What is the new analytic content for CRM 7.0 EhP1 Sales interactive report?
Currently, SAP CRM sales provides 5-type report:
- Crystal reports
- Interactive Reporting
- BOBJ Explorer (former polestar)
- BW Reporting
As one type of the CRM sales reporting, the CRM interactive reporting provides a highly intuitive report creation wizard and also an intuitive, easy to use end-user interface, when online, real-time CRM data – and only CRM data – is needed, with short reporting timeframe : days, weeks, months. From the tables or charts it is possible to navigate to the corresponding CRM overview pages. It is also possible to export the report result to Excel for local analysis.
In the report itself the business users can create their personal report views, including predefined parameters, and report settings.
This blog would introduce the new content for sales interactive reporting in CRM 7.0 EhP1.
Central Sharing Tool
*which is common function
First of all, the reports can be shared to multiple users or to complete organizations with the new feature- Central Sharing Tool.
Ehancement and new
Sales Contracts* * new in EhP1
In Enhancement Phase 1, the report areas for Opportunities and Activities have been enhanced. These report areas now include Territory and Partner channel management related fields.
And Sales Quotations, Sales Orders and Sales Contracts are enabled for Interactive Reporting. So it is possible to create reports for these objects with the help of the CRM Interactive Reporting wizard.
A combined Opportunity-Sales Order report area is now also available. This allows combinations of opportunity key figures and sales order key figures, based on common dimensions such as account, sales organization, period, …
How to create an interactive report
Now I would give you an example on how to create an interactive report for sales order report area.
Step 1 Create a new interactive report
Step 2 Select fields (which is similar with drag-drop characteristic and key figures in BI)
Step 3 Define filters
In this step you may define filter, parameters, conditions. Here I defined top 10 based on sales order’s gross value.
Step 4 Define table
In this step, you may define table’s layout.
Step 5 Define chart
In this step, you may choose chart type, like pie chart, bar chart, colomn chart.
Step 6 Assign Business Role
In this step, you may assign the report to business role work center as required.
Step 7 Share interactive report
I had instroducted this feature. And you may also skip this step. After clicking finish, the interactive report is created.
Now you can find it is really easy to create an interactive report, No BI knowledge is necessary and the data you get is Real-time.