Interactive Reporting Enhancement Workbench

You can use the interactive reporting enhancement workbench in SAP Customer Relationship Management (SAP CRM) to enhance interactive reports with standard SAP fields. For example, you can add the field Sales_Group to the reporting application Opportunity. You can also specify whether the additional field is assigned on header level or item level.

By enhancing interactive reports with the workbench, you modify the system.

Prerequisites

You use the enhancement workbench for interactive reports only.

You have activated the business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB).

Features

The interactive reporting enhancement workbench includes the following functions:

Search for standard fields and assignment to certain reporting applications

Activation of changes in the ABAP Dictionary that result from the field assignment, and generation of BI Content

An additional program (see below) is available for generating BI Content in the target system.

Activities

To make additional standard fields available for interactive reports, you must first select and assign the fields. You then activate the required changes. Finally, you must transport the changes to the target system.

The additional standard fields are then available in the corresponding report areas, and can be used to enhance an existing interactive report or when creating a new report. For more information about changing or creating interactive reports, see Creating Interactive Reports in CRM.

Note Note

If you also want to use available characteristics as filter fields, you must make additional settings for this. For more information, see Additional Characteristics as Filter Fields.

End of the note.

Assign Standard Fields

Start the enhancement workbench in SAP menu, under Start of the navigation path Analytics Next navigation step Interactive Reporting Interactive Reporting Enhancement Workbench End of the navigation path .

To assign fields, do the following:

Enter the technical name of the field that you want to add, under Reporting Field. You can also enter the name of the database table to be used for the search. If you do not make any entries, the search returns all available reporting fields.
If you want to restrict the search to certain field types, choose the field type criteria under Filter. For example, you could restrict the search to all fields that are at least suitable for use as result fields on header level. If you choose all filter criteria, the fields that are returned must satisfy all four criteria.
Choose Search Reporting Fields to start the search.
The result list shows the available fields that meet your search criteria. You can find information about the field type in the Field Info column:
- SH: Field is suitable for use as a search field on header level
- SI: Field is suitable for use as a search field on item level
- RH: Field is suitable for use as a result field on header level
- RI: Field is suitable for use as a result field on item level
Note
Only result fields (RH and RI) are suitable for enhancing interactive reports.

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Double-click a field to select it. Under Reporting Field Information you can find information about the following properties:
- Suitability of field as a search field or result field for reporting applications
- Existing assignments to certain reporting applications
Enter the Reporting Application to which you want to add the selected field. You can use the input help to search for reporting applications.

Note
If the selected field does not belong to the result fields (RH, RI), you cannot select a Reporting Application.

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Choose whether you want to add the field on header level or item level.
Select the option As Result Field to add the field as a result field.
Select the option With Text Extractor Generation to display a description (not the technical value) for the report results of the field.

Note
You must implement the BAdI Text Extraction for Enhancement Fields for Interactive Reporting (/CRMBW/OLTP_EXTENSION_TEXTS) for the texts that you want to read and display.

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Select Add Reporting Field to add the selected field to the specified reporting application.

Note
Assign all required fields in this way before activating and transporting the changes.

End of the note.

Activate Changes

To activate the changes, do the following:

Choose List of Reporting Fields to be Added. Check the list of changes that need to be made in the ABAP Dictionary to add the fields.
Choose Save Changes in ABAP Dictionary. Activate the changes and generate the BI Content.
After generating the BI Content, the corresponding action log provides you with an overview of the changes that were made.

Note
The changes must be transported to the target system. You must generate the BI Content again in the target system.

End of the note.

You can delete the list of selected reporting fields and the required ABAP Dictionary changes, or undo changes that have already been made:

Choose Clear List of Reporting Fields to delete the list.

Choose Undo Changes in ABAP Dictionary to call up a list of the changes that were made. Select the changes that you want to undo. Choose Undo Changes in ABAP Dictionary.

Generate BI Content in Target System

Once the changes have been transported to the target system, you need to generate the relevant BI Content there. To do so, use the program Interactive Reporting Enhancement Workbench: Generate Extensions (CRM_REPORT_BI_GENERATE):

Start the program with the ABAP Editor (transaction SE38).
To generate the changed BI Content (DataSources) in the target system, choose Execute.
You can use the input help to choose a DataSource for the generation, from the BI Content that was transported into the target system.

Choose the option Force Generation if you want the generation to overwrite changes that you have made to the BI Content in the target system.

More Information

For more information about modifying an SAP system, see Start of the navigation path SAP NetWeaver 7.0 Library (including Enhancement Package 1) Next navigation step SAP NetWeaver Library SAP NetWeaver by Key Capability Application Platform by Key Capability ABAP Technology ABAP Workbench (BC-DWB) Changing the SAP Standard (BC) The Modification Assistant End of the navigation path .