CRM Activity Report

I need a report in BC to show all the contacts in the CRM with name, contact information, company name and a list of their activity (opened email, clicked on link, etc). There is a list of the Activity in the Activity tab under each contact but I am unable to run a report with the information. I realize that there is no set Custom form with Activity (they forgot to ask sales and marketing what they really need on these report).
The only alternative I know is to download the entire database which should include the Activity -- but I don't see a way to do that.
WHY would they not include this report as standard? It is much more valuable to a sales and marketing team than some of the other goofy reports. We want our sales staff to reach out to be able to rate and score each contact based on their level of activity and then have sales follow-up. For example if someone opened an email campaign 10 times in two days and click the same link 4 times, they would make an excellent prospect to follow-up with a phone call. But it's pretty hard to make this happen without a report.
Any ideas?

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CRM activity and opportunities reports

Hi all,
we have a requirement in that we need to implement CRM activity and opportunity reports.
Can anyone please tell me is there any one extractor to fetch for these two reports othere wise i need to go for generic extractor.
regards
krishna

Have checked queries and the restrictions mean the data is only from opportunities. Will check with Business experts or post on a CRM Forum

Crm interactive reporting

Hi,
we are configuring ir reports on crm2007 & bi 7.0 based on c41 document.
My problem is, I am unable to see the data in datasource in crm client by using rsa3 extractor.
How to load the data the data into datasources.
If any body have an idea plz share with me.
plz mention the necessary navigations also.
thnx in advance.

Hi Sastri,
Please look in the OSS Note 1146395 - Configuring CRM Interactive Reporting.
Also, did you activated Technical content:
After calling transaction RSA1, check activation status of technical BI content with transaction RSTCO_ADMIN.
Regards,
Vadim.

SAP CRM Interactive Reports List

Hi,
Can anyone help me in getting the list of ' SAP delivered CRM Interactive Reports'
Thanks
Ravi

Hope you are looking for CRM - Interaction Channel Analyses. reports
Check the below link
http://help.sap.com/saphelp_bic735/helpdata/en/ee/be7e4050336e1de10000000a1550b0/frameset.htm
Check the report names
Channel Mgt.: Activity History
Channel Mgt.: Activities, Opportunities, and Sales Orders by Cou
Channel Mgt.: Closed Activities
Channel Mgt.: Expected Sales volume
Channel Mgt. : Lead Funnel Analysis
Channel Mgt.: Opportunity Funnel Analysis
Channel Mgt.: Quotation Funnel Analysis
Channel Mgt. : Sales Pipeline Analysis
Channel Manager Partner Base

CRM standard report

Hi,
do you know the list of CRM standard report such as S_AE2_89000019 - Activity Monitor ...
Best regards,
Bertrand

I think this is the only standard one.
Regards.

CRM Interactive Reporting - No data, Random Errors - C41 followed

Hi All,
We have followed like others on the SDN, the Config Guide C41 document for setting up CRM Interactive Reporting.
I have two clients on the same box, one for CRM, the other for Reporting (REP).
I have set up a myself connect and checked the OSS notes relating.
I have ran /CRMBW/CONFIG_WIZARD on CRM and REP and all is green with a couple of warnings;
The unique BI client for system CRD is '260' (logical system 'CRDCLNT260')
Using CRM and BI reporting in the same client is not recommended
I have checked OSS note about myself system and all correct, but this warning still comes up? Is this an issue?
I also get the following;
Source system connection using RFC destination CRDCLNT260 (should be CRDCLNT260_T)
The connection is a Trusted connection following some notes & comments from the above warning. I had also created another RFC for this as CRD_260_T and made this a trusted as the previous, but this gave more warnings.
BI_TCO_ACTIVATION is all green and i have checked every object in the REP client.
After all this, if I run RSA3 in the CRM client and the OLTP transaction data sources bring back 0 records. I have checked the OSS notes around the myself and the authorisations for the Background user and for the admin user and all ok. I have run a trace also and nothing has come up.
I also get errors in the Web UI when i try to run a report. It asks to check BSP_WD_EXCEPTION_DISPLAY in tx SAAB. I have followed the note on setting this up and this provides some error around a method XML_TO_ITAB. The method is active and syntax correctly. Is this a red herring?
Can anyone shed any light on anything that is not in the guide, but is crucial for this to work?
Many thanks Geoff.

