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

sqlCopy code
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"

Filter variables: Use %(filter_name)s for parameterized queries.

3) Script Report (standard)

For app-bundled reports with full Python + JS control:

Create the report structure:

Copy code
my_app/
└── my_module/
    └── report/
        └── sales_summary/
            ├── sales_summary.json    # Report metadata
            ├── sales_summary.py      # Python data logic
            └── sales_summary.js      # JS filters and UI

Python script (sales_summary.py):

pythonCopy code
import frappe
from frappe import _

def execute(filters=None):
    columns = get_columns()
    data = get_data(filters)
    chart = get_chart(data)
    return columns, data, None, chart

def get_columns():
    return [
        {
            "label": _("Customer"),
            "fieldname": "customer",
            "fieldtype": "Link",
            "options": "Customer",
            "width": 200
        },
        {
            "label": _("Total Orders"),
            "fieldname": "total_orders",
            "fieldtype": "Int",
            "width": 120
        },
        {
            "label": _("Total Amount"),
            "fieldname": "total_amount",
            "fieldtype": "Currency",
            "width": 150
        },
        {
            "label": _("Average Order"),
            "fieldname": "avg_order",
            "fieldtype": "Currency",
            "width": 150
        }
    ]

def get_data(filters):
    conditions = get_conditions(filters)

    data = frappe.db.sql("""
        SELECT
            customer,
            COUNT(name) as total_orders,
            SUM(grand_total) as total_amount,
            AVG(grand_total) as avg_order
        FROM `tabSales Order`
        WHERE docstatus = 1 {conditions}
        GROUP BY customer
        ORDER BY total_amount DESC
    """.format(conditions=conditions), filters, as_dict=True)

    return data

def get_conditions(filters):
    conditions = ""
    if filters.get("company"):
        conditions += " AND company = %(company)s"
    if filters.get("from_date"):
        conditions += " AND transaction_date >= %(from_date)s"
    if filters.get("to_date"):
        conditions += " AND transaction_date <= %(to_date)s"
    return conditions

def get_chart(data):
    if not data:
        return None

    return {
        "data": {
            "labels": [d.customer for d in data[:10]],
            "datasets": [{
                "name": _("Total Amount"),
                "values": [d.total_amount for d in data[:10]]
            }]
        },
        "type": "bar"
    }

JavaScript script (sales_summary.js):

javascriptCopy code
frappe.query_reports["Sales Summary"] = {
    filters: [
        {
            fieldname: "company",
            label: __("Company"),
            fieldtype: "Link",
            options: "Company",
            default: frappe.defaults.get_user_default("Company"),
            reqd: 1
        },
        {
            fieldname: "from_date",
            label: __("From Date"),
            fieldtype: "Date",
            default: frappe.datetime.add_months(frappe.datetime.get_today(), -1)
        },
        {
            fieldname: "to_date",
            label: __("To Date"),
            fieldtype: "Date",
            default: frappe.datetime.get_today()
        }
    ],

    onload(report) {
        // Custom initialization
    },

    formatter(value, row, column, data, default_formatter) {
        value = default_formatter(value, row, column, data);

        // Highlight high-value customers
        if (column.fieldname === "total_amount" && data.total_amount > 100000) {
            value = `<span style="color: green; font-weight: bold">${value}</span>`;
        }

        return value;
    }
};

Report JSON (sales_summary.json):

jsonCopy code
{
    "name": "Sales Summary",
    "doctype": "Report",
    "report_type": "Script Report",
    "ref_doctype": "Sales Order",
    "module": "My Module",
    "is_standard": "Yes",
    "disabled": 0
}

4) Add report print format

Create sales_summary.html in the report folder for a custom print layout:

htmlCopy code
<h2>Sales Summary Report</h2>
<table class="table table-bordered">
    <tr>
        <th>Customer</th>
        <th>Orders</th>
        <th>Total</th>
    </tr>
    {% for row in data %}
    <tr>
        <td>{{ row.customer }}</td>
        <td>{{ row.total_orders }}</td>
        <td>{{ frappe.format(row.total_amount, {fieldtype: 'Currency'}) }}</td>
    </tr>
    {% endfor %}
</table>

5) Register report in hooks (optional)

Reports are auto-discovered if they follow the standard directory structure. No hooks.py entry is needed for standard reports.

Verification

• Report appears in Report list
• Filters work correctly and affect results
• Columns display with proper formatting
• Chart renders (if applicable)
• Permissions respected (only authorized users see data)
• Print format works
• Performance acceptable for expected data volume

Failure modes / debugging

• Report not found: Check module path and is_standard setting; run bench migrate
• SQL syntax error: Test query in bench --site <site> mariadb first
• No data returned: Check docstatus filter; verify filters match data
• Permission denied: Verify Reference DocType permissions for the user's role
• Slow query: Add indexes; use Query Builder; limit result set

Escalation

• For DocType schema → doctype-development
• For API endpoints (report data via API) → api-development
• For Desk UI customization → desk-customization

References

• references/reports.md — Report types, creation, and examples

Guardrails

• Validate filters: Check filter values before building queries; handle empty/invalid input
• Handle empty results: Always handle case where query returns no data; show appropriate message
• Use frappe.db.escape(): Escape user input in SQL queries to prevent injection
• Limit result sets: Add LIMIT clause or pagination for large datasets
• Check permissions in execute: Verify user has permission to see the data

Common Mistakes