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Function documentationPublishing SAP HANA Live Reports in CRM

 

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

Prerequisites

  • To publish SAP HANA Live reports using the report assignment wizard, you must activate the business functions:

    • Embedded Interactive Reporting and SAP HANA Live Reporting Analytics (CRM_EMBED_IR_ANA_UI): This business function provides a new report type Embedded Interactive Report in the report assignment wizard to embed interactive reports in the home page, work center, or overview page.

    • SAP CRM HANA Live Reporting (CRM_ANA_OR_ODATA): This business function provides a new report type Embedded SAP HANA Live Report in the report assignment wizard to embed SAP HANA Live report in the home page.

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

Features

You can use the wizard to publish SAP HANA Live reports on the home page and work center. The step 3 (Business Role Assignment) of the wizard is disabled by default.

Activities

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 SAP HANA Live 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.

  2. In the second step (Target Screen Assignment) of the wizard, you define the business role for which you would like to publish the SAP HANA Live 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 had 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 SAP HANA Live Reporting Next navigation step Publish SAP HANA Live 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. Choose Save to publish the SAP HANA Live report.

After you publish the SAP HANA Live 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 SAP HANA Live reports and click Save to personalize the changes. The SAP HANA Live report published for the sales professional (SALESPRO) role is displayed.

  3. You can use the Display Side by Side button to view two SAP HANA Live reports. You can also switch back to the single report view using the button Display Single Report.

Note Note

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

End of the note.

More Information

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

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