2236274 - How to import a report?

How to import a Report on Learning environments?

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SAP SuccessFactors Learning

Custom reports are developed in non-productive instances with Plateau Report Designer and need to be exported and imported to be used in other instances.

1. Navigate to Learning Administration > Reports and click on Import
2. Browse for your custom report already in Zip format and click on "Select"

3. Click on "Rename" in case you don't want to overwrite a previously existing report or if you just need to change the report name, select the target users and click on "Import"

PS. Once the Target Users is selected and the report is imported, it's not possible to change it.

4. Make sure to mark the "Publish" checkbox in order to have your report active, check all the information is correct and click on "Save" and then on "Close"

5. You will see your report on the category selected (tip: you may want to search for the name of the report or the description/comments to be able to find it if you have many reports)

• Note: remember! if you have customized Roles that need to run this report, you will need to add the corresponding permission, named after "Run + [your custom report name] + Report" (e.g: Run 'My Custom Report' Report)

1. In Learning Administration > System Administration > Security > Role Management
2. Find your custom Role
3. Click to edit it
4. Go to Permissions tab
5. Click the link to add one or more from list
6. Find your permisson and select it to add

2238848 - How to export a report

2379690 - Custom Report Development and Support - SAP SuccessFactors Learning

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