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Creating a SuccessFactors Learning Story Report: A Comprehensive Guide
In the realm of learning and development, data-driven insights are pivotal for optimizing training programs and enhancing employee growth. SuccessFactors Learning, a leading learning management system (LMS) by SAP, provides robust reporting tools to help organizations make informed decisions based on their training data. However, transforming this data into a compelling report story requires more than just generating charts and tables; it involves crafting a narrative that communicates the value and impact of your learning initiatives.
In this blog, I’ll walk you through the steps to build a meaningful story report using SuccessFactors Learning Data Sets. From setting objectives to presenting findings, these steps will help you create reports that drive strategic decisions and foster continuous improvement.
Step 1: Define Your Report Objectives
Clarify Your Goals: Before diving into the data, determine the specific goals of your report. Are you looking to evaluate the effectiveness of a training program, assess learner engagement, or monitor compliance with mandatory training? Clearly defined objectives will guide your data collection and analysis process.
Examples of Objectives:
- Measure the impact of a new training program on employee performance.
- Track completion rates and compliance for required certifications.
- Identify trends in learner engagement across different departments.
Step 2: Collect and Prepare Data
Identify Key Metrics: SuccessFactors Learning offers a variety of data points. Select metrics that align with your objectives. Key metrics might include:
- Course Completion Rates: Percentage of employees who complete training programs.
- Learner Engagement: Metrics such as login frequency, time spent on courses, and interaction with content.
- Assessment Scores: Results from quizzes and exams to evaluate learning outcomes.
- Compliance Metrics: Data on completion of mandatory training and certifications.
Step 4: Visualize the Data
Effective Visuals: Use Tables, charts, graphs, and dashboards to make your report more engaging and easier to understand. SuccessFactors Learning provides various visualization tools to help you present your data clearly.
Step by Step guide on how to create report story using SuccessFactors Learning Dataset
Prerequisites
- Enable Story Report
- Learning Administrators access
- Enable Create Story and Share Reports to Groups & Roles permissions.
- Enable the Create Story permission, and select the schemas you want to use while creating report stories.
- Enable schema-specific permissions to access data from the schema tables. Refer to the Schema Permissions Required for Using Story topic for more information.
Access the Admin Center
- Log in to your SuccessFactors account with administrative rights.
- Navigate to the Admin Center.
Go to Reporting
- In the Admin Center, locate the Reporting section.
- Click on Reporting to create new report and view & edit existing created and assigned reports.
Creating Query
- In the Reporting section, Click on the New to create a new report.
- Choose the Story based on the type of report you want to create.
- The system will prompt the option to choose the Connection ( SAPSFSFREP for BizX modules Reporting & SAPSFSFLMS for Learning Reporting)
- Choose the SAPSFSFLMS connection to create learning reporting.
Note: Currently, creating a report using blended data (BizX and LMS data) is not feasible.
- You can see the available LMS Data Sets in the right side of the panel.
- You can choose data sets to build your query as per the data required to build the dashboard.
You can save the query and click OK to jump into the story designer page.
Creating dashboard
- Choose the Page Layout and Apply (You can select a predefined template or create a blank page).
- Select “Canvas” from the type of page you want to create
Types of Pages: The Canvas page is the default page of your Story report. It's a flexible space where you can explore and present your data. You can use Canvas pages to bring your story to life. Add charts, tables, or some other objects that make your data visually appealing.
The Responsive page lets you create lanes to section the page content into groups. By default, a Responsive page starts with two lanes and you can add tiles (widgets) to either lane. Tiles within a lane stay together when the Responsive page is resized. For information on responsive lanes, read the topic on "Responsive Lanes".
The Grid page is a space where you can create and work with formulas, either directly on the page or with a table that has been generated from existing data.
- Design the page, Add Filter option & charts you want to display in the dashboard.
- Save the report with the Report Name.
Running the Report
- Go to Report Center.
- Click on the Run button to execute the report.
Report Output:
Sharing the Report
- In Report Center, click on the “Share” menu of a Story you want to share and follow one of the three options available to share the report.
- Option 1: To share the report with users, click User.
- Enter the user name to whom you want to share the report.
- Use the additional fields: Department, Division, Location, and User Role to further filter the user selection.
Note: Don't use space or combination of first name, last name, partial name, full name as it doesn't return any result. For example, Adele Smoke doesn't return any result.
Option 2: To share the report with groups, click Group.
- Enter the group name to whom you want to share the report.
- Use the additional fields: Group Creator Username, Department, Division, Location, Last Modified Date Range, User Role, and Group Type to further filter the user selection.
Option 3: To share the report with the roles, click Role.
- Enter the role name to whom you want to share the report.
- Use the additional fields: Role Creator Name, Role Creation Date Range, Role Last Modified By:Last Modified Date Range, and Role Type to further filter the user selection.
Click Go.
Based on your search, users, groups, or roles are listed under Matched Result.
- Select the users, groups, or roles, with whom you share the report.
- Select the type of access rights you want to provide to the shared report, such as Read, Edit or Full Access, and then click Ok.
Note: If a Story is shared with Admin users, by default they have the permissions to perform any action on the story irrespective of the access level you select while sharing the story. The access levels apply only to non-admin users
The Saved Successfully message appears, which indicates your Story has been shared successfully.
Conclusion
Creating a People Analytics report story in SuccessFactors Learning is about turning data into actionable insights that drive decision-making and improve learning programs. By defining clear objectives, gathering and analyzing relevant data, crafting a compelling narrative, and effectively visualizing your findings, you can produce reports that not only inform but also inspire action. Embrace the power of analytics to enhance your learning strategies and contribute to your organization’s success.
Feel free to tailor this approach to your specific needs and the unique aspects of your SuccessFactors Learning environment. The goal is to make your data meaningful and impactful for your organization.
Note: All images are taken from the sales demo instance.
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