Name: Using Reporting in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-6-29
Duration: 361 s
Description: This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of Search Screen data in a report format, in SAP SuccessFactors Agent Performance Management.

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<div><div><div>This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of Search Screen data in a report format, in SAP SuccessFactors Agent Performance Management.  <p><br></p></div></div></div>

Using Reporting in SAP SuccessFactors Agent Performance Management

Hello. My name is Minnie. This video introduces commonly used reporting features in SAP Agent Performance Management. Reports offer ease and flexibility to access summaries of complex data. SAP Agent Performance Management, or APM for short, offers Report Forms, QB Queries, and Search Screen Reports in an efficient and effective delivery format for your company’s Leaders, Administrators, and End Users. Report Forms generate information based on data within the database. Report Forms provide flexibility for Users to view the Reports in a different location that they are configured in. There are five types of Report Forms. The first type is simply called Reports, a standard, internal APM report. The second type is Static Content; format not generated from APM. Users can attach a PDF or an Excel spreadsheet as the Static Content and then transfer by link as a Menu Item. A third type is External Link. This format type is used to display a web link for easy User access. A fourth type is Entity Summary View. This Report Form allows complex data from specific entities to be summarized in one report. As an example, you can view all active Producers in a summary report, like Producers by Type to include, Writing Agent, Agency, Managing General Agent and so on. A fifth Report Type is Query. This type requires users to attach a preconfigured QB Query. QB Queries allow for the configuration of custom queries, Adhoc reporting and more. QB Queries are instrumental in selecting, organizing, and automating various functions in APM, like Data Extracts and Import Formats. I’ll view an existing Report Form created for Producers whose licenses are set to expire within 30 days. I’ll look at a pre-configured query that must exist to use as a Report Form. I’ll navigate to the Manager portal and select the Reporting tab. I’ll select QB Query Search. I’ll select a pre-configured query and choose Producer License Expiring. The Query Detail Form shows fields highlighted in yellow that requires an entry. I’ve entered a unique Query ID and Name. Next, using the drop-down menu, I selected the most commonly used Record Type; Hard Coded SQL. From the Query Context container, I’ll select Report Form. I have the option to add a description, so Users will know the purpose of this QB Query. In Other Settings, I chose Producer as the Primary Entity. I’ll click Next. This brings me to the QBQuery SQL Form. In the Hard Coded SQL area, I’ve entered valid Select Statements to direct my query. I’ll click the Preview link to view my results. If my results are correct, I’ll click Next to generate the SQL. I’ll click Complete. My QB Query is ready to use. Next, I’ll view the Report Forms detail by navigating to Report Forms and select the pre-configured QB Query. In continuing with the previous example, I’ll select Producer License Expiring. Next, I’ll click on License Expiring Menu Item. Using this Report feature, Users have the option to run the report, email the report or save the report. Search Screen Reports allow data to be exported, based on search results from many of the available Search Screens in APM. As an example, I can view Producers in a report type format. I can also configure and run a Search Screen Report from the Producer Search database. In this example, I’ll navigate to the Manager Portal and then the Producers Tab. I’ll select Producer Search. At the top-right corner, I’ll click the Export Results icon to display the Export Data and Search Form. This form displays the number of Producer records in the database. I’ll select All records matching search criteria for my report. I’ll also include a Header Row and choose Excel as my Format. I’ll click Ok. This generates my results in the Microsoft Excel Format I chose. I’ll open the new spreadsheet to view my results. Report Forms, QB Queries, and Search Screen Reports allow Users to proficiently and effectively download, save, and share reports. Thanks for watching.