Exploring the Report Creation Page

Objective

After completing this lesson, you will be able to summarize each section that makes up the Report Creation page in SAP Fieldglass.

The Report Creation page

When creating reports in SAP Fieldglass, the various sections on the Report Create page will help you configure all the data elements you need for your report, including which modules the data should come from and how the report should be displayed and formatted.

These sections are essential for creating customized reports that meet your specific data analysis needs.

Screenshot of the Create Report page, with each of the 5 key sections highlighted and labeled for Base Module, Fields, Columns, Groups, and Selected Filters.
  1. Base Module – the source module of the report
  2. Fields – the individual data elements that are being reported on
  3. Columns – holds the data fields that will populate your report
  4. Groups – holds all resulting data records together in the report file
  5. Selected Filters – indicates the scope of data to be reported on

Watch the video to learn how these sections can be used to create your own custom reporting.

Conditional Scope Filters

Screenshot of the Selected Filters section of a report which shows 3 of the conditional scope filters applied, and an additional clip of the Cost Center scope filters drop down options.

Scope Filters in the SAP Fieldglass analytics module will automatically apply at the bottom of the report creation page, depending on what data fields are used within it. These conditional filters are used to determine how you want the report to display records that may have more than one row of data for a single transaction.

For example, if a single Worker has multiple Cost Centers assigned to them, do you want the report to provide a duplicate row for every Cost Center they’ve been assigned? Or perhaps just a single row with their Primary cost center is sufficient, keeping the data 1:1.

Adjusting your conditional filters can help provide more granular detail for advanced reporting, but it will add duplicate records to your data set.

Add Compare Filter & Add Top X Filter

Adjusting your conditional filters can help provide more granular detail for advanced reporting, but it will add duplicate records to your data set

Users will notice two additional features at the bottom of the Filters sections: + Add Compare Filter and + Add Top X Filter.

Using the Add Compare Filter will allow you to select two fields and display data compared between them. For example, you could use a Compare Filter to see if the Job Posting Owner’s email is Equal to the Cost Center Owner’s email, in order to only display records that match. This can help business users find potential risks within their workflow.

For reports that include invoice information, adding a Top X Filter allows users to quickly identify and focus on the top "X" performers or outliers in their data set, where X is a value defined in the filter parameters. These parameters include Business Units, Cost Centers, Sites, and Suppliers. Top X filters can only be used for invoice information.

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