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Author's profile photo Kandadi Sreelatha

Developing Basic LMS Custom Reports through Plateau Report Designer (For Beginners)

This is my first blog ? and excited.

In this blog, I will share my experience on PRD and its functionalities. Recently, one of my clients came up with LMS reporting requirements; they were looking for few additional columns which were not available in the Standard report. So, we took the opportunity and delivered. So I felt this would be a good opportunity to share it through a blog.

As you know, we can use Plateau Report Designer (PRD) tool to customize standard LMS reports.  PRD extends the BIRT Report Designer. The BIRT Report Designer is an open source application built in the Eclipse framework.

Firstly, listing the possibilities and prerequisites for developing custom reports using PRD:

  • You can add new fields in SF Learning reports
  • Deleting the existing fields in the report
  • Copying the fields
  • Changing the order of fields
  • Add a logo

Prerequisites for developing custom reports:

  1. Basic Knowledge of LMS standard reports and Plateau Report Designer (PRD).
  2. Basic understanding of SQL Query.
  3. Required permissions to import and export reports from your SuccessFactors LMS instance.
  4. Open a ticket with SuccessFactors support to create/enable a connection between LMS, staging instance with the PRD Tool for more details to go through KBA 2171592.
  5. Report Developer Role needs to be created in the instance if it is missing.
  6. Download Latest version of PRD through LMS Instance or KBA 2318900. In this KBA I will be downloading from LMS instance.
  7. You will also need LMS Data dictionary to find tables names and column names (database column name), you can get it through KBA 2326249.

Initial setup for PRD:

1.Check for Role Assigned:

Navigate to System Admin>Application Admin >Admin Management>Select user >Check for Report Developer Role

 

2.Download Plateau Report Designer through LMS instance:

Login into SuccessFactors Learning Management Instance navigates to Reports>Learning Report Designer to download as shown below.

Note:

  • You will see learning report designer and connection URL details only after raising a ticket to SAP; SAP will enable the connection.
  • The download button is only available on Stage or Sandbox instances. There is no download button on Production instances.

3.Install PRD tool and make a shortcut of workspace file on your desktop for easy navigation

4.Download standard report from SF LMS system which you want to edit and save it in the work space.

5.Extract Zip file.

6.Launch the PRD tool and open RPTDESIGN File in PRD tool by clicking on Open file as shown below.

7.Check for database connections:

It is mandatory to check for connectivity before making any changes in Plateau Report Designer.

  • Login to the PRD tool Under Data Sources double click on Plateau Data Source as shown below.

Database URL: Copy URL of stage system, navigate to Reports>Learning Report Designer>Report Designer Client and Parameter >Copy DataBase URL

LMS Login Credentials: In username and password give native login credential details of the admin who have report developer role assigned. For more details check below.

Driver Class:  de.simplicit.vjdbc.VirtualDriverBirtWrapper (v1.6)

Database URL: jdbc:vjdbc:servlet:https://CUSTOMERNAME-stage.plateau.com/vjdbc/vjdbc,db10g (look this up in the Operations Customer Support information page)

User Name:  Staging Admin ID (in this case, HOSTING) with REPORT_DEVELOPER role

Password:  Associated password

JNDI URL:  <LEAVE BLANK>

Note: Click on “Test Connections” to ensure the connection is working fine.

Once you complete the initial setup for PRD, just understand the basic things required for developing the custom reports.

First, understand what tables are being used in your report. The tables in the SuccessFactors Learning database begin with a two letter code.

  • PA_: Application data that is stored in the database.
  • PH_: History information that is generated when a record is added, edited, or deleted in the application. Audit reports can be created using the information stored in these tables.
  • PS_: All of the System configurations, search selectors, notifications, approval processes, etc.
  • PV_: To make it easier to create specific reports, SuccessFactors has created a group of virtual tables knows as Views.
  • PX_: When using a connector to import data from an HR system into SuccessFactors, the data is temporarily stored in the PX tables before it is moved to the PA tables.

You need to know when to use SELECT, FROM, WHERE and AND for Inner joins and left joins clauses within the actual SQL statements but to write a complex report one need to have sound knowledge of SQL.

Basic SQL Coding used:

  • SELECT Statement: The SELECT statement allows you to get the data from tables or views. A table consists of rows and columns like a spreadsheet.

SELECT followed by a list of comma-separated columns or an asterisk (*) to indicate that you want to return all columns.

  • FROM specifies the table or view where you want to query the data.
  • WHERE clause allows you to specify exact rows to select based on a particular filtering expression or condition.
  • AND The AND operator is often used in the WHERE clause of the SELECTUPDATEDELETE statement to form Boolean expressions. The AND operator is also used in join conditions of the INNER JOIN and LEFT JOIN

 Example:

To get your field click on the Table area of the SQL editor window as shown below and then click on the table binding.

Once you click on the binding check if the DEL_MTH_ID is added to the table, if not added just click on refresh option to add a field to the table.

Now once the field has been added to the binding, now go to the Datasets on the left-hand side and expand the arrow to check all the field names to add the DEL_MTH_ID field to the table on the right.

