Course announcements

  • PLEASE NOTE THAT THE REGISTRATION PERIOD WILL BE CLOSED 1 WEEK PRIOR TO THE START DATE OF EACH VIRTUAL CLASS. REGISTER EARLY TO SECURE YOUR PLACE!
  • This course provides an overview of the concepts and terminology associated with using the Online Report Designer SuccessFactors.
  • As an administrator, you will be able to use Online Report Designer to build queries and create pivots to use in published data reports and format list reports, pivot tables, and pivot charts. Additionally, you will be able to share reports with end users and help end users export reports, use actionable analytics, and distribute reports.
  • Public VLC: Estimated duration is 1 day, 5 hours per day

Goals

  • Explain the basic functions of Online Report Designer
  • Use Detailed Reporting to build and customize queries and reports
  • Create pivots using Pivot Query Designer
  • Create and format reports using Report Designer
  • Use Report Distributor and manage administrator settings with regard to end users

Audience

  • Business Process Owner / Team Lead / Power User

Prerequisites

Essential

  • HR805– SuccessFactors Foundations and Standard Reporting

Recommended

  • None

Course based on software release

  • SuccessFactors HCM Suite

Content

  • Identify different data sources available in Online Report Designer
  • Outline the advantages of using Online Report Designer
  • Navigate to Online Report Designer
  • List three typical components used in a report
  • Describe the purpose of the Detailed Reporting, Report Designer, and Report Distributor tools.
  • Build a query
  • Insert custom columns to calculate results or concatenate fields in a query
  • Add static and runtime filters to a query
  • Define the scope of the people or records returned in a query
  • Join data from different modules into a single query
  • Complete a query by sorting data, hiding duplicate rows, and saving queries
  • Use Pivot Query Designer to create a pivot
  • Save pivot to add into pivot table or chart component
  • Transpose rows to columns in a pivot query
  • Create a new report page
  • Format a list report, pivot table, and chart
  • Manage SuccessFactors HCM Admin Tools permissions
  • Manage users and roles administrator settings
  • Allow end users to share and transfer reports
  • Explain how end users can export a report to PDF, Word, PowerPoint, or Excel
  • Explain how end users can take action on a field in a report
  • Use Report Distributor to schedule reports for email distribution, send reports to an FTP server, or run reports offline