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©2013. SuccessFactors An SAP Company. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, without the express written permission of SuccessFactors. This software is commercial computer software developed exclusively at private expense. The software and documentation are provided with RESTRICTED RIGHTS. Use, duplication or disclosure by the U.S. Government is subject to restrictions as set forth in DFARS 252.227.7202‐3 or FAR 52.227‐19, as applicable. Developer is SuccessFactors An SAP Company, SuccessFactors Global Headquarters, 1 Tower Place, Suite 1100, South San Francisco, CA 94080, USA "Rwiz" is a trademark of Enterprise Information Resources, Inc. The product described herein includes software developed by the Apache Software Foundation (http://www.apache.org/). All other brand and product names that are mentioned herein are the trademarks or registered trademarks of their respective holders. All examples, including the names of people in the examples or screen shots are fictitious. No association with any real person (living or deceased), company (existing currently or in the past), or events should be inferred from any example whatsoever. Information in this document is subject to change without notice and does not represent a commitment on the part of SuccessFactors. SuccessFactors An SAP Company SuccessFactors Global Headquarters 1 Tower Place, Suite 1100 South San Francisco, CA 94080 USA
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Welcome!
Introductions
Name, Role
Agenda
Introduction
Types of reports
Dashboards
Line of Site
Filtering
Analytics
List Views
Spotlight Views
Spreadsheet Reports
Classic Reports
Report Type
Description
Report Features
Dashboards
Provide a summary‐level view of information in
a graphical format.
Managers can click on any chart to drill into
a list view of the data behind the chart.
List Views
Provide on‐demand detailed views into the
numbers behind the Dashboards for associates,
forms, and performance factors.
Each list focuses on only one topic, such as
associates, and allows managers to sort
and drill through the data.
Spotlight Views
Spotlight reports are on‐demand, at‐a‐glance,
graphical representations of statistics about
one very focused subject.
All the information is presented on one
page. Managers can use these reports to
quickly check up on a key process.
Spreadsheet
Allow for in‐depth analysis about key
processes. These reports are scheduled and
generated system according to selected criteria
and presented in a spreadsheet format.
HR can easily download the generated
report, making it convenient to further
analyze the data offline.
Classic
Classic Reports provide access to the core
processes and data within the system. Data
may be exported from the system.
Reports offer detailed data sets and
formats for usage with external systems
and reporting tools.
Report Types
Line of Sight
Dashboards, List Views and Spotlight Views utilize an advanced
filtering model to allow you to see data based on user’s role
Managers see everyone in their team, from their direct reports all the
way down their management hierarchy.
HR Representatives will be able to view everyone within their specific
client group or business unit
Specific additional access given to user by an Administrator
Detailed Reporting Rights are advanced settings to allow specific users
to see across Divisions, Departments and Locations
Dashboards
Dashboards
provide
information that is
viewed in visually
intuitive graphics.
Managers can click
on any chart to
drill into a list view
of the data behind
the chart.
Dashboard Features
1.
View Dashboards:
Use the drop‐down
menu to select a
Dashboard from the
list. Dashboards
change throughout
the year as new
processes start.
2.
Filter Options: Filter
data to show levels
of the organization,
processes, and
audience.
3.
Date Options: Enter
the date range to be
displayed in the
charts.
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Dashboard Features
4.
Update the Data:
Click to refresh the
data displayed in
the charts.
5.
Filter Summary:
Displays a summary
of your filters for
review.
6.
Drill Down Into
Details:
Dashboards are
interactive. Click on
a chart segment,
underlined text, or
chart label on the
Dashboard to
reveal underlying
data in a report
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Filter Options: Line of Sight
Available at the report/dashboard level and used to select a
reporting role and/or narrow the number of results returned
by the data outputs
Processes
Process are the
underlying data that
displays in the
dashboard
Most organizations
have one process
which contains data
from their forms and
objective plans for
one performance
review cycle
When a new
performance cycle
begins, a new
process should be
created that includes
the performance
forms and objective
plan for the new
cycle
Date Options
Used to specify which forms to include in the data for the
All Filter Options
Used at the report/dashboard level and can be combined to
How to Use Filters
1.
