2393825 - Online Report Designer - How to schedule a report on a regular basis

SAP Knowledge Base Article - Public

2393825 - Online Report Designer - How to schedule a report on a regular basis

Symptom

How to schedule a report on a regular basis i.e. 1st day of each month. 

Environment

  • All SuccessFactors Environments.

Resolution

In order to schedule a report on a regular basis please follow these steps:

Before you can schedule a report you must ensure that there is a default email configured for the instance. Please refer to KBA 2343918on how to create a default email.

 1. Log into BizX > Reporting > Analytics > Report Distributor > New Bundle > Name Bundle and Configure it how you like.

 2. Add Item (Screenshot 1) > Add Excel Table/CSV Table > Reports > EC Standard Reports > Headcount and FTEs > Select Report (Screenshot 2) > Add.

Screenshot1.jpg

 Screenshot2.jpg

3. Select the Destination, either E-Mail, Offline or FTP (Screenshot 3).

 Screenshot3.jpg

4. Choose the recipients that you wish to send the report to (If email) (Screenshot 4).

 Screenshot4.jpg

5. Schedule > Click on Add > Choose the first day of a month or the date you wish > Select at what time of the day you wish to send the report at, for example 15.20 > Select   How often do you want the schedule to recur: either One Time, Daily, Weekly or Monthly > Select to Recur Every 1 Month > Press OK (Screenshot 5).

 screenshot5.jpg

You will now be able to Schedule Reports.

Keywords

ORD, Schedule a Report, Report Bundle, Configuration, Report Distributor. , KBA , LOD-SF-ANA-ORD , Online Report Designer , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, ORD) , How To

Product

SAP SuccessFactors HCM Core 1608 ; SAP SuccessFactors Workforce Analytics 1608 ; SAP SuccessFactors Workforce Analytics 1611