Example: Creating Reports (SAP Library - Project Information System)

Example: Creating Reports

Prerequisites

A suitable form exists.

Creating Hierarchy Reports

Go to the Project System part of the Easy Access menu and choose Information System ® Tools ® Hierarchy Reports ® Report ® Create.

The Specify Report Type dialog box is displayed. You can choose between creating a project report or a summarization report for projects.

Choose Project report.

This brings you to the Create Project Report: Initial Screen. You can also use templates to create reports. However, we will not do this in this example.

Enter a name and short description for your report.

In the With form field, enter the form you have defined.

Choose Create.

This brings you to a screen with four tab pages. Choose the one marked Variables. This brings up the Create Project Report: Enter Variables screen. As you have defined a plan column in your form and the plan values are kept in versions defined as variables, the screen includes the field Plan version.

Choose standard plan version 0 Plan/actual version and the parameter Enter at execution.

When you choose this parameter, the field Plan version is displayed in the selection screen when you execute the report, and the variables can be changed.

Choose Characteristics.

This brings you to the Create Project Report: Specify Characteristic Values screen where you can select the characteristics you need for your evaluation. These are drilldown characteristics, which you can use to navigate in your report.

Choose the following:

Value categories

Business transaction

Period/year

Press the single left-pointing arrow to have the system copy the values into the Selection characteristics table.

The characteristic Object is set as standard default, and occupies first position in characteristic sorting.

Choose Sort free chars .

The Sort Characteristics dialog box appears.

Confirm the sequence offered by the system.

Choose Extras ® Initial list and then stipulate whether you want to see the detail list or the drilldown list first after you run the report.

If you choose the detail list, the detail list, as defined by you in the form, appears first. The system shows the values for the whole selection - for example, a project.
If you choose the drilldown list, the drilldown list, as defined by you, appears first

As the Object usually occupies the first position in the characteristic sequence, the project hierarchy is displayed, showing the comparison of values, as defined by you in the form, after the report has been run. The values are then shown for each individual object in the project (WBS element, network, network activity, order).

You can use cursor positioning on report lines to access detailed information about the object selected.

Choose Drilldown list.
Choose the OutputType tab to specify how the report output should be presented - for example, as a graphic.
Save your report.

Result

You have created a hierarchy report.