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Prepared Reports

In ERPNext, when generating large volume reports such as a full-year General Ledger, users may encounter a Request Timed Out error due to heavy server processing load.

This happens because the system is unable to process and render large datasets within the allowed response time.

Prepared Reports solve this issue by generating reports in the background instead of processing them in real time.

Overview

Prepared Reports (introduced in ERPNext v11) allow heavy reports to be processed asynchronously using background jobs.

Once the report is ready, it becomes available for the user to view without timing out the system.

Prepared Reports improve system performance by moving heavy report generation to background processing.

Steps to Set Up Prepared Reports

  1. Go to Role Permission for Page and Report.
  2. In the field Set Role For, select Report.
  3. Select the report for which you want to enable or disable Prepared Reports.
  4. Use the Disable Prepared Report checkbox to control whether the feature is enabled.
  5. Click Update.

How to Use Prepared Reports

  1. Open a report such as General Ledger and apply required filters.
  2. If enabled, a Generate Report button will appear.
  3. Click the button to start report generation.
  4. A notification will appear indicating that the report has been initiated.
  5. You can track the status by clicking the provided link in the notification.
  6. The report will initially show a status of Queued.
  7. Once processing is complete, a Show Report button will appear to view the results.

Prepared Reports are executed as background jobs and can be accessed once processing is complete.

Accessing Prepared Reports List

Since Prepared Reports are stored as a DocType, users with appropriate permissions can view all generated reports using Role Permission Manager.

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