Report Builder

[Joseph Siame]

Hi

I want to firstly commend you on the over haul upgrade, making it much simpler to navigate and use. 

I added a custom field in employee master, called daily rate, now at the end of the week i need to report on specific employees who work on a weekly basis, and to do that i nee to build a new report to calculate and report the amount owed to that employee on a weekly basis. Where do i find the report builder? with the new interface its a little confusing.

I hope to hear from you soon. 

Thanks

[Anand Doshi]

Hi,

You can use query reports. We try to restrict it to developers, hence the link is not visible.

You can create one by typing #query-report in the url after app.html

In query reports, you can use sql query to generate a report.

For example you can check Selling > Customer Addresses And Contacts

Thanks,

Anand.

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[Joseph Siame]

Hi

Thanks for the quick response, but i keep getting '404 Not Found' error every time i try click on the what appears to a query button at the top. What could be the problem? 

I really want to create this custom report.

Thanks

On Monday, 4 March 2013 13:26:56 UTC+2, Anand Doshi wrote:

Hi,

You can use query reports. We try to restrict it to developers, hence the link is not visible.

You can create one by typing #query-report in the url after app.html

In query reports, you can use sql query to generate a report.

For example you can check Selling > Customer Addresses And Contacts

Thanks,

Anand.

On 04-Mar-2013, at 4:15 PM, Joseph Siame <thatdu...@gmail.com> wrote:

Hi

I want to firstly commend you on the over haul upgrade, making it much simpler to navigate and use. 

I added a custom field in employee master, called daily rate, now at the end of the week i need to report on specific employees who work on a weekly basis, and to do that i nee to build a new report to calculate and report the amount owed to that employee on a weekly basis. Where do i find the report builder? with the new interface its a little confusing.

I hope to hear from you soon. 

Thanks

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[Joseph Siame]

Hi 

Is there no way to make a custom report, and not view current reports?

Thanks

[Anand Doshi]

Hi Joseph,

To create query reports, you need to have System Manager role.

so, if you have installed erpnext at localhost:8080 then,

http://localhost:8080/app.html#query-report

will show you a page where you can click on edit button and create a new query.

Thanks,

Anand.

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[Joseph Siame]

HI

That series of steps didn't work, every time i hit the edit button it kept giving me the '404, Not Found' error. Anyway i managed a work around that.

Okay so i have now established how to create custom reports, my next question is how do i get to appear in the Reports list of ,say the Human Resource, module? Do i have to write a custom script for that?

Thanks

[Anand Doshi]

In report set standard = no and the report will appear in the module of the reference doctype

Sent from my phone

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[Jessica Lea]

Hi

I would like to create a custom report but when I type in app.html#query-report, all I get is this error message : 

No Report Loaded. Please use query-report/[Report Name] to run a report.

Also, going from an existing one, once I modify a report and give the system a name to save it to, I get :

(Report): No Permission to Create

I use erpnext 3.6.0 and a system user with every possible right.

Thanks for your help

Jess

[rushabh]

1. The query-report/[report-name] is how you run the report.

2. Do you have the required permissions on Report? I think you have to login via Administrator to create a new report. Also remember to set developer_mode = 1 in conf.py