Reports

Deployment of ERPNext for a small service company


Reports

How to access Report Builder

  1. Goto Home and select your preferred module and section.
  2. On the left side under views, you will see ‘Reports’. Click it.
  3. Click on ‘Report Builder’.

Report Builder

Desription

Report Builder is an in-built report customization tool in ERPNext. This allows you to define </br> specific fields of the form which shall be added in the report. </br> Also you can set required filters, sorting and give preferred name to report. </br>

Customization

  1. Go to Menu and click on Pick Columns.
  2. Select and remove the columns of your choice.
  3. And then submit it and save the report with your preferred name.