- Successfactors Reporting Line of Sight
- What the different options available under People tab in Adhoc Report represents?
In Successfactors , Line of sight is the term used to describe the scope of user data which a user is able to view. Your line of sight depends on the combination of 2 things:
- A line of sight may be based on your relationship to other users as defined in UDF For ex: a manager /Employee relationship.
- A line of sight may be based on permissions to see data outside of your current line of sight( Detailed Reporting rights/ Target Population)
A Team View is based on user’s management hierarchy. It will allow report creator to view the data for users within the selected Team Manager’s hierarchy.
This hierarchy is determined by the Successfactors based on data contained in the MANAGER column in UDF. If a user’s ID is listed in the MANAGER column of the UDF at least once, that user is considered a manager. That Manager’s team view would include any user to which that Manager is assigned in the UDF and ALL LEVELS down the hierarchy.
A Team View is based on user’s HR relationship. . It will allow report creator to view the data for users who have been assigned to the selected Team Manager as HR Reports.
This relationship is determined by the Successfactors based on data contained in the HR column in UDF. If a user’s ID is listed in the HR column of the UDF at least once, that user is considered to have HR Reports. That HR Business partners line of sight (HR Reports) would be any user to which that HR is assigned.
Custom Reports/ Matrix Reports/ Second Manager Reports
As you can see, the User data file(UDF) plays an important role in determining a user’s available line of Sight. If your UDF uses addition manager fields like Custom Manager, Matrix Manager or Second Manager, the same rule would apply. Therefore it is important that you are familiar with the data in your import file.
Detailed Reporting Rights or Other Filters
For some users, there may be a need to have access outside of their current line of sight as determined by UDF. These users may be administrators or analysts (or any user who require these permissions). In order to allow them to see information outside of their current line of sight , you must permit them to do so.
Adhoc Reports People tab Line of Sight Team View Matrix Reports HR Reports Deatiled Reporting Rights Other filters , KBA , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, ORD) , How To