2456115 - Report on Custom Fields in an Objective/Goal Plan - Goal Management

• How to configure the Objective/Goal fields to make them available in Adhoc Report.
• Objective/Goal fields showing incorrect or no data in adhoc.
• Objective/Goal field not available in Adhoc Report.

• SAP SuccessFactors Performance & Goals
• SAP SuccessFactors Workforce Analytics

Please follow below guidelines to configure the Objective fields for reporting.

• All standard fields are reportable by default. There is no need to make them reportable explicitly.
• The "reportable" attribute determines which fields are available in the Objective List report.
• Only additional custom fields need the attribute reportable if to be reportable in Ad hoc Reporting.
• The "reportable" attribute should be added to the field-definition at the time of implementation.
• At most 20 fields across an entire company may be reportable.
• If a company has more than one objective template, all of the reportable="field1" fields must have the same id and be of the same type (text, date, enum, etc) across all objective plans.
• Likewise for all of the reportable="field2" and reportable="field3" fields across all objective plans.
• Make sure that the field configuration is according to the above 3 points.
• If there is a discrepancy here, please engage with a Partner to assist by checking your Goal Plan Custom Fields are all aligned.

Note:

• When a change is made to which field is reportable, either initially making a custom field reportable, or changing which fields are reportable, that change affects all goals that are saved or edited from that point forward.
• To retroactively apply the change to existing objectives, in Provisioning, go to the Ad-Hoc Report Builder section, find Objective Management, and click the Sync button.
• This allows the new/modified custom field to update correctly in the DB, so it can then be picked up by Ad Hoc Reports going forward.

Defining Goal Fields

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