2321812 - LMS ORD Knowledge Support and Tips

SAP Knowledge Base Article - Public

2321812 - LMS ORD Knowledge Support and Tips

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LMS ORD KNOWLEDGE SESSION FOR CUSTOMERS, PARTNERS AND SAP PRODUCT SUPPORT

 

1. Online Report Designert (ORD)

1.1. Overview

1.2. ORD Training

1.3. ORD Roles

2. Administration Guide & implementation Guide & Release 3. Learning Fields in Online Report Designer 4. Troubleshooting Learning Fields for ORD 5. Known KBA's in LMS 6. Product Support for ORD product

 

  1. Online Report Designer tool (ORD)

1.1. Overview

The Online Report Designer tool allows you to build reports based on your live SuccessFactors data. You can use the full capabilities to create multi page, formatted reports with pivot tables, charts, text & images or simple lists to report on a set of fields.

This tool is also used for Employee Central Advanced Reporting, with some added features specifically designed for Employee Central data and for SuccessFactors LMS Online Report Designer for Learning Data:

  • Create reports and dashboards based on real-time transactional data from SAP SuccessFactors LMS
  • Visualize queries in tabular list format, as pivot tables, and in a variety of chart styles
  • Powerful formatting, output in PDF, PPT, Word, and Excel
  • Schedule and distribute reports
  • SAP SuccessFactors Foundation pre-requisite .

Below is a suggested learning plan to become proficient in the Online Report Designer, with a section included on Advanced Reporting for Employee Central customers if applicable to your organization.

For implementation knowledge of the ORD tool this is under SuccessFactors Analytics and can be followed in KBA's:

2291236 - Online Report Designer (ORD) - Guide / Training / Documentation / Implementation Request / Enhancement Request / SAP Support

Check also the Learning Data in Online Report Designer on the SAP Help Portal and the attached information on this KBA as zip file.

 

1.2. ORD Training


Training & Certification Shop SecureIcon.JPG - If you are interested in an online virtual class for ORD, please see: https://training.sap.com/shop/course/hr885-sap-SuccessFactors-introduction-to-online-report-designer... 

ObjectiveLink to Resource Format
Getting Started
Watch the Online Report Designer Demo Recording SecureIcon.JPG VIP Webinar: ORD Reporting  Video
View the Online Report Designer User GuideSecureIcon.JPG BizX Data in the Online Report Designer.ppt  PPT
Become familiar with the elements in a Report and the standard use of Detailed Reporting versus Report DesignerSecureIcon.JPG ORD Reporting Quick Reference Guide.pdf  PPT
Understand and explore the key features of Detailed Reporting SecureIcon.JPG Detailed Reporting in the Online Report Designer  Online
Self-Paced Online Course in Cloud Learning CetnerSecureIcon.JPG (R5) Introduction to Online Report Designer Online Course
     
Understanding The Specific  Features
Calculated Columns using If/Then/Else StatementsSecureIcon.JPG Online Report Designer Feature Videos  Video
User Prompted FiltersSecureIcon.JPG
Age and Date FunctionsSecureIcon.JPG
Substring FunctionsSecureIcon.JPG
Conditional Formatting SecureIcon.JPG
Percent of TotalSecureIcon.JPG
Data Type FormattingSecureIcon.JPG
Sub Total Row or Column in PivotsSecureIcon.JPG
Chart FormattingSecureIcon.JPG Online Report Designer - Chart Formatting Guides  PPT
     
Admin Features
Managing Reports - general report managementSecureIcon.JPG Report Designer - Managing Reports.pdf  PDF
Report Transfer - download/upload your reports between instancesSecureIcon.JPG Report Transfer.pdf  Video & PDF
Report Distributor - how to email, ftp or run offlineSecureIcon.JPG Report Distributor for ORD.pdf  PDF
Report Sharing - how to share with users & rolesSecureIcon.JPG Report Sharing.pdf  Video & PDF
User Management - Bulk User UploadSecureIcon.JPG Bulk User Upload & User Maintenance.pdf

Bulk User Load Template.xls
 PDF

 XLS
Create a Custom Reporting Home PageSecureIcon.JPG Home Page.pdf PDF

Online Report Designer Feature Videos SecureIcon.JPG

https://community.SuccessFactors.com/t5/Reporting-and-Analytics-Product/Online-Report-Designer-Feature-Videos/ba-p/88092

 

1.3. ORD Roles

On the Cloud Learning Center SecureIcon.JPG (https://sa.plateau.com/learning/user/login.do), there are reporting guides available. One guide is "Working with End Users" and highlights permissions.

The information below is shared. If you see different roles in your instance, open each through Roles Maintenance and modify the permissions and restrictions as needed.
 

Spotlight: Online Report Designer Roles

There are three roles available in Online Report Designer:
1.ORD Admin is able to create, edit, delete any reports in the Online Report Designer as well as edit users.
2.ORD Designer is able to create, edit, and delete reports created by the user only. Any users with this role cannot edit users.
3.ORD End User is able to view reports published to the reports menu only.

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2. Administration Guide & implementation Guide & Release

SAP SuccessFactors product team provide all guides for Online Report Designer on our SAP marketplace and SAP Help.

