SAP Knowledge Base Article - Public

2078821 - Overall Rating Report and Export Data to Excel - Performance Management

Symptom

How to run a report on overall rating per form?

Environment

SAP SuccessFactors Performance Management

Resolution

  1. Begin by navigating to the Report Center and Switch to Classic View
  2. From Classic Reporting click on Detailed Document Search
  3. Select Detailed Search button
  4. Beside Document Name select "Other" and choose the form titles which hold the Overall rating information you need to report on. (hold down "ctrl" key to multiple-select and highlight all desired forms in the list)
  5. Scroll down, click the link above the export buttons titled "Open Export Options"
  6. Choose the following filter options:
    - Employee full Name, Overall rating, and any others you would like to run the report on.
  7. Then click "Export Doc Contents (Compact)" and export the report.

Keywords

reports, overall rating report, export data, excel, performance management, ratings , KBA , csg_q , sf reporting pm , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , How To

Product

SAP SuccessFactors Performance & Goals all versions