SAP Business One Out of the Box Reports
How Can You Use Data to Grow Your Business?
Whether you’re a controller, inventory manager, or CEO, you’re going to need a clear view of the state of your business to make smart decisions. With SAP Business One, prepare and run reports on your business’ data with ease using the many reporting options available within this state-of-the-art ERP software. Now you can see the whole picture with a holistic view of your business or drill down with the fully customizable options for how you view data in every report. Empower yourself and your team to make more informed decisions with powerful reporting tools that come standard in SAP Business One.
To learn more about the reporting features that come standard or “out of the box” in SAP Business One, we asked two of our experts to go over the best tools available and tips for getting the most out of your data. The topics discussed are included below. Check out the full webinar On Demand now!
Watch our webinar on Out of the Box Reports in SAP Business One On-Demand here or on Youtube.
Out of the Box Reports in SAP Business One
Depending on your position in the company, you may need to conduct an inventory audit, compare budgets from different years, or run a report for something else entirely. Whatever the case may be, we want to make sure you know every tool at your disposal in SAP Business One so you don’t end up using spreadsheets for all of your reporting (yikes). To help users like you take advantage of these powerful reporting features, we’ve put together a simple reference guide to the most common reports in SAP Business One.
- General Ledger
- Comparison Reports
- Cash Flow Options
- Business Partners
- Customer Receivables Aging
- Activities Overview
- Opportunities Pipeline
- Inventory Audit
- Inventory Valuation
- Inventory Posting
- Inventory Counting
- Sales Analysis
- Purchase Analysis
- Open Items List
- Additional Reporting Options
- Drag & Relate
- Excel Connections
- Crystal Reports
Financials > Financial Reports > Accounting > General Ledger
A dream for accountants and controllers, the general ledger report allows you to check and display the movement of accounts in a specified period. This report has the ability to save different criteria to customize what you want to see in the report (AR invoices, Credit Memos, etc.) and filters out everything else.
Financials > Financial Reports > Budget Reports
To quickly set up a budget in SAP B1 (if you don’t want to go through and allocate your budget to all of your different accounts) you can just take your prior year actuals and create a budget based on those (ex. Growth 10%). In SAP Business One, you also have the ability to import budgets from excel through DTWs and define budgets based on previous years.
Once you have a budget set up in SAP B1, you will be able to run a variety of budget reports and filter the data to variables such as monthly/quarterly periods or different accounts. The two most common of these reports are the basic Budget Report, which gives you a customizable view of your budget, and the Profit and Loss Statement, which allows you to compare profit/loss against your budget.
Financials > Financial Reports > Comparison
There are multiple comparisons reports you can run including Balance Sheet, Trial Balance, and a Profit and Loss Statement.
These can allow you, for example, to compare two years and filter the view based on division/region, percentage difference, etc.
Cash Flow Options
Financials > Financial Reports > Financial > Cash Flow
Cash Flow Report
This tool allows you to define your framework in multiple ways and filter by different accounts, time frames, and more. It also allows you to estimate cash flows based on expenses that have not yet been reported on.
Statement of Cash Flow
You can produce a statement of cash flow (frequently requested by investors) showing all of the line items, categories, etc. for a specified period of time.
HANA Cash Flow Forecast
HANA Cash Flow Forecast gives you a graphical view of cash flow that you can customize based on certain criteria.
Business Partner Reports
Customer Receivables Aging
Business Partners > Business Partner Reports > Aging > Customer Receivables Aging
This report gives you a picture of the financial health of your customers and can help you evaluate their credit quality. A key feature of this report is the ability to batch send aging reports to your customers.
Business Partners > Business Partner Reports > Activities Overview
SAP Business One allows you to record anything that happens in the business: conversations, emails with customers, sales orders, and more as “activities.” All of those activities get funneled into one report which can be used for things like reporting the expenses for sales employees. You can also filter your activities by type and subject to give you information on returns, complaints, or compliments your customers give you.
Opportunities > Opportunities Reports > Opportunities Pipeline
This is a very powerful reporting tool for sales managers. See a real-time view of the business’ current sales pipeline at a company-level view and see where all of your opportunities are. Or sit down with an individual employee and drill down to where their opportunities and leads are with completely customizable stages.
Inventory > Inventory Reports > Inventory Audit
This report provides an audit trail for the posted inventory transactions as they move through the chart of accounts. The report explains the value changes in different inventory accounts.
Transaction types out of scope for this report:
- Non-inventory items
- Drop-ship warehouse
- Service type documents
- Manual journal entries to inventory accounts
Inventory > Inventory Reports > Inventory Valuation Simulation Report
This is used for running a simulation to explore “what if” scenarios regarding your inventory. For example, you can see what effects doing something like changing your costing method would have. Maybe you have a first in first out costing method, but you want to check your inventory based on moving average, SAP Business One lets you do this through the Inventory Valuation Report.
This report also updates the last evaluated price and allows you to see the changes in the log of the item master data. You can access it through the change log table (ADOC).
This report gives you everything you could need to know about inventory movement from an item perspective, DP perspective, location, warehouse, you name it.
Sales A/R > Sales Reports > Sales Analysis
The Sales Analysis report can give you information on sales from every angle. It lets you compare using different variables, and drill down to a specific sales employee or account.
Purchasing A/P > Purchasing Reports > Purchasing Analysis
- Sales Employees
This report gives you the same level of analysis as the Sales Analysis report but from the purchasing side.
Open Items List
Track the status of your sales and purchasing documents with this report. Find the customers that still need to pay for their orders and the vendors that have not provided the items you ordered. For production orders, you can filter by “released” or “planned” orders. You are also able to cancel/close multiple documents at once via Data menu > cancel or close.
Quick Tip: by default the Open Items List Report will not load over 500 items. To view more than 500 items simply press CTRL+TAB+END which will load all documents and enable filter and sort options.
Additional Reporting Options
Drag & Relate
From the Business Partner window, you can drag and drop the BP into the relevant area (ex. Sales Order) and it will run the specified report on that BP.
SAP business one allows you to connect your excel directly to your SQL server and update the information in real-time.
Available for all customers SQL or HANA to generate visuals on reports.
SAP Business One Out of the Box Reports Resources
Looking for more information? Below are a few links carefully selected by our experts that you can use to start using SAP Business One’s reporting features to get valuable insights on your company’s data. Feel free to browse our resources or check out our knowledgebase. If you have any questions reporting and analytics in SAP Business One, reach out to us by phone 855-202-5087 or email firstname.lastname@example.org.