How Do I Import a Canvas Report Into SuccessFactors?

To import a Canvas Report into SuccessFactors, you will use the Import functionality available within the Report Center. This process allows you to upload reports that have been previously exported, typically as XML files.

Importing reports is a common task when migrating reports between SuccessFactors instances, sharing reports with colleagues, or utilizing standard report packages provided by SAP.

Here are the straightforward steps based on the standard process:

Steps to Import Your Canvas Report

The import process is managed directly within the SuccessFactors Report Center.

1. Navigate to Report Center: Access the Report Center from your SuccessFactors instance. This is typically found under the "Reporting" or "Analytics" menu.
2. Initiate the Import: Once you are on the Report Center page, click Import. This action opens a dialog or takes you to a screen specifically designed for uploading report files.
3. Select and Upload the Report File: Browse for the file and Import. You will need to locate the exported report file on your computer. Canvas reports are usually exported as .xml files.
   • You have options when importing:
     • Select the Employee Central standard Report Package. xml file to upload all Employee Central Standard Reports together. (This is an example from the reference showing you can import packages).
     • (OR) Select individual reports to import. For a specific Canvas Report, you will select its individual XML file.

Once the file is selected and confirmed, SuccessFactors will process the import. If successful, the report will appear in your list of available reports within the Report Center. You may need to refresh the page or filter your reports to find the newly imported item.

Understanding the Import Process

Importing reports is essential for managing your reporting assets in SuccessFactors. It provides a secure way to transfer reports and ensures consistency across different environments or users.

• File Format: Imported reports, including Canvas Reports, are typically in XML format. This standardized format contains the report definition, including queries, columns, and formatting.
• Importing Packages: As mentioned in the reference, SuccessFactors allows importing report packages. This is useful for deploying a set of standard reports or reports related to a specific module.
• Individual Reports: For a custom Canvas Report you've exported, you'll select just that specific report's XML file during the import step.

Ensuring the report file is valid and compatible with your SuccessFactors instance is crucial for a successful import.