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Author's profile photo Leonardo E. Martinez

Alternative for Financial Reporting in SAP 9.0

A bit about myself.

     I’m an SBO Implementation Consultant with 7 years of experience and i’ve implemented in over 15 companies. Throughout my years implementing I’ve always used XL Reporter to build Financial Reports as an alternative to SBO’s layouts. Its easy to use and you can build General Balance & Profit and Loss reports very fast. Combining month vs previous months vs YTD previous year vs actual budget grouped by DIM1 in the same report, for example, was a piece of cake.

Now… we all know, in SBO 9.0 and above, XL Reporter is not compatible with Excel 2013 and above. And we cant expect the customer to stick with excel 2010 or below just to enjoy the functionality. ENTER CRYSTAL REPORTS (CR)!!! For the past 3 years I’ve used CR but mostly to make sales, purchase and banking reports or to make printing layouts for documents but never for financial reports. I’ve tried to modify the standard CR Layout for the General Balance and P&L and also make the layout based on my own query but making the report and grouping the accounts the way the customers wants it has been a headache!! to say the least. Combining budgets grouped by projects and dimensions in a P&L in CR has proved very complicated.

So my question is, is there an easier alternative for financial reporting or has anyone build a template others can use as a base for financial reporting. Any help would be greatly appreciated.

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      Author's profile photo Jonathan Brotto
      Jonathan Brotto

      Looks like your stuck with crystal reports. Not the best tool for the task but in the future hopefully the exports to excel should get better.

      Author's profile photo Former Member
      Former Member



        Try to go with HANA , There is interactive analsyis available in hana version. So you will get excel within sap b1 module. And you can develop your own data model according your customer requirement.



      Author's profile photo Marilyn Davies
      Marilyn Davies

      We will work with a 3rd party product which will provide easy to use Excel based reporting similar to the XL Reporter our customers are used to.  Also with an extension that allows for Budgeting and Forecasting which SBO does not. They do not want to switch to HANA - all rather costly and non mainstream for small to medium SBO customers. However for those that have large databases and lots of transactions it is certainly excellent.