Working with Table Reports

Objective

After completing this lesson, you will be able to Create and Run Table reports.

Table Report Types

You can create several types of Table reports:

  • Single Domain: Single Domain allows you to query data from single reporting Domain and is the default report type option.
  • Cross Domain: Cross Domain reports join data in the query from multiple Reporting Domains. This information is displayed in a single output list. You can add the same sub-domain more than once to allow multiple joins. The options to join the domains are Left Join and Outer Left Join.
  • Multi Domain: Multi Domain Reports don’t join data together, and the report results from each selected Reporting Domain appear on separate tabs in the output. As there are separate tabs in the output, the file is a Microsoft Excel spreadsheet and can't be a CSV file.

Running Table Reports

Report viewers and creators have the same options when running a report.

Online Reports:

Running on-demand produces your file immediately but may take several minutes, depending on the file size. While the report is generated, you may not navigate to other areas of the software. The options include:

  • Run Online: This option runs the report and generates it onscreen.
  • Download (CSV): This option creates a downloadable .CSV file.
  • Export: This option lets you generate a downloadable file in several formats, including PDF, Excel, and PPT.

Offline Reports:

Running offline allows you to attend to other activities while the report processes in the background.

Running offline allows you to create a named, downloadable file in any supported format. The report runs in the background while you can do other things. You will be notified via e-mail when the report is completed. It can be accessed by selecting Report Center → View Schedules → My Jobs.

Reporting Domains

The Reporting Domain is similar to the modules in SAP SuccessFactors. There are specific Reporting Domains that allow you to report on certain aspects of a module, for example, Compensation Eligibility. Reporting Domains are sometimes also referred to as sub-domain schemas.

When you use a reporting domain, you’re representing high-level data in the system on which you would like to generate a report. For example, to run a report on a particular year's goals, you must start by using the Goal Management reporting domain.

When selecting a reporting domain in a Table Report, you can just start typing the name of the domain or select it from the dropdown menu.

Single Domain Table Report

You can create a Table report using Report Center.

  1. Navigate to Admin Center → Reporting.
  2. Choose New to create a new report.
  3. Select Table.
  4. Choose Select.
  5. Select the Single Domain radio button.
  6. Select the data source for reporting domain from the drop-down.
  7. Fill in the required information in the General Info page.
    FieldDescription
    Report NameGive a name to your report.
    DescriptionProvide a description for your report.
    Report PriorityJob scheduler picks the scheduled jobs to run offline based on the report priority that you set.
    Remove StylingProcesses the XLSX files faster with improved memory and performance.
  8. To select a set of people that can be included in the report results, choose Refine Criteria in the People tab.
  9. To select a form or template to be included in the report, choose Select Template in the Data Sets tab.You can see the Data Sets tab only if you choose to report on Performance Management, Career Development Planning, Goal Management, 360 Degree Multi-Rater Subject, Compensation Eligibility or Compensation Planning as the data source.
  10. To select the columns to add to your report results, choose Select Columns in the Columns tab. You can also select Sort, Group By or Rearrange Columns from the same page.
  11. Optional: To configure the data type values displayed in the column output, choose Configuration.
  12. Optional: To refine the report scope with additional filtering within user groups, choose Filters. You can also group filters by selecting Filter Groups.
  13. Choose Save.
  14. To view your output before running the report, choose Preview.
  15. Choose Generate to run the report.

Create a Table Report

Steps

  1. Log in the SAP SuccessFactors instance.

  2. Using the main navigation menu on the Home Page, navigate to Reporting.

  3. Choose New to create a new report.

  4. Choose Table → Select.

  5. Choose the Single Domain radio button.

  6. Choose Development Goal from What Data would you like to start with dropdown. Choose Select.

  7. Fill in the required information on the General Information page.

    • Report Name: Give your report a name.

    • Description: Describe your report.

    • Report Priority: The job scheduler picks the scheduled jobs to run offline based on your reported priority.

    • Remove Styling: Processes the XLSX files faster with improved memory and performance.

  8. Go to the People tab. Choose Refine Criteria → Team View → Find Another.

  9. Enter Marcus in the first name field, then choose Search → Select → OK → OK.

  10. In the Data Sets tab, select Template → TMO Development Goals → OK.

  11. In the Columns tab, choose Select Columns.. In the Development Goals category, choose:

    • Development Goal ID

    • Goal Owner Username

    • Title

  12. Select Done.

  13. Choose Save.

  14. To view your output before running the report, choose Preview.

  15. Choose Generate to run the report.

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