Hi Geoff,
firstly, you seem to have done quite well so far if you completed the config wizard successfully. The warning about reportin in the same client being not recommended comes because you apparently also configured the BW client (REP) to be a client for interactive reporting. The wizard is supposed to run in the source client alone, not also in the BW client. But don't worry, it should not do any harm.
The warning Source system connection using RFC destination CRDCLNT260 (should be CRDCLNT260_T) has the same reason: You run the wizard in the BW client, where the BW client is connected to itself via myself connection CDRCLNT260. Just leave it that way and don't change anything.
Technically everything seems to be correctly configured. Now you are wondering why you don't see any data. This can have various reasons. Most likely, your user is not assigned as the person responsible to any sales document. For this to work, your user must be assigned to a business partner, and that business partner must be assigned to a suitable place in the CRM org model either as employee or manager. The employee must be the person responsible to all documents he wants to see in the reports, or a manager of such employees.
The last problem about the Web UI is nothing I can help with. I propose you open another post on that.
Best regards

Activity Report download is saved without extension and unreadable

Hello,
The Portal Activity Report iView has a button which enables the user to download the report to his PC.
The problem is that when the user clicks on that button and saves the file it is being saved by this default name: com.sap.portal.activityreport.frontend.DownloadableActivityReport
The main problem is that it is being saved by default without any extension and after saving the user needs to manually add the .xls suffix.
Another problem is that once I open the report with Excel The Object Name column is unreadable.
Is there any way to resolve these issues?
Roy

Hi Roy,
> if it wasn't supported there
> or you would still consider it as a bug?
The feature in general of course was supported, but what I cannot say is if it was a known issue that it didn't work correctly. As I dont't use the ActivityReport, I also have no experience if it didn't work at some time and maybe now is working.
The wrong filename I don't expect to be corrected in the meanwhile, as said, that's a problem in some places. So at least for this you could open an OSS message. And maybe combine this with the problematic column issue.
But if upgrading to SP18 would be an option for you, maybe you could first test that.
Hope it helps
Detlev

CRM Activity Replication to SAP R/3

Hi,
We have extended CRM Activity and have added the 'Customer Screen' tab. The data gets populated through the PPF BADI.
We have a scenario for which we need to replicate this 'Additional Data' along with some standard information from CRM Activity to SAP R/3.
I am planning to do following....
1. Extend BDoc BUS_TRANSACTION_MESSAGE --> Segment BUS_TRANS_MSG_ACTIVITY to accomodate new fields.
2. Implement another 'Z' function module which will be called at MOA,MOB,MOC flow context for the bdoc. The purpose of this function module will be to populated the newly added fields of the segment from database.
3. Change Adaptor Object BUS_TRANS_MSG to have CRM to R3 Mapping function module. This will be a 'Z' function module. The purpose is to map the mBDoc data into BAPIMTCS format.
4. Register this function module in table SMW3FDCUST.
5. Create a Receiver 'Z' fucntion module. The purpose of this function module is to convert the BAPIMTCS format into the format required by R/3.
6. Register this function module in CRMSUBTAB.
Can anyone please confirm that the steps I have mentioned are correct and that's the way it should be done.
Any help/suggestions are most welcome.
Thanks,
Amit

ok,
Might be easier using EEWB (business activities are included, but haven't tried it yet)
1. Extending of the bdoc: I cannot find the segment you're refering to. I would think that you'll have to enhance segment activity_h, structure bad_activity_h_mess.
2. The flow context is used to process the bdoc, not to fill it. Maybe the fields are automatically filled when you enhance the bdoc (move-corresponding), but I wouldn't count on it.
--> You'll have to update the fields in the bdoc from memory before you actually complete the LUW of saving the activity.
3.4.5. The adapter object is used for initial loads, filtering, sync loads and ...
If you want to send your fields to R/3 in the BAPIMTCS table, you'll have to fill this table either in a user-exit (like smoutil3) or add a function to the flow context (and call an R/3 RFC yourself).
--> It might be easier to just add a function to the flow context and pass the data from this function to an RFC in R/3.
Grtz,
Michael.

