5 Reporting01 Introduction To MasteryR11_

,Reporting,SpreadsheetReports,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,SpreadsheetReportsOverview,SpreadsheetReportsOverview,SpreadsheetReportsprovidein-depthanalysisaboutkeyprocessesThesereportsarepresentedinaspreadsheetformatandcanbeexportedforfurtheranalysisNoteveryonewillseethesereportsastheyneedtobepermissionedPermissionisusuallyonlygiventoafewindividualsThistrainingstepsbrieflythroughthevariousSpreadsheetreports,howtorunandviewthesereports,andtroubleshootingideaswhenyougetnodata,AvailableSpreadsheetReports,AvailableSpreadsheetReports,Thereare20+,non-configurableSpreadsheetreportsavailabletocustomers,including:,RunningaSpreadsheetReport,RunningaSpreadsheetReport,LogintoSuccessFactorsandnavigatetoReportsAnalytics.OnlyDetailedReportingUserswhohaveexplicitlybeengrantedrightswillhaveaccesstoSpreadsheetreportsClickSpreadsheetReportstoshowthedifferentSpreadsheetReportsoptions.,1,2,SelecttheClassicreportyouwanttorun.EntertheReportNameorjustusethedefaultnameSpreadsheetreportsarebatchedreportsandtakeawhiletorunsoyouwillwanttonotethereportnameSelecttheGoalplan(s)onwhichyouwanttoreportYoualsohavetheoptiontoSelectAll,RunningaSpreadsheetReport(cont.),4,5,3,IfthereareSpreadsheetreportsmissing,seeTroubleshootingTip1.,RunningaSpreadsheetReport(cont.),UsingtheradiobuttonsselecttheemployeepopulationonwhichyouwanttoreportTeamViewallowsuserstoseeonlythoseindividualswhoreporttothemMatrixReportsallowuserstoreportonthoseindividualstheyhaveamatrixreportingrelationshipwithasassignedinthedatafileDetailedReportingRightsallowsuserstoreportonabroaderviewoftheorganizationbasedonthespecialpermissiontheyhavebeengranted,8,Note:UserscouldalsohavetheoptionHRReportsiftheyaredesignatedasanHRRepinthedatafile.,6,RunningaSpreadsheetReport(cont.),SelecttheappropriateDivision/Department/LocationstobeincludedinthereportWhenDetailedReportingPrivilegesisselected,theusercanquicklyselectalloptionsusingtheSelectAllcheckboxtotherightofeachfieldTheseoptionsaregreyedoutifTeamVieworMatrixViewisselectedThereportwillonlyincludeactiveusersunlessthisoptionisunchecked.ClickSubmitReportRequest.,7,8,9,ViewingSpreadsheetReports,DownloadingSpreadsheetReports,Theuserreceivesanemailnotification(exampletotheright)whenthereportisreadytodownloadThereportcanbedownloadedfromtheScheduledReportssectionoftheAnalyticstab.Rightclickthe#filelinkunderthesecondDownloadcolumnandsavethereporttotheharddrive,Note:Ifyouaredownloadingaspreadsheetreportwithalargevolumeofdata,usethezippedoption,saveittothedesktop,unzip,andthenlaunchthereporttoseedata.,1,2,ReportContent,SomeSpreadsheetreportscontainseveralworksheetsofinformationandtherewillbeseparatetabsatthebottomofthefileSpreadsheetreportworksheetsarenotconfigurableThefirstworksheet,titledReportDescription,containsactivelinksanddescriptionsforeachoftheadditionalworksheetsinthereports,Note:MakesureyouselectYestoallpromptswhenthereportfirstopensanditasksifyouwanttoreplacethecontentsofthedestinationcells.,1,ReportContent(cont.),Afternavigatingtooneoftheworksheets,userscanadjustthefiltersallowingfurthersegmentationofthedata.Userscandoubleclickonanumberinthereporttodrilldownfurther.Whendrillingintothedata,anextratabisinsertedatthebottomoftheworksheettitledSheet1.Thedatacanthenbefiltered/sortedasneeded,buttheoriginaltabisstillintact,2,3,4,TroubleshootingSpreadsheetReports,TroubleshootingTip1,Problem:UnabletoseeSpreadsheetReportsontheAnalyticstabofReportsSolution:NavigatetoAdminToolsSetUserPermissionsSpreadsheetReportPermissiontocheckiftheuserhaspermissionsIfnoreportsshowintheSpreadsheetReportPermissions,thereportsmayneedtobeactivatedinProvisioningImport/Update/ExportRDFs,Note:SeeTroubleshootingTip#2formoreinformationonhowtoactivateSpreadsheetReportsinProvisioning.,TroubleshootingTip2,Problem:UnabletoseeSpreadsheetReportsinProvisioningSolution:IftherearenoSpreadsheetreportsshowinginProvisioning,usethestepsonthenextslidetodownloadthereportsneeded,TroubleshootingTip2(cont.),StepsonHowtoDownloadSpreadsheetReportsGoto:usingtheImport/Update/ExportRDFsoption.,2,3,4,TroubleshootingTip3,Problem:ExportshowsnodataSolution:Themanagerdoesnothavepermissiontoviewdatafortheoptionsselectedinthefilter,department,orlocationoutsideoftheirownCheckAdminToolsReportingDetailedReportingPrivilegesMakesureyouhaveselectedYeswhenthereportfirstopensandasksifyouwa