SMP PowerPoint Template Report Overview

The SMP PowerPoint Template enables administrators to create custom PowerPoint templates with which to report on incumbents for an SMP task. SMP task data is available for this report as soon as the corresponding SMP task is saved. Currently, the SMP PowerPoint Template Report can be used with Manager and Assessor SMP tasks, but cannot be used with the Job Pool task type. Up to 150 employees can be included in a report. External or unknown successors are not displayed in this report.

You can view the available SMP PowerPoint Tag by clicking the View Tags link in the upper-left corner. See Create PowerPoint Template - Inserting Tags.

Note: You must create the PowerPoint templates prior to running the report.

Note: This report is not compatible with the Job Pool task type.

To run the SMP PowerPoint Template Report, go to Reports > Standard Reports. Then click the Succession tab and click the SMP PowerPoint Template link. To manage tags for specific fields for use in the SMP PowerPoint Profile Report, you must have the appropriate permissions.

Criteria

Filter Name Description
User Criteria Select the users for whom the report is run. Up to 150 profiles can be created.
Task Select the SMP tasks to include in the report. This report does not return results for job pool template tasks. Note: If the selected succession task does not contain a Profile step, then a Profile template will contain no data.
User Status Select this option to include inactive users in the report output. This option is unselected by default, so inactive users are excluded from the report output by default.
Type Select the type of template you are uploading. This can be Profile, Grid, or Succession. Your selection determines the type of output that is produced from the report. If Profile is selected, the report produces profiles in PowerPoint. If Grid is selected, the report produces the employees on a metric grid in PowerPoint. If Succession is selected, the report produces the employees on a succession plan in PowerPoint.
Template

Click the Upload Template link to upload your PowerPoint template. This option is not available until the task is selected. This template must be created prior to running the report and the type of template that is uploaded must match the template type selected above.

After the template is selected, the system immediately validates the template to ensure there are no critical errors. If there are no errors, you may process the report. If errors are found, they must be corrected before processing the report. Click the Invalid Template link to view the errors. After resolving issues, click the Upload Template link again to re-upload the template.

Report Title Enter a title for the report. This defaults to the report name if no title is entered. The title is displayed on the report and is also displayed in the list of Processed Reports on this page.

Report Settings

This is an asynchronous report, which allows the administrator to define the standard report and generate the report asynchronously. As a result, when administrators process the report, the system generates the report in the background, while the administrator can move on to other areas of the system. When the report is finished processing, the administrator can then view the full report in its entirety.

  • Up to 10 separate reports can generate asynchronously, allowing greater flexibility for creating and storing different versions of the report.
  • If you process a report or refresh a stored report, the report appears in the table as Queued.
  • The most recently created report displays at the top of the table.
  • Since the user can generate up to 10 reports, the administrator can define a report title for each of the generated reports.
  • Clicking the View Details icon changes the report settings on the page to match those of the selected previously run report.

Output

The output of the report will be a PowerPoint file in the PowerPoint 2007 format (*.pptx). Click on the PowerPoint output icon to open and view the file in PowerPoint.

Through the report processing, the data from the selected SMP task will populate the template based on the tags and attributes included in the template. The system will only pull data for fields that are in the SMP task and that have associated tags on the template. The system will not pull data from fields that are not used in the SMP task and that do not have associated tags within the template. The system will process this report for SMP tasks that are Not Started, In Progress, Completed, and Expired.

If tags are included in the template that are associated with fields that the user does not have access to through field level security, the data for those tags will populate as "#####".

When Resume OU tags are included, the following considerations apply to the report output:

  • If more than one OU applies to a user, then each OU displays on a separate line in the order in which it appears on the user's Resume page.
  • Resume Position OU sections that include tags with START.DATE and END.DATE tag data display the appropriate tag values in the report.

For an employee to populate on the PowerPoint template from the report:

  • The employee must have been assessed within the SMP task selected for the report.
  • The employee must be in the defined user criteria for the report.
  • The employee must fall within the permission constraints for the user running the report.

The output of this report is entirely dependent on the template that you create and upload for this report. See Create PowerPoint Template.

Share Report Template

When the report is processed, the system saves the report in the Processed Reports section so that the same report can be ran again without having to configure the report.

In order to share the report, the PowerPoint file that is used for the template must be emailed or shared with the other users. Once they have the file, they can upload it and use it to run their own SMP PowerPoint reports.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: