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Function documentationExecuting Interactive Reports in CRM

 

In SAP Customer Relationship Management (SAP CRM), you can search for, select, and execute interactive reports. You can use interactive reports to carry out ad hoc analyses of CRM data in real time.

Prerequisites

You have set up CRM interactive reporting. For more information, see Interactive Reporting in CRM.

You can use interactive reports in SAP CRM if they have been assigned to your business role or if they have been released for either your organizational unit or your user.

To use the filter/characteristic assignment in interactive reports, you must activate the business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB).

Features

Depending on the assignments, certain interactive reports are available to you in the work center. You can find additional interactive reports in the report overview. You can also search for interactive reports.

When you execute an interactive report, you can define and save different report views. You can also define additional filters and include additional fields in the report. Furthermore, you can adjust the way the report is displayed graphically.

Activities

Executing interactive reports

You execute interactive reports as follows:

  • Choose the name of the interactive report to start the report.

  • To reset the entries in the input fields, choose Clear.

  • To restart the report, for example, after you have changed the parameters, choose Go.

  • You can change the way the results are displayed, for example, by choosing whether the results are displayed in table or chart form and what kind of chart is used.

  • Choose Swap Sequence (not available for pie charts) to define whether the columns are evaluated before the line characteristics or vice versa. Depending on the sequence, the corresponding characteristics are displayed outside or within the chart.

  • To display possible static filters for the report, choose Filters. Static filters are determined when the report is created. You cannot change these filters during report execution.

    However, you can additionally use your own filters on the report. Use the input help to select a field for the filter from the available report fields. Choose an operator and specify a filter value.

    Filters that are based on key figures evaluate all characteristics of the opposite axis by default. To define an alternative option, choose Details. For more information, see Filter/Characteristic Assignment.

    To apply the filter, choose Apply.

  • You can further customize the report by adding or removing fields or by moving fields from one table axis to the other table axis. To customize the report table, choose Grouping.

    To use the table settings you have made, choose Apply.

    Note Note

    You can only add fields that were designated for the report when the interactive report was created but are not currently included in the table.

    End of the note.
Different views of an interactive report

You can use different views as variants of an interactive report as follows:

  • Customize the report as described above and specify possible input parameters, for example, a time period. In the Save View As field, enter a name for the view and choose Save.

  • Use the input help for My Views to call up a view of the report. The report is executed with the parameters defined in the view.

  • Choose the default view to execute the report in its original version.

Finding interactive reports

To search for reports, choose Start of the navigation path Reports Next navigation step All Reports End of the navigation path. In the search criteria, choose as the Report Type the option CRM Interactive Report. Choose Search. You can save your search criteria for further use.

More Information

For more information about CRM interactive reporting, see Interactive Reporting in CRM.

For more information about creating interactive reports, see Creating Interactive Reports in CRM.