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SuccessFactors Reporting


Introduction

This 2-day training course uses the concepts and terminology associated with the administration and usage of SuccessFactors Dashboards and reports.You will gain basic skills in how to use SuccessFactors as a System Administrator and learn how to use basic tools for creating and managing Ad Hoc reports, creating and managing Dashboards and creating and distributing analytical reports to end users.

This 2-day training course uses the concepts and terminology associated with the administration and usage of SuccessFactors Dashboards and reports.You will gain basic skills in how to use SuccessFactors as a System Administrator and learn how to use basic tools for creating and managing Ad Hoc reports, creating and managing Dashboards and creating and distributing analytical reports to end users.
This 2-day training course uses the concepts and terminology associated with the administration and usage of SuccessFactors Dashboards and reports.You will gain basic skills in how to use SuccessFactors as a System Administrator and learn how to use basic tools for creating and managing Ad Hoc reports, creating and managing Dashboards and creating and distributing analytical reports to end users.
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Duration: 2 days

Reports Administration

  • Introduction to Reporting
  • Managing Reporting Permissions
Ad Hoc Report Builder
  • Ad Hoc Reports and their Usage
  • Assigning Privileges to Ad Hoc Reports
  • The Ad Hoc Report Builder List
  • Creating Ad Hoc Reports
  • Working with Ad Hoc Reports
  • Sharing Ad Hoc Reports
  • Exporting and Uploading Report Definitions
  • Workshop – Creating and Running Ad Hoc Reports
Dashboards 2.0
  • Adding Dashboards 2.0 to your SuccessFactors Instance
  • Configuring Dashboards 2.0
  • Role-Based Permissions
  • Use Standard Dashboards
  • Filter Dashboard data
  • Workshop – Adding and Configuring Dashboards
Online Report Design
  • Getting Started with Online Report Designer
  • Building Queries
  • Building Pivot Data Queries
  • Designing Reports
  • Formatting Reports
  • Using Report Distributor to work with End Users
  • Managing Administrator Settings
  • Enabling Report Sharing
  • Exporting Reports
  • Advanced Reporting
  • Workshop - Creating Queries
  • Workshop - Designing and Formatting Reports
  • Workshop - Sharing Reports
Reporting by Module
  • Overview of Reporting in SuccessFactors Modules
    • Performance and Goals Reporting
    • Recruiting Reporting
    • Employee Central Reporting
    • Onboarding Reporting
    • Reporting
    • Learning Reporting
    • Compensation Reporting
  • Manage Report Permissions.
  • Create and Edit Dashboards.
  • Use the Ad Hoc Report Builder.
  • Create and Format Reports using Report Designer
  • Add and Manage YouCalc Dashboards.
  • Set-up Dashboards
  • Work with other Reporting Features

SuccessFactors Foundation Course

SuccessFactors System Administrators responsible for creating dashboards and reporting on SuccessFactors