Standard Reports in SAP Business One - Consultants Center



Standard Reports in SAP Business One

Sales Analysis Report – A report that contains information about the sales volume in three perspectives per customer, per item & per sales employee

Open Item List - This report allows you to view open sales and purchasing documents.

Sales Order

Sales Quotations

Deliveries

Returns

A/R Invoices

A/R Reserve Invoices (Unpaid)

Purchase Orders

Goods Receipts PO

Goods Returns

A/P Invoices

A/P Reserve Invoices (Unpaid)

Missing Items

Back Order Report - This displays a list of overdue sales orders or A/R reserve invoices that cannot be shipped due to stock shortages.

Customer Receivable Report - This report contains information about the number of open receivables for a customer, as well as the age of each customer receivable. It analyzes customer receivables owed to you by your customers. In this report, customer receivables are sorted according to their age.

Purchase Analysis Report - A report that analyzes the volume purchases from three perspectives per vendor, per item & per sales employee

Vendor Liabilities Aging - This report analyzes liabilities to your vendors. In this report, vendor liabilities are sorted according to their age.

Business Partner Reports – This provides an overview of interactions with your business partners.

My Activities – This shows all the activities assigned to you by yourself or by other users

Dunning Summary History Report - Shows dunning letters and the invoices included in them per customer.

Inactive Customers - Shows all customers who do not appear in any of the selected sales documents

Accounting Reports

GL Accounts & Business Partners Balance Report - This report allows you to produce a list of G/L accounts and/or business partners, dependent on the selection criteria you define. The Selection Criteria window contains many parameters and available ranges that you can use to produce a very detailed report, which closely matches your company’s requirements.

General Ledger Report – This report displays your G/L Account Balances and transactions at a given date.

Transaction Journal Report - This function enables you to generate a transaction journal report by using the different types of transactions in SAP Business One as the major selection criteria.

Returns

A/R Invoices

A/R Credit Memo

Goods Receipt PO

Goods Returns

A/P Invoice

A/P Credit Memo

Incoming Payment

Deposit

Vendor Payment

Checks Payment

Journal Entry

Opening Balance

Closing Balance

Stock List

Goods Receipt

Goods Issue

Inventory Transfers

Inventory Valuation

Financial Reports

Balance Sheet - A report that shows the accumulated assets and liabilities of the company up to that date (according to the accounting formula: Total Assets = Total Liabilities + Equity).

Trial Balance –A summary of all the account balances at a given date.

Profit & Loss Statement – This displays the balance of all the Profit and Loss G/L accounts

Cash Flow – This shows all of movements of money into and out of business during an accounting period. This includes all receipts and payments of cash and is an indication of company’s financial strength.

Comparison Reports

Balance Sheet Comparison - This report allows you to compare the balance sheet reports of two companies, or two periods of the same company with the same chart of accounts

Trial Balance Comparison - This report is used to compare the trial balances of two different companies or two different posting periods.

Profit & Loss Statement Comparison - This report enables you to compare profit and loss statements of two companies or two different periods.

Budget Reports

Budget Report - This report is used to analyze the business activities that took place during a defined period with reference to a selected budget scenario.

Balance Sheet Budget Report - Generate this report to display a balance sheet based on a selected budget scenario.

Trial Balance Budget Report - This report generates a trial balance based budget report

Profit & Loss Budget Report - This function enables you to generate profit and loss statement based on a selected budget scenario.

Sales Opportunities Reports

Opportunities Forecast Report – This report to generate a projection of the future sales opportunities, based on the predicted dates

Opportunities Forecast Overtime Report - This report presents a forecast of the open and closed opportunities grouped according to the selected time periods

Opportunities Statistics Report- This report is used to present the number of open and completed opportunities

Opportunities Report - This provides a summary, in table format of the sales opportunities.

Stage Analysis Report- This report provides an overview of the success rate of the sales activities. It contains data of how many sales opportunities were concluded in a specific stage, or for how long sales opportunities remained in each stage of the sales process.

My Open Opportunities Report – This report has no selection criteria and displays the closed sales opportunities per sales employee. Only the sales employee or users who are linked to this sales employee can view the report.

My Closed Opportunities Report - This report displays the closed sales opportunities per sales employee. Only the sales employee or users who are linked to this sales employee can view the report.

Inventory Reports

Item List - This report generates a list of items, as defined in the Item List

Last Prices Report -This report displays the last purchasing and sales prices of an item

Inactive Items - A list which shows all the items that do not appear in any of the selected sales documents since the specified date.

Item Query - This function provides you with an overview of the most important item data. This allows you to provide customers with information on the availability and price of an item quickly and accurately.

Inventory Posting List – Here you can view the list of inventory postings for each item or business partner or other criteria, depending on your selection.

Inventory Status – You can use this report to analyze the current inventory status and to check the planned inventory transactions for a specific item

Inventory Warehouse Report - Use this report to analyze the detailed inventories of one or more selected items in one or more warehouses

Inventory Audit Report - This report displays the total inventory value for the items according to the selection criteria configured in the Inventory Audit Report- Selection Criteria window.

Inventory Valuation Report – This valuates inventory on hand using a variety of valuation methods, such as FIFO, LIFO, standard cost, moving average and last purchase price, regardless of the actual valuation method used for transaction postings. It also displays an overview of all items or each individual item in detail.

Serial Number Transactions Report - This report displays different serial number transactions for the selected item number transactions

Batch number Transactions Report - This report displays different serial numb

Production Report

Bill of Material Report –This report displays the detailed list of all the Bill of Materials that you have created

MRP

Order Recommendation Report - This report displays the list of all MRP recommendations according to the defined selection criteria. It enables you to see which items have to be purchased and which items have to be manufactured. It enables you to automatically create production and purchase orders.

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