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Easy and Accurate Reports Using XL REPORTER in SAP®Business One
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Small and Midsize Companies Gain Full Insight into their Finances and Operations |
Many small and midsize businesses struggle with the complexities of generating accurate and timely financial reports from company data. Most report generation tools lack the ability to gather the correct financial data and the flexibility needed to put that data in a useful format. Often businesses are forced to export data into various applications and then piece that data together to create reports that are out of date the moment they are created. With critical business decisions being made every day, you cannot afford to base those decisions on unreliable financial data.
Often businesses are forced to export data into various applications and then piece that data together to create reports that are out of date the moment they are created. With critical business decisions being made every day, you cannot afford to base those decisions on unreliable financial data.
With SAP® Business One, the integrated business management solution designed specifically for small and midsize businesses, you can create up-to-the-minute reports with ease. Use XL Reporter, a business intellegence reporting tool which provide you to create management dashboards that provide snapshots of key performance indicators such as sales bookings, year-to-date revenue, accounts receivable, and open orders.
This business intellegence reporting tool in SAP Business One gives you comprehensive and accurate insight into the financial status of your company. 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 OLAP cubes or in other databases.
XL Reporter in SAP Business One
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Compose |
Design |
Organize |
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| Create Microsoft Excel™ templates and queries using ‘Drag&Drop’ features |
Combine standard Microsoft Excel ™ interface with XL reporter tools to
facilitate advanced report design |
Manage and organize report definitions, executed reports and report books |
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| Drill down transactions from report data |
Create custom parameters, formulas,
and layouts |
View folder structure within the SAP Business One main menu |
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Use ‘Report Definition Wizard’
to easily create reports |
View and execute finished reports |
Package reports into report books for easy distribution |
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| Figure 1: Features of XL Reporter in SAP Business One |
Accurate and Timely Reports
XL Reporter provides you with all the tools your
business needs to create and execute reports in an easy-to-use graphical
environment. Use point-and click and drag-and-drop technology to
comfortably maneuver in your reports and get access to multiple
levels of data in SAP Business One.
Enhance your control over reporting and budgeting work with XL Reporter
by generating standard and ad hoc reports, and by drilling down
into and analyzing detailed data.
Quickly organize reports using flexible report parameters, schedule
report generation and define automated distribution to selected
recipients. In addition, you can determine in which format reports
are distributed, either through e-mail, as hard copy, or in other
formats.
Rapid Employee Adoption
XL Reporter in SAP Business One has an intuitive
and familiar user interface that accesses Microsoft Excel™
and provides a metadata layer that limits user exposure to technical
tables and field structures. XL Reporter presents a meaningful view
of business and system data. Even novices can create reports with
drill-down capabilities in seconds with the tool’s drag-and-drop
features.
From simple transaction detail reports to advanced financial statements
and dashboards, you can generate reports whenever they are needed.
To improve report usability, XL Reporter supports multilevel reporting,
which allows data to be grouped and viewed at all levels. If you
need to access lower level detail, you can easily drill down to
information directly from your report output.
To ensure that your reports contain only relevant data, you can
customize them according to your needs by using parameters such
as date, as well as customer and item numbers. As Microsoft
Excel™ is an integral part of the user interface, formatting
and calculations are instantly comprehensible. You can also create
predefined templates for special layouts, such as reports with company
logo and enhanced pictures. Once created, these templates can be
applied to any report subsequently generated.
Simplify administration by organizing reports in books or folders.
In order to meet specific business needs, all reports can be imported
and exported to multiple databases. XL Reporter ensures proper dissemination
of financial information by allowing you to schedule report distribution.
Standard and Ad Hoc Reports Based
on Live Data
The Report Composer in XL Reporter provides the
starting point for you to create reports using drag-and-drop features.
The Report Definition Wizard makes report creation effortless for
virtually anyone. You can create custom queries of SAP Business
One data with just a few mouse clicks. Once XL Reporter has generated
the reports, you can drill down on any piece of data to see underlying
transactions. In addition, you can view and refresh live data while
creating queries.
Design Custom Reports
Advanced report design options in the Report
Designer extend your ability to compose reports and work with standard
Microsoft Excel™ functions and interfaces. The Report Designer
makes it easy to create custom parameters, formulas, and layouts
and integrate them into your report templates. In addition, you
can use charts and graphs in Microsoft Excel™ to create sophisticated
dashboards that can be used for management and administrative reporting
in your company. Finally, use the Report Designer to execute and
view finished reports. Report output is generated based on current
data, so you always have an up-to-date view o f your organization.
Organize Your Reports
Use XL Reporter to manage and organize report
definitions, report outputs, and report books with the Report Organizer.
The Report Organizer allows all reports to be refreshed at scheduled
times. You can view and execute the reports within the main menu
of SAP Business One and thereby simplify report creation. Distribute
reports by easily packaging them into report books and send them
via email to selected users.
Simplify Report Generation
Simplify report generation and get the information
you need to gain full insight into your business. From ad hoc reports
to detailed financial statements, SAP Business One helps you access
company data and generate the right reports, whenever needed.
To learn more about how SAP Business One can help your business
simplify the creation of powerful business reports, call your SAP
representative today or visit us on the Web at www.sap.com/smb.
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