SAP Knowledge Base Article - Public

2826114 - Adding Customizable Fields in Detailed Document Search - PM

Symptom

  • This KB article will provide insight into adding a customizable field in the Detailed Document Search when they are unable to.
  • After enabling specific fields in the Detailed Document Search, the fields do not appear in the final report.
  • The steps below will provide step by step instructions on adding these customizable fields to a Detailed Document Search report.

Environment

SAP SuccessFactors Performance Management

Reproducing the Issue

  1. Open Reports from the Home Page
  2. Go to Classic Reporting 
  3. From there go to Detailed Document Search

Cause

The report should be formatted using an expanded format which would allow certain fields that would normally be missing to be visible in the final report once this option is utilized.

Resolution

The user will need to enable the option “Export reports in the expanded format. Applicable to Export Doc Content (Compact) only".

  1. Open Reports from the Home Page
  2. Go to Classic Reporting
  3. Go to Detailed Document Search
  4. Click on “Open Export Options” under Export File Format
  5. Click on “Export reports in the expanded format. Applicable to Export Doc Content(Compact) only.”
  6. Choose the fields you wish to have on the report under “Employee Misc Info Fields:”
  7. Click the "Export Doc Contents(Compact)" button
  8. Name the Report when prompted
  • The report will be emailed to the user (if that option has been enabled).
  • The user can view the status of the report under "Scheduled Reports" and then opened here.
  • The report will be in a zip file format.

Keywords

SF, success factors, PM, PMGM, Form , KBA , LOD-SF-PM , Performance Management , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, YouCalc, ORD) , How To

Product

SAP SuccessFactors HXM Suite all versions ; SAP SuccessFactors Performance & Goals all versions