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SAP Business One Reports (62 Reports)

Financials.............................................................................................................................................................3
Accounting....................................................................................................................................................3
G/L Accounts and Business Partners............................................................................................................3
General Ledger .............................................................................................................................................3
Aging.......................................................................................................................................................4
Customer Receivables Aging........................................................................................................................4
Vendor Liabilities Aging ..............................................................................................................................5
Transaction Journal Report ..........................................................................................................................6
Transaction Report by Projects ....................................................................................................................6
Document Journal..........................................................................................................................................6
1099 Report...................................................................................................................................................7
Tax...........................................................................................................................................................8
Tax Report ....................................................................................................................................................8
Financial........................................................................................................................................................8
Balance Sheet ...............................................................................................................................................8
Trial Balance ................................................................................................................................................9
Profit and Loss Statement ..........................................................................................................................10
Cash Flow ...................................................................................................................................................10
Comparison..................................................................................................................................................11
Balance Sheet Comparison ........................................................................................................................11
Trial Balance Comparison ..........................................................................................................................11
Profit and Loss Statement Comparison .....................................................................................................12
Budget..........................................................................................................................................................13
Budget Report .............................................................................................................................................13
Balance Sheet Budget Report ....................................................................................................................13
Trial Balance Budget Report ......................................................................................................................14
Profit and Loss Statement Budget Report ..................................................................................................15
Sales Opportunities............................................................................................................................................15
Opportunities Forecast Report....................................................................................................................15
Opportunities Forecast Over Time Report..................................................................................................16
Opportunities Statistics Report...................................................................................................................16
Opportunities Report...................................................................................................................................17
Stage Analysis.............................................................................................................................................17
Source Distribution Over Time Report.......................................................................................................18
Won Opportunities Report..........................................................................................................................19
Lost Opportunities Report...........................................................................................................................19
My Open Opportunities Report...................................................................................................................20
My Closed Opportunities Report................................................................................................................20
Opportunities Pipeline.................................................................................................................................20
Sales and Purchasing.........................................................................................................................................21
Open Items List ..........................................................................................................................................21
Sales Analysis .............................................................................................................................................21
Purchase Analysis ......................................................................................................................................22
Business Partners...............................................................................................................................................23
My Activities ..............................................................................................................................................23
Activities Overview ....................................................................................................................................23
Inactive Customers .....................................................................................................................................24

Dunning History Report .............................................................................................................................24


Service................................................................................................................................................................25
Service Calls ...............................................................................................................................................25
Service Calls by Queue ..............................................................................................................................25
Response by Assignee Report ....................................................................................................................26
Average Closure Time ...............................................................................................................................26
Service Contracts ........................................................................................................................................27
Customer Equipment Report ......................................................................................................................27
Service Monitor ..........................................................................................................................................27
My Service Calls ........................................................................................................................................28
My Open Service Calls ..............................................................................................................................28
My Overdue Service Calls .........................................................................................................................29
Inventory............................................................................................................................................................29
Items List.....................................................................................................................................................29
Last Prices Report.......................................................................................................................................30
Inactive Items..............................................................................................................................................30
Item Query...................................................................................................................................................30
Inventory Posting List by Item....................................................................................................................31
Inventory Status...........................................................................................................................................31
Inventory in Warehouse Report..................................................................................................................32
Inventory Valuation Report.........................................................................................................................32
Serial Numbers Transactions Report..........................................................................................................33
Batch Number Transactions Report............................................................................................................33
Production..........................................................................................................................................................34
Bill of Materials Report..............................................................................................................................34
Human Resources..............................................................................................................................................34
Employee List..............................................................................................................................................34
Absence Report...........................................................................................................................................35
Phone Book.................................................................................................................................................35
Query Generator................................................................................................................................................36
Query Wizard.....................................................................................................................................................36
XL Reporter.......................................................................................................................................................36
CrystalWave / Crystal Reports..........................................................................................................................36

Financials
Accounting
G/L Accounts and Business Partners
Selection Criteria: BP (Display Leads, Code (Range), Customer Group, Vendor Group and
Properties) and G/L Accounts (4 Levels)

General Ledger
Selection Criteria: BP (Display Leads, Code (Range), Customer Group, Vendor Group and
Properties), Accounts (4 Levels), Posting Date (Range), Due Date
(Range), Document Date (Range), Print Each Account on Separate Page,
Print Directly to Printer, Order Account by Chart of Accounts, Ignore
Adjustments, Foreign Names, Display Postings Summary, Display OB for
Periods, Hide Zero Balanced Accounts, Sort and Summarize and
Revaluation Criteria

