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Create Reports
Based on Line Items
In this activity, you can create reports based
on line items, or change or display existing reports. The following
description tells you how to create a new report.
There are two types of report you can define
here - basic reports and form reports. A basic report displays the
characteristics and value fields you specify using a standard layout. This
type of report is best suited to searching for trends in data classified by
various characteristics. Form reports, on the other hand, allow you to display
the characteristics and key figures according to your requirements. This type
of report is based on a form that you define yourself.
Activities
1. Decide
whether you would like to define a basic report or a form report.
2. Select from
the "available characteristics" those that you want to analyze and use the
arrow button to move them to the "selected characteristics" area. You can also
maintain further settings, such as hierarchies, variables, or characteristic
values. You can reduce the number of characteristics offered on the selection
screen using
characteristic groups.
Note: When you define reports based on line items, you can
use the following characteristics:
- The creation date of the line item
- The name of the person who created the line
item
3. Select the
key figures you want to analyze. You can choose from the value fields of your
operating concern and any key figures defined in one key figure
scheme.
4. If required,
specify restricting values for the variables defined for the report. Select
"Enter at execution" if you want your users to be able to enter or replace
these variables when they execute the report.
5. Select the
output type that you want to use to display the report:
- If you select "graphic report output", the
report may consist of several information areas (header and navigation area,
graphic area, drilldown, and details list). You can use an HTML template to
include individual graphics in the report header. For this output type, you
can use the Drag and Drop facility for functions such as navigation and
drilldown switch.
Select the desired output type and an HTML template.
- If you select the output type "classic
drilldown", your reports are are displayed as drilldown lists.
- The "object list" enables you to display
reports using the ABAP List Viewer. This is a particularly useful output type
if you want to display several characteristics in the lead column.
- If you select the output type "XXL
(spreadsheet)", you can display reports in Microsoft Excel.
6. Among the
settings under "Options", you find the print layout settings and the
performance settings for executing a report. When specifying the latter, you
need to decide whether current data should be read or whether the system
should read the data from the last time the summarization level was built up
(see also the F1 help on performance). You use the "inSight" indicator to
enable the current report to be called up via inSight.
Note: Not all of the above
steps may be possible or necessary in all instances, depending on the report
and the form concerned. These steps then dealt with during form
definition.
Requirements
If you want to use forms, you need to define
special
forms for reports based on line items.
If you want to use characteristic groups,
variables, or key figure schemes, you need to define these first (see
report components).
Further
Notes
You define reports based on line items the same
way you define profitability reports. For more information, see the sections
Creating Reports in the online documentation for CO-PA and in
the cross-application documentation for drilldown reporting.