SAP Knowledge Base Article - Public

2674481 - The " Export as MS Excel" option is missing when accessing Compensation Worksheets/Forms


Why is the "Export as MS Excel" and "Detailed Report" options missing when accessing Compensation Worksheets/Forms?

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."


SAP Successfactors Compensation

Reproducing the Issue

  1. Navigate to Admin Centre>Compensation>Inbox
  2. Users will ony see the Information Icon beside the Compensation Worksheets/Forms.

Just Information Icon.png




  • The Roll-up Report settings need to be enabled to allow for these icons to appear beside the Worksheets/Forms.
  • The Roll-up report enables you to see summary views for the planner, including a sum of the compensation components and budget.
  • This view is the same as a planner can see on a Roll-up Report in their compensation worksheet.


  1. To change this navigate to the Compensation Template>Plan Setup>Settings>Advanced Settings.
  2. Tick the checkbox for: Enable Roll-up Reports
  3. Scroll down to the end of Advanced Settings page and click button: Upload Form Template
  4. Navigate back to Admin Centre>Compensation>Inbox.
  5. Users will now be able to see the "Export as MS Excel" and "Detailed Report" buttons.

Detailed Report & Export as MS Excel.png


    6.Please be aware this is Template specific.
    7.These options will only appear for the Worksheets/Forms that been generated from Templates that have this setting enabled.


Compensation, Excel, Detailed Report, Roll-up , KBA , LOD-SF-CMP , Compensation Management , Problem


SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Core all versions