Creating Key Figure Reports

Prerequisites

To create a key figure report, a form for a key figure report must be available. You can use one of the SAP standard forms or your own form for a key figure report.

Procedure

You can create a report in Financial Accounting Customizing under Start of the navigation path General Ledger Accounting or General LedgerAccounting (new) Next navigation step Information System Drilldown Reports (G/L Accounts) Report Define Report End of the navigation path .

Select report type financial statement key figure and enter a name for the report.

Caution
The SAP standard reports for financial statement key figures have the name range 0SAPRATIO-01 to 0SAPRATIO-NN . For your report, use a technical name that does not lie within this name range.

End of the caution.
Under With form , enter the form that you want to use as the basis for the report.
You can use a SAP standard report as a template. To do so, select the desired SAP standard report under Template .
Choose Create.
A screen appears in which various tabs cards are available with options for controlling the report.
- Characteristics
  
  On the Characteristics tab, you obtain a list of the available drilldown characteristics. Drilldown characteristics are characteristics with which you can navigate in the report and are characteristics such as financial statement item, account number, company code, and business area. Select the characteristics you want to use and insert them in the list of selected characteristics via the button.
  
  Via the function Sort fixed or variable char ., you determine the order of the characteristics in the navigation block of the executed report. The order of the characteristics is defines the standard drilldown order.
  
  Caution
  The financial statement items characteristic has to be entered on the first position, since it is a characteristic with a hierarchy. In the financial statement version, the account numbers are displayed in a hierarchical order.
  
  End of the caution.
  
  Example
  In the example of a key figure report for calculating the debt/equity ratio, the values of the selected characteristics are first determined when the report is executed. You thus do not enter values for the selected characteristics.
  
  End of the example.
- Variables
  
  On the Variables tab , you can either enter fixed values for the variables that you have included in the form or define the variables as input fields when executing the report.
  
  Example
  You can, for example, set the Entry at execution indicator for the variable fiscal year . Thus, you enter the fiscal year for which the key figure it to be calculated at the time the report is executed.
  
  End of the example.
- Output type
  
  On the tab page Output type, you can define how the report should be displayed after execution. You can, for example, define the header and footer. For more information, see Output Type .
- Options
  
  On the Options tab, you can make additional settings for print layout and additional information. For more information, see Settings .
Save your report.

Result

You have created a report.

To execute the report, you have the following options:

From the report definition, choose .
The SAP standard reports for financial statement analysis are accessed by choosing in SAPEasyAccess screen Accounting Financial Accounting General Ledger Information System General Ledger Reports or General Ledger Reports(new) Balance Sheet/Profit and Loss Statement/Cash Flow General . If you have defined your own user menu, you can insert your report in your menu and execute it from there.