SAP Knowledge Base Article - Public

2464604 - How to schedule an Ad Hoc / Table report – Report Center

Symptom

  • Scheduling Reports In Report Center.
  • How to schedule reports via Report Center?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

  • SAP SuccessFactors HCM Suite
  • Report Center
  • Report Table

Resolution

Scheduling Reports:

Schedule your reports offline to download later or schedule them to be sent to File Transfer Protocol (FTP).

Prerequisites

Context

To schedule a report,

Procedure

  1. Go to New Schedule from Action menu.

loio7d045206968a454aae1fe794258daa48_LowRes.png

  1. Fill the required details on Job Definition tab.
  2. Enter the Job Name.

test333.png

  1. Select the Report Format.
  2. Enter the e-mail addresses you want to send notifications. These e-mail addresses do not receive the resulting scheduled report.

You can choose to send notifications on Job Start or Job Completion.

  1. On Filter tab, set the filters for the report.
    Please, refer KBA 2802327 - Filter is not available when scheduling a Report Table in Report Center
  2. On Destination tab, select either Offline to download the report later from the View Schedules section or schedule a report to be sent to File Transfer Protocol (FTP).
  3. The scheduled job will only be visible to the report owner when checking the schedules.
  4. Select File Transfer Protocol (FTP).

test444.png

  1. Enter the Host AddressFTP Login, and FTP password.
  2. Enter the File Path where the import or export file is located.
  3. Enter the File Name with extension, for example, New_Report.xlsx, and select the Date Format for Ad Hoc reports.

Notes:

  • For reports built in Online Report Designer, enter the Folder Name and Date Format is not available.
  • For Table reports, if you do not include the file format the end (example: xlsx), the exported file will not have the same.
    Please be sure to do this.
  1. On Job Occurrence tab, select how often the report should run and the first scheduled occurrence of the report.

The job runs at the specified time for each occurrence.

 

Keywords

Report Center - Scheduled Reports - Scheduling Reports In Report Center, Report - Table, recurring job, Ad Hoc, export, Ad,Hoc, Ad-hoc,  filename, not, xls, xlsx , KBA , LOD-SF-ANA-RCT , Report Centre , How To

Product

SAP SuccessFactors HXM Suite all versions