reports

Frappe Reports

Build reports using Report Builder, Query Reports (SQL), or Script Reports (Python + JS).

When to use

• Creating data analysis or summary reports
• Building SQL-based query reports
• Implementing complex reports with Python logic and JS UI
• Adding custom filters, formatters, and charts to reports
• Creating printable report formats

Inputs required

• Report purpose and data requirements
• Source DocType(s) for the report
• Filter requirements
• Column definitions (fields, types, formatting)
• Whether report is standard (app-bundled) or custom (site-specific)

Procedure

0) Choose report type

1) Report Builder

Create via UI with no code:

1. Navigate to the Report list → New Report
2. Select Reference DocType
3. Choose Report Type = "Report Builder"
4. Add columns, filters, sorting, and grouping via the builder UI

2) Query Report

Reports using raw SQL queries:

1. Create Report → Type = "Query Report"
2. Set Reference DocType (controls permissions)
3. Write SQL query

SELECT
    `tabSales Order`.name AS "Sales Order:Link/Sales Order:200",
    `tabSales Order`.customer AS "Customer:Link/Customer:200",
    `tabSales Order`.transaction_date AS "Date:Date:120",
    `tabSales Order`.grand_total AS "Grand Total:Currency:150",
    `tabSales Order`.status AS "Status:Data:100"
FROM `tabSales Order`
WHERE `tabSales Order`.docstatus = 1
    {% if filters.company %}
    AND `tabSales Order`.company = %(company)s
    {% endif %}
    {% if filters.from_date %}
    AND `tabSales Order`.transaction_date >= %(from_date)s
    {% endif %}
ORDER BY `tabSales Order`.transaction_date DESC

Column format in SELECT: "Label:Fieldtype/Options:Width"