SAP Business One Financial Reports Basics: Out-of-the-Box Options | Video Tutorial

To get started with financial reporting in SAP Business One there are a few out-of-the-box options you can quickly leverage. In this video, we start off by examining how to build your Profit and Loss Statement, Balance Sheet, and Trial Balance using reports based on your Chart of Accounts. 

ASUG members can watch the full video here, as well as other segments in our 15-Minute Fundamentals video series for basic training and usability tutorials.

As a prerequisite to this video, we recommend that you watch our tutorial video on General Ledger: The Chart of Accounts.

Topics & Timestamps | Video Summary

  • Introduction
  • Profit and Loss Statement (0:40)
    • Moving accounts up/down
    • Leveraging standard templates (3:30)
    • Selection Criteria
      • Display in Report options
      • Choose Segments (7:00)
      • P/L based on Projects, Branch, or Product Line
    • Drill down on Profit and Loss Statement (9:00)
  • Balance Sheet (11:55)
    •  Printing reports (13:50)
  • Trial Balance (16:00) - Sample video below

ASUG Members | Access the Full Video

Sample Video | Trial Balance