Preparing the Customer Instance for Table Reports

The Dashboards Framework is set to be deleted (deprecated) on November 21, 2025. New customers with instances provisioned after 2H 2023 will NOT have the Dashboard Framework available to them.

SuccessFactors has announced the intention to delete (deprecate) Canvas reports for transactional data and Table reports, but a date has yet to be established.

Canvas reports will be available for the foreseeable future for Workforce Analytics (WFA) customers. However, after the deletion of Canvas reporting for non-WFA clients, only Workforce Analytics (WFA) data will remain available, not transactional data.

Validate the following before enabling Table Report Builder:

• Role-Based Permissions is enabled in Provisioning
• The instance Core Modules is configured and working correctly
• Module-specific features are enabled for the appropriate sub domain schemas (SDS)

The Table Reporting solution uses the following information in the data models:

• Table Reporting uses the data models, for example, Employee Central, to generate the data for reporting.
• Table Reporting only reports on objects/tables and entities/columns that are defined in the data models.

The data models are available in Provisioning → Select company → Succession Management.

There are four main data models and the union of the content in all four data models is used to generate the data for reporting:

• Succession/Standard Data Model
• Succession/Standard Data Model - Country Specific
• Corporate Data Model
• Corporate Data Model - Country Specific

If an object/entity is defined as Visibility=None in the data model, then it is hidden in Table Reporting and not available for reporting. The labels defined for object/entities in the data model are reflected as the labels shown in Table Reporting.

Configure the following mandatory option when defining the Ad Hoc reports functions:

Select the Ad Hoc Report Builder via Provisioning → Company Settings → Analytics and Dashboard Tabs & Misc. Reporting → Ad Hoc Report Builder.

Enable the Ad Hoc Report tool framework in the customer environment.

Performance Management and 360 Multi-Rater Subject domains require a separate switch because of the Sync functionalities associated with it.

To do this, enable under Ad Hoc Report Builder:

• Performance Management
• 360 Multi-Rater Subject

Run the sync only once, when activated.

Configure these additional settings in the following: Provisioning → Company Settings → Analytics and Dashboard Tabs & Mics. Reporting section:

1. Allow the upload and usage of BIRT templates in table reporting.

   a. Set Enable Visual Publisher to allow the upload and usage of BIRT templates in table reporting. This switch is used to enable the Dataset option in the report builder. The Dataset option allows you to upload BIRT and excel templates.

   Note

   BIRT (Visual Publisher) has an additional license fee – ensure the customer has purchased this before enabling.
2. Setup the report to show the data for the person running the report.

   a. Select Enable INCLUDE STARTING FROM USER in people pill

   This switch is used to enable starting from user functionality in people pill.

   For example, setup the report in a way that shows the data for the person running the report as well as the population to which the person has access. This provisioning switch simply provides that option as part of the report definition.

   
3. Remove HTML tags for ad-hoc reporting on Performance Management v11.

   a. Select the Remove HTML tags for ad-hoc reporting on Performance Management v11.— requires Rich text editor for PM and 360 option.

   This allows you to display of report comments without the respective HTML tags for fields such as the Competency Comment field.

   
4. Enable performance enhancement for Excel output for table reports if the customer uses table reports that are not equipped with graphical representation.

   a. Select Enable Performance Enhancement for generating Excel 2010 Output for Ad Hoc Reports if the customer uses table reports that do not have any graphical representation and they only need data in .xlsx format.