Managing and Running Canvas Reports

To view or generate the result of the reports that is created in Report Center, you must run a report.

Choose Run under the Action column OR the report name for the report that you want to generate a report.

Reports with runtime (user prompted) filters or date options, will prompt the report consumer to make filter selections before displaying results. The report consumer will see a popup on top of the report page with filter criteria before seeing report results.

List Report Filters allows you to filter the report on the available analysis filters - for example, Department, Division, Gender.

Create a custom filter to ensure filter values automatically update if they meet the selected criteria. To do this, complete the following steps.

1. Select the Filter Field to use for the filtering.
2. (If required), select Custom filter.
3. Select the comparison operator.
4. Enter the value.
5. Click Select to make the value the active selection.
6. Click OK.

Use value filters to provide specific values either by entering the values or selecting from existing values in the system. To do this, complete the following steps.

1. Select the Filter Field to use for the filtering.
2. (If required), select Report values.
3. Select to include or exclude the selected values.
4. Choose to either enter values OR select from available values in a searchable list. Not all fields will include the ability to enter values.
5. Select one or more values and click select.
6. Click OK.

Date option filters allow filtering results on date fields. You can use a specific date or a range of dates.

• An As Of date option allows you to choose a single date to filter the report. Only valid records as of the chosen date will be shown in the report.
• A Date Range date option allows you to choose a date range to filter the report. All records valid on the chosen dates will be shown in the report.

In either case, you can use static dates that you enter, or you can use SAP SuccessFactors defined dynamic dates.

Tip: you can use the dynamic As of Date option 'Last Successful Run Date' to get all the new records since the last time the report was run.

To edit the columns, complete the following steps.

1. Schedule the list to excel / CSV formats which are accessed in the View Schedules location of the Report Scheduler in Report Center
2. Schedule the list to the Report Distributor (if you have permissions)
3. Navigate the pages of the list
4. Open the View Panel
5. Show / Hide columns in the list
6. Change the order of the columns in the list
7. Change the Sort order of the list
8. Add / remove columns used in sorting the list
9. Reset the list back to the default view

When the reports are published or previewed, report consumers have three options for exporting reports. By choosing the appropriate icon, they can export one of the following:

1. The entire report page into PDF, Word, or PowerPoint: choose the appropriate icon at the top right corner of the page
2. A single list report or pivot table component into Excel or CSV format: choose the Excel icon at the top-left corner of the list report
3. A single list report or pivot table component for an offline run: choose the blue envelope icon at the top of the list report and select Export in the background.

When a user exports a list report there are two export methods that are supported:

1. Export in the background (accessed in Report Scheduler).
2. Export using Report Distributor bundle.

You are not able to export where the output launches immediately.

When report consumers run a report online, they can take action right from the report. In the example shown above, a user can view things like employment details or update employment records just by right clicking on the card beside "wsown1."

This enables users to make immediate changes if they see anything that needs adjustment while reviewing a report. Depending on the type of data users are viewing, the available options will vary.

Report distributor is a legacy tool to help automate report distribution. With the release of Report Center, access to report distributor has been provided while functionality is migrated to report center scheduling.

With the report distributor reports can be delivered by SFTP, run offline or sent by email. The report distributor can output data to PDF, Word, Excel, or PowerPoint formats. Tables and reports are collected into bundles, and then the bundles can be scheduled to run at a set time, or be run manually.

The report distributor provides many benefits, including:

• Simplify integrations using SFTP
• Burst Reports to Managers inboxes as file attachments
• Users are able to continue using the application while a report is running offline by scheduling the report offline

First, you need to create bundles containing the necessary reports. Then you can select the output format, the items to distribute, the destination, the recipients, and the schedule.

To launch Report Distributor, complete the following steps.

1. Log in to SAP SuccessFactors.
2. Navigate to Home → Reporting → Report Center.
3. Select View Schedules.
4. Select Switch to the legacy Report Distributor Tool.
5. The Report Distributor screen opens.

As an administrator, you will create a new bundle when you wish to distribute one or more reports to users on a regular basis. When you create a new bundle, you must specify several criteria:

• Bundle name
• Page size
• Export format
• Report/tables to include in the bundle
• Destination (E-mail, SFTP, run offline)
• Users to receive the report (if destination is e-mail)
• Schedule to run the bundle (Optional)

You can add a maximum of 10 reports to a report bundle when scheduling reports with the report distributor tool. This limit is set to optimize system performance and prevent overloading. If you need to include more than 10 reports in a single distribution, you can create additional bundles as needed.

To create and schedule a bundle be sent via email:

1. Go to the Menu box and click New Bundle.
2. Create a Bundle Name and click OK.
3. Select the bundle name.
4. From the Items tab, click Add Item. Then click Add Report or Excel Table.
5. Once the report or table is added you will see it listed in the Items tab.
6. To email the data from the selected report bundle from the Destination tab, select the E-mail radio button, and click Edit Recipients to set up specific users to receive the report bundle.
7. Click Add Recipients.
8. Select the users and click Add. All email addresses added must be associated with a user in the system. You CANNOT add freeform email addresses. Click close when finished. To have the report sent at a specific time, click Schedule → Add.
9. Enter the required information in the Scheduler box and click OK.

If you have the appropriate permissions, you can change the report author of existing reports. In general, report authors have full permissions to that report. Typically, the report author is assigned the management of the report and may need to transition that responsibility to someone else, such as when the report creator "hands off" the management of the report or the current report owner leaves the company.

Change Author is available in the action list if the current logged-in user is the current author. The Change Author option is also available for canvas reports if the user has the functional permission: Canvas Designer Admin.

When you have created and tested a report in the Test instance, you can then transfer the report definition to the production instance.

When you are transferring reports, it is important that the configuration with both the source and the target instances are synchronized.

To export report definitions in Report Center, select the action button for the report you wish to export and choose export. You will be prompted to save the file.

If you wish to export multiple reports at once, select all the reports and use the export button to create a ZIP file of the exported report definitions.

The downloaded file can be uploaded in another instance.

With Report Center, select the Import button. You will be asked to give the report a name, description, and locate the XML file. Then click Import.

When a report has been uploaded to the new instance, it is important to validate the report against the configuration of that instance.

You can access the validation tool by navigating to Canvas Validationtool.

For more information on Report Transfer and Validation, refer to "Configuring Report Center" on the SAP Help Portal.