Author: Mirza Baig
Although SAP offers SAP Analytics Cloud, a powerful business intelligence and analytics solution, SAP Configure, Price, Quote (CPQ) application comes with a simple built-in reporting tool called Report Module.
In this article, I’ll provide a brief overview of Report Module and cover Data Source to lay down the foundation. This is the 1st installment of a 2-part blog post. The other part (coming soon), will focus on building the report using the Data Source.
Report Module in SAP CPQ allows authorized users to meet their day-to-day sales reporting needs. CPQ being a quotation application, these sales reports are centered around quote transactions.
Sales reports are not only vital to monitor the performance of sales teams, products, and services but also to plan effective growth strategies. They can help identify unclosed deals that can be a financial benefit.
Some examples of these CPQ reports are:
- Who are my highest value prospects?
- Quotes in “Waiting for Approval” status
- Quote with products XYZ
- Quotes won but the order was not placed
- How long does it take a quote to go through its life cycle? (Open -> Order Placed)?
The image below shows the main landing page of the Report Module. Admins can navigate to create a Data Source or a Report. Data source is created against a database table view or uses a SQL query with or without multiple table joins. Once Data Source is created, a report can then be generated with reference to a specific Data Source.
SAP CPQ Report Module
In the Report Module landing page, admins can create a new report or edit, copy, execute, or delete existing reports. We will discuss how to create a report in the part-2 of this blog series.
Building the Data Source in Report Module
A report must have a Data Source, which provides a data extraction mechanism for the reports. It identifies the relevant database tables of the SAP CPQ application tables. The Data Source can be of two types:
View - The View option is used for very basic reporting needs that require data just from one database table.
SAP CPQ Report Module - Data Source with View option
Query - This is the most commonly used option as it has the ability to pull data from multiple database tables using a SQL statement.
SAP CPQ Report Module - Data Source with Query (SQL) option
Companies that have enterprise grade reporting applications can extract CPQ data for complex reporting and data visualization requirements. However, for every day simple reporting needs they can count on SAP CPQ’s Report Module.
Data Source can help build different data models using underlying database tables. Admins can choose out-of-the box table views or write a complex SQL query when creating the Data Source. Once defined, Data Sources can then be specified in reports.
Check out Part 2 on building reports in SAP CPQ’s Report Module here!
Learn more about the author, Mirza Baig.