How to create Sneaky ReportsĀ in SAP Business One
Many of us are familiar with using the ‘Find’ feature in SAP Business One. We routinely search for our Business Partners or Items by code or by name while in a Business Partner or Item Master Data Record.
Did you know that this can be used for other data fields too to produce sneaky reports?
Example – Running a report in the Business Partner Master Data window
Let’s say you want to:
- view a list of all of our Business Partners that are marked as being intrastat relevant
or - see all Business Partners that are assigned to a given price list.
How to run the report
- Open the Business Partner Master Data window.
- Go to ‘find mode’ either by using the binoculars icon or the CTRL & F key combination.
- Depending on which report you want to run:
- On the general tab, tick/check the intrastat relevant check box.
or - On the Payment Terms tab choose a Price List in the price list drop down.
- On the general tab, tick/check the intrastat relevant check box.
- Click on your find button & hey presto, where there is data available, you will be presented with the list of results that fit your criteria.
You may use a combination of fields to further filter your selection.
For example, find only customers that are inactive, then choose the customer option from that drop down menu, and click the Inactive option on the general tab.
Open the report directly in Excel
Yes – the resulting report can also be printed to Excel using the Excel icon:

Other Uses – Sneaky Reports in Other Windows
These sneaky reports work on most fields in the Business Partner and Item Master Data Record windows, where they are most useful. But they can also be useful in your marketing documents.
Let’s say you want to view all AR Invoices assigned to a certain employee:
Open the AR Invoice window, Go to find mode, choose the employee, and hit find:

Resulting Report

Sort & filter your report
As always, you can double click the header of a column to sort by that content.
And if you are feeling even more adventurous you can use the filter icon to really drill down into your results:

Don’t forget to follow us on LinkedIn or Facebook to get our future tips!
At Teamsoft, we are SAP Business One experts with lots of tips & tricks up our sleeves and we are sharing them with you to make your life easier. Follow us on social media or visit our blog for our weekly tips.
Do you have a question about using SAP Business One? Our team of experts have an in-depth knowledge and can offer practical advice on all aspects of the system. Contact them today with your query: