Watch the video to get started on SAP SuccessFactors People Analytics unit.
Objectives
Watch the video to get started on SAP SuccessFactors People Analytics unit.
SAP SuccessFactors People Analytics is the overall solution for all reporting in SAP SuccessFactors.
The reporting solutions in People Analytics offer both simple lists, and more advanced cross-tabs/pivots, which can be combined with charting and formatting into multi-page reports for distribution within the company. The report output formats include Adobe PDF, Microsoft Word, Microsoft PowerPoint, and Microsoft Excel. You can manage the access to build and run reports by granting the permissions only to authorized users.
Report templates are available for all core areas of the SAP SuccessFactors suite, including Performance, Goals, Succession, Recruiting, and Employee Central. Templates are being continually scoped and added.
The reporting capabilities in SAP SuccessFactors also allows users to build interactive dashboards and tiles, which enable managers to view a summary of information for their teams.
Note
Several SAP SuccessFactors solutions have their own reporting tools accessible outside of People Analytics. To know more about module-specific reporting tools, refer to the product specific guides in the SAP Help Portal.
Report Center consolidates report builder tools into a modern interface where you can build and run reports.
Report Center centralizes all the reporting components from different analytical tools in SAP SuccessFactors. The analytical tools are Tiles, Dashboards, Table, Canvas, and Story reports. This centralization allows you to edit and run reports from a central location.
Report Center must be permissioned to the user to acccess it.
The Story report type in Report Center is a central part of the People Analytics solution and is based on the integration of SAP SuccessFactors HCM Suite with SAP Analytics Cloud. A story report is a presentation-style report that uses charts, tables, text, images, and interactive components to display and describe data. A story report mainly involves building a query and using the query to create the report. You can share your story with others to enable them to use the report you have created. It is the newest type of report in the SAP SuccessFactors platform.
Hint
Story reports are the recommended report type for all new reports.With story reports, you can:
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
Data Sources: All but Recruiting Marketing, Recruiting Posting, and Onboarding 1.0. However you can report on data from product schemas that are not supported by other reporting types in SAP SuccessFactors, such as: Onboarding (2.0), Job Profile Builder, Spot Awards.
Format: 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. The Table Reports are part of the platform and provide real-time reporting. Table reports can then be easily exported as required.
Characteristics of Table Reports are:
List Reports
Simple Data Extractions
Format: Excel, CSV, PDF, or PPT
Data Source: All modules excluding LMS, custom MDF, and some of the newest 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 for all modules.
Canvas Reports utilize Page Designer, a self-service tool that can be used to easily drag-and-drop components onto a report page.
These components can include Tables, Charts, Images, 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 emails or FTP.
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 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 homepage, 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).
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 SuccessFactors features.
Caution
There have been some recent announcements about the deprecation of Legacy Reporting tools. The timelines, as of 2H 2024 release, are the following:
It is recommended that all new reports be created as Story reports.
Tile & Dashboard reports are not available for new customers provisioned.
More information about this announcement can be found in the SAP Community, within the Innovation Alerts section (requires authentication): https://community.sap.com/t5/product-and-customer-updates/retirement-of-canvas-table-tiles-dashboards-and-classic-report-types/ba-p/13619483Note
Workforce Analytics is also considered one of SAP SuccessFactors People Analytics solutions. However, it is not in the scope of this objective and has its dedicated training. THR89 is the training for SAP SuccessFactors Workforce Analytics and Planning Functional Consultant Academy. THR96 is the training for SAP SuccessFactors Workforce Analytics Technical Consultant Academy. Essentially, this is the solution used for time-trended metrics, benchmarks, and drill-through hierarchies.To access Report Center, select Reporting on the main navigation menu. If Report Center has not been permissioned to the user, they cannot access Report Center.
Note
The report views are only visible when you are a Report Administrator.Note
The Report Center window may be viewed in full screen mode (which will remove headers and footers from the page) and will respond dynamically to browser size.You can search for a report by Report or Author Name. The search field uses an autocomplete feature.
Report Center users can filter the list of reports by Author, Modification Date, labels, or type. This filter setting remains the same value across login/logout sessions until it’s changed or cleared. The filter icon indicates how many filter options are currently applied. You can sort results by Report Name, Author, Modification Date, or Type.
If you’re a Report Administrator, you have a view in Report Center referred to as. Administrators often have access to many reports, and this view limits the reports displayed so they can focus on essential reports. Administrators can use search and filter features on All Reports when locating additional reports.
Report Administrator views contain:
These views appear in the Report Center navigation when the user is an administrator of any report type.
In the Report Center interface, you manage reports via the Action menu. You can perform the following actions:
Note
Permissions and report types may prevent all action options from being available on a report.You can use Report Center to add or remove favorite reports that are available on the home page.
To use favorite reports:
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