Author: Mirza Baig
SAP CPQ’s Report Module is a quick and easy reporting tool for every day reporting needs. As discussed in the previous post (SAP CPQ Report Module Part-1), there are 2 parts in CPQ Report Module:
- Building the Data Source (also covered previous post)
- Building the Report
In this article, we will explain how to build a report. We will go over some key features that help admins generate reports for users.
Building Reports in Report Module
A report can be displayed as a list or a dashboard for more visual reporting. That is defined by the CPQ admin based on business requirements. Another feature that is often used by the end-users is to export the reports to Excel, Word or, PDF files.
Reports can be organized using Labels, which are tags to classify reports such as Quote Item Reports, Customer Reports, and Sales Rep Reports. Labels are not required but it’s a best practice to create and assign them to reports. Over time they help search/sort/identify the type of report easily. Each report can be tagged with multiple Labels.
Once the Data Source has been created, a report can be generated by the CPQ admins. Creating a report involves using a wizard that guides the user through a sequence of screens where the search criteria fields, rows/columns, and grouping are selected.
SAP CPQ Report Module - Specifying report’s selection criteria for the end-users
Reports can be customized to have Row Groups, Column Groups, and Columns. Row Groups enables grouping of rows together based on a column. It helps group rows with the same key value on a column and will not list out the same values multiple times.
Column Groups allows you to have multiple columns grouped together with a header. The Columns section is where you choose the columns from your data source that you want to display on your report.
SAP CPQ Report Module - Specifying the report’s output row groups, column group, and columns
Within the wizard, admins are able to provide access rights and visibility to various permission groups.
SAP CPQ Report Module - Specifying report’s access rights by permissions groups
Once admins have defined the data source and all the report details discussed above, they can test the report within the Report Module itself.
SAP CPQ Report Module - testing the report output (admin view)
End Users Navigating to Reports
End-users can access the reports using their User Profile menu on the top right corner of the screen. From there, they can select Reports from the menu. They will only see reports belonging to their permission groups.
Once key users, business managers, and department heads identify their reporting needs, CPA admins can suggest reports that can be managed in CPQ. Complex reporting requirements should be managed by enterprise grade reporting analytics such as SAP Analytics Cloud (SAC).
When creating reports in CPQ, the underlying Data Source must be first defined using database table view or SQL query with joins to other tables. The data source can then be referenced in multiple reports. Businesses can also identify which permissions groups (user, user types, companies, brands, markets) should have access to those reports.
Learn more about the author, Mirza Baig.