SAP Product Brief SAP Business One EASY AND ACCURATE REPORTS USING XL REPORTER IN SAP® BUSINESS ONE Small Businesses Gain Full Insight into Their Finances and OperationsThe SAP® Business One Many small businesses struggle with the complexities ofapplication offers a fully generating accurate and timely financial reports from company data. Most report-generation tools lack the abilityintegrated reporting and to gather the correct financial data and the flexibility neededfinancial analysis tool that to put that data in a useful format.works with Microsoft Excelto provide instant access to Often businesses are forced to export data into variousfinancial and operational data. applications and then piece that data together to create reports that are out-of-date the moment they are created.Using a Microsoft Excel–style You cannot afford to base the critical business decisions youinterface and unique drag-and- make every day on unreliable financial data.drop technology, the XL Reportertool in SAP Business One With the SAP® Business One application, the integrated businesstruly simplifies report creation. management solution designed specifically for small businesses, you can create up-to-the-minute reports with ease. Use the XLFind out how XL Reporter Reporter tool to create management dashboards that providefor SAP Business One will snapshots of key performance indicators such as sales bookings,provide comprehensive data in year-to-date revenue, accounts receivable, and open orders.a familiar interface to satisfy XL Reporter in SAP Business One gives you comprehensiveyour reporting needs. and accurate insight into the financial status of your business. Because XL Reporter is seamlessly integrated in SAP Business One, it reports on live data drawn from a variety of sources including general ledger, receivables, payables, sales, purchasing, and inventory software, without first storing the data in online analytical processing (OLAP) cubes or in other databases.
Rapid Employee Adoption XL Reporter in SAP® Business One XL Reporter in SAP Business One has an intuitive and familiar Compose Design Organize user interface that accesses Microsoft Excel and provides a Create Microsoft Excel Combine standard Manage and organize metadata layer that limits user exposure to technical tables templates and queries Microsoft Excel interface report definitions, and field structures. XL Reporter presents a meaningful view using drag-and-drop with XL Reporter tools executed reports and features to facilitate advanced report books of business and system data. Even novices can create reports report design with drill-down capabilities in seconds with the tool’s Drill down into Create custom View folder structure drag-and-drop features. transactions from parameters, formulas, within the SAP Business report data and layouts One main menu From simple transaction detail reports to advanced financial Use report definition View and execute Package reports wizard to easily create finished reports into report books for statements and dashboards, you can generate reports whenever reports easy distribution they are needed. To improve report usability, XL Reporter supports multilevel reporting, which allows data to be groupedFigure 1: Features of XL Reporter in SAP Business One and viewed at all levels. If you need to access lower-level detail, you can easily drill down to information directly from yourAccurate and Timely Reports report output.XL Reporter provides all the tools your business needsto create and execute reports in an easy-to-use graphical To ensure that your reports contain only relevant data, you canenvironment. Use point-and-click and drag-and-drop customize them according to your needs by using parameterstechnology to comfortably maneuver in your reports and such as date, customer, and item number.get access to multiple levels of data in SAP Business One. Because Microsoft Excel is an integral part of the user interface,Enhance your control over reporting and budgeting work with formatting and calculations are instantly comprehensible.XL Reporter by generating standard and ad hoc reports, and by You can also create predefined templates for special layouts,drilling down into and analyzing detailed data. such as reports with a company logo and enhanced pictures. Once created, these templates can be applied to any reportYou can quickly organize reports using flexible report param- subsequently generated.eters, schedule report generation, and define automateddistribution to selected recipients. In addition, you can deter-mine the format in which reports are distributed: as e-mail orhard copy, or in other formats.
Use predefined Access perfor- objects and mance indicators filters to easily and click on any create ad hoc cell to drill down reports. to complete data. Instantly view and graph critical company This sales query performance lets you see metrics. what is selling and who has been buying.Figure 2: Create Company Dashboards Figure 3: Easily Perform Ad Hoc QueriesSimplify administration by organizing reports in books or Design Custom Reportsfolders. In order to meet specific business needs, all reports can Advanced design options in the report designer extend yourbe imported and exported to multiple databases. XL Reporter ability to compose reports and work with standard Microsoftensures proper dissemination of financial information by Excel functions and interfaces. The report designer makes itallowing you to schedule report distribution. easy to create custom parameters, formulas, and layouts and integrate them into your report templates. In addition, youStandard and Ad Hoc Reports Based on Live Data can use charts and graphs in Microsoft Excel to create sophisti-The report composer in XL Reporter provides the starting point cated dashboards that can be used for management and ad-for you to create reports using drag-and-drop features. The report ministrative reporting in your business. Finally, use the reportdefinition wizard makes report creation effortless for virtually designer to execute and view finished reports. Report outputanyone. You can create custom queries of SAP Business One data is generated based on current data, so you always have anwith just a few mouse clicks. Once XL Reporter has generated up-to-date view of your organization.the reports, you can drill down on any piece of data to seeunderlying transactions. In addition, you can view and refreshlive data while creating queries. Get a summary of actual and fore- casted profits by period, and easily detect trends. Figure 4: Quickly Access Accurate Profit and Loss Information