Making Custom Reports

Making Custom Reports

There are three kind of reports in ERPNext.

1. Report Builder

ERPNext includes a built-in tool for customizing reports called Report Builder. This enables you to specify which form fields should be included in the report. Also, you can set the necessary filters, sorting, and report names.

2. Query Report

The SQL-coded Query Report retrieves values from the account's database and shows them in the report. SQL queries can be created from the front end, much like HTML, but for ERPNext cloud users, it has been limited. This is due to the fact that it enables users without access to a particular report to directly retrieve data from the database.

For an example of a query report, see the Purchase Order Item to be Received report in the Stock module. To learn how to build a query report, go here.

3. Script Report

Python is used to write Script Reports, which are kept on the server. These are intricate reports that need math and logic. These reports cannot be customized from a hosted account because they are written on the server.

An example of a script report may be seen in the Financial Analytics report in the Accounts module. To discover how to generate a script report, go here.

Note: The Report Builder does not support Dynamic Filter; it is only available in Script Reports and Query Reports.