adhoc reports in success factors

7/23/2019 Adhoc Reports in Success factors

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Ad Hoc Reports

Create Ad Hoc Reports by utilizing the options

and features available within the Ad Hoc ReportBuilder.


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2014 SAP AG or an SAP afliate company. All rights reserved.

As an administrator, you can access the Ad Hoc

Report Builder, which is located within the Reports/

Analytics area of your SuccessFactors instance, and

describe the columns in the list. The Ad Hoc Report

List displays all of the reports that have either been

created by you or shared with you by other users.

From this view, all Ad Hoc Report Builder actions can

be initiated.

1 Report NameDisplays the name of the report as dened during

report creation.

2 Report typeDisplays whether this is a single, multiple, or cross

domain report.

3 DomainDisplays the module or the source data for the report.

4 OwnerDisplays the report creator. For shared reports, this is

the username of the person who shared the report with

you. For reports you create, this is self.

5 Creation Date/Last Modied [Date]All columns are sortable by clicking on the column

heading. By default, reports are sorted by Owner thenCreation Date.

Ad Hoc Reports: Ad Hoc Report Builder List

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Spotlight: Accessing Ad Hoc Reports

1Ad Hoc Reports can be accessed by

selectingAnalyticsfrom the drop-down

menu. Click the Reportinglink.2

On the menu bar on the left side of the

screen, clickAd Hoc Reports.

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Ad Hoc Reports: Report Denition TypesAs an administrator, you can create a report; select the

report type, and enter general information. Depending

on your system conguration, there may be three

possible report types when creating an ad hoc report.

Analytics > Reporting > Ad Hoc Reports

1 Single DomainAllows you to query data from one Report Denition

Type and is the default report type option.

2 Multi Dataset ReportsAllow you to query data from two or more Report

Denition types. These reports do not join data

together, and the report results from each selected

Report Denition Type will appear on separate tabs in

the output.

3 Cross Domain reportsThese reports also allow you to query data from two

or more Report Denition types, however, they join

data in the query from multiple Report Denition Types

using the USERID eld. This information is displayed

in one output list.

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Spotlight: Selecting Report Denition Types

The Create New Report screen only allows you to

select one Report Defnition Type; to add datasets

or domains, you will do so in subsequent steps.

1 Select a Report Defnition Type to indicatethe high level data in the system on which

you would like to report.

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After you select the Report Denition Type, a new

window opens. Here, you will step through the process

of creating a new report.


1 General Info

In the General Infotab, enter the Report Name andDescription.

2 PeopleIn the Peopletab, dene the team or the scope of user

data to appear in your result list based on your line of

sight.

3 Data SetsThe Data Setstab will only display if you have

selected one of the Report Denition types that usesData Sets. Select one or more data sets to include in

your report.

4 ColumnsThe Columnstab is used to select the columns of

data to be displayed in the report. The Select Columns

screen is organized rst by All Columns then by

subsets of data from the report type and data set (if

applicable).

5 FiltersThe Filterstab provides multiple options for ltering

data. The two main choices are Filter By My Selection

and Filter By Rule. Each of these options can be

customized.

Ad Hoc Reports: Creating a New Report

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Spotlight: Line of Sight

In SuccessFactors, line of sight is a term used to describe the scope of user data that you are able to view.

Your line of sight depends on a combination of things. It may be based on your relationship to other users

as dened in the User Data File; for example, a manager/employee relationship. Or, it may be based on

permissions to see data outside of your current line of sight. NOTE:A single user may have several lines of

sight depending on their setup in SuccessFactors.

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Data Sets TabAnalytics > Reporting > Ad Hoc Reports

1 Click Select Templateto select the data sets to include in the report.

2 Click the check boxes to make your selections and click OK.

People TabAnalytics > Reporting > Ad Hoc Reports

1Click Refne Criteriato select the groups of people to be included in the

report results.

2Select the Team Manager. Choose Logged In Userto share the report so

that others can run and view the information as it pertains to them.

3Select the Team Reporting Typeon which to report.

Team Viewdisplays data for users within the team managers hierarchy.

HR Viewdisplays data for users who have been assigned to the team

manager as HR Reports.

Detailed Reporting Rightsis used to view data outside of a users currentline of sight. Additional reporting rights must be granted to use this option.

4By default, the user data returned in the report includes only active users. To

include data for inactive users, click the Include Inactive Users check box.

5 Click OK.

Creating a New Report: Step by Step

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Creating a New Report: Step by Step

Filters TabAnalytics > Reporting > Ad Hoc Reports

1 Click Refne Criteria to rene the scope of the report.

2 Click on a lter link and select the lters to be dened.

3Select Filter By My Selectionto select criteria from the list of existing data

or select Filter by Ruleto create rules to nd data.

