USING DASHBOARDS AND

REPORTS
V1.0

2013.SuccessFactorsAnSAPCompany.Allrightsreserved.
Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,
withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredeveloped
exclusivelyatprivateexpense. ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationor
disclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.72023orFAR52.22719,as
applicable.DeveloperisSuccessFactorsAnSAPCompany,SuccessFactorsGlobalHeadquarters,1TowerPlace,Suite1100,
SouthSanFrancisco,CA94080,USA
"Rwiz"isatrademarkofEnterpriseInformationResources,Inc.Theproductdescribedhereinincludessoftwaredeveloped
bytheApacheSoftwareFoundation(http://www.apache.org/).Allotherbrandandproductnamesthatarementioned
hereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.
Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyreal
person(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexample
whatsoever.
Informationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartof
SuccessFactors.
SuccessFactorsAnSAPCompany
SuccessFactorsGlobalHeadquarters
1TowerPlace,Suite1100
SouthSanFrancisco,CA94080
USA
www.successfactors.com
2

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Joining the WebEx Meeting

Usethecallbacknumbertojointheconferencecall.
1. SelectCallmeatanew
number.
2. Selectyourcountryandtype
yourphonenumber.
3. ClickCallMeandfollowthe
instructionsgivenontheline.
AnotheroptionisIwillcallin.
BesuretoenteryourAttendeeIDafter
youjointhemeeting(theresnoprompt).
3

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

1
2

WebEx Tips
1

1. Thesearrowsexpandand
collapsethecontrolbox.
2. ClicktheHandRaised
icontoraiseyourhand.
3. UsetheGreencheckor 2
RedX torespondduring
thesession.
1
4. UsetheEmoticons
Palettetoprovide
feedback.
Forexample,usethe
coffeecupiconifyou
needtostepaway.

5. Typequestions,
commentsornotesin
theChat box.
4

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

4
Telephoneconnection
mayprovidethebest
soundqualityforsharing.
OnlyuseMicand
Speakersifyouhave
aUSBheadsetconnected
toyourcomputer.

Welcome!
Introductions
Name,Role
Whatyouhopetogetoutoftodayssession

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Agenda
Introduction
Typesofreports
Dashboards
LineofSite
Filtering

Analytics
ListViews
SpotlightViews
SpreadsheetReports
ClassicReports
6

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Report Types
ReportType

Description

Dashboards

Provideasummarylevelviewofinformationin Managerscanclickonanycharttodrillinto
agraphicalformat.
alistviewofthedatabehindthechart.

ListViews

Provideondemanddetailedviewsintothe
Eachlistfocusesononlyonetopic,suchas
numbersbehindtheDashboardsforassociates, associates,andallowsmanagerstosort
forms,andperformancefactors.
anddrillthroughthedata.

SpotlightViews

Spotlightreportsareondemand,ataglance,
graphicalrepresentationsofstatisticsabout
oneveryfocusedsubject.

Spreadsheet

HRcaneasilydownloadthegenerated
Allowforindepthanalysisaboutkey
report,makingitconvenienttofurther
processes.Thesereportsarescheduledand
generatedsystemaccordingtoselectedcriteria analyzethedataoffline.
andpresentedinaspreadsheetformat.

Classic

ClassicReportsprovideaccesstothecore
processesanddatawithinthesystem.Data
maybeexportedfromthesystem.

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

ReportFeatures

Alltheinformationispresentedonone
page.Managerscanusethesereportsto
quicklycheckuponakeyprocess.

Reportsofferdetaileddatasetsand
formatsforusagewithexternalsystems
andreportingtools.

Line of Sight
Dashboards,ListViewsandSpotlightViewsutilizeanadvanced
filteringmodeltoallowyoutoseedatabasedonusersrole
Managersseeeveryoneintheirteam,fromtheirdirectreportsallthe
waydowntheirmanagementhierarchy.
HRRepresentativeswillbeabletovieweveryonewithintheirspecific
clientgrouporbusinessunit

SpecificadditionalaccessgiventouserbyanAdministrator
DetailedReportingRightsareadvancedsettingstoallowspecificusers
toseeacrossDivisions,DepartmentsandLocations

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Dashboards

Dashboards
Dashboards
provide
informationthatis
viewedinvisually
intuitivegraphics.
Managerscanclick
onanychartto
drillintoalistview
ofthedatabehind
thechart.