Aging
Customer Receivables Aging
Selection Criteria: Code (Range), Customer Group, Properties, Aging Date, Interval,
Posting Date (Range), Due Date (Range), Document Date (Range), By
Journal Postings (Display Customers with Zero Balance, Display
Reconciled Transactions and Consider Reconciliation Date) and By
Sales Documents (Display Customers with Zero Balance and Display
List of Journal Entries)

Vendor Liabilities Aging


Selection Criteria: Code (Range), Vendor Group, Properties, Aging Date, Interval, Posting
Date (Range), Due Date (Range), Document Date (Range), By Journal
Postings (Display Customers with Zero Balance, Display Reconciled
Transactions and Consider Reconciliation Date) and By Purchasing
Document (Display Customers with Zero Balance and Display List of
Journal Entries)

Transaction Journal Report


Selection Criteria: Original Journal, Date From (Range), Transaction From (Range) and
Series

Transaction Report by Projects


Selection Criteria: Original Journal, Date From (Range), Transaction From (Range) and
Series

Document Journal
Selection Criteria: BP (Code (Range), Customer Group, Vendor Group and Properties),
Accounts (4 Levels), Posting Date (Range), Creation Date (Range),
Document Date (Range), Expanded (Selection Creiteria), Detailed

Transaction or Month Totals Mode (Creation Date), Display Postings


Summary, Display OB for Periods, Ignore Adjustments, Display
Installments in One Row, Numbering for Detailed Mode (First Sequential
No. and No. on First Printed Page) and Sort

1099 Report
Selection Criteria: Display by 1099 Form/Box Value or by Vendor, Show Not Submitted or
Submitted, 1099 Forms, 1099 Boxes, Include Payment Which Are Not
Based on Invoices, Include Vendors with 1099 Amount Lower than
Required, Vendor (Range), Vendor Group, Properties and Date (Range)

Tax
Tax Report
Selection Criteria: Date (Range), Document Date, By Jurisdiction Tax Code or By Tax
Code, Normal Tax (A/R Document and A/P Documents) or Use Tax
and Print Each Tax Code on Separate Page

Financial
Balance Sheet
Selection Criteria: Date, To (Period), Template, Accounts with Zero Balance, Foreign Names,
External Code, Local and Foreign Currency, System Currency, Local and
System Currency, Annual/Quarterly/Monthly/Periodic Report, Add Journal
Vouchers, Add Closing Balances, Ignore Adjustments, Choose Segments
(Division, Region and Department) and Revaluation (Criteria)

Trial Balance
Selection Criteria: Business Partner (Range), Customer Group, Vendor Group, Properties, G/L
Accounts, Date (Posting/Due/Document) (Range), Accounts with Balance
of Zero, Foreign Names, External Code, Opening Balance for Period, Local
and Foreign Currency, System Currency, Local and System Currency,
Annual/Quarterly/Monthly/Periodic Report, Add Journal Vouchers, Ignore
Adjustments, Add Closing Balances, Revaluation (Criteria) and Expanded
(Project and Profit Center)

Profit and Loss Statement


Selection Criteria: Date (Posting/Due/Document) (Range), Template, Accounts with Balance
of Zero, Foreign Names, External Code, Local and Foreign Currency,
System Currency, Local and System Currency,
Annual/Quarterly/Monthly/Periodic Report, Add Journal Vouchers, Ignore
Adjustments, Choose Segments (Division, Region and Department),
Revaluation (Criteria) and Expanded (Project and Profit Center)

Cash Flow
Selection Criteria: Date (Range), Time Interval, Add Recurring Postings, Add Journal
Vouchers, Consider Delays in Payments, Display Reconciled Postings, Tax,
Cash/Credit Card/Checks/Business Partner (Criteria), Opening
Balance/Determine Opening Balance and Include Projected Postings

Comparison
Balance Sheet Comparison
Selection Criteria: Posting/Document Date (To) (For Company you are logged on to and
itself or another Company database), Accounts with Balance of Zero,
Differences in %, Amount Differences, Foreign Names, External Code,
Template, Local/System/Foreign Currency, Add Journal Vouchers, Add
Closing Balances, Ignore Adjustments, Choose Segments (Division,
Region and Department) and Revaluation (Criteria)

Trial Balance Comparison


Selection Criteria: Business Partner (Range), Customer Group, Vendor Group, Properties, G/L
Accounts, Comparison Company, Period (Current and Comparison Date

(Posting/Due/Document) (Range)), Accounts with Balance of Zero,


Differences in %, Amount Differences, Foreign Names, External Code,
Opening Balance for Period, Template, Local/System/Foreign Currency,
Add Journal Vouchers, Add Closing Balances, Ignore Adjustments,
Revaluation (Criteria) and Expanded (Project and Profit Center)

