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Function documentationPublishing Interactive Reports in CRM

 

In SAP Customer Relationship Management (SAP CRM), you can publish interactive reports and assign them to certain users or organizational units. A wizard guides you through the required activities step by step.

Prerequisites

  • You require the business role Analytics Professional (ANALYTICSPRO) to publish interactive reports to the SAP CRM system, and to edit them. You can also display interactive reports for business roles such as Sales Professional (SALESPRO) or Marketing Professional (MARKETINGP).

Features

You can use the wizard to publish interactive reports on the overview page, home page, work center, or shared report page. The step 3 (Business Role Assignment) of the wizard is disabled by default.

Publishing Interactive Reports on the Overview Page

Launch the CRM WebClient UI with the Analytics Professional (ANALYTICSPRO) role. Choose Report Assignment to start the wizard and proceed as follows:

  1. In the first step (Report Details), enter the following report details:

    • Choose the BW report type, for example Embedded Interactive Report.

    • Specify the report or dashboard ID of the report. You can use the input help to search for available reports. Based on the selected report ID, the Title and Description fields are updated.

    • Select the view, for example Admin View. The selected view appears on the overview page along with view defined by you.

  2. In the second step (Target Screen Assignment) of the wizard, you define the business role for which you would like to publish the interactive report.

    • Click Insert to add a business role for an interactive report.

    • Select a business role, for example SALESPRO. You can use the input help to search for available roles.

    • In the list of available target screens for the selected business role, select the page or target screen in which you want the report to appear under Target Screen.

      Note Note

      If you define a component of the type OVPG (Overview Page) in the Customizing table, the interactive reports that apply to all roles (available on the target screen assignment view of the WebClient UI) are displayed on the overview page.

      For more information, see Customizing under Customer Relationship Management Start of the navigation path CRM Analytics Next navigation step Interactive Reporting Next navigation step Publish Interactive Reports Next navigation step Define UI Component and Context Nodes End of the navigation path

      End of the note.
    • Select Report Attributes. These values are based on the attributes available for the selected interactive report.

    • Choose an operator.

    • Choose a business object attribute. You can use the input help to search for available values.

      Note Note

      Business object attributes are the attributes of the component controller context node. You can assign the component controller context nodes to the target screen in Customizing, under Customer Relationship Management Start of the navigation path CRM Analytics Next navigation step Interactive Reporting Next navigation step Publish Interactive Reports Next navigation step Define UI Component and Context Nodes End of the navigation path.

      End of the note.
    • Select the Unassign checkbox to remove the embedding of a report from the target screen.

  3. In the fourth step (Share Reports), you can share the interactive reports (selected in step 1) for certain users or organizational units.

    • Choose Add Employee to search for employees and add them to the authorized employee list.

    • Choose Add Employees from Organization to search for organizational units and add them to the authorized employee list.

    • Choose Save to publish interactive reports on the overview page and to make it available to the assigned roles and users. You require a transport request if you want to make an interactive or SAP HANA Live report available in SAP CRM. You can also save the assignment of a report to a business role without sharing it for certain users. In this case, the second step is mandatory.

The published interactive reports are available under Start of the navigation path Reports Next navigation step Shared Reports Assignment Block End of the navigation path on the CRM WebClient UI.

After you publish the interactive report, launch the CRM WebClient UI again using the business role that you defined in the second step (Target Screen Assignment) of the wizard. Perform the following tasks in the WebClient UI:

  1. Click the Personalize icon.

  2. Choose the interactive report that you published previously from the Reports list. The Reports list contains the published interactive reports.

  3. Choose the view for the published interactive report from the Views list. The Views list contains the views for the published interactive reports.

  4. Click the Set As Default button to save the personalization settings as a default setting.

Publishing Interactive Reports on the Home Page, Work Center, and Shared Report Page

Launch the CRM WebClient UI with the Analytics Professional (ANALYTICSPRO) role. Choose Report Assignment to start the wizard and proceed as follows:

  1. In the first step (Report Details), enter the following report details:

    • Choose the BW report type, for example Embedded Interactive Report.

    • Specify the report or dashboard ID of the report. You can use the input help to search for available reports. Based on the selected report ID, the Title and Description fields are updated.

    • Select the view, for example Admin View. The selected view appears on the home page and work center along with view defined by you.

  2. In the second step (Target Screen Assignment) of the wizard, you define the business role for which you would like to publish the interactive report.

    • Click Insert to add a business role for an interactive report.

    • Select a business role, for example SALESPRO. You can use the input help to search for available roles.

    • In the list of available target screens for the selected business role, select the page or target screen in which you want the report to appear under Target Screen.

      Note Note

      If you define a component of the type HMPG (Home Page) or WCPG (Work Center) in the Customizing table, the reports for the role that you selected in the target screen of the WebClient UI are displayed on the home page or the work center.

      For more information, see Customizing for Customer Relationship Management under Start of the navigation path CRM Analytics Next navigation step Interactive Reporting Next navigation step Publish Interactive Reports Next navigation step Define UI Component and Context Nodes End of the navigation path

      End of the note.
  3. In the fourth step (Share Reports), you can share the interactive reports (selected in step 1) for certain users or organizational units. If you use this option, then the third step (Business Role Assignment) is optional.

    • Choose Add Employee to search for employees and add them to the authorized employee list.

    • Choose Add Employees from Organization to search for organizational units and add them to the authorized employee list.

    • Choose Save to publish interactive reports on the respective target screen and to make it available to the assigned roles and users. You require a transport request if you want to make an interactive or SAP HANA Live report available in SAP CRM. You can also save the assignment of a report to a business role without sharing it for certain users. In this case, the second step is mandatory.

The published interactive reports are available under Start of the navigation path Reports Next navigation step Shared Reports Assignment Block End of the navigation path on the WebClient UI.

After you publish the interactive report, launch the CRM WebClient UI again using the business role that you defined in the second step (Target Screen Assignment) of the wizard. Perform the following tasks in the WebClient UI:

  1. On the home page or report work center page, click the Personalize icon.

  2. Choose the embedded interactive reports and click Save to personalize the changes. The interactive report published for the sales professional (SALESPRO) role is displayed.

Note Note

You can search for an embedded interactive report by navigating to Manage Reports on the CRM WebClient UI. Use the Manage Embedding button to edit the embedding of an interactive report assignment displayed in the list of searched results. This button is enabled for embedded interactive reports only. Use the Delete button to delete an interactive report, embedding of an interactive report and the corresponding user personalization settings of the report.

End of the note.

More Information

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

For more information about the structure and possibilities of CRM reporting, see Analytics.

By implementing a BAdI, you can create and implement metadata checks for interactive reports only. For more information, see Customizing for Customer Relationship Management under Start of the navigation path CRM Analytics Next navigation step Interactive Reporting Next navigation step Publish Interactive Reports BAdI: Metadata Check End of the navigation path.

For more information on how to embed the interactive report assignment block in the overview page and interactive report in home page and work center, see SAP Note 1911457Information published on SAP site..