Access Report Centre in SuccessFactors

Learn how to access SuccessFactors Report Centre to view staff-related reports available to you.

Successfactors

Navigate to [https://performancemanager.successfactors.eu/sf/home?bplte_company=universi02#Shell-home](https://performancemanager.successfactors.eu/sf/home?bplte_company=universi02#Shell-home)

Select the quick-access menu from the top of the page and select 'Report Centre', or select the 'Report Centre' tile.

You will see a list of reports available to you - **these reports will be based on your role in SuccessFactors** and several reports are limited to colleagues within the People Team. From this page you can sort, filter and view by category (label).

Click 'Go' to apply a filter

If you know the name of a report you are looking for, use the search box.

Click the report name to view a report

Depending on the report you select, at this stage you may be offered the option to filter the report based on pre-configured filters. To display the default report, select 'done'. **You will only be able to view data that is relevant to your system-defined role, position and department.**

Depending on the report, you may be shown a sample of the report data. If the report allows it, you can export the data by clicking the 'export to excel' icon on the top left corner of the report sample.

When you select to download a report, you must navigate to 'View Schedules' to download it. **Large reports can take some time to export - you will received an email when your report is ready to download.**

You can also view schedules in the Report Centre at any time. **Reports will be available to download for 7 days after processing.**

**Please be mindful of saving any sensitive data in a secure way that is only used for the purposes for which it was intended, and is destroyed once it is out of date.** Reports are subject to data processing regulations and you should ensure any processing is compliant with data processing principles and practice. [Please review data processing guidance](https://warwick.ac.uk/services/secretarytocouncil/info-security/im-policy-framework/) prior to exporting data from SuccessFactors.

When a report is ready to download its status will be 'completed'. You can download a completed report by selecting the '**Download**' option under the menu under the action column.

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