Custom Reports

Create your own reports to analyze data based on your business needs.

Overview

Custom Reports allow you to build reports tailored to your specific requirements.

Instead of using standard reports, you can:

• Select fields
• Apply filters
• Customize data views

Why Use Custom Reports?

Custom reports help you:

• Analyze business data your way
• Track specific metrics
• Build reports for different teams
• Improve decision-making

Types of Custom Reports

Report Builder (No Code)

Create reports without coding.

Features:

• Select fields
• Apply filters
• Group data

Query Report (SQL-Based)

Use SQL queries to create advanced reports.

Best for:

• Complex data analysis
• Custom calculations

Script Report (Advanced)

Use Python + SQL for dynamic reports.

Best for:

• Custom logic
• Advanced dashboards

Create a Report (No Code)

1. Go to Reports
2. Click New
3. Select Report Builder
4. Choose DocType (e.g., Sales Invoice)
5. Select fields
6. Apply filters
7. Save

Create a Query Report (SQL)

1. Go to Reports → New
2. Select Query Report
3. Enter SQL query

Example:

SELECT

    customer,

    SUM(grand_total) AS total_sales

FROM `tabSales Invoice`

GROUP BY customer