Using Drag & Relate Reporting

Drag & Relate is one of SAP Business One's strongest features in terms of easy analysis. It's an interactive tool that allows you to display a wide array of real-time information about your business quickly and easily. It generates ad-hoc views of data by linking master data elements to transactions.

Drag & Relate is the third tab of the main menu on the left side of your dashboard.

A Practical Example

You can compare just about any two objects within SAP Business One. For example, you can link a customer code to the Sales Order object and get a list of all Sales Orders for that customer. By dragging a master data object onto the list of transaction types on the Drag & Relate tab, you can gain an excellent overview of your company’s performance in certain areas.

For example, as shown below, if you click and hold the item number in the Sales Order and drag it over to Sales Order Details in the Drag & Relate menu, the result is a list of all Sales Order lines that include this item. From here, you can click the golden arrow to drill down into the specific document, use the filter function or export to Excel. The report also tallies up the total dollar amounts that were on those Sales Orders.

Relating Two Objects

Relating Three or More Objects for Deeper Analysis

Above is a single level Drag & Relate report. But you can perform another Drag & Relate to take it one level deeper. From the Sales Order Detail Report you created above, you can select the Item Number again and drag it over to the Purchase Order Details in the Drag & Relate menu. You'll get a list of all Purchase Order lines with this item number on it. With that one extra level, you now have a different story. You can see that you sold far more of these products than you purchased which means you've reduced your inventory.

From your Purchase Order Details you can then use Drag & Relate to find out how may Service Calls have been issued against this item giving you yet another layer of information.

So, there you have it. This easy-to-use tool offers up much greater insight than many users know. Now that you’ve seen an example of the tool in action, you can apply the same principles to your next ad-hoc query and take your business insight to the next level.