SAP Knowledge Base Article - Public

3778385 - cannot print or save in-progress performance forms from story reports

Symptom

  • Administrators want to print or save Performance Forms while forms are still in progress.
  • Attempting to open/download a Performance Form via a hyperlink (for example, on the Document ID) in a Story Report results in an error.
  • Printing the same in-progress forms is possible via Classic Reporting (for example, Detailed Report/Archive & Print).
  • No specific error text or error code was provided.

Environment

  • Product: SAP SuccessFactors Performance & Goals
  • Reporting & Analytics, Data Imports & Exports

Reproducing the Issue

  1. Build a Story Report on Performance Management form data.
  2. Include a column with the form Document ID and configure it as a hyperlink to open the form.
  3. Run the story and click the hyperlink for a form that is still in progress.
  4. Observe that an error occurs and the form cannot be printed or saved from the story.

Cause

The ability to open/print or save in-progress Performance Forms directly via Story Reports is not supported.

Resolution

  1. Use the Archive & Print tool to generate PDF copies of in-progress Performance Forms.
  2. Navigate to Classic Reporting and open the relevant Performance Management detailed report or the Archive & Print option to access the print view.
  3. Generate or download the PDF from the print view for reporting, review, audit, or offline reference.
  4. Note: While Classic Reporting is being deprecated, the Archive & Print tool will remain available outside of Classic Reporting 

See Also

Keywords

story reports, performance forms, in-progress, print pdf, save pdf, hyperlink error, document id, archive and print, classic reporting, print view, people analytics, performance management, download form, reporting, pdf generation , KBA , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , How To

Product

SAP SuccessFactors Performance & Goals all versions