10

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Dashboard Features
1.

ViewDashboards:
Usethedropdown
menutoselecta
Dashboardfromthe
list.Dashboards
changethroughout
theyearasnew
processesstart.

2.

FilterOptions:Filter
datatoshowlevels
oftheorganization,
processes,and
audience.

3.

DateOptions:Enter
thedaterangetobe
displayedinthe
charts.

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SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Dashboard Features
4.

UpdatetheData:
Clicktorefreshthe
datadisplayedin
thecharts.

5.

FilterSummary:
Displaysasummary
ofyourfiltersfor
review.

6.

DrillDownInto
Details:
Dashboardsare
interactive.Clickon
achartsegment,
underlinedtext,or
chartlabelonthe
Dashboardto
revealunderlying
datainareport
format.

12

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Filter Options: Line of Sight

Availableatthereport/dashboardlevelandusedtoselecta
reportingroleand/ornarrowthenumberofresultsreturned
bythedataoutputs

13

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Processes

Processarethe
underlyingdatathat
displaysinthe
dashboard

Mostorganizations
haveoneprocess
whichcontainsdata
fromtheirformsand
objectiveplansfor
oneperformance
reviewcycle

Whenanew
performancecycle
begins,anew
processshouldbe
createdthatincludes
theperformance
formsandobjective
planforthenew
cycle

14

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Date Options
Usedtospecifywhichformstoincludeinthedataforthe
report

15

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

All Filter Options

Usedatthereport/dashboardlevelandcanbecombinedto
narrowandpinpointthespecificdataoutputs

16

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

How to Use Filters

1.

Click+toexpand
FilterandDate
Options.

2.

Selectthereporting
structuretoreport
onusingtheShow
criterion.

3.

4.

Selectthe
performanceProcess
toreporton.

2
3
4

UseViewfiltersto
segmentareasofthe
organization.

5.

Changethedate
rangeofthereport.

6.

ClickUpdateto
generatethereport.

17

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Common Problems When Viewing

Dashboards
Chartsmaydisplaywithnodataif:
Themanagerdoesnothavepermissiontoviewdatafortheoptions
selectedinthefilter,department,orlocationoutsideoftheirown.
DataisnotpresentfortheoptionsselectedintheProcessmenu.
ThedaterangeselectedinDateOptionsdoesnotcontaindataforthe
timeperioddefined.
Anycombinationoftheabove.

18

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Interacting with the Dashboard

Dashboardsareinteractive,
enablingmanagerstodrill
downtounderlyingdata.

Clickingonachartdisplayor
chartsegmentrevealsthe
underlyingsupportdata
organizedbyteam,form,or
othercriticalprocess.

Reportsenablemanagersto
takeaction,byemailing
individualsorextractingthe
datatoMicrosoftExcelfor
advancedreporting.

19

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Dashboard Result Report Table

1.

2.

Afterclickingtodrill
downintothe
Dashboardchartyou
willbetakentoalist
viewofthe
information.
ExpandtheDisplay
Options tocontrolthe
informationdisplayed
inthelist.

3.

Save thelistasa
reportforaccesslater.

4.

ClicktheExportto
Excelbuttonto
downloadthereport
listtoMicrosoftExcel.

5.

Clicktheiconto
emailparticipants
listedforfollowupand
action.

20

2
3

4
5

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Saving List Reports

1.

ClicktheSaveSettings
button.

2.

EnteraReportName.

3.

SelectaDestination
folder(youcancreate
newfoldersfromthe
SavedReportspage).

4.

Choosetoreturnto
yourreportorgotothe
SavedReportspage.

5.

ClicktheSavebutton.

6.

Viewsavedreportsin
theSavedReports
sectionoftheReports,
Analyticstab.(not
shown)

7.

