2482872 - How to create a report to find the users without Performance Management forms?

SAP Knowledge Base Article - Public

2482872 - How to create a report to find the users without Performance Management forms?

Symptom

This article explains the steps requried to report on users without PM forms using Ad Hoc reporting.

Environment

SuccessFactors Ad Hoc reports

Resolution

  1. Navigate to Ad Hoc reporting and create a new Cross domain report.
  2. Start with Employee Profile.

    New_CDR.jpg
  3. Click Ad Domain and choose ‘Performance Management’

    Add_domain.jpg
  4. Define the People Scope as required, using the ‘People’ pill.
  5. Select the From templates as required, using the ‘Datasets’ pill.

    Data_sets.jpg
  6. Navigate to the ‘Columns’ pill and choose the user specific fields from the Employee Profile domain, based on your requirement.

    Columns_EP.jpg
  7. Choose ‘select columns’ from the Performance Management domain and include the ‘Document ID’ column.

    Columns_PM.jpg
  8. Click ‘Group By’ and ‘Add another aggregate column’.

    Aggre_1.jpg
  9. Choose Document ID for the Aggregate column and Count(Distinct) for the Function.

    Aggre_2.jpg
  10. Navigate to the ‘Filters’ pill and choose the Performance Management domain.
  11. Choose the ‘Status’ field under forms and add choose ‘By Rule’.

    Filters_1.jpg

  12. Add a rule ‘Not equal to’ ‘Deleted’.

    Filters_2.jpg
  13. Save the filter and Navigate to the ‘Relationship Pill’.
  14. Ensure the correct values are selected as shown in the below Image.

    Relationship.jpg

  15. Save the report and run it.

User with value ‘0’ for the ‘Count(Distinct(Document ID))’ are the users without forms.

Keywords

Uusers without forms , KBA , LOD-SF-ANA-ADH , Adhoc Reports & Report Builder , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , LOD-SF-ANA-DSH , Dashboard and YouCalc , How To

Product

SAP SuccessFactors HCM Core 1702