5 Reporting01 Introduction To MasteryR09_

,Reporting,ListViewReports,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,ListViewReportsOverview,ListViewReportsOverview,ListViewReportsprovidedetailedviewsintothenumbersbehindtheDashboardsforemployees,forms,andperformancefactorsThesereportsenablemanagers,HRReps,ortheAdministratortotakeaction,byemailingindividualsorextractingthedatatoMicrosoftExcelforadvancedreportingThistrainingstepsbrieflythroughthevariousListViewsavailable,andhowtorunthesereports,AvailableListViewReports,AvailableListViewReports,RunningaListViewReport,RunningaListViewReport,ThereareafewstepstotaketoensuretheListViewReportsaredisplayingaccuratedataTogettotheListViews,navigatetoReportsAnalyticsOnlyManagers,HRRepsandDetailedReportingUserswhohaveexplicitlybeengrantedrightswillhaveaccesstoListViewReportsClickListViewstoshowthedifferentListViewoptions.,1,2,SelectthenameoftheListViewyouwanttorun.Selectthe+toopentheFilterOptionsandtheDateOptions.Show:TheTeamViewoptionistheonlyoptionmostmanagerswillhaveanditallowsthemtodoreportingonjusttheirteamTheStartingfromoptionallowsthemanagertoseedatafromthepersonselectdownthehierarchyTheShowtheselevelsletsthemanagerhavetheabilitytolookatdifferentlevelswithintheirhierarchyTheMatrixReportsoption(notshown)isonlyavailableiftheuserisamatrixmanagerandallowstheusertoseedataontheirmatrixreportsTheDetailedReportingRightsoptionisonlyavailableiftheuserhasbeengrantedtheprivilegeandallowstheusertoseeabroaderviewoftheorganization,RunningaListViewReport(cont.),4,5,3,Note:UserscouldalsohavetheHRReportsoptioniftheyaredesignatedasanHRRepinthedatafile.,Process:TheProcessdrop-downincludesalistofallprocesses(specificformsandgoalplans)thathavebeencreatedandhavetheShowradiobuttonselectedinAdmin-ProcessesandFormsTheProcessthatissetastheDefaultontheProcesstablewillshowfirstonthislistTheEditProcessesoptionwillonlybeavailabletoanadministratorwhohasthepermissiontoeditprocesses,RunningaListViewReport(cont.),6c,6b,6a,Note:TheProcessiswhatdrivesthedatathatisdisplayedintheListView.,RunningaListViewReport(cont.),View:TheViewshowstheDivisions,Departments,andLocationsthattheuserhastheabilitytoviewbasedontheirhierarchyand/ordetailedreportingrightsIfaclientisnotusingoneofthesefilterfields,itcanberemovedbygoingtoDashboard/Reports-filteringOptionsanddeselectingthefieldthatshouldntbevisibleAfterselectingthefilteroptions,clickUpdate.,7,8,RunningaListViewReport(cont.),DateOptions:TheperiodallowstheusertospecifythestartandenddatesCurrentPeriodandPreviousPerioddatesClick+toexpandtheDisplayOptions.Checkthecheckboxestoselectthefieldstobeviewedonthereport.TogenerateaListView,theusercaneitherclickUpdateorclickGenerateReporttowardthebottomofthescreen.,9,12,10,11,12,RunningaListViewReport(cont.),TheresultsdisplayshowingthefieldsselectedintheDisplayOptions.,Additionalfieldscanbeaddedtothe“onthefly”totheListViewreportbyselectingadditionaloptionsintheDisplayoptionssection.,ModifyingDisplayOptions,ModifyingDisplayOptions,Iftherearedisplayoptionsthatarenotrelevanttothecustomer,theycanbehiddeninAdminTools.LogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingListViews.DeterminewhichListViewreportneedstobemodifiedandclicktheediticonundertheActionmenu.,1,2,3,ModifyingDisplayOptions,UncheckthefieldsyoudonotwantdisplayedintheListViewDisplayoptionwindow.ClickSave.ClickSaveagain.TheoptionsthatwereuncheckedarenolongershownintheDisplayOptionsontheListViewreport.,5,4,6,7,TroubleshootingListViewReports,TroubleshootingTip1,Problem:ListViewsdisplaywithnodataSolution:Themanagerdoesnothavepermissiontoviewdatafortheoptionsselectedinthefilter,department,orlocationoutsideoftheirownDataisnotpresentfortheoptionsselectedintheProcessmenuThedaterangeselectedinDateOptionsdoesnotcontaindataforthetimeperioddefinedconsiderexpandingthedaterangeIfyouhaventusedtheUpdateorGenerateReportbuttonAnycombinationoftheabove,TroubleshootingTip2,Problem:UnabletodrillintoaPortletSolution:TheusermaynothavepermissiontoseetheListViewsChecktheReportingDashboard/ListView/SpotlightView/ReportAccessPermissiontoseeiftheuserhaspermissions,TroubleshootingTip3,Problem:UnabletoseegoaldataSolution:TheusermaygetthemessagebelowwhenrunningaGoalListViewThisisbecausethegoal(s)aresettoaPrivatestatusandtheusermightnotbeinarolethatisallowedtoseePrivategoalsChecktheGoalPlanpermissions,TroubleshootingTip4,Problem:RatingsontheListViewarenotthesameasinthereviewformSolution:ComparetheratingsonthelistviewtotheratingsontheformoverallsummaryRatingscanbedisplayedontheListViewsbyselectingthoseitemsintheDisplayOptionsTheratingsontheListViewcanbecomparedtothereviewformbyselectingtheformnameundertheFormTitlecolumn,2,1,TroubleshootingTip4(cont.),NoticethattheFormCalculatedRatingiscorrect.TheGoalRatingontheListViewshows2.34,butonthereviewformitshows3.67.TheCompetencyratingontheListViewisalsooffascomparedtothereviewform.TheFormCal