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Create Profitability Report

In this activity, you can create your own profitability reports as well as display and change existing ones. The following describes how to go about creating 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 which type of report you would like to create.
2. From the available characteristics, select those that you want to analyze in a report. Use the arrow button to add them to the "selected characteristics" area. If needed, you can maintain additional settings, such as hierarchies, variables or characteristic values. You can reduce the number of characteristics offered on the selection screen using characteristic groups.
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 a specified key figure scheme.
4. If needed, you can specify limitation 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 values when they execute the report.
5. Selection the output type to be used to display the report.
6. Under "Options", you can find settings for the print layout and performance settings for report execution, such as whether the system should display the current data or the data from the last summarization level update (see also the F1 Help on performance).
By setting the "inSight" indicator, you can use inSight to call up the current report.

Note: Not all of the above steps may be possible or necessary in all instances.

Requirements

If you want to use forms, characteristic groups, variables, or key figure groups, you need to define these first.

Further Notes

For more information, see the sections Creating Reports in the online documentation for CO-PA and in the cross-application documentation for drilldown reporting.