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SIMG_CFMENUORKEKE91 - Create Reports Based on Line Items

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In this activity, you can create reports based on line items, or change or display existing reports. The following description tells you how to create a new report.

There are two types of report you can define here - basic reports and form reports. A basic report displays the characteristics and value fields you specify using a standard layout. This type of report is best suited to searching for trends in data classified by various characteristics. Form reports, on the other hand, allow you to display the characteristics and key figures according to your requirements. This type of report is based on a form that you define yourself.

1. Decide whether you would like to define a basic report or a form report.
2. Select from the "available characteristics" those that you want to analyze and use the arrow button to move them to the "selected characteristics" area. You can also maintain further settings, such as hierarchies, variables, or characteristic values. You can reduce the number of characteristics offered on the selection screen using characteristic groups.
   Note: When you define reports based on line items, you can use the following characteristics:

• All the characteristics in the segment level, plus those excluded from the segment level characteristics

• The creation date of the line item

• The name of the person who created the line item

1. Select the key figures you want to analyze. You can choose from the value fields of your operating concern and any key figures defined in one key figure scheme.
2. If required, specify restricting values for the variables defined for the report. Select "Enter at execution" if you want your users to be able to enter or replace these variables when they execute the report.
3. Select the output type that you want to use to display the report:

• If you select "graphic report output", the report may consist of several information areas (header and navigation area, graphic area, drilldown, and details list). You can use an HTML template to include individual graphics in the report header. For this output type, you can use the Drag and Drop facility for functions such as navigation and drilldown switch.
  Select the desired output type and an HTML template.

• If you select the output type "classic drilldown", your reports are are displayed as drilldown lists.

• The "object list" enables you to display reports using the ABAP List Viewer. This is a particularly useful output type if you want to display several characteristics in the lead column.

• If you select the output type "XXL (spreadsheet)", you can display reports in Microsoft Excel.

1. Among the settings under "Options", you find the print layout settings and the performance settings for executing a report. When specifying the latter, you need to decide whether current data should be read or whether the system should read the data from the last time the summarization level was built up (see also the F1 help on performance). You use the "inSight" indicator to enable the current report to be called up via inSight.

Note: Not all of the above steps may be possible or necessary in all instances, depending on the report and the form concerned. These steps then dealt with during form definition.

If you want to use forms, you need to define special forms for reports based on line items.

If you want to use characteristic groups, variables, or key figure schemes, you need to define these first (see report components).

You define reports based on line items the same way you define profitability reports. For more information, see the sections Creating Reports in the online documentation for CO-PA and in the cross-application documentation for drilldown reporting.

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