Click + to expand
Filter and Date
Options.
2.
Select the reporting
structure to report
on using the Show
criterion.
3.
Select the
performance Process
to report on.
4.
Use View filters to
segment areas of the
organization.
5.
Change the date
range of the report.
6.
Click Update to
generate the report.
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Common Problems When Viewing
Dashboards
Charts may display with no data if:
The manager does not have permission to view data for the options
selected in the filter, department, or location outside of their own.
Data is not present for the options selected in the Process menu.
The date range selected in Date Options does not contain data for the
time period defined.
Any combination of the above.
Interacting with the Dashboard
Reports enable managers to
take action, by emailing
individuals or extracting the
data to Microsoft Excel for
advanced reporting.
Dashboards are interactive,
enabling managers to drill
down to underlying data.
Clicking on a chart display or
chart segment reveals the
underlying support data
organized by team, form, or
other critical process.
Dashboard Result Report Table
1.
After clicking to drill
down into the
Dashboard chart you
will be taken to a list
view of the
information.
2.
Expand the Display
Options to control the
information displayed
in the list.
3.
Save the list as a
report for access later.
4.
Click the Export to
Excel button to
download the report
list to Microsoft Excel.
5.
Click the icon to
email participants
listed for follow up and
action.
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Saving List Reports
1.
Click the Save Settings
button.
2.
Enter a Report Name.
3.
Select a Destination
folder (you can create
new folders from the
Saved Reports page).
4.
Choose to return to
your report or go to the
Saved Reports page.
5.
Click the Save button.
6.
View saved reports in
the Saved Reports
section of the Reports,
Analytics tab. (not
shown)
7.
Use the Export to Excel
button to save a static
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Analytics
Navigating the Reports Center
1.
Reports appear in
multiple locations
and can be accessed
several ways based
on the information
you are looking for.
2.
The Reports Center
is the landing page
that appears when
you click on the
Analytics sub tab on
the Reports tab.
There are different
groups of reports on
this page depending
on your permissions.
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Reports Center
3.
Use the Reports Center
menu to view reports
by type or category as
well as access saved or
scheduled reports.
4.
Organize Saved Reports
into folders for quick
identification.
5.
Download Scheduled
Reports here. The
system will email you
when your report is
ready for download.
Out‐of‐date reports are
periodically removed by
the system.
6.
Create or view Ad Hoc
Reports
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List View Reports
Key feature: Export to
Microsoft Excel.
List View Reports provide
detailed views into the
numbers behind the
Dashboards for employees,
forms, and performance
factors.
Each list focuses on only one
topic, such as objectives, and
allows you to sort and drill
through the data to quickly
view the information you
want.
List View Report Types
Report Type
Description
Form List
View form status and ratings for each employee
Access a read only version of the form
Competency List
View ratings for each competency
Objective List
View objective status and ratings for each employee
Development
Objective List
View development objective status, due date, % complete, and progress
Employee List
For each employee, view counts and ratings for objectives and
competencies
Spotlight View Reports
Key feature:
All the information is
presented on one page.
Spotlight reports are at‐a‐
glance graphical
representations of statistics
about one very focused
subject, such as the number
of completed reviews.
Managers use these reports
to quickly check up on a key
process.
Spotlight View Reports Types
Report Type
Description
Competency Breakdown
Spotlight
View average ratings for each competency.
Employee Comparison
Compare competency ratings for each competency across employees.
Objective Alignment Spotlight
View the count of employees aligned/not aligned and the objective status for a
specific objective on a specific employee’s Objective Plan.
Objective Plan Summary Report
Identify the number of objectives each employee has on his/her Objective Plan and
the total weight of those objectives.
Select a Report
To generate a report
in the Reports
Center:
1.
Click the Reports
tab.
2.
Click the Analytics
sub tab.
3.
Identify the report
you want to create
by clicking on a link
in the Reports
Center.
4.
Click on the
report’s link to
create the report. A
new window opens
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Generate a Report
1.
Click + to expand
Filter Options to
filter the data to
be shown in the
report.
2.
Click + to expand
Date Options to
change the date
range of the
report.
3.
Click Generate
Report to
generate the
report results.