No data in Portal Database tables for Activity Report

Hi experts,
I've developed an Activity Report application in SAP Portal 7.0, which went live but the report shows no data.
We are pulling data from 2 portal database tables: WCR_WEBCONTENTSTAT and WCR_USERPAGEUSAGE
In non production environment there is data in the report but there is no data in the production environment.
The Activity Report service is already activated/started and set to true.
What could have caused this? And what should we check now?
What other configurations/setup should be done?
Regards,
Greg

Hi Greg,
Those are the aggregated tables. If they are not filled with data although the Portal Activity Report is activated, you should check whether the aggregation finished successfully.
In the older SPs there were some problems that were fixed in later SPs of 7.0.
In order to have the latest version of Portal Activity report, you can check SAP note 1084379 - Portal Activity Report - Latest Version (SDA file).
You can compare the SP via the MANIFAST file, as it contains the version and SP number.
In order to troubleshoot problems in Activity Report, you can follow SAP note: 1690023 - Portal Activity Report - Component-specific Note
Some basic checks that you can do:
Run query on the raw data tables to check since when there is data in those tables:
select min(timestamphour) from SAP<SystemID>DB.WCR_WEBCNODESTAT;
If there is too much data from long time ago, then you should delete the old data, and leave only the new data (there is anyways retention time for the data to be kept).
If there is no data, then it means that the Portal Activity Report does not collect data, and not really activated (usually this is not the case).
The aggregation runs every top of the hour, so you can check in the default traces for an error during that time.
In most of the cases something went wrong while aggregating the data.
As a result the aggregation is not finished, so the transaction is not being committed, and the aggregated tables stay empty.
If there is a DuplicateKeyException in the trace, you can follow SAP note 1054145 - Duplicate Key Exception.
If you have any more questions, please don't hesitate to ask.
I hope this information helps,
Thanks & regards,
Michal Zilcha-Lang

How to list the documents in the Portal Activity Report?

Hello,
In the Portal Activity Report I would like to see the documents list with number of uploads, number of downloads and the username who have accessed the documents for monthly. Can any one help me where to mention all the details regarding this one. I didn't found anything regarding this in the Portal Activity Report.
Thnx in advance.
cheers,
Murali

Hello,
Can anyone help me solving this problem.
Thnx in advance
cheers
Murali

Create an Activity Report for Current Week

I would like to create a activity report for the current week. The trick is that if the weekday is Wednesday or earlier (Sunday being the first day of the week), the report shows last week's activities; but if the weekday is Thursday or later (Saturday being the last day of the week), the report shows the current weeks activities.
I have a filter that works in Access but does not seem to work in Siebel. It does just what I explained above:
Between CDate(Int((IIf(Weekday(Now())<=4,Now()-(6+Weekday(Now())),Now()-(Weekday(Now())-1))))) And CDate(Int((IIf(Weekday(Now())<=4,Now()-Weekday(Now()),Now()+(7-Weekday(Now()))))))
Thank you,
David
Edited by: DavidE on Oct 7, 2008 4:17 PM

David,
try this:
case DAYOFWEEK(CAST(Activity."Planned Start Time" AS date))when 1 then timestampadd(sql_tsi_day,1,CAST(Activity."Planned Start Time" AS date)) when 3 then timestampadd(sql_tsi_day,-1,CAST(Activity."Planned Start Time" AS date)) when 4 then timestampadd(sql_tsi_day,-2,CAST(Activity."Planned Start Time" AS date)) when 5 then timestampadd(sql_tsi_day,-3,CAST(Activity."Planned Start Time" AS date)) when 6 then timestampadd(sql_tsi_day,-4,CAST(Activity."Planned Start Time" AS date)) when 7 then timestampadd(sql_tsi_day,-5,CAST(Activity."Planned Start Time" AS date)) else CAST(Activity."Planned Start Time" AS date) end
This gave me the sunday of the week. You should be able to modify this format for your purposes.
cheers
Alex

