2089645 - Overview and Enabling - Spreadsheet Reports

This document details how to enable spreadsheet reporting, how to permission spreadsheet reports, what spreadsheet reports can do, and a brief explanation of the most common spreadsheet reports.

Note: As of 2011 Ad Hoc Reports replaces our legacy SpreadSheet Reports. The following information is made available for legacy clients. We encourage all clients to start using our Ad Hoc reporting which is a much more robust reporting offering. 

• SAP SuccessFactors HCM Suite
• Spreadsheet Reports

What are Spreadsheet Reports?

• Spreadsheet Reports are batch run reports that extract data and format the information into easy-to-use spreadsheet views. The spreadsheets also utilize Excel Pivot Tables for easy slicing and dicing of information. These legacy reports allow customers to do analysis on their data.
  

• Note: Support for these legacy reports is limited. We are no longer enhancing these reports and some new defects may not be fixed as these are replaced by ad hoc reports.

Setting up Spreadsheet Reports

There are two steps to setting up Spreadsheet Reports for customers:

1. Submit a support request to SuccessFactors Customer Success, asking for spreadsheet reports to be deployed.
2. Grant Spreadsheet Reporting Rights to specific users. Once these things have been done, users should be able to see and use Spreadsheet Reports via the Reports Tab.

Enabling Spreadsheet Reports (Administration):

1. Admin Tools > Set User Permissions -> Manage Permission roles
2. Select the role and click Permissions
3. Go to Reporting Permission tab and on right pane you will see Spreadsheet Report Privilege.
4. Select the Spreahsheet reports fo which you want to give permission.

Scheduling Spreadsheet Reports to Run Automatically

• As of B1107 You can now schedule Spreadsheet reports to run at regular intervals. To do so, contact SuccessFactors Customer Success to set it up. Customer Success will set up a new Job Type of "Spreadhsheet Reports" for RDF scheduling. You will need to provide the exact report name and scheduling details. Please plan up to 3-4 weeks to set this type of job up, test, and launch as these types of requests often involve an interative approach during the testing phase to confirm it is working exactly as needed. It may be possible to deliver this much sooner (a week or less) if no adjustments are required.

ADDITIONAL INFORMATION:

Always save spreadsheet reports to your desktop BEFORE you attempt to open them. First save, then open. Attempting to open a spreadsheet report that has just been generated directly from the webpage will result in excel macro errors.

Enabling Macros when running spreadsheet reports

1. Be sure to Enable Macros when you open the spreadsheet report
2. If you get a message that keeps popping up and asks you "Do you want to replace the contents of the destination cells in...?" you can check this setting in Excel.
   - Go to Tools -> Macro -> Security
   - Set the Security level to Medium, otherwise you will always get the popup messages.

Spreadsheet reports - permissions , KBA , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, YouCalc, ORD) , How To