21

UsetheExporttoExcel
buttontosaveastatic
versionofthereport.
SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

2
4

3
5

Analytics
Reports center

Navigating the Reports Center

1.

Reportsappearin
multiplelocations
andcanbeaccessed
severalwaysbased 1
ontheinformation
youarelookingfor.

2.

TheReportsCenter
isthelandingpage
thatappearswhen
youclickonthe
Analyticssubtabon
theReportstab.

Therearedifferent
groupsofreportson
thispagedepending
onyourpermissions.
23

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Reports Center
3.

UsetheReportsCenter
menutoviewreports
bytypeorcategoryas
wellasaccesssavedor
scheduledreports.

4.

OrganizeSavedReports
intofoldersforquick
identification.

5.

DownloadScheduled
Reportshere.The
systemwillemailyou
whenyourreportis
readyfordownload.
Outofdatereportsare
periodicallyremovedby
thesystem.

6.

24

4
6

CreateorviewAdHoc
Reports

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

List View Reports

ListViewReportsprovide
detailedviewsintothe
numbersbehindthe
Dashboardsforemployees,
forms,andperformance
factors.

Eachlistfocusesononlyone
topic,suchasobjectives,and
allowsyoutosortanddrill
throughthedatatoquickly
viewtheinformationyou
want.

Keyfeature:Exportto
MicrosoftExcel.

25

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

List View Report Types

ReportType
FormList

Description
Viewform statusandratingsforeachemployee
Accessareadonlyversionoftheform

CompetencyList

Viewratingsfor eachcompetency

ObjectiveList

Viewobjectivestatusandratingsforeachemployee

Development
ObjectiveList

Viewdevelopmentobjectivestatus,duedate,%complete,andprogress

EmployeeList

Foreachemployee,viewcounts andratingsforobjectivesand
competencies

26

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spotlight View Reports

Spotlightreportsareata
glancegraphical
representationsofstatistics
aboutoneveryfocused
subject,suchasthenumber
ofcompletedreviews.
Managersusethesereports
toquicklycheckuponakey
process.

Keyfeature:
Alltheinformationis
presentedononepage.

27

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spotlight View Reports Types

ReportType

Description

CompetencyBreakdown
Spotlight

Viewaverageratingsforeachcompetency.

EmployeeComparison

Comparecompetencyratingsforeachcompetencyacrossemployees.

ObjectiveAlignmentSpotlight

Viewthecountofemployeesaligned/notalignedandtheobjectivestatusfora
specificobjectiveonaspecificemployeesObjectivePlan.

ObjectivePlanSummaryReport

Identifythenumberofobjectiveseachemployeehasonhis/herObjectivePlanand
thetotalweightofthoseobjectives.

28

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Generate a report

Select a Report
Togenerateareport
intheReports
Center:

30

1.

ClicktheReports
tab.

2.

ClicktheAnalytics
subtab.

3.

Identifythereport
youwanttocreate
byclickingonalink
intheReports
Center.

4.

Clickonthe
reportslinkto
createthereport.A
newwindowopens

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Generate a Report
1.

Click+toexpand
FilterOptionsto
filterthedatato
beshowninthe 1
report.

2.

Click+toexpand
DateOptionsto
changethedate
rangeofthe
report.

3.

ClickGenerate
Reportto
generatethe
reportresults.
(notshown)

NOTE:Reportsareupdatedwiththemostrecentinformationeachtimeyou
generatethereport.ExportthereporttoMicrosoftExceltokeepastaticcopyof
thedataforasnapshotintime.
31

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Work with Report

1.

2.

UseDisplayOptionsto
controlthe
informationdisplayed
inthereporttable.
DisplayOptionchoices
varyfromonereport
toanother.
Ifyouwish,saveyour
reportsettingsor
exportdatato
MicrosoftExcelfor
additionalanalysis.

3.

Tosendanemailto
everyoneonthe
reportlist(e.g.,to
sendanemail
reminder),clickemail
icon.

4.

