5 Reporting01 Introduction To MasteryR07_ManageReportPermission

,Reporting,ManagingReportingPermissions,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,OverviewofReportingAdministration,OverviewofReportingAdministration,Tobeabletoviewandgeneratereports,usersmustbegrantedcertainpermissionsforthespecificreportstowhichtheyshouldhaveaccessThistrainingstepsbrieflythroughsettingthedifferentreportingpermissions,includingtheadditionalsettingsrequiredforSpreadsheet,Classic,andAdHocReports,DefaultUserPermissions,DefaultUserPermissions,DefaultUserPermissionsallowmanagerswithatleastonedirectreportandHRRepstohaveautomaticaccesstoDashboards,ListViews,andSpotlightreportsAccessisboundbylineofsightestablishedintheemployeedatafileThepermissioncannotberevokedonanindividualbasisLogintoSuccessFactorsandaccessAdminTools.IntheManageEmployeessection,navigatetoSetUserPermissionsDefaultUserPermissions.,Note:GreenprinthasDefaultUserPermissionssetandanychangesshouldbecarefullyconsidered.,1,2,DefaultUserPermissions(cont.),ForManagersandHRRepstohaveaccesstoDashboardsandListViews,thefollowingoptionsshouldbeselectintheReportsPermissionssection:AllFunctional/Custom/ApplicableRoleDashboards:Thismeansallactivedashboardsareshown)ListViewIfManagers&HRRepsshouldhaveaccesstoSpotlightreports,SpotlightViewPermissionsshouldhavetheSpotlightreportscheckedbasedonthemodulespurchased,4,3,Note:Spotlightreportswouldbeavailabletoallmanagersandpermissioncannotberevokedonanindividualbasis.,5,Dashboard/ListView/SpotlightViewReportAccess,Dashboard/ListView/SpotlightViewReportAccessPermissions,Forthoseindividualswhoarenotmanagersbutstillneedaccesstoreporting,permissioncanbegrantedonanindividualbasis.Thisoptionallowsthemaccesstothereportstheyshouldbeabletogenerate.LogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingDashboard/ListView/SpotlightView/ReportAccess.,1,2,Dashboard/ListView/SpotlightViewReportAccessPermissions(cont.),Searchfortheindividual(s)whoshouldhavereportingaccess.ClickSearchUsers.Selectthecheckboxnexttothenameoftheuseryouwanttoworkwith.SelecttheDashboard(s)towhichtheusershouldhaveaccess:NoDashboards:Ifselected,userwillnothaveaccesstoDashboardsatallAllFunctional/Custom/ApplicableRoll:GivesuseraccesstoallvisibledashboardsOther:AllowsmultipledashboardstobeselectedusingtheShiftkey,3,4,5,6,Note:IfOtherisselected,multipleDashboardscanbeselectedusingtheShiftkey,Dashboard/ListView/SpotlightViewReportAccessPermissions(cont.),IftheusershouldhaveaccesstodrillintotheListViewsfromtheDashboards,theListViewoptionshouldbechecked.SelecttheSpotlightView(s)towhichtheusershouldhaveaccess:NoReports:Ifselected,userwillnothaveaccesstoSpotlightreportsatallAllReports:FivestheuseraccesstoallSpotlightReportsOther:AllowsmultipleSpotlightViewstobeselectedusingtheShiftkeyClickSavePermissionsforSelectedUsers.,7,8,9,Note:Afterdeterminingwhatreportsauserhasaccessto,theAdministratormustgiveaccesstowhomtheuserhasaccess.OtherwisetheuserwillhaveaccesstoReports,butnodatawilldisplay.,DetailedReportingRights,DetailedReportingPrivileges,Thisoptiongivesusersadditionalaccesstothosedivision,departments,locations,orHRJurisdictionstheyneedtoreporton.IntheCompanyProcesses&Cyclessection,navigatetoReportingDetailedReportingPrivileges.Searchfortheindividual(s)thatneedlineofsightset.ClickSearchUsers.,1,2,3,DetailedReportingPrivileges(cont.),Checkthecheckboxnexttothenameoftheuseryouwanttoworkwith.ChecktheDetailReportoptionifthisusershouldhaveDetailedReportingpermissions:GivestheusertheextraradiobuttonwhenintheFilterOptionsofreporting,4,5,DetailedReportingPrivileges(cont.),SelecttheDivisions,Departments,andLocationsforwhichtheusershouldseedata:MyDivision/Department/Location:Thedivision/department/locationinwhichtheuserworksAllDivision/Departments/Locations:ThiswillincludeallinthecompanyOtherDivisions/Departments/Locations:Allowsmultipledivisions/departments/locationstobeselectedusingtheShiftkey,6,Note:Division,DepartmentandLocationsworkinconjunctionwitheachother.Intheexampleabove,theuserwouldhaveaccesstoonlyoneDepartmentacrossallDivisionsandLocations.,DetailedReportingPrivileges(cont.),SelecttheHRJurisdictionsforwhichtheusershouldseedata:MyHRJurisdiction:WillshowtheusersassignedtotheHRRepsAllHRJurisdictions:SelectthisoptionforuserswhoarenotHRRepsClickSavePermissionsforSelectedUsers.,7,Note:DonotselecttheMyHRJurisdictionforuserswhoarenotHRrepresentativesastheywillnotseeanyreports,8,SpreadsheetReports,SpreadsheetReportsOverview,SpreadsheetReportsallowfordataslicinganddicingbeyondwhatisavailableinListViewreportsFoundontheAnalyticssub-taboffoftheReportstabExcelpivottableworkbooks,onlyavailabletopeoplewithDetailedReportingRightsThereare20+SpreadsheetReportsavailabledependingonmodulespurchasedandtheyarenotconfigurableSpreadsheetreportsarebatchedtocreateserverefficiencyandtheoutputwillshowinScheduledReports,Note:BestPracticeisthatSpreadsheetreportsarenotgiventoManagersbutareonlyavailabletothoseinHRwithaccesstoalldata,SpreadsheetReportsinProvisioning,SomeinstanceswillnotshowanyspreadsheetsavailabletobepermissionedTheymustfirstbeactivatedinProvisioningToactivatespreadsheetreports:LogintoProvisioning.Clickthecompanynamelink.LocatetheManagingSpreadsheetReportssectionandclickImportUpdate/ExportRDFs.ChecktheActivecheckboxfortheSpreadsheetreportthatshouldbeactive.ClickSaveChanges.,1,2,3,4,5,Note:ToaccessthemostcurrentRDFsgoto:http:/cvs/viewvc/svn/V4/trunk/content/cannedReportRDF/,SpreadsheetReportPermission,UserswithpermissiontogenerateSpreadsheetreportswillaccessReportsandseethespreadsheetreportstheyhaveaccesstoontheAnalyticstabVisibilityisbasedontheusersDetailedReportingPrivilegesTograntaccesstoSpreadsheetreports:LogintoSuccessFactorsandaccessAdminTools.IntheManageEmployeessection,navigatetoSetUserPermissionsSpreadsheetReportPermission.Searchfortheindividual(s)thatneedlineofsightset.ClickSearchUsers.,1,2,3,4,SpreadsheetReportPermission(cont.),Checkthecheckboxnexttotheusernameyouwanttoprovidespreadsheetreportpermission.SelecttheSpreadsheetReportPrivilegethisusershouldhavepermissiontogenerateNoReports:Ifselected,userwillnothaveaccesstoSpreadsheetreportsatallAllReports:GivestheuseraccesstoallSpreadsheetReportsOther:AllowsmultiplereportstobeselectedusingtheShiftkeyClickSavetosettheSpreadsheetReportPermissions.,5,6,7,SpreadsheetReportPermission(cont.),Toseethespreadsheetreportstheusercanaccess:LogintoSuccessFactors.NavigatetoReportsAnalytics.SelectAllReportsbyTypeintheReportsCentermenu.Theuserhasaccessallthespecifiedspreadsheetreports.,2,3,4,ClassicReports,ClassicReportsOverview,ClassicReportsofferahostofad-hocqueriesthatcanberuntogeneratereportsandlistsonanumberoftopicsExportsintoav4efileformatwhichcanaccommodatelargedatasets,ortoMicrosoftExcelThereare10ClassicReportsavailableClassicreportsarebatchedtocreateserverefficiencyandtheoutputwillshowinScheduledReports,OnmostClassicReports,usershavetheoptiontogenerateaquickreporttothescreen,ortoselectthosefieldstheywanttoseeandrunanexport.,ClassicReportingPermissions,UserswithpermissiontogenerateClassicreportswillseetheClassicReportingoptionontheAnalyticstabUserswillnotseetheCompensationAggregateExportoptionunlessithasbeenpermissionedviaAdministrativePrivilegesVisibilityisbasedontheusersDetailedReportingPrivilegesClassicReportsarepermissionedviaReportingDashboard/ListView/SpotlightView/ReportAccess,GrantingClassicReportingPermission,LogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingDashboard/ListView/SpotlightView/ReportAccess.Searchfortheindividual(s)thatneedlineofsightset.ClickSearchUsers.,1,2,3,4,GrantingClassicReportingPermission(cont.),CheckthecheckboxnexttothenameoftheuseryouwanttograntClassicReportingpermission.CheckthecheckboxundertheClassicReports(oruncheckiftheusershouldnthaveaccesstoClassicReportsanymore).ClickSavePermissionforSelectedUsers.,5,6,7,AdHocReporting,Ad-HocReportBuilder,AdHocReportBuilderallowsuserswithpermissiontocreate/buildlistreportsforvariousmodulesTherearetwodifferentrolesthatareusedwithAdHocReporting:Creator:AllowsausertocreatecustomizedreporttemplatestosharereportsacrosstheorganizationViewer:AllowsausertorunreportsandexportreportdataspecificallyconfiguredfortheirteamorgroupCreatorscanchoosecolumnsofdatatobeincludedandfilter,asdesiredReportcreatorshaveaccesstoallfieldssoAdHocreportsshouldonlybegiventosuperusers,Modulescurrentlysupportedare:RecruitingSuccessionCompensationEmployeeCentralGoalManagementEmployeeProfile,AdHocReportsPermission,Indiv