4 After the lters have been selected, click Done.

Columns TabAnalytics > Reporting > Ad Hoc Reports

1 Click Select Columns.

2Click the check boxes to select the columns to be included in the report

table.

3 Click Doneafter the columns have been selected.

4The columns are listed as they will appear on the report. To change their

order, click the Rearrange Columns link, then click the tread to the left of a

column name and drag and drop to a new location. When done, click OK.

5 To sort the columns, click the Sort Columnslink and then click theAddanother sorting levellink. Use the drop-down menu to select the column to

sort by. You may add more sorting levels, as needed. When done, click OK.

6 To group columns, click the Group bylink and then click theAdd anotheraggregate columnlink. Select theAggregate Columnand Functionfrom

the drop-down menus and/or reorder the columns in the group by clause.

When done, click OK.

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7/10 2014 SAP AG or an SAP afliate company. All rights reserved.

Throughout the process of report creation, it is

recommended that the results are previewed often

and before adding numerous lters. This process can

help you see a subset of the results to ensure that the

report yields the intended results.


1 Preview ReportTo preview the Ad Hoc report, click Preview.

2 Report DataThe rst 100 rows of data in the report will be

displayed in the preview screen. Review the columns,

how they are ordered and sorted, and the information

contained within them to ensure the report is delivering

the expected results in the correct format. When done,

click Close.

NOTE:If presented with a Warning Pop Up, click

OKunless you have made changes to the reports

parameters. In that case, click Cancel and save the

changes before returning to the Ad Hoc Reports list.

Create Ad Hoc Reports: Viewing Report Results

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Report actions are accessible from the Ad Hoc

Reports list. Report viewers and creators can generate

reports either online or ofine.


1 Running Online

Running online produces the le immediately, butit may take several minutes to produce the output,

depending on the size of the le. When Run on-

demand is selected, the report is shown on screen.

While the report generates, you cannot navigate to

other areas of the software.

2 Running OfineRunning ofine gives you the exibility to attend

to other activities while the report processes in the

background.

Ad Hoc Reports: Running Reports

Spotlight: Report Results

To run the ad hoc report:

1. Click the drop-down menu next to the report you

wish to view and click Run Report.

2. You can run the report, select to download the

report as a CSV le, or export the report to an

Adobe PDF, Microsoft Excel or PowerPoint le.

3. Click Generate Report.

4. When Run Onlineis selected, you can click the

buttons at the top left hand side of the page to

download the report to your computer.

5. When done, click Return to Reports.

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Report denitions can be shared with other employees

in the organization so they can run the report from

their Reports List.

In order for a person to view a shared report, the

following must both be true:

The person must have Run permission for the

shared report type, and

The report must be shared with the person.


1 Quick SearchQuick Searchenables you to search for a person by

name. Be sure that the person has the right to review

the report denition type you are sharing.

2 Advanced SearchAdvanced Searchallows you to enter additional

search criteria to nd individuals in the system.

NOTE:When you share report denitions, you are not

sharing your data access. Each user only sees what

they have permission to see based on their role or

administered rights and the report denition.

Ad Hoc Reports: Sharing Report Denitions

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Spotlight: Sharing a Report

To share the ad hoc report:

1. Click the drop-down menu next to a report and

click Share.

2. Use Quick SearchorAdvanced Searchto nd

the people with whom you wish to share the report.

3. Click the checkbox(es) to select individual(s) and

click Share.

NOTE:If you wish to unshare a report, click the

Trashicon next to the name of the person in the

selected column.



Use the Ad Hoc Reports page to manage your reports.

Here, you can create a new ad hoc report from an

existing report, edit an existing report, delete a report,

and export and import a report denition.


1 Save Existing Report As New ReportUse Save Asto copy the report denition of an

existing ad hoc report that you created. This is useful

when you wish to create a similar report with different

lter criteria, or if you wish to create similar reports

with different lines of sight.

2 Edit ReportEdit opens the report denition and allows you

to access any of the steps and settings you have

previously set up. When nished editing, save your

report before returning to the Report List. NOTE:

Editing a report that you have shared with others will

update the shared version immediately.

3 Delete ReportDeleteallows you to delete a report denition. Deleting

a report that you have shared with others will delete

the report from their lists as well.

Ad Hoc Reports: Report Actions

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4 Export Report DenitionsExport is used to export your report denition, either

for version control or to share the denition ofine

with a colleague. As you edit and update your report

denition, you overwrite the report each time you savea change. By using export, you can download copies

of the report denition.

5 Upload Report DenitionsIf you have a downloaded report denition, you may

upload it into the Report List using Upload Report.

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