Specification Sheet

Quick Look Business Angle

Transactional Reporting
(ARB, ORD, Dashboards)

Analytics
(TI, WFA)

Business Solution

Current state analysis

Who hasnt completed their
performance reviews for this
cycle?

Trend analysis
What is the turnover trend in the
past three years for high performing employees?

Business Process
Reporting

Tactical reporting
What was the distribution of
performance ratings for the most
recent cycle?

Strategic reporting
Which managers are best at building talent and driving performance

Target Users

SFSF Application operational users

HR Analyst, HR Specialist

Managers and knowledge workers

VP of HR, Line Managers

Data Sources

Homogeneous SFSF
Applications-centric

WFA: Heterogeneous Multiple business areas and disparate applications

TI: Homogeneous SFSF Applications-centric

Data Preparation

Granular views, No data movement

ETL, data enrichment with DE normalization and aggregation; also

preserves transactional details

Data Availability

Real Time

Data refreshed by ETL

Capability Matrix

SuccessFactors Reporting and Analytics capability is beyond par, providing every type of end-user with the right insight to
help make better business decisions and execute on their business strategy. This document describes the technical functionality available across SuccessFactors reporting and analytics products.

Functionality

Adhoc Report
Builder (ARB)

Dashboards

Online Report
Talent Insights
Designer (ORD) (TI)

Workforce Analytics
(WFA)

Real-time,
Adhoc transactional reporting

Real-time
dashboards to
help managers & HR track
compliance for
key talent processes and assess employee
performance

Formatted, presentation ready

reports

Question driven
insights for
analysis

Metric based analysis; time trending and

cross-domain insight

Tool for customers to design &

distribute their
own formatted
reports with pivot tables/charts
etc. based on
ad hoc reports

Pre-built set of
key metrics for
the core SFSF
apps

Pre-built metrics for

measuring and improving workforce productivity

Simple list
building tool to
extract information from
the core SFSF
application

Charts and
tables
Drill through to
SFSF transactions

Time trending
where possible

Structured framework
with a defined set of
core metrics/ measures
Benchmark
and core business diPrimary deploy- data for industry mensions/ hierarchies
ment method for comparison
The building blocks for
standard reports
the reporting solution

100% web-based

Yes

Yes

Yes

Yes

Yes

Access

From within
BizX

From within
BizX

From within
BizX

From within
BizX

From within BizX

Multi-Tenant enabled

Yes

Yes

Yes

Yes

Yes

Source of Data
Access2

Using object
abstraction
layer

Using object
abstraction
layer

Using object ab- Using object

straction layer
abstraction
layer

Using OLAP cube

Output formats

PDF, Excel,
PPT, CSV

Excel, CSV

PDF, Excel, PPT,

Word

PDF, Excel,
PPT, Word

PDF, Excel, PPT, Word

Delivery options3

ftp

email

email

email

Can be Scheduled

Yes

Yes

Yes

Yes

Application coverage

All (excluding
All (excluding
All (excluding
JAM and Learn- JAM and Learn- JAM)
ing4)
ing5)

Comp, Goals,
CDP, Perf, Rec,
Succ.

All (excluding JAM)

(Within application?)

No- always
real-time inside
the apps

1 Access means that there is a reporting workspace that is accessible in the application; not requiring a separate URL. Customers should be able to view, export, manage, create and
edit reports from within the application.
2 Source of Data Access means what the customers see at the presentation layer to access data for their report / analysis. An on-premise customer would most likely query the DB table
fields directly to get the results they want. Public cloud customers are usually presented access to the underlying data model in a more meaningful way; online using an abstraction layer.
This also allows the cloud vendor to enforce application level row and column-based security.
3 Delivery options: Am I able to schedule or run reports and mark it to be faxed or sent to an email, printer, and web folder etc.
4 Learning has its own report designer solution and is being gradually added to the SFSF Online Report Designer.
5 Learning has its own report designer solution and is being gradually added to the SFSF Online Report Designer.

Adhoc Report
Builder (ARB)

Dashboards

Online Report
Talent Insights
Designer (ORD) (TI)

Workforce Analytics
(WFA)

Embedded Analytics6

No

Yes

No

Yes

Yes

Secured

Yes

Yes

Yes

Yes

Yes

Customize out-of-thebox reports

Yes

Yes, but only

PS can do this
so far

Yes

No

Yes

Create new reports

Yes

Yes, but only

PS can do this
so far

Yes

No

Yes

Extendible7

Yes. Extendible based on

products.

