Modifying an existing report, as opposed to creating an entirely new report, is a time-saving option if the report you need is similar to a report you’ve run previously. If the base module and most of the fields you need already exist in a report for your tenant, modifying it is as easy as copying the report, removing or adding fields, and rearranging the fields to reflect the order you want them to appear in the report output. Having most of the values already in place saves you a lot of setup time.
Modifying an Existing Report
Objective
After completing this lesson, you will be able to create a new report by modifying an existing report in SAP Fieldglass.
Creating a Custom Report by Modifying an Existing Report
Create a Custom Report by Modifying an Existing Report
Mateo, a member of the worker procurement program team for WorkingNet Networking Inc., a manufacturer of data networking equipment, needs a report based on Work Order data that includes information on completed and outstanding onboarding activities. There is a report in WorkingNet’s tenant titled Work Order Summary that includes most of the fields he will need but does not include Activity Item data. He doesn’t want to amend that report as it is used by some WorkingNet employees, so he plans to make a copy of that report, add fields to the copied version, and save it as a new report he can run as needed.
As the Fieldglass Administrator for WorkingNet, you would copy and amend the Work Order Summary report for Mateo. Here’s how you’d do that.
Summary
This lesson explains creating a new SAP Fieldglass report by modifying an existing one: copy a similar report, then adjust fields, order, and filters to meet requirements while preserving the original.
- Modifying an existing report = copying a similar report and tailoring fields, order, filters, and layout to new needs, saving time versus building a brand-new report.
- Select a source report with the same Base Module and overlapping fields to minimize setup; confirm it contains most required data elements.
- Copy the report; add additional fields or remove unneeded fields, reorder columns, and adjust filters. Save under a new name for reuse.
- Avoid changing reports used by others; copying preserves shared outputs and prevents disrupting existing workflows.