ERP reporting

If there are no standard reports available to provide the required information, it is possible for users to produce their own basic reports using a simple query tool.. Standard Reports

ERP Reporting

Reporting

Workshop Objectives

At the completion of this workshop you will be able to:

Run reports from the Standard Reporting menu

Run reports by name

Run reports from the Functional menus

Use QuickViewer to generate your own basic reports

NB The screens that you see may vary slightly from those shown below

SAP provides a large number (thousands !) of standard reports that can be accessed in different ways If there are no standard reports available to provide the required

information, it is possible for users to produce their own basic reports using a simple query tool

Standard Reports

Most of the reports in SAP are grouped together in a section of the Standard Menu, called the General Report Selection

1 Choose Information Systems => General Report Selection =>

Production Planning => Master Data => Work Centers => Workcenter List

The Work Centre List selection screen is displayed

2 Enter: Plant DL00

Click or press F8 to execute the report

3 Note that you can “drill down” on a report line to see further details of a given

work centre Drill down on Workcenter ASSY1000

 Who is the person responsible for this work centre ?

4 Return to the Standard Menu using or

If you know the name of a standard report you can run it directly as follows :

5 From the Menu Bar, Choose System => Services => Reporting

6 In the Program field, enter “RFSOPÒØ” (Note that the last 2 characters are

zeros)

Click or press F8 to execute the report

The General Ledger, Line Items selection screen is displayed

7 Click on the “Program Documentation” button on the Application tool bar

This will display the documentation relating to this report

 What is the sort sequence of the report ?

8 Type : Chart of Accounts GL00

G/L Account 720000 Company Code US00

Click or press F8 to execute the report

9 Return to the Standard Menu using or

Some reports may be accessed directly from the appropriate functional areas

10 Choose Logistics => Materials Management => Purchasing =>

Purchase Order => List Displays => By Material

11 Type Plant DL00 on the selection screen and execute the report

After any report has been run, the results may be exported to a number of different file formats

12 From the Menu Bar, choose System => List => Save => Local File to

see the formats

 Write down the available formats

13 Return to the Standard Menu using or

Do not save the format

SAP List Viewer

14 From the SAP Menu, choose :

Information Systems => General Report Selection => Materials

Management => Purchasing => General => List of Vendors : Purchasing

15 Enter Purchasing Organisation: US00 and execute the report

16 This report is displayed in SAP List Viewer format

Note the buttons on the Application Tool Bar :

Move the cursor across each button to see its function These functions can be

performed for any report displayed in List Viewer format

17 Click on any column and sort the report by that column

18 Produce a simple graphic

19 Change the layout

Query Reporting - QuickViewer

SAP has its own reporting tool to allow end users to produce reports

20 From the SAP Main Menu choose System => Services => QuickViewer

The QuickViewer : Initial Screen is displayed

21 Type in the name of your QuickView (QV-xxx01 where x-xxx is your SAP user id)

22 The Choose Data Source dialog box will be displayed

23 Type Title My First Query

Data Source Table

Table / View name SFLIGHT

24 Press <ENTER> Your screen should now look like :

Note that the screen is divided into four panels:

A The tables used in the report By clicking on the  symbol, you can see

the fields that belong to the table

B Help dialog

C Details of the QuickView

D A Tabstrip with four tabs

25 If the tab is not selected, click on it to select it Note it has

two columns, the “Fields in list” on the left, and “Available fields” on the right

The fields that you want to appear on the report can be moved from the

“Available fields” column to the “Fields in list” column

A

B

C

D

26 By selecting each field in the “Available fields” column and then clicking on

the button, select the following fields to copy them into the “Fields in list”

column:

Airline code

Flight connection number

Flight date

Maximum capacity in economy class

Occupied seats in economy class

Your screen should then look like:

27 Click on the tab and using the same technique to copy the fields

from the right column to the left column, select the Flight connection number

as the major sort key in ascending sequence

Select the Flight date as the second sort key in descending sequence

28 Click on the tab and again, by copying the fields from the

right to the left, choose Airline code as the selection field

29 In the “Export As” drop down list, select “List Output”

30 Now click on the button on the Applications tool bar A sample

layout will be displayed

It is possible to include „systems variables‟ such as today‟s date and time in the report These variables are identified by the first two characters „&%‟

31 Click on the header text (the line that says „Insert header text here‟) and type the

following header as shown below (do not include the single quotes) :

‟Flight Listing Date : &%DATE‟

32 Click on the footer text and type the following footer :

‟Time : &%TIME Page : &%PAGE‟

33 Click to save the report

A Program Selections screen is displayed

35 In the Program selections dialog box type Airline Code : „SQ‟ and

execute again Your report should be displayed in „List Output‟ mode

36 Experiment with some of the other buttons on the Applications toolbar

eg Sort, Display, Sum

37 Exit back to the QuickViewer : Initial Screen using

You will now use the Quickviewer to produce a report of your own

38 Following the same steps as for the previous report, create a query to produce a

new report from the SPFLI table Start a new query (QV-xxx02) for this

exercise

Note the following :

- The report is sorted by Airline carrier id and then by Flight connection code

- There are no selection fields

- Vertical separators may be added by “dragging” the separator icon from the Tool

box to the report detail line

- Control breaks may be defined in Layout mode by selecting the field in the Sort

fields box and then clicking on the „Control level text‟ and „Frame around control level‟ boxes

- If the Restriction of Database Accesses dialog box is displayed, press Enter

(100 records)

Reports based on more than one table

Some times you may wish to produce a query using data which is physically held in more than a single database table

39 Create a new QuickView, QV-xxx03

40 In the “Choose data source” window, select “Table Join” as the data source and also select “Basis Mode”

41 Press <Enter> The “Create QuickView : Change Data Source” screen is

displayed

42 Click on “Insert table” and choose SCUSTOM for the first table (Customers)

43 Click on “Insert table” again and choose SBOOK for the second table (Bookings)

44 The Join Definition screen should now look like:

45 Click on Back

46 In the “Available fields” list you will see that you can choose data from both

tables

47 Produce a simple report which includes the following data :

Customer Number Customer Name Airline Code Flight Date Booking Number

END OF WORKSHOP - RETURN TO SAP MENU

Useful Transaction Codes

ME2M Purchasing Documents for a Material