Profit and Loss Statement Comparison


Selection Criteria: Posting/Document Date (To) (For Company you are logged on to and
itself or another Company database), Accounts with Balance of Zero,
Differences in %, Amount Differences, Foreign Names, External Code,
Template, Local/System/Foreign Currency, Add Journal Vouchers, Ignore
Adjustments, Choose Segments (Division, Region and Department),
Revaluation (Criteria) and Expanded (Project and Profit Center)

Budget
Budget Report
Selection Criteria: Annual, Quarterly or Monthly Report , Scenario, Profit Center, Project, Local
or System Currency, Future Balances, Date (Range), Date (Year) and G/L
Accounts

Balance Sheet Budget Report


Selection Criteria: Date (Year), Posting Date (Range), Scenario, Local or System Currency,
External Code, Ignore Adjustment Transactions (Period 13), Accounts with
Zero Balance, Budget-Relevant Accounts Only, Foreign Names, Annual,
Quarterly or Monthly Report and Segments (Division, Region and
Department (Ranges))

Trial Balance Budget Report


Selection Criteria: G/L Accounts, Posting Date (Range), Scenario, Local or System Currency,
External Code, Ignore Adjustment Transactions, Accounts with Zero
Balance, Budget Accounts Only, Foreign Names, Annual, Quarterly or
Monthly Report and Expanded (Project and Profit Center (Ranges))

Profit and Loss Statement Budget Report


Selection Criteria: Date (Year), Posting Date (Range), Scenario, Local or System Currency,
External Code, Ignore Adjustment Transactions, Accounts with Balance of
Zero, Budget-Relevant Accounts Only, Foreign Names, Annual, Quarterly or
Monthly Report, Segments (Division, Region and Department (Ranges))
and Expanded (Project and Profit Center (Ranges))

Sales Opportunities
Opportunities Forecast Report
Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), Group By and Group By (2)

Opportunities Forecast Over Time Report


Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), Status (Range), Group By and
Display in System Currency

Opportunities Statistics Report


Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), Status (Range), Group By and
Group By (2)

Opportunities Report
Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), and Status (Range)

Stage Analysis
Selection Criteria: Start Date (Range), Predicted Closing Date (Range), Sales Stage (Range),
Sales Employee (Range), BP Code (Range) and Add Opportunities with
Expired Closing Date

Source Distribution Over Time Report


Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), Status (Range) and Group By

Won Opportunities Report


Selection Criteria: Start Date (Range), Closing Date (Range), Sales Employee (Range), BP
Code (Range) and Range in Days

Lost Opportunities Report


Selection Criteria: BP (Range), Territories (Range), Main Sales Emp. (Range), Last Sales Emp.
(Range), Stages (Range), Dates (Range), Industry (Range), Documents
(Range), Amount (Range), Percentage Rate (Range), Sources (Range),
Partners (Range), Competitors (Range), Group By and Group By (2)

My Open Opportunities Report


Selection Criteria: None
My Closed Opportunities Report
Selection Criteria: None
Opportunities Pipeline
Selection Criteria: BP Code (Range), Sales Employee (Range), Stage, Date (Range),
Documents (Range), Amounts (Range), Percentage Rate (Range) and
Display

Sales and Purchasing


Open Items List
Selection Criteria: Currency and Document Type

Sales Analysis
Selection Criteria: By Customers (Annual/Monthly/Quarterly Report, Invoices/Orders/Delivery
Notes, Individual/Group Display, Posting Date (Range), Due Date (Range),
Tax Date (Range), Customer Code (Range), Group, Properties and Display
Amounts in SC), Items (Annual/Monthly/Quarterly Report,
Invoices/Orders/Delivery Notes, Individual/Group Display, No Totals/Total
by Customer/Total By Sales Employee, Posting Date (Range), Due Date
(Range), Tax Date (Range), Item Code (Range), Group, Properties,
Secondary Selection and Display Amounts in SC) or Sales Employee
(Annual/Monthly/Quarterly Report, Invoices/Orders/Delivery Notes, Posting

Date (Range), Due Date (Range), Tax Date (Range), Sales Employee Code
(Range) and Display Amounts in SC). Once the report is displayed you can
choose to Hide Empty Months/Quarters if your report was run for
Months/Quarters

Purchase Analysis
Selection Criteria: By Vendors (Annual/Monthly/Quarterly Report, A/P Invoices/Purchase
Order/Goods Receipt PO, Individual/Group Display, Posting Date (Range),
Due Date (Range), Tax Date (Range), Vendor Code (Range), Group,
Properties and Display Amounts in SC), Items (Annual/Monthly/Quarterly
Report, A/P Invoices/Purchase Order/Goods Receipt PO, Individual/Group
Display, No Totals/Group By Vendor/Total By Sales Employee, Posting Date
(Range), Due Date (Range), Tax Date (Range), Item Code (Range), Group,
Properties, Secondary Selection and Display Amounts in SC) or Sales
Employees (Annual/Monthly/Quarterly Report, A/P Invoices/Purchase
Order/Goods Receipt PO, Posting Date (Range), Due Date (Range), Tax
Date (Range), Sales Employee Code (Range) and Display Amounts in SC)

