Scheduling Reports and Webservices

There are times when you may need reporting data to run and deliver automatically, in the relevant format, without the need for manual execution and export. Scheduling reports is your go-to feature in SAP Fieldglass Analytics to fulfill this need.

Mateo continues to get the same report requests every month from a group of managers. He decides he should schedule these to run automatically to the group of managers.

There are a number of other things you can do with reports, the options for which are available from the Actions dropdown menu within the report itself. The options available depend on the report you’re creating.

For instance, you can create charts and pivot tables, add the report to your SAP Fieldglass home page, schedule a report to run at a particular time, and copy or remove reports.

Let’s look at one of the predefined reports that allows you to generate a chart based on its data output.

Brian, a Program Office user, wants a column chart to show all of WorkingNet’s active external workers. Here’s how Brian would create this chart.

Now let’s say that the Human Resources director asks Brian for a pivot table of WorkingNet’s active workers. Creating a pivot table is a little different than creating a chart. Here’s how Brian would do that.

Brian notices that the ‘Contracts Expiring’ report seems to be ran by the Program Office team daily, so he decides to add this report to their SAP Fieldglass Home Page.

Let's look at the steps Brian will take to add the Contracts Expiring report to his team members’ home pages by associating the reports/charts to the Program Office user role.

Mateo receives questions from other managers about why they are receiving report URLs. He notes that the email notifications are very general. To help, he investigates how to customize the messaging being sent out with the Report URLs.