Adhoc data in the Online Report Designer

Setting up additional users

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Outcome for Customer

This guide is designed to give customers the ability to maintain user permissions for Online Report Designer

Online Report

Designer

ARB data

3 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Summary of Steps

Step Completed By

1. Enabling ORD for a user Customer admin

2. Maintaining users for Analytics Customer admin

If you are unsure of any steps, please contact CS.

1. Admin Tools

5 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Giving access to users

Legacy Permission Framework:

Admin Tools > Dashboard/ List View / Spotlight View / Report Permission

Find User > Enable the Inform Reports option for the appropriate user.

Role Based Permission Framework:

Admin Tools > Manage Permission Roles > Choose the role that the user is in > click the Permission button (under Permission Settings)

Find User/Role > Enable the Inform Reports option for the appropriate user/role. 

Users need to log in , navigate to Analytics > Analytics to gain access to the Online Report Designer.

This enables the “Analytics” sub tab

2. User Maintenance in Analytics

7 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Maintaining users in Analytics

Analytics > Analytics > Admin

**Only Users set up with the DesignerORDAdmin role will have permission to the Admin menu

8 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Changing a users Role

User Maintenance > Refresh List to search all users

Select a user > Edit User > Select a different role > Save

Two Roles Available:

DesignerORDAdmin – is able to create, edit, delete any reports in the Online Report Designer. Is also able to edit users.

DesignerORD – is able to create, edit, delete reports created by the user only. Any users with this role cannot edit users.

** Please note: by default, when a new user accesses Analytics for the first time, their default analytics role will be DesignerORD.