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Reports

After a query or an Xcelcius definition is defined, it must be integrated into the application to make it available to users. Reports are one way of integrating these objects into the SAP Sourcing application. (See Query Groups for other ways to integrate queries.) A query or an Xcelcius definition can be added to the collection of report elements of a report. This action is performed using the Report option in Setup. Each query in the collection is executed sequentially.

SAP Sourcing provides an extensive set of reports by default. The collection of queries and Xcelcius definitions in a standard report cannot be changed, but a custom report can be created, which can include both standard and custom report elements.

Report Elements Page

You use the Report Elements page to add query definitions and Xcelcius definitions to a report and to reorder the display of the report results.

Reports Page Layout Page

You use the Page Layout page to edit the default layout of a report page when it is viewed as a PDF. This is an optional step. It is not applicable to an Xcelsius definition.

For more information, see the section Creating a Report (below) and Query groups: defining the default PDF page layout for a list or report.

Reports Access List Page

You use the Access List page to add information to a report access list.

Note Note

By default, no collaborators are specified for the report. In this case, all users are granted default access rights. After one or more collaborators are specified, however, other users are denied access to the report. This has the effect of hiding the report from those other users.

End of the note.

Activities

Creating a Report

Reports are used to integrate queries and cube profiles into the SAP Sourcing application. You can integrate new queries and cube profiles by defining a new report and adding them to the report.

To create a report:

  1. Choose Setup.

  2. In the Queries and Reports section of System Setup, select Reports from the drop-down list and choose OK.

  3. On the Reports List page, choose Create.

  4. On the Report page, enter the basic report information.

  5. In the User View field, select Buy-side from the drop-down list.

  6. Choose the Report Elements tab to add query definitions and cube profiles.

  7. Choose Add Query Definition to add a query.

  8. In the dialog box, check the box for one or more queries to add and choose OK.

  9. Choose Add Xcelsius Definition to add an Xcelsius definition, if needed.

  10. In the dialog box, check the box for one or more Xcelsius definitions to add and choose OK.

  11. Optionally, choose Reorder List to reorder report elements. The order of the report elements controls the sequence of their execution and the default order of the display of the results.

  12. Optionally, choose the Page Layout tab to change the default layout of the report when it is viewed as a PDF file.

  13. Choose Add. You see the Query Page Layout dialog box displaying the default page layout settings.

  14. For each section you want to change, select the Override checkbox and enter or select the new value. For more information, see Query Groups: Defining the Default PDF Page Layout for a List or Report.

  15. Choose OK.

  16. Choose the Access List tab.

  17. Choose Add Groups, Add Users, or Add Company to add a collaborator. For details, see Add Collaborator.

  18. Save your entries.

Note Note

To fully implement a report, you must edit one or more objects that control where the report is executed in the system, and where its results are displayed. For details, see Queries and Reports.

End of the note.