(not shown)
NOTE: Reports are updated with the most recent information each time you1
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Work with Report
1.
Use Display Options to
control the
information displayed
in the report table.
Display Option choices
vary from one report
to another.
2.
If you wish, save your
report settings or
export data to
Microsoft Excel for
additional analysis.
3.
To send an email to
everyone on the
report list (e.g., to
send an email
reminder), click email
icon.
4.
Click any of the
column headers to
sort the list by data in
that column.
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Spreadsheet Reports
Spreadsheet Reports
provide in‐depth
analysis about key
processes.
These reports must be
scheduled and are
generated by the
system according to
selected criteria.
Reports are presented
in a spreadsheet
format.
HR managers can
easily download the
generated report,
making it convenient
to further analyze the
Spreadsheet Report Basics
Enter a Name
for your report.
Select the Filter
Criteria,
including a
date range (if
applicable) for
your report.
Click the
Submit Report
Request button
to schedule
your report.
NOTE: Hold down the Ctrl key on your
keyboard while clicking to select more
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Spreadsheet Report Basics
Continued
You may receive
an e‐mail
notification that
your report is
ready to
download.
Download your
report from the
Scheduled
Reports section
of the Reports,
Analytics tab.
Right click the
[#] file link in the
Download
column and save
the report to
your hard drive.
Spreadsheet Report Basics
Continued
Some Spreadsheet Reports will contain several worksheets of
information (represented by tabs at the bottom of the window).
The first worksheet contains links and descriptions for each
additional worksheet located in the report.
Spreadsheet Report Basics
Continued
Click the link on
the Report
Descriptions page
or click directly on
a worksheet tab
to open that
section of the
report.
Filters within
each worksheet
allow you to
further segment
the data.
Double click on a
number to drill
down further.
Classic Reports
Classic Reports
provide
detailed
information on
the core
processes and
data within the
system.
Generate
information to
view onscreen
or export for
usage with
external
systems and
reporting
Classic Report Basics
1.
Select Search Criteria.
Options will vary based on
report.
2.
Click the Generate Report
button to display results on
screen.
3.
Scroll down to view your
results.
4.
If you prefer to export your
report, click the Open
Export Options link to
select the information to
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Classic Report Basics
Exporting Reports
1.
Choose an Export File
Format.
If you expect your
report will contain over
500 records, select
SuccessFactors’ v4e.
Otherwise, select
Microsoft Excel.
Both formats can be
viewed in Microsoft
Excel.
2.
Select which fields to
include in your report.
3.
Save your export
selections for reuse.
4.
Click the Export Report
button to export the
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Classic Report Types
Report Type
Description
Overdue Document
This page shows which forms are overdue and who currently has an
overdue form.
Form Status Summary
This page lists the status and progress of forms, such as types of forms,
number of completed forms, and workflow status.
Aggregate and Individual
Workflow Status
This page shows the progress and number of forms being used by your
team as a whole and as individual associates.
Detailed Document Search
This feature allows you to extract additional BASF specific data
elements for use in further analysis via Microsoft Excel or Access.
Deactivated User Inboxes
This page lets you search for inactive associates who still have in‐
progress forms in their Inboxes.
Ratings Distribution by
Hierarchy
This page shows how ratings were distributed across your team.
Ratings Summary
This page displays ratings data for the forms you selected to view.
Detailed Document Search
Continued
The Detailed Document Search report is extremely flexible, allowing
you to include as much or as little information as you need.
For example, if you want to find the Document ID of the form and don't
need to know who has the form, you can exclude associate information
from your report.
Once the report is generated, you can easily view it on your screen or
export it to Microsoft Excel.
Detailed Document Search
Search Options
This Option...
Specifies This...
Department, Division, Location The departments, divisions, and locations to report on Active Document Associates only If selected, the report includes only forms for Active associates. Clear this check box to report on both Active and Inactive associates. Created by Username The username of the form's originator Associate Username The username of the form's subject Associate Job Code The Job Code of the form's subject Hire Date The hire date of the form's subject Document Name Specifies whether to report on all forms or only specific ones. The options are: • All: Reports on all forms • Other: Reports only on selected forms. Select the forms that you want to report on Tip: To select several forms at once, hold down the CTRL key on your keyboard while selecting each one.Specify which forms to include in your report.
