A story report is a presentation-style report that uses graphs, visualisations, text, images, and pictograms to describe data. Creating a story report primarily involves building a query to generate the report.

1.1 Steps to Create a Story Report

1. First, navigate to the reports section found in the Home dropdown menu on the SuccessFactors homepage.

2. Once on this screen, click the NEW button and select the story option.

3. Of the two options provided, we are interested in the Optimised Design Experience, so select this option and click CREATE.

On the left of this screen, you can find all the available data for performing various queries.

Items indicated by a three-tiered cylinder represent a schema, and those indicated by a grid icon represent a table.

Within a schema, there may be several tables, and within each table, we find the data we want to query.

4. To perform a query, drag the desired data to the centre of the screen as shown in the following example.

As we can see, the available data for the query will update accordingly.

5. You can add multiple fields from a single table by selecting the various columns you want to include.

To remove this data, deselect the checkboxes.
If you wish to delete an entire table, you can do so by clicking the X icon.

6. It may be that the fields have similar names or that you want to distinguish some, so there is the option to rename fields.

7. You can filter the data so that only the data meeting the filter criteria appears in the report.

The following types of filters are available:
• Simple filter: This filter allows you to directly select the data you want to filter by.
• Date/Time filter: This filter allows you to specify from which day/time the data should be selected.
• Advanced filter: This is similar to the simple filter, but it allows multiple filters to be applied simultaneously, combining these filters.

To add data to the filter, click the + button, and the available data for the filter will be displayed.

Once selected, set the conditions you want for that data.
To add more data to the filter, click the + button again.
You can change the condition so that data is included when all conditions are met or when any condition is met.

8. You can add more schemas in the same way as in step 4 or by the following method:

New schemas can also have filters applied, just as done previously.

9. You can change the relationship type between schemas so that only the intersection of the two schema filters is displayed, or so that all data is displayed.

10. Finally, to preview the results, select the button:
Query Preview

Once the desired results are displayed, you can finish creating the query by clicking the FINISH button.

1.2 Story Report Visualisation

Once the query is created, a screen will open where you can edit how you want your report to appear.

TABLES

1. To insert a table, click on the square icon button from the Insert menu.

2. You can choose the table structure

• Table with one data point per column

To add new columns, click on the + Add Indicators/Dimensions button and select the data you want to add to your table. You can add multiple columns at once.

You can also add filters to these lists using the + Add Filters button.

As we can see, you can also apply the advanced filter, which works exactly as explained in step 7.

• Table with cross-referenced data (data in rows and columns)

To add new rows, click on the + Add Dimensions button and select the data you want to add to your table. You can add multiple rows at once.

To add new columns, click on the + Add Dimensions button and select the data you want to add to your table. You can add multiple columns at once.

You can also apply filters to customise your table.

3. To edit the table style, click on the three dots ... and select the Edit Style option.
In the menu, you will find basic table editing elements, such as border colours, fonts, table colours, ...

4. Finally, you can preview your table.

GRAPHS

1. To insert a graph, click the bars button in the Insert menu.

2. We can choose the type of graph we want and its orientation.

3. We must always select an indicator in order to generate a graph.

4. Now, select the dimensions we want to display in our graph; it can be one or several.

5. Filters can also be applied to customize the graphs.

6. We can modify the color of the graph and each indicator.

7. Finally, we can visualize our graph.

1.3 Generating the Story Report

Once we have created the query and designed our page where the tables and graphs will be displayed, we need to save the story. We can do this in the File menu.

Now the report will appear in the Reports Center under the My Reports tab.

Here, we can perform various actions such as running the report play, tagging it, and many more options.

1.4 Scheduling a Report

We have the option to schedule a report to run offline so it can be downloaded later or generated on a regular basis. Scheduling reports is recommended for reports with large amounts of data that may take a long time to generate.

We can schedule a report by clicking New Schedule, which is found within the 3 dots in the action bar.

The next step is to fill out the configuration screens to schedule the report.
1. We start with the Schedule Definition where we can name it, choose what data to retrieve, and send email notifications at the start and/or end of the schedule.

2. Filter, which allows us to use filters such as date.

3. Destination, selecting the scheduling method, which in this case can only be Offline.

4. Schedule Occurrence. If it occurs only once, we must enter the date and time of that occurrence.

If it occurs periodically, we must specify the pattern (daily, weekly, monthly, etc.) and the time and date of the first occurrence and the end of the occurrences.

Finally, we can view the scheduled reports by clicking view schedule, where we can find both the reports scheduled by me and those scheduled by other employees, provided I have the necessary permissions.

1.5 Sharing a Report

We can share a report with users, roles, groups, and dynamic groups from within the Reports Center itself. To do this, we need to select the share option.

Here we find 3 options:
- Single User, where we need to enter the employee's details and check if the employee exists. Once selected, we can edit the permissions we want to grant the employee for the report (Read, Write, Full Access) + go button

- Group, for which we have several parameters to search for the group with whom we want to share the report. Once selected, just like before, we can choose what permissions we want to grant the group. + go button

- Role, which, like the other two options, allows us to search for a specific role and add the permissions we want to grant + go button

Once finished, click the Save button, and your report will be shared.