CRM Interactive Reporting

New fields that you created using the Application Enhancement Tool can be made available for CRM interactive reporting. This depends on the enhanced business object and its business object parts.

You can choose Regenerate in the Tables and Fields block to regenerate objects that need to be regenerated in another client (for example, Customizing client) or in the target system (online transactional processing, OLTP).

Prerequisites

To use CRM interactive reporting, you need authorization role CRM Operative Reporting User Role (SAP_CRM_OR_USER) in the Business Intelligence (BI) client and in the CRM client. To make fields in CRM interactive reporting available, you need authorization role Activation of CRM OLTP Reporting InfoTypes (SAP_CRM_OR_ACTIVATE) in the Business Intelligence (BI) client.

For more information about authorization roles, see Customizing for UI Framework under Start of the navigation path Business Roles Next navigation step Define Authorization Role End of the navigation path .

Features

Enhanced Business Objects and Business Object Parts

You can make fields available for CRM interactive reporting in the following enhanced business objects and their business object parts. Some business objects are covered by other report areas in CRM interactive reporting. You can find these report areas in brackets behind the business object:

Business Object	Technical Name	Business Object Part	Technical Name
Appointment (Activity)	APPOINTMENT	Activity Data	ACTIVITY_H
		Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Interaction Log (Activity)	INTERACTION LOG	Activity Data	ACTIVITY_H
		Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Lead	LEAD	Customer Header Data	CUSTOMER_H
		Lead Data	LEAD_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Campaign	MKTPL_CPG	Coupon	COUPON
		General Data	HEADER
		Purchase Header	PURCHH
Campaign Element (Campaign)	MKTPL_CPT	Coupon	COUPON
Campaign Element (Campaign)	MKTPL_CPT	General Data	HEADER
Opportunity	OPPORTUNITY	Customer Header Data	CUSTOMER_H
		Customer Item Data	CUSTOMER_I
		Opportunity Data	OPPORT_H
		Header	ORDERADM_H
		Item	ORDERADM_I
		Organizational Data	ORGMAN
Service Order	SERVICE_ORDER	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
		Service Data Header	SERVICE_H

To use the following items, you must activate the business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB).

Business Object	Technical Name	Business Object Part	Technical Name
Service Order	SERVICE_ORDER	Sales Data	SALES
Service Order	SERVICE_ORDER	Shipping Data	SHIPPING
ICM Activity	ICM_ACTIVITY	Activity Data	ACTIVITY_H
ICM Activity	ICM_ACTIVITY	Header	ORDERADM_H
Sales Order	SALES_ORDER	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Sales Data	SALES
		Shipping Data	SHIPPING
Sales Quotation	SALES_QUOTATION	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Sales Data	SALES
		Shipping Data	SHIPPING
Complaint	SERVICE_COMPLAINT	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Sales Data	SALES
		Shipping Data	SHIPPING
Service Confirmation (Service Order)	SERVICE_CONFIRMATION	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Sales Data	SALES
Incident (Service Request)	SERVICE_INCIDENT	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
		Sales Data	SALES
		Service Data Header	SERVICE_H
Problem	SERVICE_PROBLEM	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
		Sales Data	SALES
		Service Data Header	SERVICE_H
		Shipping Data	SHIPPING
Request for Change	SERVICE_REQUEST_FOR_CHANGE	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
		Sales Data	SALES
		Sales Data	SALES
		Service Data Header	SERVICE_H
		Shipping Data	SHIPPING
Task (Activity)	TASK	Activity Data	ACTIVITY_H
		Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H

Field Types and CRM Interactive Reporting Types

All field types except Text with small and capital letters can be assigned to CRM interactive reporting types. In the following table, you can see which field types can be assigned to which CRM interactive reporting types:

Field Type	CRM Interactive Reporting Type
Currency	Key figure
Quantity	Key figure
Date	Characteristic
Time	Characteristic
Indicator	Characteristic
Numerical	Characteristic, key figure
Text with capital letters	Characteristic
Decimal number	Key figure

Note Note

If you select Characteristic or Key Figure as the CRM interactive reporting type in the CRM Interactive Reporting field in the Fields block, these fields are automatically made available in the search criteria and in the result list for enhanced business objects.

You cannot change between Characteristic and Key Figure, and conversely. However, as a workaround you can first choose Not Used and in a second step, choose Characteristic or Key Figure.

End of the note.

Field Length

The field length of fields that are used in CRM interactive reporting is restricted to 60 characters.

Generation of CRM Interactive Reporting

CRM interactive reporting is locally generated, which means that if enhancements that are relevant for CRM interactive reporting are transported to another system, these enhancements are not visible in CRM interactive reporting in the target system. This means that you need to generate the enhancements locally in the target system. To generate enhancements locally in the target system, do one of the following:

Use report AXT_EXT_ACTIVATE_LOCAL.
Start the Application Enhancement Tool in the target system, open the enhanced object, and select the field enhancement that you want to regenerate locally. Choose Regenerate. The Regenerate dialog box shows you that the local regeneration can be performed.

More Information

Adding Fields

CRM Interactive Reports