Detailed Document Search
Search Options (continued)
This Option...
Specifies This...
Status Includes only the forms in the selected stage Appropriate options are: • All (Except Draft and Deleted) Note: If you select this option, the report will not contain forms in the Draft stage or deleted forms. To report on draft or deleted forms, you need to run a report specifically for those forms. • Draft • Modify Stage • Signoff Stage • Completed • Deleted Document Ended Reports only on forms that ended within the specified date range Specify the date range in the From/On and To fields. Tip: To report on forms that ended on a specific date, type that date in the From/On field and leave the To field empty. Date Completed Reports only on forms that were completed as specified The options are: • None: Reports on all forms • Today: The form was completed on the day that the report is generated • From/On To: The form was completed within the specified range of datesDetailed Document Search
Search Options (continued)
This Option...
Specifies This...
Last Modified Reports only on forms that were last modified as specified The options are: • None: Reports on all forms • Today: The form was last routed on the day that the report is generated • From/On To: The form was last routed within the specified date range Tip: To report on forms that were last modified on a specific date, type that date in the From/On field and leave the To field empty. Last Routed Reports only on forms that were last routed as specified The options are: • None: Reports on all forms • Today: The form was last routed on the day that the report is generated • From/On To: The form was last routed within the specified date range Tip: To report on forms that were last routed on a specific date, type that date in the From/On field and leave the To field empty.Detailed Document Search
Report Generation Options
Select This Option...
To Get This Level of
Detail...
Use this Option to...
Creates a Report Displaying This
Information...
Generate Report High level form data, displayed on your screen Find the form's Document ID Check the status of a specific form Find out who has the form or when it was completed Only the following fields, pre‐selected by the system: Title Originator Full Name Associate Full Name Department Division Location Status Rating Scale Max Review Start Review End Created On Last Modified On Last Routed On Completed On Document Id Process Owner/Currently WithSpecify the level of detail to include in your report.
Detailed Document Search
Report Generation Options (continued)
Select This Option...
To Get This Level of
Detail...
Use this Option to...
Creates a Report Displaying This
Information...
Export Report Limited information in a form, exported to a file Find out which associates received a specific form and when the form was completed Export the Document ID Any field in the following sections: • Document Fields Includes all information about the form, such as the name, Document Id, and due date • Associate Fields Includes all information about the associate, such as the name, username, job title, and Facility • Misc Info Fields Includes additional information about the form, such as the originator, current owner, and current stepDetailed Document Search
Report Generation Options (continued)
Select This Option...
To Get This Level of
Detail...
Use this Option to...
Creates a Report Displaying This
Information...
Export Doc Contents (Compact) All information in a form, including information about each item, such as objective ratings, exported to a file Slice and dice form data, such as ratings and comments Get data about specific items, for example Objectives or Competencies Ideal for pivot tables Any field in all sections At least one option in the Document Content Fields section Export Doc Contents All information in a form except information about each item, exported to a file Get specific data, for example an associate’s job code, hire date or manager’s name Get all data in forms except data about each item, for example Objective ratings Any field in all sections At least one option in the Document Content Fields sectionDetailed Document Search
Export Options
This Field Section..
Shows Information About...
Document Fields All information about the form Associate Fields All information about the subject of the form Associate Misc Info Fields Custom information about the subject of the form Manager Info Fields Information about the form subject's manager Matrix Manager Info Fields Information about the form subject's matrix manager Document Content Fields Additional information in the form, for example, data in Objectives sections. PF = Performance Factor The PF fields are: • PF Id: The unique key that identifies the element • PF Index: The index that identifies the element • PF Type: The element type • PF Name: The name that associates see • PF Desc: The content of the element in the form If you have several sections of the same type, for example several Objective sections, select the Parent Id and Parent Name fields. When you select these fields, the report will show which section theSpecify the information to include in your report.
Detailed Document Search
Export Options (continued)
This Field Section..
Shows Information About...
Objective Info Fields Information about objectives in the form, such as ratings and status
Tip: You should include at least some fields in this group if you are using the Export Doc Objectives option.