An Introduction to SuccessFactors Dashboards 2.0 Reports

  • by Pablo Stuardo, SuccessFactors Senior Consultant, Ernst & Young
  • November 8, 2016
Dashboards 2.0 Reports functionality is a feature in the SuccessFactors suite that allows users to report data in charts. Dashboards 2.0 Reports replaced the legacy Dashboards 1.0 feature in Q4 2016; after this release, users cannot access Dashboards 1.0. Therefore, is it important to understand more about Dashboards 2.0 Reports and how to use them.
Learning Objectives

In this article, you will:

  • Learn about the general concept of SuccessFactors Dashboards 2.0 Reports
  • Understand some real use cases for SuccessFactors Dashboards 2.0 Reports
  • Understand the security structure around SuccessFactors Dashboards 2.0 Reports
Key Concept
The SuccessFactors dashboards functionality is a high-visibility tool for presenting data in a graphical way. With the introduction of SuccessFactors Dashboards 2.0 Reports, you can now see data from the different SuccessFactors modules—not just performance and goals data—in different types or charts.

In addition to reporting data and getting all the records from different reporting tools within the SuccessFactors platform, organizations also have a critical need to be able to present the data in charts. Dashboards 2.0 Reports functionality allows you to accomplish this. In this first installment of a three-part series of articles about Dashboards 2.0 Reports, get an introduction to this innovative functionality. In addition, I discuss some of the most popular use cases for using them. In the second article of this series, I cover the details for building tile-based dashboards, and in the final article I explain how to build dashboards and share them with key people in an organization.

Dashboards 2.0 Reports functionality is an extremely high visibility tool that is used not only by SuccessFactors administrators but also by executives and other general users. With Dashboards 2.0 Reports, you can complete tasks such as leveraging data from different SuccessFactors modules, putting dashboards into users’ homepages, and making dashboards that are mobile enabled. By reading this article, you will learn and understand exactly what Dashboards 2.0 Reports are, how to get them, and how this innovative functionality can help add even more value to your organization. I also provide you with some use cases that exemplify the benefits of Dashboards 2.0 Reports.

To enable Dashboards 2.0 Reports, if they are not already enabled, contact your SuccessFactors representative, customer support, or your SuccessFactors partner.

An Overview of Dashboards 2.0 Reports

Dashboards 2.0 is a high-visibility tool that replaces the legacy Dashboards 1.0. The main purpose of the general dashboard functionality in SuccessFactors is to allow users to see and report data from different modules in different charts that better visualize the data.

In Q4 2016 (November 2016 for early test environments and December 2016 for production environments), Dashboards 2.0 Reports fully replaces the legacy Dashboards 1.0. An in-depth discussion of the key differences between the two reporting frameworks is outside the scope of this article and, in my opinion, does not add much value, since Dashboards 2.0 Reports functionality is a whole new technology compared with legacy Dashboard s 1.0. In this article, the focus is on Dashboards 2.0 Reports.

With Dashboards 2.0 Reports two types of dashboards are available: standard tile-based dashboards and custom tile-based dashboards.

The standard tile-based dashboard functionality is preconfigured and comes with the SuccessFactors suite. The tile format cannot be modified in any way. On the other hand, the custom tile-based dashboard is 100-percent customized, which means that the administrator has full control over the data that needs to be reported and how it is displayed.

It is important to mention that regardless of which type of tile (standard or custom) you use, the functionality is the same, which means that there are no additional features (or different types or look of the data) offered by using the standard tiles.

Pablo Stuardo

Pablo Stuardo is a SuccessFactors Senior Consultant at Ernst & Young. He focuses on the entire SAP SuccessFactors suite and has supported and implemented a wide variety of projects for different clients at a global level. A native Chilean, Pablo is fluent in Spanish, and graduated from Georgia State University’s Robinson College of Business with a dual degree in Computer Information Systems and Finance.

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