2161955 - How To Create Advanced Reports - Onboarding 1.0

Instruction on how to create and run advanced reports in Onboarding 1.0

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

SAP SuccessFactors Onboarding 1.0

For Live Customer(s), Implementation Partner(s), and Consultant(s)

To create and export a detailed report of activities, administrators have the functionality to do it in the front-end. Please follow the steps below on how to create an advanced report.

1. Navigate to SAP SuccessFactors HCM > Onboarding > Reports > Advanced Reports
   
2. Under Advanced Reports, kindly click 'Create' button.
   
   
   
   
3. Set the Report Parameters.
   
   a. Report Name - Title of the Report
   b. Report Scope - (i.) Select Private for visible to user who generated the report and (ii.) Select Public if all users who have access,
   to Advanced Reports to see the generated data
   c. Based on Template - Tick the checkbox if you would like to run a report with already selected keys.
   d. Report Template - The dropdown will show if 'Based on Template is Selected, choose the available template as foundation of the report file.
   
   Select Next once the parameters are set
   
   

4. Set Report Fields.
   
   a. To select new fields/keys, click the three dotted line (...) button; it will show a window form to select fields
   
   
   
   b. Select the key to include in the report fields. Click Select button once key is identified to be part of the report (Once it is highlighted it is selected)
   
   Note
   
   There is no option to select multiple keys.

c. Once the keys are added in the selected fields section, the sequence can be changed by selecting the key and clicking the button Moving Up/Down
d. It is also possible to delete the fields one by one or all
e. Click Next once complete

5. Set Report Filter.

a. Filter fields:

• Process - Select the Process where the data is coming from
• Date Type - Select the type of data where the To and From will generate
• Select Field - Identify and select the fields to use to filter down the data
• Operator and Condition Value - To narrow down the data generated, complete the logic and value; select add when finish
• Edit & Delete Button - Administrator can delete or edit already created filter logic

      b. Once complete setting the filter, click Next button

6. Save Report as Template.
   
   Administrator can either use the current report as a template by saving it. 
   
   Click the 'x' button to close the window.
   
   
   
   
7. Wait for the progress to turn 100%, once it finishes click the report and download by clicking 'To Excel' button.
   
   

Additional Information

• Advanced Reports cannot be scheduled and will not run automatically
• If there is a key/field missing, please reach-out to SAP SuccessFactors Cloud Product Support
• The header row label uses the key as title of each column, see KBA 2423857
• The report will only generate data that was in the system at the time it was created if you want new or updated data you have to create
  a new report
• To pull values from repeating keys, such as Custom_JobTitle_1, Custom_JobTitle_2 and Custom_JobTitle_3 you will need to have these keys in Onboarding Data Dictionary, as they are not default.
• The Date Type Field, mentioned on step 5a of this KBA, is hardcoded and it's not possible to have other Date fields added there, the only available fields are Start Date and Activity Creation Date
• It's not possible to create different charts, the report is only generated as a CSV.

Note

SAP SuccessFactors Cloud Product Support does not create Advanced Reports on behalf of the customer, please use this article to know how to create the Advanced Reports.

Related Knowledge Base Articles

• How to delete an Onboarding Advanced Reports in Onboarding? Learn by following KBA 2698674
• Understand why exported report shows data keys as header and not their field name by checking KBA 2423857

Reports, Advanced, Keys, Fields, Data, Export, Run, Create, Download, Onboarding 1.0, ONB 1.0, OBD, Repeating , KBA , km-7122 , LOD-SF-OBD-REP , Reporting & Analytics, Data Imports & Exports , How To