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.
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.
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