Business Partners
My Activities
Selection Criteria: None

Activities Overview
Selection Criteria: BP Code (Range), Handled By (Range), Customer Group, Vendor Group,
Contact Person, Properties, Activity, Type, Subject, Details, Source Type,
Location, Activity Date (Range) and Activity Closing Date (Range)

Inactive Customers
Selection Criteria: Code (Range), From, Customer Group and Properties

Dunning History Report


Selection Criteria: BP Code (Range), Customer Group, Properties, Date of Dunning Run
(Range), Due Date (Range), Dunning Name(Range), A/R Invoice No.
(Range), Down Payment No., Include Deselected Invoices and Dunning
Level

Service
Service Calls
Selection Criteria: Created On (Range), Resolved On (Range), Closed On (Range), Customer
Code (Range), Assignee (Range), Item (Range), Queue ID (Range),
Problem Type, Priority, Call Type, Origin, Call Status and Overdue Calls

Service Calls by Queue


Selection Criteria: Created On (Range), Resolved On (Range), Closed On (Range), Customer
Code (Range), Assignee (Range), Item (Range), Queue ID (Range),
Problem Type, Priority, Call Type, Origin, Call Status and Overdue Calls

Response by Assignee Report


Selection Criteria: Created On (Range), Resolved On (Range), Closed On (Range), Customer
Code (Range), Assignee (Range), Item (Range), Queue ID (Range),
Problem Type, Priority, Call Type, Origin, Call Status and Overdue Calls

Average Closure Time


Selection Criteria: Created On (Range), Resolved On (Range), Closed On (Range), Customer
Code (Range), Assignee (Range), Item (Range), Problem Type, Priority,
Call Type and Origin

Service Contracts
Selection Criteria: Customer Code (Range), Start Date (Range), End Date (Range),
Determination Date (Range), Contract Type, Contract Status, Service Type
and Contact Renewals Only

Customer Equipment Report


Selection Criteria: Customer (Range), Item (Range), Item Group and Status

Service Monitor
Selection Criteria: Assignee, Queue, Priority, Limits, Sound Alarm and Refresh

My Service Calls
Selection Criteria: None

My Open Service Calls


Selection Criteria: None

My Overdue Service Calls


Selection Criteria: None

Inventory
Items List
Selection Criteria: Item No. (Range), Group and Item Properties

Last Prices Report


Selection Criteria: BP Code or Vendors or Customers, Item No., Invoices, Deliveries, Orders,
Returns, Credit Memo, Sales Quotations, Special Prices, Date and Quantity

Inactive Items
Selection Criteria: Item Number (Range), From, Item Group and Properties

Item Query
Selection Criteria: Item Number or Item Description

Inventory Posting List by Item


Selection Criteria: Items [Code (Range), Item Group, Properties, Date (Range), By Location
and By Warehouse], BP [Code (Range), Customer Group, Vendor Group,
Properties, Date (Range), By Location and By Warehouse] or Other [By,
Date (Range), By Location and By Warehouse]

Inventory Status
Selection Criteria: Code (Range), Vendor (Range), Item Group and Properties

Inventory in Warehouse Report


Selection Criteria: Code (Range), Vendor (Range), Item Group, Properties, By Loacation, By
Warehouse, Display and Price Source

Inventory Valuation Report


Selection Criteria: Code (Range), Vendor (Range), Item Group, Properties, By Loacation, By
Warehouse, Date (Range), Project (Range), Display Method, FC Exchange
Rate, Allow Negative Stock and Additional FC for Total

Serial Numbers Transactions Report


Selection Criteria: Item Code (Range), Group, Properties, Dates, Numberings, Warehouse, BP
and Documents

Batch Number Transactions Report


Selection Criteria: Item Code (Range), Group, Properties, Dates, Numberings, Warehouse, BP
and Documents

Production
Bill of Materials Report
Selection Criteria: Code (Range), Group, Properties, and BOM Type

Human Resources
Employee List
Selection Criteria: Branch, Department, and Role

Absence Report
Selection Criteria: Employee Last Name (Range), Branch, Department, Manager, Start Date
and End Date

Phone Book
Selection Criteria: Branch and Department

Query Generator
Query Wizard
XL Reporter
CrystalWave / Crystal Reports

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