KM Activity Reporting -- Enhancing Customer Reports

Hello friends,
I have a quick query on KM activity reporting . I came across this article by name "Enhancing Customer Reports with Commands and Parameters" by Thilo Brandt dated 11th July 2006 .
Here is the link to the article
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/7d28a67b-0c01-0010-8d9a-d7e6811377c0
I would like to know if deploying the code given in the article would directly produce the report given in the article . Is this a fully functional code ? I am asking this because i have not come across any User Interface code in the example . Please respond with your comments at the earliest .
Many thanks in advance
Subra

Hi Subra,
look in the file DocumentAccessReport.java
and take a look in the middle of the file :
// reporting properties
protected static final List m_resultPropertyNames;
protected static final IPropertyName m_propDisplayname;
protected static final IPropertyName m_propUniqueUserCount;
protected static final IPropertyName m_propTotalCount;
protected static final IPropertyName m_propLastAccessed;
protected static final IPropertyName m_propLastModified;
Regards, Kai

Function modules to open a CRM activity

Hi all,
What are the Function modules available to open a CRM activity ( in change or display mode) when we have the GUID of the activity.
The "BAPI_ACTIVITYCRM_CHANGEWDIALOG" is working from a standalone program but it is not working when I am already in the activity through a transaction.
Regards,
Nag

Try using function module
BAPI_BUSPROCESSND_CHANGEDIALOG

Need to join two queries A/R statemet and Activity report

I have two separate queries that need to be one. I have an A/R statement where I want to add notes next to each invoice. Currently these are two separate reports. How can I link the activity Report to the A/R Statement. Below are the two separate reports. I am not sure how to join the files. A/R Aging Report Declare @d datetime set @d /*Select 1 from jdt1 t where t.duedate*/=[%1] select * from ( SELECT T1.CardCode, T1.CardName, T0.RefDate, T0.Ref1 'Document Number', CASE WHEN T0.TransType=13 THEN 'Invoice' WHEN T0.TransType=14 THEN 'Credit Note' WHEN T0.TransType=30 THEN 'Journal' WHEN T0.TransType=24 THEN 'Receipt' END AS 'Document Type', T0.DueDate, (T0.Debit- T0.Credit) 'Balance' ,ISNULL((SELECT T0.Debit-T0.Credit WHERE DateDiff(day, T0.DueDate,@d)=0 and DateDiff(day, T0.DueDate,@d)30 and DateDiff(day, T0.DueDate,@d)60 and DateDiff(day, T0.DueDate,@d)90 and DateDiff(day, T0.DueDate,@d)=121),0) '121+ Days' FROM JDT1 T0 INNER JOIN OCRD T1 ON T0.ShortName = T1.CardCode WHERE T1.CardType = 'C' ) sub Activity Report SELECT T1.[ClgCode],T2.[U_NAME], T4.[Name] as Status, T0.[CardCode], T0.[CardName], T0.[DocNum], T0.[U_AIS_DVIInvName] as 'SF Invoice Name', (T0.U_AIS_DVISFSO) as 'SO#', T0.[DocDate],T0.Taxdate as 'Month Of Service',T0.[U_AIS_DVIOpptyNm],T0.[U_AIS_DVIAdvNm],T0.[U_AIS_DVIManNm],T0.[U_AIS_DVIAcctNm], T0.[DocTotal], T0.[DocStatus], T1.[Recontact], T1.[Details], T1.[Notes], T1.[CntctType], T3.[Name] FROM OINV T0 left join OCLG T1 on t0.docentry = t1.docentry and T0.[ObjType] = T1.[DocType] left outer JOIN OUSR T2 ON T1.UserSign = T2.USERID left outer join OCLT T3 ON T1.CntctType = T3.Code left outer join OCLS T4 ON T1.CntctSbjct = T4.Code where T1.[CntctType] =6 or T1.[CntctType] =7

