Skip to main content

Frappe Insights

Frappe Insights is an open-source business intelligence tool that allows you to analyze your ERPNext data by creating queries, reports, and dashboards. The setup process depends on whether Insights is installed on the same site as ERPNext or on a different site.

Note

This guide uses test.com as an example site name. Replace it with your actual site URL when following the steps.

Scenario 1: Insights Installed on the Same Site

If Frappe Insights is installed on the same site as your ERPNext instance and no additional configuration has been performed, follow these steps.

Setup Steps

  1. Open the Insights setup page at https://test.com/insights/setup.
  2. Select Connect to your ERPNext Site.
  3. Enter a title for the data source. This can be any descriptive name.
  4. Continue and wait while Insights configures the connection. This may take a few minutes.
  5. Once setup is complete, you will be redirected to the Insights dashboard.
  6. Open Data Sources to view the database tables imported from your ERPNext site.

After the connection is established, you can begin creating SQL queries, reports, and dashboards using your ERPNext data.

Scenario 2: Insights Installed on a Different Site

If Insights is hosted on a separate site, you must first create a read-only database user and then connect Insights using those credentials.

Step 1: Create a Database User

Generate a read-only database user for your ERPNext site using the Database Users and Permission Manager.

Once the database user has been created:

  • Wait for the configuration to complete.
  • Click View Credential to obtain the connection details.

Step 2: Open the Insights Setup Page

  1. Navigate to https://test.com/insights/setup.

Already Completed Setup?

If the setup page is no longer displayed, open https://test.com/insights and click Connect Data Source to add a new database connection.

Step 3: Connect the Database

  1. Select MariaDB as the database type.
  2. Enter the database credentials generated earlier.
  3. Enable the Use SSL option.
  4. Click Connect.
  5. After the connection is successfully verified, click Continue.

The initial synchronization may take several minutes depending on the size of your database.

Step 4: Verify the Connection

After setup is complete:

  1. Open the Insights Dashboard.
  2. Navigate to Data Sources.
  3. Verify that your ERPNext database tables are available.

Next Steps

Once your database has been connected successfully, you can use Frappe Insights to:

  • Create SQL queries.
  • Build interactive reports.
  • Design dashboards.
  • Analyze your ERPNext business data.

Tip

If Insights is hosted on a separate site, always use a read-only database user and enable SSL to ensure secure access to your ERPNext database.

Rating: 0 / 5 (0 votes)

© 2026 | goERPNext | All rights reserved