 

Once you click on insert, there is an option to select a column to the right, to get the field on the right-hand side of the selected column.

Secondly, If I want to delete the field from the report in Plateau Reporting.

  • Click on table area as shown in the below screenshot.
  • Select the desired column which needs to be deleted.
  • Right click and select delete option to delete the selected column.

 

 

Similarly, we can copy the fields and change the order of the fields.

 

Select target users as shown below.

 

Note: Navigate to System Admin>Role Management>Select Role assigned>Click on workflows>Add workflow to roles for above report.

 

Finally, we can test the report by selecting the custom report and report.

 

I hope my post was helpful, will try to add more post related to PRD which will help to build custom reports.

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      21 Comments
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      Author's profile photo Carly Thomas
      Carly Thomas

      This is great!  Thank you for sharing!

      Author's profile photo Kandadi Sreelatha
      Kandadi Sreelatha
      Blog Post Author

      Thanks Carly for your comment ! It is really motivating.

      Author's profile photo Vinay Potdar
      Vinay Potdar

      Excellent Article Sreelatha. Very Detailed Explanation.

      Regards,

      Vinay.

       

      Author's profile photo Kandadi Sreelatha
      Kandadi Sreelatha
      Blog Post Author

      Thank you Vinay!

      Author's profile photo S. Rajendran
      S. Rajendran

      Hi Kandadi,

      This is really helpful, can you help if there are any certifications available for Plateau report designer for LMS.?

      Thanks,

      Surya

      Author's profile photo Kandadi Sreelatha
      Kandadi Sreelatha
      Blog Post Author

      Hi Rajendran,

       

      There are no certifications as such for PRD.

       

      Thanks

      Sreelatha

      Author's profile photo Mohan Chiluvuri
      Mohan Chiluvuri

      Hi Sreelatha,

       

      This is really very Helpful, Thanks for sharing.

       

      Thanks,

       

      Mohan Chiluvuri

      Author's profile photo Kandadi Sreelatha
      Kandadi Sreelatha
      Blog Post Author

       

      Thank you Mohan!

      Author's profile photo Cham Nazario
      Cham Nazario

      Hi Kandadi,

       

      Thank you for creating a thorough blog on PRD basic features and functionalities. I can use this in sharing PRD to my LMS colleagues. ??‍?

       

      Regards,

      Cham Nazario

       

       

      Author's profile photo Kandadi Sreelatha
      Kandadi Sreelatha
      Blog Post Author

      Thank you Cham!

      Author's profile photo Vasu Sanghani
      Vasu Sanghani

      Excellent article. Thank you Sreelatha.

      Do you have a list of all the reports that LMS already had? I want the list with the metadata used, and  the formats

      Thanks

      Vasu

      Author's profile photo Manish Vyas
      Manish Vyas

      Hi Sreelatha,

      It is really very useful information. Thank you.

      Could you please provide the source information (Table) for the below two fields.

      Division

      Cost Center

      Regards,

      Manish

      Author's profile photo Michael Miller
      Michael Miller

      Wonderful blog...

      New to this forum...Please be patient with me..  😉

      Help!  I have been through the entire process and have been able to create one report successfully - However, when working my second report I am not able to get the Administrator Target Users option... I must be missing something... Could this be table related and it associated security?

      Lost..

      Author's profile photo Pravin T
      Pravin T

      Thanks for sharing. is there any way in PRD that saves ERD same as design view in Access Databases.

      Thanks

      Author's profile photo Arjun Kunduru
      Arjun Kunduru

      Awesome..........post....Proud of you Sreelatha

      Author's profile photo Anthony Rosado
      Anthony Rosado

      Hello Sreelatha!

      As you seem to be a PRD expert and because I don’t know any other way to contact you, I would like to ask you some PRD related question in this Comments Section:

      I would like to know more about “Before factory” property on LMS Plateau Report Designer Reports.

      For example, this property is used by “CertificateOfompletionByItem” or “UserDataCSV” standard reports to extract the data in two different data sets depending of the value of a report parameter.

      Is it possible to do the same thing based on some item attribute like “Item Classification”? Extract automatically in data set 1 for online items, in data set 2 for blended items, etc.

      If possible, can you help explaining how to do it?

      Thank you.

      Best regards.

      Author's profile photo Uttam Shinde
      Uttam Shinde

      Cant we have the Report designer in LMS production and run SQL?

      Author's profile photo Jasper de Groot
      Jasper de Groot

      Very helpful guide, thanks for sharing.

      Author's profile photo Rosa Lopez-Andrade
      Rosa Lopez-Andrade

      Hello,

       

      I would like how to modify the roster class without remove the original report of the system.

      Thanks in advance.

      Author's profile photo Shafeeq Parambathazth
      Shafeeq Parambathazth

      Is PRD bundled with SuccessFactors or is it required buy as an add on?

      Author's profile photo FERNANDA SANTOS DE PAULA OLIVEIR OLIVEIRA
      FERNANDA SANTOS DE PAULA OLIVEIR OLIVEIRA

      OMG  <3

      Thank you. There is little material about PRD I find it very difficult to learn.
      I hope you have more content about PRD. 🙂