Yes, by PS

Yes. Extendible based on

products.

No

Yes. Extendible based

on products. By PS.

Setup / Configuration
required8

No

No

No

Yes, by PS

Yes, by PS

Row limit

None

None

None

None

None

Customizable
presentation layer

No

Yes, by PS

Yes

No

Yes

Pricing9

Included w/
BizX Platform
product

Included w/
BizX Platform
product

Included w/
BizX Platform
product

Included w/
BizX Platform
product

Extra line item

Audit reports10

Yes

No

Yes

No

No

Compliance reports

No

No

Yes

No

Yes

Historical reporting

Yes

Yes

Yes

N/A

N/A

Trend Reporting

No

No

No

Yes

Yes

Ability to format
No
report/charts (size/
color/css/data format)

Yes, but only

PS can do this
so far

Yes

No

Yes

Ability to create,
gauges, pie charts

No

Yes, but only

PS can do this
so far

Yes

No

Yes

Ability to create bar

graph

No

Yes, but only

PS can do this
so far

Yes

Yes

Yes

Ability to create pivot

table

No

Yes, but only

PS can do this
so far

Yes

N/A

Yes

(Job/Duty Role-based)

(data o/p limit)

6 Embedded Analytics: Is contextually relevant analytics provided within the application module?
7 Extendible: Can I define new fields / data elements in BizX suite and use them in reports?
8 Setup / configuration required: Am I required to do #of rows fetched, language, date time formatting, default output format etc. types of settings?
9 Included with BizX Platform Product: Legacy customers get ARB and Dashboards only, unless they subscribe to TI and WFA.
10 Audit reports: A report of who changed what fields, when and a record of old and new value.

Adhoc Report
Builder (ARB)

Dashboards

Online Report
Talent Insights
Designer (ORD) (TI)

Workforce Analytics
(WFA)

Ability to drill down

to another report or
relevant details

No

Yes, but only

PS can do this
so far

Yes

Yes

Yes

Ability to configure
drill down to a form11

No

Yes, but only

PS can do this
so far

Yes

Yes

Yes

Ability to create KPIs

and scorecards

No

Yes (TransacYes (Transactional KPIs only) tional KPIs only)

Yes (not configurable)

Yes

Ability to add or do
calculations

No

Yes

Yes

No

Yes

Ability to apply filters

Yes

Yes

Yes

Yes

Yes

Ability to copy a
report

Yes

No

Yes

No

Yes

Ability to display
totals or summations

No

Yes

Yes

Yes

Yes

Ability to edit column

headings

No

Yes, but only PS

can do this so far

Yes

No

Yes

Ability to concatenate
fields

No

Yes, but only PS

can do this so far

Yes

n/a

Yes, via ORD only

Ability to do joins

Limited

Yes

Limited

Limited

Yes

Cross-domain
reporting

Yes (except
recruiting and
succession)

Yes

Yes (except
recruiting and
succession)

Yes

Yes

Native OLAP
Capabilities

No

No

No

Yes

Yes

Solution includes
security maps12

Yes

No

Yes

No

No

Benchmarks

No

No

No

Yes

Yes

Data coverage

We commit to Full coverage within the apps covered and if we come across anything not in the
reporting framework it is logged as a P2 JIRA for immediate attention by Engineering.

11 A form is the HTML page (UI) where customers see and work on their data.
12 Solution includes security maps: A report to check and view security setup. Visibility to the level of data access for a user role. For e.g. Identify which role(s) do not have data access
to a particular task? Multiple roles can be added to a user. Having visibility to what roles a user is a member of and their permissions can reduce a lot of unnecessary calls to CS. (In fact,
support folks do get a lot of service requests that are access related.)

About SuccessFactors
SuccessFactors is the leading provider of cloud-based
Business Execution Software, which delivers business
alignment, team execution, people performance, and
learning management solutions to organizations of all
sizes across more than 60 industries. With
approximately 15 million subscription seats globally,
we strive to delight our customers by delivering
innovative solutions, content and analytics, process
expertise and best practices insights from serving our
broad and diverse customer base. Today, we have
more than 3,500 customers in more than 168
countries using our application suite in 34 languages.
To learn more, visit:www.successfactors.com

SuccessFactors retains the right to change the Hosted Service and this specification sheet at any time in its sole discretion.
Accordingly, each module of the Hosted Service may, subject to the terms of the Agreement, change in design and/or
functionality over the applicable subscription term.