With a shiny new customer engagement tool like SAP Cloud for Customer (C4C) in your hands, you’ll be raring to get started to gain deeper insights into your customers. One of the benefits of SAP C4C is its powerful reporting capability which is simple and intuitive to use. Here, I’m going to be walking you through the reporting tools in the Responsive User Interface (RUI).
Where are they located?
To find the list of available reports, navigate to the Analysis tab on the left and select Reports. The following list will appear with all of the report views available to you, dependent on your individual access rights.
Views, selections or reports?
It is important to understand the difference between reports, views and selections for utilising C4C’s reporting capabilities.
- A report points to a data source, so therefore sets constraints for the available characteristics and key figures for that report.
- A view is a modified view of the data and is created by choosing rows and columns (characteristics and key figures) to be displayed, and then selecting the way to represent the data (chart, table etc.).
- Selections allow a user to set variables and define value selections which restricts the data to be displayed in the report.
The use of selections and views together can therefore provide a very specific report in one click, whilst allowing a huge amount of flexibility when mixed and matched.
For example, in a Leads report:
Create your own
Once in a report, it is possible to switch quickly between the different views and selections associated with that report by selecting the View and Selection drop downs. They are divided into three groups: out-of-the-box (SAP Delivered), any defined by the System Administrator (Key User), and any created by the end user (End User).
To create personal views, locate the Advanced Settings side pane and select the View title. The characteristics (usually row fields) and key figures (column fields) available for the selected view are listed. It is possible to add and remove these as desired to create a new way of presenting the data. To add fields, select the add fields button next to the Row Fields or Column Fields titles. A box appears containing the list of fields available for inclusion in the report view:
Tick and untick fields to add and remove them from the view. To reorder the fields so that the data will be grouped and displayed in different ways, simply drag and drop the fields.
To create a Selection, navigate to the Selection section in the side pane. By opening the value selection for a variable or characteristic, you can select values, exclude values, set an interval, or a set of values, depending on how the content has been defined. For example, when opening the values for Month/Calendar Year:
To change the type of chart used to display the data, select the Change Chart button and choose the preferred chart type:
Once you have finished creating a report view and/or selection, you are able to save it so that it is available to view again:
The screen shot above shows that I was initially in the ‘Lead Status’ view (which was represented by a pie chart), and I have altered it by removing Lead Status, adding Qualification and selected a column chart representation of the data. The view name now becomes ‘*view name* (modified)’ so that you know it has been modified from the initial view. It is possible to save either a selection or a report view, or both. Both are saved by default, but to save only one, untick the other. Give the view/selection a name and decide whether it should be the default option for this report. For the selection, you can define whether the selection is default selection for the report, and also default for the corresponding view being saved. Note: selecting save will overwrite the original view, or selecting save as will save another, different view, keeping the original.
Once these have been saved, they will be available in the View and Selection drop downs underneath the End User section, and will be available to your user only.
Note: The views will also be visible on the Report worklist under Analysis > Reports.
Under both the View and Selection dropdowns, there is a Manage button at the bottom of the lists where setting defaults and deleting is possible.
As you can see, the user interface gives you the control to slice and dice your data how you need it for quick and easy analysis. With more information at your fingertips, your ability to make quicker and more informed decisions just got a whole lot easier.