CRM Interactive Reporting

New custom fields can be made available for CRM interactive reporting. This depends on the enhanced business object and its business object parts.

Prerequisites

To use CRM interactive reporting, you need authorization role CRM Operative Reporting User Role (SAP_CRM_OR_USER) in the Business Intelligence (BI) client and in the CRM client. To make custom fields in CRM interactive reporting available, you need authorization role Activation of CRM OLTP Reporting InfoTypes (SAP_CRM_OR_ACTIVATE) in the Business Intelligence (BI) client.

For more information about authorization roles, see Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Business Roles Define Authorization Role End of the navigation path .

Features

Enhanced Business Objects and Business Object Parts

You can make custom fields available for CRM interactive reporting in the following enhanced business objects and their business object parts:

Business Object	Technical Name	Business Object Part	Technical Name
Appointment (Activity)	APPOINTMENT	Activity Data	ACTIVITY_H
		Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Interaction Log (Activity)	INTERACTION LOG	Activity Data	ACTIVITY_H
		Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Lead	LEAD	Customer Header Data	CUSTOMER_H
		Lead Data	LEAD_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
Campaign	MKTPL_CPG	Coupon	COUPON
		General Data	HEADER
		Purchase Header	PURCHH
Campaign Element	MKTPL_CPT	Coupon	COUPON
Campaign Element	MKTPL_CPT	General Data	HEADER
Opportunity	OPPORTUNITY	Customer Header Data	CUSTOMER_H
		Customer Item Data	CUSTOMER_I
		Opportunity Data	OPPORT_H
		Header	ORDERADM_H
		Item	ORDERADM_I
		Organizational Data	ORGMAN
Service Order	SERVICE_ORDER	Customer Header Data	CUSTOMER_H
		Header	ORDERADM_H
		Organizational Data	ORGMAN
		Service Data Header	SERVICE_H

Data Types and CRM Interactive Reporting Types

All data types except Text with small and capital letters can be assigned to CRM interactive reporting types. In the following table, you can see which data types can be assigned to which CRM interactive reporting types:

Data Type	CRM Interactive Reporting Type
Currency	Key figure
Quantity	Key figure
Date	Characteristic
Time	Characteristic
Indicator	Characteristic
Numerical	Characteristic, key figure
Text with capital letters	Characteristic
Decimal number	Key figure

Note Note

If you select Characteristic or Key Figure as the CRM interactive reporting type in the CRM Interactive Reporting field in the Custom Fields block, these fields are automatically made available in the search criteria and in the result list for enhanced business objects.

You cannot change between Characteristic and Key Figure, and vice versa. However, as a workaround you can first choose Not Used and in a second step, choose Characteristic or Key Figure.

End of the note.

Field Length

The field length of custom fields that are used in CRM interactive reporting is restricted to 60 characters.

Generation of CRM Interactive Reporting

CRM interactive reporting is locally generated, which means that if enhancements that are relevant for CRM interactive reporting are transported to another system, these enhancements are not visible in CRM interactive reporting in the target system. This means that you need to generate the enhancements locally in the target system. To generate enhancements locally in the target system, you can use report AXT_EXT_ACTIVATE_LOCAL.

More Information

Adding Custom Fields