For Adminitration guide for Online Report Designer for LMS, please use our SAP Help website : Direct link

For all implementation guide and release information for ORD LMS, please use our SAP Marketplace website : Direct link 

More information can be found under SuccessFactors Workforce Analytics.

Note : You should use your S-User to access to this documents.

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3. Learning Fields in Online Report Designer

SAP SuccessFactors Learning provides fields for reporting to Online Report Designer.  You can find attach in the KBA the zip file about the Learning fields in Online Report Designer.

Implementation guide links can be found un point 2.

SAP SuccessFactors Learning passes data for reporting to online report designer. The data is queried on the Learning and passed to Online Report Designer. You can use these fields to build reports.
Related Information:

  • Curriculum Item Status User
  • Item Cost and Order Information
  • Item Evaluation
  • Item Progress
  • Item Progress User
  • Learning Item Assignment and History
  • Program Data
  • Schedule Offering Registration
  • Schedule Offering Registration User
  • User Curriculum Item Status

 

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4. Troubleshooting Learning Fields for ORD

Try these fixes for common issues between SAP SuccessFactors Learning and Online Report Designer (ORD).

No Response 404, or 401 HTTP Errors Returned by SAP SuccessFactors Learning


When SAP SuccessFactors Learning and ORD cannot connect, it is usually a configuration issue. Ask your SAP SuccessFactors representative to check the following:

  • Verify that all URLs referencing the LMS Ad-hoc Reports APIs are correct and have the correct casing (the URLs are case-sensitive)
  • Ensure that the Company ID configured in LMS (under BizX configuration) matches the Company ID of the integrated BizX instance
  • When dealing with multiple environments for a customer (for example: sandbox, stage, production), ensure that each BizX/WFA instance is linked to the correct matching LMS instance
  • Ensure that there are no network communication issues between the WFA and LMS instances, especially if not collocated in the same data center

 

401 HTTP Error Returned by SAP SuccessFactors Learning


When SAP SuccessFactors Learning and ORD cannot authenticate, it is usually a configuration issue. Ask your SAP SuccessFactors representative to check the following:

  • Ensure that the Company ID configured in LMS (under BizX configuration) matches the Company ID of the integrated BizX instance
  • Verify that all URLs referencing the LMS Ad-hoc Reports APIs are correct and have the correct casing (the URLs are case-sensitive)
  • When dealing with multiple environments for a customer (For example: sandbox, stage, production), ensure that each BizX/WFA instance is linked to the correct matching LMS instance (especially for HTTP 401 errors)
  • Verify that the users have corresponding LMS admin IDs (the admin ID must match the BizX username)


Empty List of Sub-Domain Schemas, 403, or 401 HTTP Code returned by SAP SuccessFactors Learning


When you see an empty list of sub-domain schemas or the error codes above, it is usually a configuration issue. Ask your SAP SuccessFactors representative to check the following:

  • Verify that the users have corresponding LMS admin IDs (the admin ID must match the BizX username)
  • Verify that the corresponding LMS admins have sufficient permissions and workflows Reports

 

Reports Time Out

Check your time-out settings in System Admin->Configuration->System Configuration.

Look in REPORT_SYSTEM and search for adhocReportDefaultPeriod and adhocReportPreviewModeDefaultPeriod.

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5. Known KBA's in LMS

KBA Number Title

2258949

No LMS schema coming up in Online Report Designer  language

2284755

ORD Default Permission 

2276944

Online Report Designer - tool access restriction

2157895

LMS Report gives error while running 

2162942

Tables in learning schema under ORD shown Blank 

2253831

Users do not see any tables while expanding learning node in Live Data

2286695

Learning [LMS] Data missing in the Online Report Designer [ORD]  

2259035

How to enable the Analytics Tab to access Online Report Designer (ORD)

2157895

LMS Report gives error while running

2278140

In Online Report Designer (ORD) what is the difference between Learning Activity history and Learning History in Live Data

2286760

 LMS Reports are aborting (limitation of the LMS reports)

2303148

 SQL Error for learning data in ORD (Custom Colum error)

2162103

 [SF#:10606748] Report distributor - ORD (Online Report Designer) Timeout issues

 

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6. Product Support for ORD product

Customers with Partner, Partner should be contacted.

For SAP support Customers, you can contact your SAP support using launchpad : Direct link

  1. Search for a Solution
  2. Bottom left you should see the icon called "Contact SAP Support".
  3. Create your incident using the Product : HCM Analytics,Adhoc Reporting,Designer as it has to go to Workforce Analytics Team in order to review.
  4. Priority High and Very high should be provided with a business impact. "How to question" should be considered with "Low" priority unless a business impact  is provided in the incident.

 

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Environment

  • Learning Management System (LMS)
  • WFA (ORD)

Keywords

  • LMS Reporting
  • LMS Reports
  • LMS ORD
  • LMS Online Report Design
  • SuccessFactors Learning ORD
  • SuccessFactors Learning Online Report Design
  , KBA , LOD-SF-LMS-REP , Reporting Data , LOD-SF-LMS , SuccessFactors Learning , LOD-SF-ANA-ORD , Online Report Designer , How To

Product

SAP SuccessFactors Learning all versions ; SAP SuccessFactors Workforce Analytics all versions

Attachments

SF_LRN_ORD_Field_Ref.zip