This is what I have so far.. it finally produced results but I notice the amount on the Activity + Aging does not match what is on the Aging and that seems to be what the issue is... that was my check to know the report is working. Basically the report should show the aging + any activity associated with the open invoice. The amount on the report is lower than the aging.. I am attaching the aging query and the aging with activity Query. It looks like something is not joining correctly as the amounts do not match on the balance. Aging Report Declare @d datetime set @d /*Select 1 from jdt1 t where t.duedate*/=[%1] select * from ( SELECT T1.CardCode, T1.CardName, T0.RefDate, T0.Ref1 'Document Number', CASE WHEN T0.TransType=13 THEN 'Invoice' WHEN T0.TransType=14 THEN 'Credit Note' WHEN T0.TransType=30 THEN 'Journal' WHEN T0.TransType=24 THEN 'Receipt' END AS 'Document Type', T0.DueDate, (T0.Debit- T0.Credit) 'Balance' ,ISNULL((SELECT T0.Debit-T0.Credit WHERE DateDiff(day, T0.DueDate,@d)=0 and DateDiff(day, T0.DueDate,@d)30 and DateDiff(day, T0.DueDate,@d)60 and DateDiff(day, T0.DueDate,@d)90 and DateDiff(day, T0.DueDate,@d)=121),0) '121+ Days' FROM JDT1 T0 INNER JOIN OCRD T1 ON T0.ShortName = T1.CardCode WHERE T1.CardType = 'C' ) sub Activity + Aging Declare @d datetime set @d /*Select 1 from jdt1 t where t.duedate*/=[%1] select * from ( SELECT T1.CardCode, T1.CardName, T0.RefDate, T0.Ref1 'Document Number', CASE WHEN T0.TransType=13 THEN 'Invoice' WHEN T0.TransType=14 THEN 'Credit Note' WHEN T0.TransType=30 THEN 'Journal' WHEN T0.TransType=24 THEN 'Receipt' END AS 'Document Type', T0.DueDate, (T0.Debit- T0.Credit) 'Balance' ,ISNULL((SELECT T0.Debit-T0.Credit WHERE DateDiff(day, T0.DueDate,@d)=0 and DateDiff(day, T0.DueDate,@d)30 and DateDiff(day, T0.DueDate,@d)60 and DateDiff(day, T0.DueDate,@d)90 and DateDiff(day, T0.DueDate,@d)=121),0) '121+ Days', T6.[FirstName] as 'AP Contact First Name', T6.[LastName] as 'AP Contact Last Name' , T6.[E_MailL], T6.[Notes1] as ' AP Supervisor', T2.[ClgCode],T7.[U_NAME], T4.[Name] as Status, T5.[DocNum], T5.[U_AIS_DVIInvName] as 'SF Invoice Name', (T5.U_AIS_DVISFSO) as 'SO#', T5.[DocDate],T5.Taxdate as 'Month Of Service',T5.[U_AIS_DVIOpptyNm],T5.[U_AIS_DVIAdvNm],T5.[U_AIS_DVIManNm],T5.[U_AIS_DVIAcctNm], T5.[DocTotal], T5.[DocStatus], T2.[Recontact], T2.[Details], T2.[Notes], T2.[CntctType], T3.[Name] FROM JDT1 T0 INNER JOIN OCRD T1 ON T0.ShortName = T1.CardCode INNER JOIN OCLG T2 ON T1.CardCode = T2.CardCode INNER JOIN OCLT T3 ON T2.CntctType = T3.Code INNER JOIN OCLS T4 ON T2.CntctSbjct = T4.Code INNER JOIN OINV T5 ON t5.docentry = t2.docentry and T5.[ObjType] = T2.[DocType] left outer join OCPR T6 ON T2.CntctCode = T6.CntctCode left outer JOIN OUSR T7 ON T2.UserSign = T7.USERID WHERE T1.CardType = 'C' and (T2.[CntctType] =6 or T2.[CntctType] =7) ) sub

No data in Daily Activity Report

Hi expert,
There was no data in Daily Activity Report. But I changed the interval to 'Hourly', it displayed normally.
Why?
the version is 7.0 SP17
Regards,
Sidney

Hi Raghu,
That is what I do, but also no data.
Does it need to set 'Save interval (minutes)' to 1440 in 'com.sap.portal.activityreport.core'?
Regards,
Sidney

CRM Activity Report

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