Symptom
You are using the Analytics & Reporting within SuccessFactors and would like to know what report functionalities are available.
The below table shows an overview of such functionalities* and may help to answer some of your questions or assist you with the configuration.
The source document is available via the SF community article: Implemented SuccessFactors? Do you have Reporting Strategy established?
*Note: The available tools and functionalities will vary depending on the license purchased. For example, Advanced Reporting Tool & functionalities is available only for Customer which have purchased Employee Central.
|
Dashboards & Tiles |
ARB |
ORD |
Advanced Reporting |
ARB + BIRT* |
LMS + BIRT* |
WFA |
|
Overview |
SAP SF or 3rd Party |
SAP SF |
SAP SF |
SAP SF |
SAP SF |
3rd Party |
3rd Party |
SAP SF |
Cloud Based |
Yes |
Yes |
Yes |
Yes |
No |
No |
Yes |
|
Intended Use |
Key Process’ Tracking Visuals |
List Reports |
Multi-Page Reports,Tables + Charts |
Multi-Page Reports, Tables + Charts |
Complex Customizations |
Complex Customizations |
Data Segmentation w/in Standard Metrics |
|
Technical Skill Level |
Entry |
Entry |
Medium |
Advanced |
Advanced |
Advanced |
Advanced |
|
Primary Audience to Produce |
HR |
Analysts, HR |
Analysts, HR |
Analysts, HR |
Analysis Special |
Analysis Special |
Analysts Special |
|
Primary Audience to Consumer |
Mgrs |
HR, Mgrs |
HR, Mgrs |
HR, Mgrs |
HR, Mgrs |
HR Mgrs |
HR, Mgrs, Execs |
|
Standard Templates Available In |
Success Store |
Customer Community |
Customer Community |
Customer Community |
|
Yes |
N/A |
|
Data Coverage |
Performance & Goals |
X |
X |
X |
X |
X |
|
X |
Succession |
X |
X |
X |
X |
X |
X |
||
Compensation & Variable Pay |
X |
X |
X |
X |
X |
|||
RMK |
X |
|||||||
Recruiting / Onboarding |
X |
X |
X |
X |
X |
|||
Employee Profile |
X |
X |
X |
X |
X |
Via Sync into LMS |
||
Employee Central |
X |
X |
X |
X |
|
X |
||
Custom MDF Objects |
|
|
X |
|
|
X |
||
Applications Integrated with EC |
|
|
|
|
||||
- Payroll |
||||||||
X |
||||||||
- Benefit Focus |
X |
|||||||
- Kronos |
X |
|||||||
LMS (Learning) |
|
X |
|
|
X |
X |
||
Cross Domain |
Join Multiple Data Sets |
X |
X |
X |
X |
X |
X |
X |
Customize Joins |
Limited |
Limited |
Limited |
Flexible |
Flexible |
Flexible |
N/A |
|
Outputs & Scheduling |
Output to |
Charts:
Drill Down:
|
|
|
|
|
|
|
FTP |
|
X |
X |
X |
X |
X |
X |
|
Email Attachment |
|
|
X |
X |
|
X |
X |
|
Schedule Reports |
|
By Customer Success |
Self Service |
Self Service |
By Customer Success |
X |
X |
|
Data Manipulation Features |
Concatenate |
|
|
X |
X |
X |
X |
X |
Aggregate |
Limited |
Limited |
X |
X |
X |
X |
X |
|
Pivot Aggregations |
Limited |
X |
X |
X |
X |
X |
||
Calculations |
|
|
X |
X |
X |
X |
X |
|
If/Then/Else |
|
|
X |
X |
X |
X |
X |
|
Sub String |
|
|
X |
X |
X |
X |
||
Aggregated Calculations |
|
|
|
X |
X |
X |
X |
|
Complex Formulas |
|
|
|
|
X |
X |
X |
|
Visualizations |
Custom Formatting |
Partial |
|
X |
X |
X |
X |
X |
Pie Chart |
X |
|
X |
X |
X |
X |
X |
|
Bar Chart |
X |
|
X |
X |
X |
X |
X |
|
Line Chart |
X |
|
X |
X |
X |
X |
X |
|
Table |
|
X |
X |
X |
X |
X |
X |
|
Edit Column Headings |
|
|
X |
X |
X |
X |
X |
|
Sharing |
Share with Users |
X |
X |
X |
X |
X |
X |
X |
Create Groups to Share With |
X |
X |
X |
X |
X |
X |
||
Share with RBP Roles |
X |
X |
X |
X |
|
|
X |
Terminology & Acronyms:
- ARB stands for Ad Hoc Report Builder
- ORD stands for Online Report Designer
- WFA stands for Workforce Analytics
See Also
For a deep dive into the SuccessFactors Reporting Road Map and Direction as of 2017 Q2 you may refer to the SF community article SAP SuccessFactors Reporting - Road Map and Direction (SF Community access required)
Update 2018-01: The closed beta is now targeted for the 2018 Q2 release.
Keywords
KBA , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, YouCalc, ORD) , Problem