
The ‘Customer Insights‘ dashboard is a new recently released interactive reporting within SAP for Me announced in these blogs.
As we are getting many questions regarding the authorization concept and access it will be explained in this blog in more details. You can also refer to the SAP KBA 3336856.
To get access to the "Customer Insights" dashboard you need the authorization “Display Support Situation Reporting” (technical name ESRCDISP). This authorization can be provided on installation level, on customer account or on corporate structure level (Customer Center of Expertise CCoE).
Users with the authorization for one or several installations will not have access to the sections which are not installation-related, e.g. to the section "Purchased Solutions" which displays all purchased materials, orders and their expiry for the whole account. Even if you include all available installations for a single account, this restriction persists.
If you are allowed to see the user’s authorization details you can check your authorization by going to the dashboard “Users and Contacts” and selecting the card “Manage Users and Authorizations”. Below you can see examples of what you see for each use case:
Authorization provided on installation level
Authorization provided on account level
Authorization provided on CCOE level
If you want to change / extend your authorization, you have to contact the super administrator, which you can find using the tab “Important Contacts”.
Initial authorization and first access
The super administrators got this authorization object initially on the same level they have the authorization SC_CCCREAD, Service Reports and Feedback. Usually the super administrators get the reporting authorization on CCC level which includes all authorizations. If you are a cloud administrator for SAP SuccessFactors, you most likely would get the authorization “Display Support Situation Reporting” for the cloud SuccessFactors installations only. So you would have to request to extend it to other installations or to the account, if needed and contact your super administrator.
The providing of the initial authorization “Display Support Situation Reporting” is also related to the authorization object "Service Reports and Feedback" (technical name SC_CCCREAD). So if your S-user has this authorization on a particular level you should also automatically get the “Display Support Situation Reporting” authorization on the same level.
If an S-user accesses the "Customer Insights" dashboard his/her authorization will be checked and the maximum allowed content will be provided for the access as default. It is also possible to select just some accounts in this case.
S-users authorized for several accounts (when they have the authorization on corporate structure level (CCoE level)) will be asked which of their accounts they want to update to view the recent data. After this update the data stays in the backend system of the application, and it is possible to analyze the data or slice and dice the information to customize own reporting. After 24 hours if the user accesses the Customer Insights again, s/he will be asked if s/he wants to update the data or work with the data previously loaded. If yes, the update process for the data starts again and the most recent data will be stored in the backend system.
The customization of the reporting is independent of the data updates. If you save your customization settings as a variant you will re-use them after any data updates.
Known problems and their resolution.
After the go live of the reporting we faced following unforeseen problems with the authorization and access:
Related documentation
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