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:
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:
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
Access the Admin Center
Go to Reporting
Creating Query
Note: Currently, creating a report using blended data (BizX and LMS data) is not feasible.
You can save the query and click OK to jump into the story designer page.
Creating dashboard
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.
Running the Report
Report Output:
Sharing the Report
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.
Option 3: To share the report with the roles, click Role.
Click Go.
Based on your search, users, groups, or roles are listed under Matched Result.
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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