SAP Business One · Reporting
SAP Business One reports and dashboards
The numbers are already in SAP Business One®. Crystal Reports, saved queries, print layouts and dashboards put them in front of the people who need them — without anyone exporting to Excel on a Monday morning.
What we build
Reports people actually open
Crystal Reports
Formatted operational and financial reports with parameters, grouping and drill-down.
Saved queries
SQL or HANA queries in the query manager, for the lists your team checks every day.
Print layouts
Invoices, quotes, pick lists, packing slips and statements, in your format with your logo.
Dashboards
Sales, margin, open orders and receivables at a glance, on the SAP Business One cockpit or a web dashboard.
Scheduled reports
Reports generated and emailed on a schedule to the people who need them.
Alerts
A message when a number crosses a line: low stock, credit exceeded, a margin below target.
Requests we hear
From distributors, in their words
The situation
We need gross margin by customer, by rep and by brand, every month.
What we do
A margin report from SAP cost, with drill-down, emailed on the first of the month.
The situation
The warehouse needs to know what ships today and what is short.
What we do
An open-orders report against available stock by warehouse, run every morning.
The situation
Collections wants overdue accounts sorted by risk, not by name.
What we do
An aging report ranked by amount and days overdue, with the last payment date.
The situation
Our invoice looks like it came with the software.
What we do
A redesigned invoice layout with your branding, payment terms and remittance details.
Questions
Questions we are asked
Next step
Talk through your SAP Business One project with someone who will actually work on it.
A short conversation about where you are today, what is not working and whether SAP Business One and our team are the right fit. No slide deck.