X. REPORTING [Time: 70:00? min.]

• Manage your company reports and print layouts in SAP Business One
• Import and export reports and layouts created with SAP Crustal Reports in SAP Business One
• Apply master layouts to sales and purchasing documents in SAP Business One
• Describe the process of creating a report and print layout with SAP Crystal Reports

SAP Crystal Reports for SAP Business One is a customer version of SAP Crystal Reports that has been designed to work closely with SAP Business One.

This version of Crystal Reports is tightly integrated with SAP Business One release 8.8 or higher, allowing both reports and print layouts developed in Crystal Reports to be used in SAP Business One.

How does this help me as Crystal Reports developer?

Export, Import, and apply Master Layout (06:40)

We recently changed out company's branding and images, and I created a new print layout for this branding including a layout for the Sales quotation document using SAP Crystal Reports. Jean, the sales manager, rally likes this layout and wants to use it for all Sales - AR documents.

I can do this easily in SAP Business One. All I need to do is define the Sales quotation print layout as a master layout and apply the layout other documents.

After I finalize the Sales quotation print layout, I export the layout to create a .b1p package file.

During the import process, I define the Sales quotation layout as a master layout for other sales documents, such as the [411] Accounts Receivable Invoice and the Delivery.

I can export and import multiple reports and print layouts as a batch from our test system to production for easy roll-out and implementation. The export creates a file called a package (.b1p)

When I exports or layouts to create a .b1p file, hey must all be the same type, that is, they must all either be reports or layouts.

When I import a .b1p file, SAP Business One automatically detects whether the contents are layouts or reports created with the Crystal reports software.

I can also import an .rpt file, not just a package. That is a report I create in Crystal reports or a single layout that is not a master layout.

Export, Import, and Define Master

Administration > Setup > General > Report and Layout Manager

3. Create a Report (Beginning-to-End Process)

Build a Report - Introduction

I have been working with Jean, the Yogi Yoga sales manager, on the cash flow. Jean discovered that, although we closed many deals last month, the cash flow for the current month is weak. She now wants to analyze last month's sales and improve the cash flow for future deals.

Watch the demo to see an overview on how I plan and creat Crystal Reports for SAP Business One in order to provide Jean with the cash flow analysis she needs.

The detailed steps for creating a report are presented in the other courses in this curriculum.

By the way, the process for designing a print layout in SAP Crystal designer is very similar.

Review the Steps of Creating a New Report (07:00)

1. Analyze the business need
2. Define the connection to the company database in the SAP Business One server
3. Choose relevant tables and fields from database
4. Add a date range
5. add a parameter to choose one customer from list of customers
6. Group and summarize the report
7. Define a formula and a calculation
8. Make the report presnetable
9. Create a chart
10. Save the report into SAP Business One menu

Analyze the business need [Time: 10:00? min.]

Create a report from a SAP Business One data source [Time: 10:00? min.]

Refine a report using Modes, Sections and Tools [Time: 10:00? min.]

Add Filters, parameters and selection criteria tokens [Time: 10:00? min.]

Add formulas [Time: 10:00? min.]

Present your reports visually [Time: 10:00? min.]