SuccessFactors Reporting Training

Training for reporting using SuccessFactors Dashboards

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Introduction

This two-day training session will introduce delegates to the terminology and concepts relating to administration and usage of SuccessFactors Dashboards and subsequent reports. The course will equip you with the foundational skills required to use SuccessFactors as a system administrator. You will be taught the basic tools for managing dashboards, creating and managing ad hoc reports and sending out analytical reports to end users. You will gain an insight into reporting in the various SuccessFactors modules, such as recruiting and onboarding.

Please note that it is essential for delegates to have already completed the SuccessFactors foundation course, or possess equivalent experience with the system.

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SuccessFactors Reporting Content:                             

Duration: 2 days

This reporting training course will cover the following topics:

Reports Administration

  • Introduction to Reporting
  • Managing Reporting Permissions

Ad Hoc Report Builder

  • Ad Hoc Reports and their Usage
  • Assigning Privileges to Ad Hoc Reports
  • The Ad Hoc Report Builder List
  • Creating Ad Hoc Reports
  • Working with Ad Hoc Reports
  • Sharing Ad Hoc Reports
  • Exporting and Uploading Report Definitions
  • Workshop – Creating and Running Ad Hoc Reports

Dashboards 2.0

  • Adding Dashboards 2.0 to your SuccessFactors Instance
  • Configuring Dashboards 2.0
  • Role-Based Permissions
  • Use Standard Dashboards
  • Filter Dashboard data
  • Workshop – Adding and Configuring Dashboards

Online Report Design

  • Getting Started with Online Report Designer
  • Building Queries
  • Building Pivot Data Queries
  • Designing Reports
  • Formatting Reports
  • Using Report Distributor to work with End Users
  • Managing Administrator Settings
  • Enabling Report Sharing
  • Exporting Reports
  • Advanced Reporting
  • Workshop – Creating Queries
  • Workshop – Designing and Formatting Reports
  • Workshop – Sharing Reports

Reporting by Module

  • Overview of Reporting in SuccessFactors Modules
  • Performance and Goals Reporting
  • Recruiting Reporting
  • Employee Central Reporting
  • Onboarding Reporting
  • Reporting
  • Learning Reporting
  • Compensation Reporting

SuccessFactors Reporting Goals:

Attendees should be able to do the following at the end of the two days:

  • Manage Report Permissions.
  • Create and Edit Dashboards.
  • Use the Ad Hoc Report Builder.
  • Create and Format Reports using Report Designer
  • Add and Manage YouCalc Dashboards.
  • Set-up Dashboards
  • Work with other Reporting Features

SuccessFactors Reporting Prerequisites:

Please ensure that you have successfully completed the SuccessFactors Foundation course before attending this reporting course.

SuccessFactors Reporting Audience:

This course is intended for SuccessFactors System Administrators responsible for creating dashboards and reporting in SuccessFactors.

Related offerings:

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