Using this Report Designer Job Aid Catalog.  Last updated in March 2016.

Some tasks are harder than others. Each job aid is rated by degree of difficulty/level of expertise required, using this scale for increasing level of difficulty and need for experience:

1 Geek Head

Designers after completing Intro to Report Designer course

3 Geek Heads

Adventurous designers with intermediate to advanced SQL skills

2 Geek Heads

Designers with more SQL/report design experience

4 Geek Heads

Very adventurous designers who can research reports without detailed instructions

List of Job Aids in this Catalog. Select the job aid name to jump to the job aid in this portal


1. 

Work with the Master Page and Report Parameters

11.   

Troubleshoot Binding Errors

 

2. 

Display a Custom Column in a Report

12.   

Use Scripts to Prevent Running a Report with No Criteria

21.   

 

3. 

Research Data Models for Multiple Reports

13.

 

22.   

 

4. 

Calculate Percent Complete

14.

Display Text if No Rows Returned

23.   

 

5. 

Set Up Conditional Visibility

15.

High Level Steps to Create a New Report

24.   

 

6. 

Use a Localized Label in 6.2+

16.

Use Report Designer to Browse Tables

25.   

 

7. 

Learn How Operators Work

17.

Analyze Query from CSV for Learning Needs

26.   

 

8. 

Research and Insert an Operator

18.

 

27.   

 

9. 

Analyze Curriculum Item Status Report

20.

 

28.   

 

 

 


 

Designer Task

Description/Desired Outcome

Link to Job Aid or Design File

Notes and Tips

1

Work with the Master Page and Report Parameters

2 Geek Heads

Use a report parameter or master page that is different in one specific report.

 

FAQs about working with master page and report parameters included in the SuccessFactors provided library.

Tips for Editing Master Page and Report Parameters from the Library

 

See also Tips for Customizing Existing Reports

Use a different master pages for a specific set of reports

Hide the report title parameter so that admins cannot edit title at run time

Set PDF as default (or only) format

Add page x of y to report footer

Add a different element such as a data set to your library

Research a script that shows/hides data based on the value of the report parameter

2

Display a Custom Column in a Report

2 Geek Heads

Display a custom column from the user record on the report.

 

Create a re usable sub select that can be added to any query or use a separate data set.

PowerPoint data model and query samples

 

Design file samples:

Sign In Sheet with user custom column on enrollment list as child query

 

Class Roster in CSV with custom column and with registration status operator

Data model for custom columns

Query samples to learn more about YOUR environment

Define reusable sub select statement for any query

Sample reports to download

3

Research Data Models for Multiple Reports

1 Geek Head

Research data model examples and query extracts for multiple reports

Job Aid PPT for Multiple Data Models

Download PowerPoints to PRINT each table:

Then build your own data model.

Link to PPT A with tables

User Record

Items and Learning History

Curriculum Status

Scheduled Offerings/Registration

Custom Columns

Online Content

Online Exams

4

Calculate Percent Complete

2 Geek Heads

Analyze a query that calculates percentage complete

Job aid for query analysis of percent complete on items

 

Sample rptdesign file for Percent Complete, summed by organization

Use this annotated sample to figure out how you can re use the whole query or sub selects as needed.

One query returns items only when at least one user has completed training

Another query includes items for which users are assigned, but no users are complete

5

Set Up Conditional Visibility

1 to 2 Geek Heads

Use report parameters in several different ways to show/hide data.

Research a SuccessFactors provided script that defines the data set to use at run time.

Job Aid for Conditional Visibility

PowerPoint file with step by step explanation and examples

Use report parameter checkbox. Admin can select to show/hide a report element

Use report parameter text box. Admin enters a value that determines visibility

Use report parameter dropdown list. Admin selects entry

Use script + report parameter. Admin enters value, script runs that data set

6

Use a Localized Label

1 Geek Head

Add a localized field in a report

Job Aid For Working With Localized Labels In SuccessFactors

Word document with instructions for working with localized fields

Add the syntax in Report Designer to retrieve the label value based on user or admin locale

If your implementation only uses labels in one language, you STILL need to use the special syntax.

7

Learn How Operators Work

1 Geek Head

Figure out how SuccessFactors implements operators.

Job Aid to Explain How SuccessFactors Operators Work

 

List of Operators Used by SuccessFactors after Report Designer

For the original list of SuccessFactors operators, refer to the Reporting Framework technical guide in your release documents folder

Operators in the job aid are grouped to show which operators are: needed and used most frequently; needed and used on occasion; or not needed because Report Designer has a different way to perform the same function

8

Research and Insert an Operator

2 Geek Heads

Replicate an operator from an existing report

 

Use a BLOB search query to locate reports with a specific string. See next job aid for description.

Tips For Replicating An Operator From an Existing Report

Explains how to research behavior of an operator in an existing report (legacy version or report that has been converted to Report Designer). And how to use the same operator in another report.

Includes sample rptdesign file with the solution.

9

Analyze Curriculum Item Status Report

1 Geek Head

Research the query used in the SuccessFactors provided Curriculum Item Status report

View a sample query to pull Item Status (completed items only) for both free standing items and items assigned via curriculum.

Query Analysis for Curriculum Status

 

Sample query for item status where only most recent completion is listed

Analyze the single query used for Curriculum Item Status report, CSV version. This report was converted from the PDF/HTML version that used 3 queries/data sets.