Clickanyofthe
columnheadersto
sortthelistbydatain
thatcolumn.

32

2
4

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spreadsheet Reports

Spreadsheet Reports

SpreadsheetReports
provideindepth
analysisaboutkey
processes.

Thesereportsmustbe
scheduledandare
generatedbythe
systemaccordingto
selectedcriteria.

Reportsarepresented
inaspreadsheet
format.

HRmanagerscan
easilydownloadthe
generatedreport,
makingitconvenient
tofurtheranalyzethe
dataoffline.

34

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spreadsheet Report Basics

EnteraName
foryourreport.
SelecttheFilter
Criteria,
includinga
daterange(if
applicable)for
yourreport.

Clickthe
SubmitReport
Requestbutton 3
toschedule
yourreport.
35

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

NOTE: Hold down the Ctrl key on your

keyboard while clicking to select more
than one option at a time.

Spreadsheet Report Basics

Continued
Youmayreceive
anemail
notificationthat
yourreportis
readyto
download.
Downloadyour
reportfromthe
Scheduled
Reportssection
oftheReports,
Analyticstab.
Rightclickthe
[#]filelinkinthe
Download
columnandsave
thereportto
yourharddrive.
36

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spreadsheet Report Basics

Continued
SomeSpreadsheetReportswillcontainseveralworksheetsof
information(representedbytabsatthebottomofthewindow).
Thefirstworksheetcontainslinksanddescriptionsforeach
additionalworksheetlocatedinthereport.

37

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Spreadsheet Report Basics

Continued
Clickthelinkon
theReport
Descriptionspage
orclickdirectlyon
aworksheettab
toopenthat
sectionofthe
report.
Filterswithin
eachworksheet
allowyouto
furthersegment
thedata.
Doubleclickona
numbertodrill
downfurther.
38

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Classic Reports

Classic Reports
ClassicReports
provide
detailed
informationon
thecore
processesand
datawithinthe
system.
Generate
informationto
viewonscreen
orexportfor
usagewith
external
systemsand
reporting
tools.
40

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Classic Report Basics

1. SelectSearchCriteria.
Optionswillvarybasedon
report.

2. ClicktheGenerateReport
buttontodisplayresultson
screen.

3. Scrolldowntoviewyour
results.
4. Ifyouprefertoexportyour
2
report,clicktheOpen
ExportOptionslinkto
3
selecttheinformationto
beexported.
41

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Classic Report Basics

Exporting Reports
1.

ChooseanExportFile
Format.

Ifyouexpectyour
reportwillcontainover
500records,select
SuccessFactorsv4e.

Otherwise,select
MicrosoftExcel.

Bothformatscanbe
viewedinMicrosoft
Excel.

2.

Selectwhichfieldsto
includeinyourreport.

3.

Saveyourexport
selectionsforreuse.

4.

ClicktheExportReport
buttontoexportthe
report.

42

1
3

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Classic Report Types

43

ReportType

Description

OverdueDocument

Thispageshowswhichformsareoverdueandwhocurrentlyhasan
overdueform.

FormStatusSummary

Thispageliststhestatusandprogressofforms,suchastypesofforms,
numberofcompletedforms,andworkflowstatus.

AggregateandIndividual
WorkflowStatus

Thispageshowstheprogressandnumberofformsbeingusedbyyour
teamasawholeandasindividualassociates.

DetailedDocumentSearch

ThisfeatureallowsyoutoextractadditionalBASFspecificdata
elementsforuseinfurtheranalysisviaMicrosoftExcelorAccess.

DeactivatedUserInboxes

Thispageletsyousearchforinactiveassociateswhostillhavein
progressformsintheirInboxes.

RatingsDistributionby
Hierarchy

Thispageshowshowratingsweredistributedacrossyourteam.

RatingsSummary

Thispagedisplaysratingsdatafortheformsyouselectedtoview.

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Continued
TheDetailedDocumentSearchreportisextremelyflexible,allowing
youtoincludeasmuchoraslittleinformationasyouneed.

