Working with Table Reports

Objective

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

Key Concepts for Table Reports

Reporting Domains

Reporting Domains highlighted.

Reporting Domains (also called sub-domain schemas) define tables fields used in reporting. The reporting domain name is typically the same as the product name, but some products might have more than one reporting domain available for the purpose to query different parts of the module or application. Most domains are available across Table Reports and Canvas Reports, and Tiles.

When you use a Reporting Domain, you are indicating the high-level data in the system on which you would like to report.

For example, to run a report on a certain year's Goals, you start by using the Goal Management Reporting Domain.

Note: the current list of possible available reporting domains can be viewed on the help portal: Available Product Schemas for Live Data | SAP Help Portal. Domains available in your system will vary by configuration and permissions.

Report Type

Report Type options highlighted.

The first decision you need to make when creating a Table Report is its Type. There are three possible Report types:

  1. Single Domain (default)
  2. CrossDomain
  3. Multi-Dataset

Single Domain allows you to query data from one Reporting Domain and is the default Report type option.

Note

Most of the concepts in this course are applicable to all report types, except where noted.

Multi-Dataset Reports and Cross Domain Reports allow you to query data from two or more Reporting Domains.

  • Multi-Dataset Reports do NOT join data together. The report results from each selected Reporting Domain will appear on separate tabs in the output. There are separate tabs in the output which exports as an Excel spreadsheet and cannot be a CSV file.
  • Cross Domain Reports join data in the query from multiple Reporting Domains. This information is displayed in one output list. When you create a cross-domain report, there are two options to join the domains: Inner Join, Left Outer Join.
Cross Domain Join Example shown.

Cross Domain is a query that contains multiple domains in a single list report. This implies linking data into a single record. In the example, Employee Profile details are listed in the Cross Domain Table Report along with their Compensation details and Performance ratings. When you are creating a Cross Domain report, you have several unique options.

Run Table Reports

Report Viewers and Creators have the same options available when running a report. Reports may be generated in two ways:

1. Online

Running on-demand produces your file immediately, but may take up to several minutes depending on the size of the file. While the report generates, you may not navigate to other areas of the software.

  • Run Online - This option runs the report and generates it onscreen
  • Download (CSV) - This option creates a downloadable .csv file
  • Export - This option allows you to generate a downloadable file in PDF, Excel, or PPT format

Note

There are no formatting options available with these report types aside from what you can do in the resident application of the file type you select.

Note

Any report that takes longer than 15 minutes to run due to the data volume or complexity should be run offline.

Note

When exporting a Table Report, there is no row limit for CSV. The XLS has row limit of 65536 and XLSX has row limit of 1,048,576.

2. Offline

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

Run Offline - This option allows you to create a named, downloadable file in any of the above formats. The report runs in the background while you are free to do other things. You will be notified through email upon the completion of the report. It may be accessed by navigation to Report CenterView SchedulesMy Jobs.

Single Domain Table Report

You can create a Table report using Report Center.

  1. Navigate to Admin CenterReporting.
  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

Business Example

In this exercise, you will 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 TableSelect.

  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 CriteriaTeam ViewFind Another.

  9. Enter Marcus in the first name field, then choose SearchSelectOKOK.

  10. In the Data Sets tab, select TemplateTMO Development GoalsOK.

  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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