SAP Business One Reporting

You can create reports and initiate corrective actions immediately. The reporting function includes accounting reports, DEMO inventory reports, financial reports, and reports to aid in decision making. Not only can you export any report to Microsoft Excel following report generation, but data extraction is also effortless thanks to simple data navigation. You can execute internal and external reconciliation with exception reporting, which is useful when closing the books and preparing reports.

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SAP Business One Reporting Features

SAP Business One is the only application that uses "Drag&Relate" to provide you with end-to-end visibility of your business operations. This feature is also useful in helping you instantly understand key relationships and transactions within the business. A query generator features user-intuitive functionality for creating database inquiries and defining reports. You can use the data from any field to create a report at either the detailed or summary level. Once a query is defined, you can save it in the query library for future use. If needed, you can use a report editor to refine and change any existing queries. The query wizard is similar to the query generator, but in this case you are guided step by step through the process of generating queries. This tool is helpful if you want to build queries but are unfamiliar with SQL syntax.

Predefined Reports

SAP Business One provides a large number of predefined reports for each functional area. You can generate reports for a specific functional area in your business and customise the output to suit your needs. You can also print, e-mail, or export any report to Microsoft Excel.

Accounting

Aging reports

Company reports

Comparative reports

Budget reports

Sales Opportunities

Opportunities

Stage analysis

Opportunities pipeline

Opportunity forecast and forecast over time

Won and lost opportunities

My open and closed opportunities

Lead distribution over time

Sales and Purchasing

Open items list

Sales analysis

Purchase analysis

Business Partners

Activities overview

Inactive customers

Collection history

Production

Open work order

Bill of materials

Service

Service calls

Service calls by queue

Response time by assignee

Average closure time

Service contracts

Customer equipment report

Service monitor

My service calls

My open service calls

My overdue service calls

Inventory

Item list

Last prices

Inactive items

Inventory posting list by item

Inventory status

Inventory in warehouse

Inventory valuation

Serial number transaction

Batch (lot) number transaction

Take a look at our SAP Business One case studies, available here

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