Human resource departments in most companies are always facing large amount of data that lead to uncertainty when taking decisions and getting real-time information regarding their workforce. In order to help with the decision-making process, HR should efficiently use reporting tools to organize and utilize data for accurate real-time information that can provide powerful insights on key issues in the organization.
Reporting is one of the key platforms features that SAP SuccessFactors pre-delivers. A very powerful reporting tool that covers a wide variety of report types that can be utilized in order to make the most out of the data available. When accessing this tool, we can immediately see that SAP have provided different type of reports that can be exploited as needed.
Below is a list of the available reports and what they became after the latest update that introduced report center, I will expand on the available reports later in this blog:
|What it used to be?||What is it now?||What is behind?|
|Ad-hoc Report||Report – Table||Internal: Ad-Hoc Reporting|
|Ad-hoc Report with a custom template||Report – Custom||External: BIRT Template|
|Online Report Designer Report (ORD)||Report – Canvas||Internal: Live Detailed Reporting or EC Advanced Reporting|
|Tile||Tile||Internal or External: YouCalc Dashboard Tile|
|Dashboard||Dashboard||Internal or External: Standard or Custom YouCalc Dashboard|
Reports – Table
Is a report template that allows users to create their own reports and share them across the organization. Through ad-hoc reports the user can choose to create a single domain or to include two or more domains as it can be seen in the picture below.
The most common use for Reports – table is to efficiently list data in a table that can be filtered and refined later on. However, there are some limitations regarding the data that can be selected to include in the table, for example, MDF objects, effective dated information, cross domain reporting.
The following KBA (Knowledge Base Article) explains the process of running an Ad-hoc report in Report Center: https://bit.ly/2vnS5G4
Reports – Custom
Ad-hoc report customization is possible using Business Intelligence and Reporting Tools (BIRT) which is an open source technology platform that helps create data visualizations and reports that can be embedded into rich client and web applications. By using BIRT we can create lists, group data, graphs and much more.
The following KBA explains how to create a BIRT template for an Ad-hoc report: https://bit.ly/30YKoSB
Reports – Canvas
A canvas report is of great value to reporting since the results shown are live SuccessFactors data. When creating a canvas report a user can utilize the tool’s features that covers creating multiple pages, pivot tables, charts, text & images or simple lists to report on a set of fields. This easy to use drag and drop tool is considered the official reporting tool for SuccessFactors.
In addition to the features mentioned above, a user can create calculated fields and create pivot tables where results are shown in real time. Users have the ability to share online, export to PDF, Word, Excel, PPT or email via a Report Distribution tool.
Use the following KBA to learn more about ORD: : https://bit.ly/30YKoSB
They are standalone individual Youcalc Tiles. Each tile consists of a chart and has drill-to-details capabilities. Tiles are combined together in order to create a dashboard. The Youcalc engine is an in-memory analytics and calculation engine pulling data from the Ad-hoc reporting framework. This allows the data to be 100% up to date (real time, with no delays).
Some of the standard Tiles that are available:
• Tiles for Goal Management
• Tiles for Succession
• Tiles for Performance Management
• Tiles for Multi rator/360 Review
• Tiles for Competencies
Tiles can be viewed on:
- The Homepage: If a tile has been enabled for the homepage, users see the tile on the homepage provided they have permission to view and run the tile.
- On the Dashboard: After a tile-based dashboard has been shared with users, they see it on the Dashboards page provided they have permission to view and run the tile.
- On the Mobile Devices: You can view the tiles on the mobile devices. (Drill-down view is not available on mobile devices).
- On the Insights Panel: If a tile has been enabled on Insights, it shows up on the module page.
The following link explains the steps of building a tile: https://bit.ly/38H6gVd
For more information about tiles, please use the following link that lists commonly asked questions regarding building tiles: https://bit.ly/38JAEOB
Dashboards consist of several tiles that are consolidated on one page facilitate access to live data. Dashboards are divided into two types:
1) dashboard tiles
2) standard dashboards
What is the difference between a tile, a standard dashboard?
|Dashboard Tiles||Standard Dashboards|
They are the future of dashboards. They are fast, flexible, and have intelligent logic for how it is visualized depending on the amount of data. Since each tile is independent, users have the choice of mixing and matching tiles into their desired dashboards. Partners or Professional Services can build advanced custom tiles at additional cost, but at a much lower price than standard dashboards (because they are simpler now that each tile is a separate entity).
They are slower than tiles, hardcoded and have complex logic that may not always work for all customers. Standard dashboard cannot be edited and does not allow hiding any of the charts, so the customer’s requirements should match the dashboard in order to proceed with it. If one of the charts in the dashboard does not work, users will see a dashboard with a broken chart inside which is not ideal. Customized dashboards can be created via costly engagements with partners or professional services.
All future standard content for the dashboard framework will be tiles. The main reason is that it is the most flexible mechanism for sharing standard content because customers can adopt the tiles they like and mix and match the tiles into dashboards as they please.
The following link explains how to build a tile based Dashboard: https://bit.ly/2tW4C3g
The following link contains direct links on Dashboards and Tiles: https://bit.ly/2O3M0oU
The following link explains how tiles are viewed in different areas of SuccessFactors: https://bit.ly/2RWjZAx
For more information