SAP Knowledge Base Article - Public

2164572 - How to share Reports Online Report Designer ( ORD ) reports?

Symptom

You want to share a report created via the Online Report Designer with other users.
This document will guide through the steps to share the report with another user.

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

Environment

  • SuccessFactors HCM Suite
    • Online Report Designer

Resolution

NOTE: Shares based on WFA roles will not be carried over after enabling Report Center.
Hence we highly recommend sharing reports based on BizX Role (Dynamic Criteria)

  1. Go to Analytics then Report designer
  2. Select the report you want to share from the list
  3. From the Menu Select File then Report Sharing

    Report Sharing.j

  4. You can either use the Quick Search (Users) or Dynamic Share (Criteria)
    • Use the Quick Search to search for individuals by name.


      Quick Search.jpg

    • Share with dynamic groups such as Department, Division, BizX Role, WFA Role, etc., 

      sharing_B1708.png

      Note: Users can share reports only with BizX RBP groups and BizX Dynamic Groups they had created.
      Groups they had not created will not be displayed when they attempt to share reports.
      This limitation does not apply to Roles.

  5.  Click Ok to share the selection.
  6. The shared report icon should look like the one below when the report is shared successfully


    shared report.jp

See Also

2512865 - How to Share a Report Using Report Center

Keywords

ORD, Online Report Designer, Report Sharing, Reports, Share ORD reports, Share WFA reports, Dynamic Share, BizX RBP Group, BizX Dynamic Group, BizX Role , KBA , LOD-SF-ANA-ORD , Online Report Designer , How To

Product

SAP SuccessFactors HCM all versions