10

Troubleshoot Binding Errors

1 to 2 Geek Heads

How to research and fix broken bindings/binding errors

Job aid for troubleshooting bindings

Research common reasons for binding errors. Fix issues related to bindings that result in errors during preview.

11

Use Scripts to Prevent Running a Report with No Criteria

2 Geek Heads

Prevent a report from running if no criteria are entered at run time.

 

You can use a script to present instructions instead of running the report.

Link to rptdesign file to demonstrate

Link to Job Aid for Preventing Report with Null Criteria

Create a script to display an error message if the admin tries to run a report without selecting any search criteria

12

Display Text if No Rows Returned

1.5 Geek Heads

Display a message to the person running the report if no detail rows were returned in the main table

Sample rptdesign file with solution

See sample rptdesign file to research conditional visibility of the header row

Display a specific table header row if no detail rows were returned for that table

Similar strategy can display a message that the report ran, but no data was returned

13

High Level Steps to Create a New Report

3 Geek Heads

Create a new admin side report and include all of the necessary elements

Tips for Creating a New Report

 

See also Tips for Customizing Existing Reports

List of elements that must be in a report before importing the file into the SuccessFactors app

Key steps to create a new report

Tips for researching an existing report and keeping or replacing each element

14

Use Report Designer to Browse Tables

1 Geek Head

Use a data set in Report Designer to browse table and field names

Use Report Designer to Browse Table and Field Names

Steps to use a data set in Report Designer to locate table names and see a list of fields

17

Analyze Query from CSV for Learning Needs

2 Geek Heads

Analyze the CSV query for the Learning Needs report

Link to job aid for analyzing the Learning Needs CSV report

Parse the complex CSV query and identify each select statement and the UNION logic.

 

This report contains just ONE query and was a conversion from the original PDF/HTML report with two data sets.

19

Insert and Format a Simple Chart

1 Geek Head

Create a simple query to count records and display results as a pie chart

Download job aid explaining how to insert and format a chart

The key to a good chart is a good query. You may want to research existing SF reports for samples.

21

Sample Certificates of Completion with Images

3 to 4 Geek Heads

Use sample Certificate of Completion design files for the user-side certificate

Updated in January 2012:

Click to download PowerPoint instructions for layout of Certificate of Completion with images embedded in the table layout

Click to download a zipped design file with sample graphics to edit

Click to download a job aid for replacing the existing user-side Certificate of Completion (short link

Click to download (full link)

* As of 150x, there is ANOTHER way to add images to your user-side Certificate of Completion. AND to create a different certificate based on the item or the program completed.

 

In these job aids, you will be editing the master Certificate of Completion.

 

For example, you want an image in the certificate, but find that you cannot simply add a background image

 

Download these sample files and instructions to modify your own quickly and easily.

22

Case Statement for Traffic Light

3 to 4 Geek Heads

Create a query to assign a code of Green, Yellow, or Red to each item due date.

Create a report for PDF/HTML with color coded display.

Group results by organization for subtotals.

Allow admins to display subtotals only without details.

 

Download job aid with query for Curriculum Item Status "Traffic Light" status

 

Download a zipped report design file

You want to color code users based on training due dates. The query displays the text as Green, Yellow, or Red based on difference between due date and sysdate.

The report uses the Highlight feature to change the cell fill color to green, yellow, or red.

* Query supports search based on days remaining. This means that admins can schedule a report with a constant so that the report includes users due from 0 to 30 days or 31 to 60 days or 61 through 90, etc. If days remaining is less than zero, the user is overdue.

23

How Packages are Used in Reports

3 to 4 Geek Heads

Research an existing SuccessFactors provided report that uses packages.

Download job aid with examples of packages used in SF provided reports

 

Report Designer file to search for text in report definition (stored in BLOB field)

You find that SuccessFactors uses SQL packages to retrieve data instead of writing a complex query. Examples include reports for curriculum status and reports that retrieve data related to exam questions and answers.

How do you find all SF provided reports that use a PKG?

Hosted customers can download the sample rptdesign file with the same query.

25

Run a Report on Your Reports

1 Geek Heads

You want a spreadsheet that lists all current reports. Then you can work with the team and unpublish the reports you do not need.

 

Run a report to display details on all of your reports. One report file generates a list of user-side reports and another generates a list of admin-side reports.

Download a Report Designer file to generate a list of all of your admin-side reports  (6.3 or more recent)

Download a job aid with the query for admin side

 

Download a Report Designer file to generate a list of all of your user-side reports (6.3 or more recent)

Download a job aid with the query for user side

 

Download a spreadsheet listing all standard learning reports for BOTH user and admin. Highlighted to show most commonly-used reports

 

The sample report files and queries ONLY return reports related to learning.

For customers with one or more Plateau Performance licenses, you would need to edit the query if you also want to include reports related to performance reviews, assessments, goals and plans, goal alignment, etc.

26

Create a Report Parameter with a Checkbox or Drop Down List

3 Geek Heads

You want to provide search criteria for a user side report. Or you want to provide an admin side report with a pre-populated dropdown list.

Download job aid explaining how drop down list or check boxes/radio buttons work – including on the user side

 

User side Account Data report with radio button (single choice) for state, drop down list (single choice for domain), and checkboxes (multiple choice) for organization.

The job aid explains how this works. The sample file contains each type of solution.