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
- Build a Story Report on Performance Management form data.
- Include a column with the form Document ID and configure it as a hyperlink to open the form.
- Run the story and click the hyperlink for a form that is still in progress.
- 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
- Use the Archive & Print tool to generate PDF copies of in-progress Performance Forms.
- Navigate to Classic Reporting and open the relevant Performance Management detailed report or the Archive & Print option to access the print view.
- Generate or download the PDF from the print view for reporting, review, audit, or offline reference.
- 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
SAP Knowledge Base Article - Public