Forexample,ifyouwanttofindtheDocumentIDoftheformanddon't
needtoknowwhohastheform,youcanexcludeassociateinformation
fromyourreport.

Oncethereportisgenerated,youcaneasilyviewitonyourscreenor
exportittoMicrosoftExcel.

44

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Search Options
Specifywhichformstoincludeinyourreport.
ThisOption...

SpecifiesThis...

Department, Division,
Location

Thedepartments,divisions,andlocations toreporton

ActiveDocumentAssociates
only

Ifselected,thereportincludesonlyformsforActiveassociates.
ClearthischeckboxtoreportonbothActiveandInactiveassociates.

CreatedbyUsername

Theusernameoftheform'soriginator

AssociateUsername

Theusernameoftheform'ssubject

AssociateJobCode

TheJobCodeoftheform'ssubject

HireDate

Thehiredateoftheform'ssubject

DocumentName

Specifieswhethertoreportonallformsoronlyspecificones.Theoptionsare:
All:Reportsonallforms
Other:Reportsonlyonselectedforms. Selecttheformsthatyouwanttoreporton
Tip:Toselectseveralformsatonce,holddowntheCTRLkeyonyourkeyboardwhileselectingeach
one.

45

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Search Options (continued)
ThisOption...

SpecifiesThis...

Status

Includesonlytheformsintheselectedstage
Appropriateoptionsare:
All(ExceptDraftandDeleted)
Note:Ifyouselectthisoption,thereportwillnotcontainformsintheDraftstageordeletedforms.
Toreportondraftordeletedforms,youneedtorunareportspecificallyforthoseforms.
Draft
ModifyStage
SignoffStage
Completed
Deleted

DocumentEnded

Reportsonlyonformsthatendedwithinthespecifieddaterange
SpecifythedaterangeintheFrom/OnandTofields.
Tip:Toreportonformsthatendedonaspecificdate,typethatdateintheFrom/Onfieldandleavethe
Tofieldempty.

DateCompleted

46

Reportsonlyonformsthatwerecompletedasspecified
Theoptionsare:
None:Reportsonallforms

Today:Theformwascompletedonthedaythatthereportisgenerated

From/OnTo:Theformwascompletedwithinthespecifiedrangeofdates
Tip:Toreportonformsthatwerecompletedonaspecificdate,typethatdateintheFrom/Onfield
andleavetheTofieldempty.

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Search Options (continued)
ThisOption...

SpecifiesThis...

LastModified

Reportsonlyonformsthatwerelastmodifiedasspecified
Theoptionsare:
None:Reportsonallforms

Today:Theformwaslastroutedonthedaythatthereportisgenerated

From/OnTo:Theformwaslastroutedwithinthespecifieddaterange

Tip:Toreportonformsthatwerelastmodifiedonaspecificdate,typethatdateintheFrom/Onfield
andleavetheTofieldempty.
LastRouted

Reportsonlyonformsthatwerelastroutedasspecified
Theoptionsare:
None:Reportsonallforms

Today:Theformwaslastroutedonthedaythatthereportisgenerated

From/OnTo:Theformwaslastroutedwithinthespecifieddaterange

Tip:Toreportonformsthatwerelastroutedonaspecificdate,typethatdateintheFrom/Onfieldand
leavetheTofieldempty.

47

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Report Generation Options
Specifythelevelofdetailtoincludeinyourreport.
SelectThisOption...

ToGetThisLevelof
Detail...

UsethisOptionto...

CreatesaReportDisplayingThis
Information...

GenerateReport

Highlevelformdata,
displayedonyourscreen

Findtheform'sDocument
ID

Onlythefollowingfields,preselectedby
thesystem:

Checkthestatusofa
specificform

Title
OriginatorFullName
AssociateFullName
Department
Division
Location
Status
Rating
ScaleMax
ReviewStart
ReviewEnd
CreatedOn
LastModifiedOn
LastRoutedOn
CompletedOn
DocumentId
ProcessOwner/CurrentlyWith

Findoutwhohastheform
orwhenitwascompleted

48

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Report Generation Options (continued)
SelectThisOption...

