Understanding Reporting in SAP SuccessFactors

The reporting solutions in SAP SuccessFactors generate both simple lists and more advanced cross-tabs and pivots, which can be combined with charting and formatting into multi-page reports for distribution within the company. You can control access to build and run reports by granting permissions only to authorized users.

Report templates are available for all core areas of the SAP SuccessFactors solution, including Performance, Goals, Succession, Recruiting, and Employee Central. Templates are being continually scoped and added.

The reporting capabilities in SAP SuccessFactors also allow users to build interactive dashboards and tiles, which enable managers to view a summary of information for their teams.

Report Center consolidates report builder tools into a modern interface where you can create and run reports.

Report Center centralizes all platform reporting tools in SAP SuccessFactors, including Tiles, Dashboards, Tables, Canvas, and Story reports. This centralization enables you to edit and execute reports from a single location.

Access to Report Center must be granted through permissions.

The Story Report type in Report Center is the newest type of report and the preferred reporting solution and is based on the integration of the SAP SuccessFactors HCM solution with SAP Analytics Cloud. A Story Report is a presentation-style report that utilizes charts, tables, text, images, and interactive elements to display and explain data. It mainly involves building a query and using it to generate the report. You can share your story with others so they can use the report you’ve created.

With Story Reports, you can:

• Search across all schemas, reporting on fields from different schemas that are linked.
• Report on data from product schemas that are not supported by other reporting tools in SAP SuccessFactors.
• Use additional calculated functions not available in other SAP SuccessFactors reporting tools (for example, CONTAINS, LENGTH, UPPERCASE).
• Perform date calculations.
• Create and display ratios in the story report (for example, gender ratio).
• Create reports irrespective of your data access permissions. This means you can add fields to the query even if you don't have the relevant data access permission; however, when you run the report, you won't see any data for such fields.
• See relevant fields automatically for the data elements linked using joins, without needing to navigate the data model manually.

Characteristics of Story Reports are:

• Modern visualizations

• Live SAP SuccessFactors data

• Intelligent joins across modules

• Secure, role-based access

• People-centric data privacy and protection

• Use data sources: All but Recruiting Marketing, Recruiting Posting, and Onboarding 1.0. However, you can report on data from product schemas that aren't supported by other reporting types in SAP SuccessFactors, such as Onboarding (2.0), Job Profile Builder, and Spot Awards.

• Create and display ratios

• Use formats: CSV, PDF, or XLS

Table Reports are designed to be extremely simple to use and provide a flexible, intuitive platform for users to create custom list reports. They provide basic metrics for standard reporting requirements. Table Reports provide real-time reporting. Table reports can then be easily exported as required.

The characteristics of Table Reports are:

• List Reports

• Simple Data Extractions

• Formats such as Excel, CSV, PDF, or PPT

• Data sources such as all modules excluding LMS, custom MDF, and some of the newest SAP SuccessFactors features.

Canvas Reports allows you to visualize data in a formatted and presentation-ready report. Canvas reports are used to create printable and re-usable reports.

Canvas Reports use Page Designer, a self-service tool that can be used to drag-and-drop components easily onto a report page.

These components can include Tables, Charts, Imagres, and Text.

The reports can include live detailed reporting data, LMS data, Advanced Reporting data, or Workforce Analytics measures and dimension data.

By using the Report Distributor or Report Scheduler, administrators can send the reports as attachments to e-mails or FTP.

The characteristics of Canvas Reports are:

• Printable

• Multi-pages

• Formatted

• List reports

• Charts and graphs

• Calculated columns

• Data Sources: EC, Talent, MDF, and LMS

• Format: Excel, CSV, PDF, PPT, DOC, or e-mail

Dashboards and Tiles are used to track key processes dynamically within the organization.

Tiles provide a simple chart output that can be embedded across the SAP SuccessFactors suite. Tiles can be built by using a Tile Builder Wizard, which guides the user through the process of building a visualization.

Tiles support Drill to Detail capabilities to further analyze the underlying data. Tiles can include both SAP SuccessFactors live data and Workforce Analytics data. Once built, these tiles can be included in a dashboard, assigned to the home page, or displayed in the Insights Panel.

Dashboards provide a method to easily collect and visualize multiple tiles in a single place. Using tile-based Dashboards, tiles can be shown on one page, easily comparing multiple Key Performance Indicators (KPIs).

The characteristics of Dashboards and Tiles are:

• Online Dashboards
• Track key processes
• Drill from chart to list
• Data source: All modules excluding LMS, custom MDF, and some of the newest SAP SuccessFactors features.