
  4. Go to User Permissions | Analytics Permission.
  5. To allow a user to run all or certain tiles and standard dashboards, enable Analytics Tiles and Dashboards.
  6. Choose Done.

Permission Assignment to Administer Story Reports

To assign a user as a Story Report Admin, complete the following steps:

  1. Navigate to Manage Permission Roles.
  2. Select the role that will administer story reports.
  3. Select Permissions.
  4. Enable the permission Manage Dashboards/ReportsStory Admin.
  5. Save the changes.

The Enablement of a User to Create Story Reports

To enable a user to create Story Reports, complete the following steps:

  1. Navigate to Manage Permission Roles.
  2. Select the role that will create stories.
  3. Select Permissions.
  4. Enable the permission Report PermissionCreate Story.
  5. Select either All or individual schemas the role needs to access.
  6. Save the changes.
Note

No user permissions are required to run stories that are shared with a user.

Reports Permission Matrix

The table lists the permissions required to create and manage different reports in Report Center:

Reports Permission Matrix

 TableCanvasTileDashboardStory
NewIf Create Report Schema permission is enabled.If Canvas Designer or Canvas Designer Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If Create Story is enabled.
Run

If:

You are Report Author.

(OR) Report is shared with the user.

(OR) Report Admin – Access All Reports is enabled.

(AND) corresponding Run Report Schema permission is enabled.

If:

Canvas Designer Permission and you are the Report Author.

(OR) Canvas Designer Admin permission is enabled.

(OR) Report is shared with the user AND corresponding Run Report Schema Permission is enabled.

NA

If:

Analytics and Dashboards Admin permission is enabled.

(OR) Dashboard is shared with the user.

If: Report Author.

(OR) Report is shared with read.

(OR) Story Admin permission is enabled.
Edit

If:

You are Report Author.

(AND) corresponding Create Report Schema permission is enabled.

If:

Canvas Designer Permission and you are the Report Author.

(OR) Canvas Designer Admin permission is enabled.

If:

Analytics and Dashboards Admin permission is enabled.

(AND) Corresponding Create Report Schema permission is enabled.

If Analytics and Dashboards Admin permission is enabled.

If: Report Author.

(OR) Report is shared with Edit.

(OR) Story Admin permission is enabled.

ShareSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.

If: Report Author.

(OR) Report is shared with Full Access.

(OR) Story Admin permission is enabled.

Duplicate

See permissions for Edit.

(OR) Report is shared with the user.

(AND) corresponding Create Report Schema permission is enabled.

See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
DeleteSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
ExportIf Create Report permission (AND) the report must be either created by you or shared with you.If Canvas Designer permission (AND) the report must be either created by you or shared with you.See permission for Edit.See permission for Edit.See permission for Edit.
LabelSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
ScheduleSee permission for Edit.See permission for Edit.NANA

See permission for Run.

(AND) have create Report- Story permission.
Import

(show import button if user has any of these permissions)

If they do meet any of these permissions, then they can import any file.

Any Create Table Schema permission is enabled.

Canvas Designer permission is enabled.

(OR) Canvas Designer Admin Permission is enabled.

If Analytics and Dashboards Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If: Create Story is enabled.
Change AuthorReport Author (OR) Manage Ownership.Report Author (OR) Canvas Designer Admin.Report Author (OR) Analytics Tiles & Dashboards.Report Author (OR) Analytics Tiles & Dashboards.

If: Report Author.

(OR) Story Admin permission is enabled.

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