XL Reporter Sales Report for Previous Day

XL Reporter Tip for SAP Business One

In this post, we'll see how to run a report automatically for the pevious days sales. This is a very cool report that allows small businesses to get a clear grasp on how their business is doing on a day to day basis. Often used by business owners to keep up on their company, this type of report provides on-going visibility into operations that only SAP Business One and XLR can provide the small business.

I've had this request many times, so I thought I'd share a great tip on how to do it.

XL Reporter Scenario & Solution

Scenario:  Daily Sales Report run each day for the for the previous day's sales

Example: On Tuesday July 21, the report should run automatically and show sales for July 20

Challenge: Difficulty using a date parameter that autofills with the current date or similar

Solution:  Use the DATEADD and CurrentDate functions right in your report, instead of parameters

Steps:

1. Highlight your expanding row where you are pulling sales data
2. In the advanced Report Builder > Selections scroll down to Transaction Row
3. Click the ellipsis button to open the Dimension Lookup Window
4. Select Posting Date in the attribute column
5. Type this into the selection:  DATEADD(CurrentDate, -1, 'D')

That syntax will pull documents where the posting date is one day (D) back from the current date when the report is run.

XL Reporter Example