SAP Knowledge Base Article - Public

2278154 - User not able to Share a report with a Group of Matrix Managers

Symptom

You would like to share an Adhoc report or Dashboard with a Group of "Matrix Managers" however this option is not available from the predifined group list

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 Workforce Analytics (ANA) - All versions

Reproducing the Issue

Share with predifined groups:

  1. All Employees
  2. Approvers Only
  3. Non Approvers Only
  4. HR Manager Only

pre-defined group.png

Share with own created groups: 

From Manage groups in advanced tab, you can share with own created groups.
However, the report once shared with a group, all the population of this group will have access to the report because there is no option to restrict to a target population within the group.

With the current functionality, the Matrix Manager is not in the list of prefined option

pre-defined group_2.png

Cause

The Matrix Manager is not listed on the Adhoc or Dashboard list of pre-defined sharing group.

Resolution

There is a workaround using RBP roles and Report Center:

  1. Create a RBP role and grant it to Matrix Managers:
    matrix.png

  2. Go to Report Center and share the report/dashboard
  3. Click on the Role tab
  4. Search for the role, select and save
  5. matrix role.png

Keywords

Sharing Adhoc report dashboard canvas group report center Share Matrix Manager rbp role , KBA , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, ORD) , Problem

Product

SAP SuccessFactors Workforce Analytics all versions