Ask Chaski in ChatGPT to review your SAP Business One records. Each report automatically includes a Word document explaining the findings and an Excel workbook with filterable supporting data, in the language of your request.
Word · the explanation
Findings, comparisons, source references and coverage notes.
Excel · the evidence
Analysis tables, calculations and the retrieved SAP records behind the findings.
How to get your Word and Excel files
Set up access. Confirm Chaski is available to your ChatGPT account, then connect your approved SAP company in the Chaski workspace. Public directory access is pending; ask support for access if you cannot find it.
Choose a report below. Copy its request and change the dates, comparison period and customer where needed.
Send it in ChatGPT with Chaski selected. Chaski will ask for clarification if needed.
Download both attachments from the completed response. Word explains the results; Excel lets you filter and trace them. Ask follow-up questions in the same conversation.
File creation depends on ChatGPT’s available file-generation tools. If they are unavailable or SAP coverage is partial, the response will identify the limitation.
Explore the records behind a report
Ask follow-up questions about document comments, custom fields, customer activities and sales opportunities. Chaski can discover the fields available in your company and read the records your SAP account permits.
For an original attached file, ask Chaski to list or download the attachments on a specific SAP record. Files up to 20 MiB can be retrieved. Downloads remain available for 15 minutes through your signed-in account; ChatGPT can also reconstruct the original file from its saved bytes.
Examples: “What reason is recorded for this credit note?” or “Show this customer’s recent activities and download the attachment on invoice 123.” Chaski resolves the record before retrieving its attachment.
See what each report can tell you.
These small previews use one fictional business: September 2026 versus August, in USD. Stock and open documents use an October 3 sample cutoff. No customer SAP data is shown.
01 / SALES
Sales Performance
Compare sales, SAP gross profit and gross margins, and see which customers and products contributed most.
Word findings Excel evidence
View fictional example
Illustrative example · fictional data · September 2026 · USD
SAP gross profit$32,000
Gross margin32%
Margin vs. August+2 pp
Product · USD
Net sales
Gross profit
Margin
Pipette tips
$30,000
$12,000
40%
Sample vials
$20,000
$6,000
30%
Other products
$50,000
$14,000
28%
From the Word report“Net sales excluding tax grew from $90,000 to $100,000. SAP gross profit rose from $27,000 to $32,000; gross margin improved from 30% to 32%. Pipette tips contributed $12,000 of gross profit at a 40% margin.”
Word report · .docxSales and gross-profit comparisons, weighted margins, top products, negative-profit exceptions and source references.
Excel workbook · .xlsxSummary, customer comparison, profitability, all products with margins, and source documents and lines.
Margins use sales excluding tax and after discounts, with credit notes deducted. SAP gross profit follows the recorded cost basis; it is not net profit. Missing profit data is flagged. This fictional example assumes complete inputs.
Replace the sample dates and customer where needed.
02 / CUSTOMERS
Customer Briefing
Prepare for a customer meeting with purchasing changes, gross profit, product margins and current open orders and quotations.
Word findings Excel evidence
View fictional example
Illustrative example · fictional data · September 2026 · USD
Meridian Labs · September$28,800
vs. August+20%
Increase$4,800
Meridian Labs · C100
Count
Original total · USD
Current open orders
3
$18,000
Current open quotations
2
$24,000
From the Word report“Meridian Labs’ invoices less credits increased 20%, from $24,000 to $28,800. Review its three current open orders and two quotations before the meeting.”
Word report · .docxCustomer snapshot, purchasing comparison, gross profit and margins, profitable products and open documents.
Excel workbook · .xlsxCustomer sales comparison, profitability, product margins, invoices, credit notes, open orders, quotations and definitions.
Open documents show current status and original totals, not outstanding debt or remaining balances. Customer names are resolved to their exact SAP codes.
Replace the sample dates and customer where needed.
03 / INVENTORY AND PURCHASING
Inventory and Purchasing Review
Find stock below customer commitments, review incoming purchases and see recent invoiced quantities by item and warehouse.
Word findings Excel evidence
View fictional example
Illustrative example · fictional data · September 2026 · USD
Rows below commitments2 of 3
Still short after incoming1 row
Sample vial shortfall8 packs
Main warehouse · item/unit
On hand
Committed
Incoming
Pipette tips / box
40
60
30
Sample vials / pack
8
20
4
Nitrile gloves / box
100
25
0
From the Word report“Two of these three item–warehouse rows have less stock than committed. Sample vials remain eight packs short after including incoming quantities.”
Word report · .docxStock exceptions, open purchase orders, recent invoiced activity and coverage notes.
Excel workbook · .xlsxStock by warehouse, remaining open purchase quantities, recent activity and source records and lines.
Current stock snapshot: on hand minus commitments, then add incoming quantities once. A shortfall is not a reorder recommendation. Invoiced activity is not physical stock movement.
Replace the sample dates and customer where needed.
04 / QUOTATIONS
Quotation Follow-up
Prioritize open quotations and see their documented progress to orders, deliveries and invoices.
Word findings Excel evidence
View fictional example
Illustrative example · fictional data · September 2026 · USD
September quotations40
Currently open24
Open past recorded due date7
Quotation
Observed progress
Linked quoted lines
1042 · Northstar Clinic
Invoice linked
1 of 3
1043 · Harbor Research
Order linked
2 of 2
1044 · Meridian Labs
No observed link
0 of 4
From the Word report“Seven open quotations have recorded due dates before the October 3 cutoff. Quotation 1042 has invoicing linked to one of its three lines; this does not establish full fulfillment.”
Word report · .docxCohort findings, observed follow-through, follow-up candidates and linked documents.
Excel workbook · .xlsxRetrieved quotations, document links, source headers and lines, and definitions.
Uses SAP’s actual document links. An invoice link may cover only part of a quotation; no observed link does not prove a lost sale. Quotation due dates do not establish overdue payments.
Replace the sample dates and customer where needed.
05 / MANAGEMENT
Monthly Business Review
Bring sales, gross profit, margins, top products, customer changes, inventory, purchasing and quotations into one management review.
Word findings Excel evidence
View fictional example
Illustrative example · fictional data · September 2026 · USD
Invoices less credits$115,000
vs. August+15%
Quotations to review7
Area
Example finding
Gross profitability
$32,000 gross profit / 32% margin / +2 pp
Stock pressure
2 of 3 illustrated rows short
After incoming purchases
1 illustrated row still short
Quotation follow-up
7 open past recorded due dates
From the Word report“Invoices less credits increased $15,000, with Meridian Labs contributing $4,800. Stock pressure remains for sample vials after incoming purchases. Seven open quotations are candidates for review.”
Word report · .docxExecutive findings, sales, gross profit and margins, top products, customer changes, inventory, purchasing and quotation progress.
Excel workbook · .xlsxCombined analysis sections, profitability, all product margins, deduplicated source documents, source lines and definitions.
Sales cover September versus August; stock and open documents are current as of the October 3 sample cutoff. This is an operational review, not financial statements.
Replace the sample dates and customer where needed.
All five reports are available on Free.
Free includes 500 operations per month. Each successful SAP read page counts as an operation; one report can use several pages. If a report starts with remaining allowance, it can finish beyond the monthly quota at no extra charge. After the allowance is exhausted, new reports and other SAP reads wait for the next reset or a plan change. These five workflows only read SAP data.
Check remaining operations in your workspace or ask Chaski in ChatGPT. Free allowances reset at the start of each UTC calendar month. See plans and operation details.
