Copying Reports from Drilldown Reporting (SAP Library - Executive Information System and Business Planning)

Copying Reports from Drilldown Reporting

To copy a drilldown report to the report portfolio, proceed as follows:

Choose Report ® Export in the report you wish to transfer. A dialog box will appear. Tick the radio button Transfer to report portfolio

A dialog box appears in which you enter how, and to which part of the report portfolio the report is to be transferred.

First you enter the Report name . Note that this does not have to be identical to the name of the original drilldown report.

Then specify in which User group , in which Report class, and with which Color the report is to be stored.

Normally you assign the report to just one user group and one report class. If the report needs to be accessible by several user groups, you can define this in the report portfolio (see Maintaining a Report Portfolio Report).

Then you define what is to be transferred.

You have to make two important decisions here:

– You can choose between a Single screen and a Screen sequence . If you choose a Single screen , the list currently displayed is copied to the report portfolio. If you choose a Screen sequence , the list currently displayed and a desired sequence of functions and lists is copied.

– Now you still need to specify whether the report should be saved with the data as it is currently displayed, or if only the structure (definition) should be saved. This very important distinction is explained in detail in Transferring a Report to the Report Portfolio

Using the Comment button, you can create a comment which is exported, along with the report, into the report portfolio. Not only can you display this comment in the report portfolio but you can update it too (see Maintaining a Report Portfolio Report).

The Report texts button enables you to maintain the descriptive texts for the report. A dialog box is displayed. Here you can copy the short text using the button Short descr., the long text using the Long text button, or you can enter text manually.

Then choose Continue.

If you had selected the option Single screen, the current screen will be copied to the report portfolio automatically. If you had selected the option Screen sequence, you can now perform several of the interactive functions and thereby ‘record’ them. When you have created the desired sequence choose menu sequence Report ® Export ® Close Copy ® rep. portfolio again. A dialog box appears in which you can decide whether you wish to save the sequence recorded.

Note the following two points concerning the recording of a screen sequence.

When saving graphics, the first screen of the graphic is saved.
For many functions you have to specify the parameters in dialog boxes. If, for example, you wish to sort the list according to a certain column, you must position the cursor on the relevant column and then specify in a dialog box whether you wish to sort in ascending or descending order. When the end user displays the sequence in the report portfolio, the system does not display any dialog boxes as this is not relevant. However, it does display a message informing him or her how the column was sorted.

If you have saved a report in the report portfolio with or without data, you can then edit it. For more information see Maintaining a Report Portfolio Report.