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Report Builder

Report Builder is the simplest way to create reports in Frappe Framework. It allows you to generate reports without writing any code and displays records from a single DocType, including records from its Child Tables.

Tip:

Report Builder is best suited for creating simple reports that require filtering, sorting, grouping, and displaying data from a single DocType.

Saving Reports

Every DocType automatically includes a default Report View. Users can create and save multiple custom reports based on different combinations of:

  • Filters
  • Displayed columns
  • Sorting order
  • Other report preferences

Saved reports allow users to quickly access frequently used report configurations without recreating them each time.

Updating or Deleting Custom Reports

Users can modify or delete any custom reports they have created using Report Builder directly from the Report View.

This makes it easy to keep reports updated as business requirements change or remove reports that are no longer needed.

Tip:

Editing an existing report is often more efficient than creating a new one when only minor changes are required.

Printing Reports

Report Builder provides a built-in option to print reports directly from the Menu.

The printed report reflects the currently applied filters, columns, and sorting.

Group By

You can group report data by one or more columns to summarize records more effectively.

Report Builder also supports common aggregate functions such as:

  • Count
  • Sum
  • Average

Grouping records helps analyze summarized information instead of viewing every individual record.

Keyboard Navigation and Editing

Since Report Builder displays records from a single DocType, you can navigate through the report using the keyboard and edit records directly from the report view.

This allows users to review and update data without leaving the report.

Tip:

Direct editing from Report Builder can speed up routine data maintenance by reducing the need to open individual documents.

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