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FICO Automating Reporting Methodology

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Hi,

I'm new to SAP (though not ERP) so apologies if this is a simple question.

 

I would like to be able to run a report that can be routinely used to extract TB data, for example current month, YTD, budget current month, Budget YTD, Month-1, Month-2 etc etc. I would also like to be able to include an account grouping field with account ID and account description.

 

I would like to be able to enter the year period for which to run the report say June 2016 then Month-1 would be May 2016 etc.

 

Once I've got the data I would use as the input for a pivot based reporting tool in Excel so that month end reporting becomes - run report, paste into excel and refresh tables - done.

 

However I'm not sure what the best tool would be to do something like this? I work for a large organisation and SAP is pretty heavily locked down - no access to tables and many transactions blocked. I do have access to Business Objects and potentially Crystal reports too. I've dabbled with BO which looks like it could potentially do what I want but appears more geared to live pivot data rather than a report I could fire off quickly.

 

Any advice on the best tool I should explore to do the above would be much appreciated or indeed any pointers on how others automate reporting with SAP appreciated.

 

Thanks

Steve


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