Configuring Report Center

Report Center consolidates report builder tools into a modern interface where you can build and run reports.

Report Center centralizes all the reporting components from different analytical tools in SAP SuccessFactors. The analytical tools are, Tiles, Dashboards, Table, Canvas, and Story Reports. This centralization allows you to edit and run reports from a central location. It’s designed on the SAP Fiori interface principles.

Report Center is available through Upgrade Center.

Types of reports in Report Center:

1.?Table template allows you to create custom reports and share them across the organization. Note that Table was earlier known as Ad Hoc Reports.

2.?The Canvas template allows you to build free form reports by dragging and dropping report components such as tables or charts onto a canvas. Note that Canvas was earlier known as Online Report Designer.

3.?Tiles and Dashboards template allows you to:

• Build new Analytics tiles using a simple click through wizard.
• Combine tiles into dashboards.
• Push tiles to home page and mobile devices.

4.?Story allows you to create reports that combine data from all the products in SAP SuccessFactors HXM Suite. It offers visualization capabilities that enable you to tell compelling stories with your data.

Enabling Report Center:

Prerequisites:

• Enable Enable Generic Objects - MDF in the Upgrade Center.
• Role-Based Permission must be enabled for your instance.

Procedure:

1.?Log on to the application.

2.?Go to Admin Center > Upgrade Center.

3.?In the Recommended Upgrades panel, look for Report Center.

4.?Click Learn More & Upgrade Now.

A page appears providing more information about Report Center. Review the information before proceeding.

5.?Click Upgrade Now to enable Report Center.

The Upgrade to Report Center dialog appears.

6.?Click Yes.

A congratulations dialog appears.

7.?Click OK.

The Upgrade Center page appears.

In the Completed Upgrades page, you can see the current status of Report Center as Upgraded Now - Successful. To access the Completed Upgrades page, click View Recently Completed Upgrades in the Upgrade Center page.

Role-Based Permissions for Using Report Center:

To use reporting tools like Canvas Report, Table Report, Tiles, and Dashboard through Report Center, you must have certain permissions.

Enabling the Report Center Search:

To enable the search feature in Report Center, you must enable certain switches in the Manage Report Center page.

Procedure:

1.?Go to Admin Center > Manage Report Center.

The Manage Report Center page appears.

2.?Turn on the Enable Report Center Search Functionality and Use SOLR to load Report Center switches.

3.?Click Save.

The Manage Report Center dialog appears asking you for the confirmation on saving the changes.

4.?Click Save.

Your changes are successfully saved.

Syncing Existing Reports into Report Center Search:

If search doesn’t return the expected results, admin can manually sync the report information into the search repository from the Admin Center.

Prerequisites:

• Enable the Manage Dashboards / Reports > Manage Report Center permission to access the Admin Center > Sync Report Center Search page.
• Enable the Admin Center Permissions > Monitor Scheduled Jobs role-based permission to access the Admin Center > Scheduled Job Manager page.

Procedure:

1.?Go to Admin Center > Sync Report Center Search.

The Sync Report Center Search page opens.

2.?Enter the Job Name.

3.?Select the Job Priority.

4.?Select the Job Configuration and Data Range.

5.?Click Start Sync.

All the report information for the selected job configuration is synced in Report Center. You can track the progress of the sync job on the Admin Center > Scheduled Job Manager page.

Navigation after Upgrading to Report Center:

Switching to Classic View Reports from Report Center:

The Classic view allows you to access the legacy reporting frameworks that weren’t integrated into the Report Center solution, along with the reports created using the legacy frameworks. The legacy reporting frameworks include List Views, Spotlight Views, Classic Reporting, and Spreadsheet Reports.

Prerequisites:

You have any one of the legacy reporting framework permissions:

• Classic Reports
• List View
• Spotlight View
• Spreadsheet Report Privilege

Procedure:

1.?Click Switch to Classic View to go to Classic Reporting view.

2.?Click Back to Report Center to go to Report Center.

Installing and Validating Canvas Report Templates:

Standard Canvas report templates are available on the SAP Help Portal.

1.?Go to?SAP SuccessFactors People Analytics Help Portal Main page

2.?Select the 'Operate' Tab.

3.?Scroll down to?Reporting Templates?> look for ' Using Template Canvas Reports'

4.?From this document, you can download all the templates for Canvas Reports: Online Report Designer, Advanced Reporting, and Workforce Analytics.

Installing a Canvas Report Template (Advanced Reporting Data Source):

Import a report template in Report Center. Select a file type .xml for Canvas report.

Prerequisites:

• Ensure that your account has the necessary permissions for the Import function. Confirm this by going to Admin Center > Set User Permissions > Manage Permission Roles > User Permissions > Analytics Permission and verify that Canvas Designer and Canvas Designer Admin permissions are enabled.
• Ensure that you have saved the report template package or the individual files from the Customer Community to your computer. This package includes individual report templates (for loading selected reports) and a single file that contains all report templates (for bulk loading all available report templates).

Note: The report transfer process overwrites any existing report that has the same name as the transferred template.

Procedure:

1.?On Report Center page, click Import.

2.?Browse for the file and Import.

• Select the Employee Central standard Report Package.xml file to upload all Employee Central Standard Reports together.

• (OR) Select individual reports to import.

On completion of the imports, you can see the following status.

Validating Advanced Reports:

Canvas Validation tool is used to search for any parts of the report template definition that do not match the Employee Central configuration of the target instance. It then assists users to update the report definition so that it matches the configuration in the target instance, thus allowing the report to run successfully.

Procedure:

1.?Go to Admin Center > Reporting and Analytics and select Canvas Validation.

2.?Choose Reports from the Validate dropdown.

3.?Open the folder containing the reports.

This is generally the Employee Central Standard Reports or Report Center.

4.?Choose to validate the entire folder of reports or an individual report.

Installing Canvas Report Templates (Live Data Source):

Procedure:

1.?On Report Center page, click Import.

2.?Browse to locate and choose the file you want to upload from the desktop and Import.

3.?Import the file.

Locating Validation Errors in a Canvas Report:

Check that the report has validated correctly and without errors.

Procedure:

1.?Check that the report has validated correctly and without error in the following areas.

• Report Transfer page (as part of report upload action)
• Instance validation in Admin Center by going to Admin Center > Reporting and Analytics > Canvas Validation.

2.?Click the report to be validated and select Show Single Error, then click Validate.

3.?If the report has errors, select Edit > Update.

4.?Go to Report Center page and click the report.

5.?Under Page Properties, click Validate Page > Show Single Error ValidateEdit.

6.?To validate a component, right click the component > Validate this component Show Single Error > ValidateEdit.

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