ToGetThisLevelof
Detail...

UsethisOptionto...

CreatesaReportDisplayingThis
Information...

ExportReport

Limitedinformationina
form,exportedtoafile

Findoutwhichassociates
receivedaspecificform
andwhentheformwas
completed

Anyfieldinthefollowingsections:

Export theDocumentID

DocumentFields
Includesallinformationabouttheform,
suchasthename,DocumentId,and
duedate
AssociateFields
Includesallinformationaboutthe
associate,suchasthename,username,
jobtitle,andFacility
MiscInfoFields
Includesadditionalinformationabout
theform,suchastheoriginator,current
owner,andcurrentstep

49

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Report Generation Options (continued)
SelectThisOption...

ToGetThisLevelof
Detail...

UsethisOptionto...

CreatesaReportDisplayingThis
Information...

ExportDocContents
(Compact)

Allinformationinaform,
includinginformationabout
eachitem,suchasobjective
ratings,exportedtoafile

Sliceanddiceformdata,
suchasratingsand
comments

Anyfieldinallsections
AtleastoneoptionintheDocument
Content Fieldssection

Getdataaboutspecific
items,forexample
Objectivesor
Competencies
Idealforpivottables
ExportDocContents

Allinformationinaform
exceptinformationabout
eachitem,exportedtoafile

Getspecificdata,for
exampleanassociatesjob
code, hiredateor
managersname
Getalldatainforms
exceptdataabouteach
item,forexample
Objectiveratings

50

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Anyfieldinallsections
AtleastoneoptionintheDocument
Content Fieldssection

Detailed Document Search

Export Options
Specifytheinformationtoincludeinyourreport.
ThisFieldSection..

ShowsInformationAbout...

DocumentFields

Allinformationabouttheform

AssociateFields

Allinformationaboutthesubjectoftheform

AssociateMiscInfoFields

Custominformationaboutthesubjectoftheform

ManagerInfoFields

Informationabouttheformsubject'smanager

MatrixManagerInfoFields

Informationabouttheformsubject'smatrixmanager

DocumentContentFields

Additionalinformationintheform,forexample,datainObjectivessections.
PF=PerformanceFactor
ThePFfieldsare:
PFId:Theuniquekeythatidentifiestheelement
PFIndex:Theindexthatidentifiestheelement
PFType:Theelementtype
PFName:Thenamethatassociatessee
PFDesc:Thecontentoftheelementintheform
Ifyouhaveseveralsectionsofthesametype,forexampleseveralObjective sections,selecttheParent
IdandParentNamefields.Whenyouselectthesefields,thereportwillshowwhichsectionthe
objectiveappearsin.

51

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Export Options (continued)
ThisFieldSection..

ShowsInformationAbout...

ObjectiveInfoFields

Informationaboutobjectivesintheform,suchasratingsandstatus
Tip:YoushouldincludeatleastsomefieldsinthisgroupifyouareusingtheExportDocObjectives
option.

MiscInfoFields

52

Informationabouttheform'soriginator,owner,andsteps

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Detailed Document Search

Summary
UsetheGenerateReportoptiontoquicklyviewinformationon
screenanddrilldowntoforminformation.
UsetheExportReportoptiontoexportlimitedamountsof
informationfromtheDocument,Associate,andMiscInfoFields
sections.
UsetheExportDocoptiontoexportlimitedamountsofinformation
withfieldsfromanysection.
UsetheExportDocContents(Compact)optiontoexportdatawith
informationoneachobjectiveandcompetencyratingforuseinpivot
tables.
UsetheExportObjectivesoptiontoexportsummaryinformationon
eachobjective.(NotApplicabletoIngersollRand)
53

SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.

Questions

Thank you.

55

SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.

Success Academy

Asolideducationalstrategyisthe
cornerstonetoeffectiveuseradoption.
ThatswhyourSuccessAcademyteamis
committedtohelpingyou realizeatotal
strategictalentandperformance
managementsolutionforyourorganization
andbuildtheultimatesuccessstory.

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