Reporting refers to all the methods and means used by a company to process, as well as store, information about its operations in the form of reports.
SAP Business One has a comprehensive range of functions for creating, customising and analysing reports covering various business areas:
Report categories
- Predefined categories: Purchasing, saleCRM, warehouse, finance, etc.
- Additional categories appear if reports exist in them.
Report types
- Excel reportsWith the same hierarchy as in SAP Business One Client.
- Crystal Reportsare displayed at the top level of the respective categories.
Versino Financial Suite
the Versino Financial Suite erweitert das Reporting in SAP Business One durch ein zentrales Financial Cockpit mit Echtzeiteinblicken in Finanzdaten wie Konten, Debitoren, Kreditoren und Profit-Center. Nutzer können Buchungen bis auf Einzelbelege nachverfolgen, Daten filtern und direkt in Excel exportieren. Zusätzlich bietet VFS mittelstandsgerechte Finanzberichte wie BWA oder Kassenbuch sowie GoBD- und DATEV-konforme Reportings – ideal für transparente, effiziente Analysen und die Zusammenarbeit mit Steuerberate
Reporting functions
- Report search: Reports can be found using keywords via the report and layout manager.
- Report selectionBefore running a report, filters such as date ranges or customer groups can be defined.
- Report displayData is first displayed on the screen before a report is generated or printed.
- Report layout: Layouts can be customised and standard layouts defined.
Report planning and automation
- Reports can be generated on a time-controlled basis and sent automatically by e-mail.
Customised reports
- Customised reports can be created using tools such as Queries, Drag & RelatePrint Layout Designer or SAP Crystal Reports.
Web Client Reporting
- Reports can be displayed in table, chart or map view. User-defined queries can be displayed in lists or diagrams.
IFRS & HGB with SAP Business One
Financial statementsFinancial statements
SAP Business One - Reporting
Balance confirmation in SAP Business One
Dashboard functions in MARIProject
