Structure of a Profitability Report in SAP CO-PA
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Structure of a Profitability Report for Our Example
The structures and tables in Profitability Analysis are not delivered by SAP. Instead, the customer creates them in Customizing. For this reason, it is not possible to deliver reports that are ready for productive use. However, to enable you to gain an insight into how profitability reports can be structured, SAP delivers example reports for both costing-based and account-based Profitability Analysis. You can use these as templates for purposeful profitability reports.
Using the example form that we have set up in this segment, we now want to use transaction KE31 to create a profitability report (see Figure 7.23).
Figure 7.23: Creating a profitability report
First, you have to name your report. Select REPORT WITH FORM and specify which form you want to access. Then click CREATE.
A screen with four different tabs appears
(CHARACTERISTICS, VARIABLES, OUTPUT TYPE, and OPTIONS) (see Figure 7.24).
Figure 7.24: Initial screen for creating a report
To define the report completely, you have to work through all four tabs. On the CHARACTERISTICS tab, first select the characteristics that you want to report on via drilldown.
On the VARIABLES tab, you see the report variables that you selected in your profitability report form. As the variables in our example were mainly variables with selection options, they are only displayed gray here, meaning that you cannot change them (see Figure 7.25).
Figure 7.25: Variable for creating a report
On the next tab, OUTPUT TYPE, you define how the report is to be executed. Here, we decide on the classic drilldown and want to start the report structure with the detail list (see Figure 7.26).
Figure 7.26: Definition of the output type when creating the report
Detail list means that the report always starts with the presentation of contribution margin accounting in line form. In contrast, Drilldown list means that the individual contribution margin items are displayed in column form. The fourth tab is shown in Figure 7.27.
Figure 7.27: Options for creating the report
In this image, you can see the various options offered by SAP — be they for the print setup, the drilldown list, or for comments, etc. The important thing on this tab, however, is the PERFORMANCE block. The longer you work with CO-PA, the more line items you save (on a daily basis probably hundreds, if not thousands). If you do not work with summarization levels, calling up the report can take an increasingly long time for performance reasons. Therefore, when you call up the report, you should read summarization levels and at least receive a warning if the report does not find any summarization levels. Then save and execute the report.