Maintaining a Report Portfolio Report (SAP Library - Executive Information System and Business Planning)

Maintaining a Report Portfolio Report

If you have saved a report with or without data in the report portfolio, you can edit it later under Information system ® Report portfolio ® Rep.portfolio report ® Change.

We can distinguish between two types of changes:

Changes that affect the report itself and mean that the report will be displayed differently during execution (see Changing a report and Executing and changing a report).
Changes that affect only the assignment of the report to a report class or to a user group (see Changing the assignment of a report to a report class).

Changing a Report

If a comment was created during the export of a drilldown report, you can call up the text using the menu path Extras ® Display comment If no comment is maintained for the report you can create a text using Extras ® Maintain comment.

When you execute a definition report containing variables in the report portfolio, , no variables will be offered for entry (default). The values are automatically taken from the user parameters or from the drilldown report. Under Extras ® Variables you can set other proposal values, or make the variables ready for input by the user of the report portfolio report.

The functions Report ® Execute, Edit ® Execute and Change, and Extras ® New selection are available on this screen You can select new data when calling up a definition report, or you can work with a dataset which was saved previously. The functions Execute + Change and Execute use the report saved in the background processing (where available), whereas the function New selection selects the current dataset in every case In the top right corner of the report, the system displays information about the dataset used (Current data or Data from MM.DD.YY HH:MM:SS).

With the function Extras ® Report assignment, you can change an existing assignment between the report portfolio and a report, which can be called up using the report-report interface You define this assignment in the SAP-EIS application menu using the menu path Information system ® Report portfolio ® Report portfolio report ® Transf. other -> Portf. For more information see Transferring Data to the Report Portfolio.

The menu sequence Extras ® Report texts 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.

Using the menu path Extras ® Layout ® Header or Footer, you can create or change headers or footers for definition reports, or you can copy them from other reports. In addition to normal texts, you can insert general text variables (for example, report author, date of selection, last person who made a change), selection parameters (for example, current fiscal period) and characteristics.

Using the menu path Extras ® Layout ® Header on/off or Footer on/off, you can turn the headers and footers created for the report on and off.

It is also possible to delete a report from the function Change. When you want to delete a large number of reports, it is easiest to do it under Tools® Drilldown® Delete report

Executing and Changing a Report

Note

The function Execute and change is possible for all types of reports except those which are called up via the report-report interface.

On the initial screen you can choose whether you wish to display all the sheets in the report or only the active ones.

A distinction is necessary because you can hide individual screens within a screen sequence

If you choose menu option Edit ® Execute + Change , you can:

scroll through a sequence of screens ( Previous page , Next page ),

display and hide report lists and graphics ( Activate screen , Deactivate screen , Activ.prev.graphic , Deactiv.prev.graphic ). This is useful if you record a long sequence of screens in the drilldown and then decide that some of the screens are not required. It is not necessary then to transfer the report to the report portfolio once again. Using the function Deactivate screen, y ou can change the report in such a way that certain screens are suppressed from the end user’s view when he or she chooses Rep.portfolio report in the Executive Menu Note that it is not always possible to deactivate a screen. You cannot deactivate the last active screen in a sequence. Also, in a screen sequence containing graphics at least one report list in the screen sequence must remain active. The activation and deactivation of graphics does not occur within the graphics themselves but rather in the subsequent report list,

save changes to settings in 2D and 3D graphics,

edit reports which were copied as lists from external sources,

maintain the comment for the report here. You do that on the initial screen (see Change report).

create or display a comment for each page. When you use the function Execute report you can display these comments but not maintain them.

create, display, change and delete exceptions as in drilldown reporting. You can also control which exceptions are relevant for the graphical menu (see Exception Reporting in the Report Portfolio)

change the three different Report texts (of differing length) for a report.

When you have made your changes, do not forget to save the report.

Changing the Assignment of a Report to a Report Class

Once you have transferred a report to the report portfolio, it is assigned to a report class and a user group. You can, however, make the same report available to several user groups or assign the report to several report classes within a user group. Under menu options Edit ® Report class assignment you can find the functions for doing this Create / Change / Display / Delete . The functions are similar to those described under Maintaining Report Classes

When you Create an assignment, you can make the new assignment to the same user group or to a different one. The existing report assignment can be used as a reference.

When you use Change , Display and Delete , the system issues a list of existing report assignments. After you have chosen a report assignment, you can perform the desired function.