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ERPNext provides a powerful reporting engine with pre-built reports across all modules, custom report builder, and advanced analytics capabilities.

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Report Types

ERPNext supports multiple report formats to meet different business needs:

Script Reports

Python-based reports with complex calculations and custom logic. Full access to the database and business logic layer.

Query Reports

SQL-based reports for direct database queries with filters and user permissions.

Report Builder

No-code report creation through the UI. Drag-and-drop interface for selecting fields and applying filters.

Print Formats

Customizable templates for invoices, delivery notes, and other documents.

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Financial Reports

Comprehensive financial reporting with real-time data and multi-company consolidation.

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Core Financial Statements

The Balance Sheet report provides a snapshot of your company’s financial position:
# Located at: accounts/report/balance_sheet/balance_sheet.py
def execute(filters=None):
    # Get assets, liabilities, and equity
    asset = get_data(filters.company, "Asset", "Debit", period_list, filters=filters)
    liability = get_data(filters.company, "Liability", "Credit", period_list, filters=filters)
    equity = get_data(filters.company, "Equity", "Credit", period_list, filters=filters)
    
    # Calculate provisional profit/loss
    provisional_profit_loss = get_provisional_profit_loss(
        asset, liability, equity, period_list, filters.company
    )
Features:
  • Multi-period comparison (monthly, quarterly, yearly)
  • Accumulated values view
  • Growth analysis
  • Chart visualization
  • Multiple currency support
Track income and expenses with detailed breakdowns by account, cost center, or project.Key Metrics:
  • Gross profit margin
  • Operating profit
  • Net profit
  • EBITDA calculations
Monitor cash movements across operating, investing, and financing activities.

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Receivables & Payables

# accounts/report/accounts_receivable/accounts_receivable.py
class ReceivablePayableReport:
    def run(self, args):
        # Fetch payment ledger entries
        self.prepare_ple_query()
        
        # Build voucher balances
        for ple in self.ple_entries:
            self.init_voucher_balance(ple)
            self.update_voucher_balance(ple)
        
        # Set ageing buckets (0-30, 30-60, 60-90, 90-120, 120+)
        self.set_ageing(row)
Report Features:
  • Customer/Supplier-wise outstanding
  • Ageing analysis with configurable buckets
  • Payment terms breakdown
  • Future payments tracking
  • Sales person filtering
  • Territory and customer group filters
  • Export to Excel/PDF
The Accounts Receivable report uses Payment Ledger Entries for accurate real-time tracking. You can configure fetch methods in Accounts Settings: Buffered Cursor, Unbuffered Cursor, or Raw SQL.

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Inventory Reports

Track stock movements, valuations, and inventory health:

Stock Balance

Real-time inventory levels by warehouse, item group, or category.

Stock Ledger

Complete transaction history with serial and batch tracking.

Stock Ageing

Identify slow-moving and obsolete inventory.

Batch Expiry Status

Monitor batch expiration dates to prevent stockouts.

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Manufacturing Reports

Production planning and cost analysis:
  • BOM Explorer: Multi-level bill of materials breakdown
  • Work Order Summary: Production status and completion tracking
  • Production Analytics: Efficiency metrics and downtime analysis
  • BOM Variance Report: Compare planned vs actual costs
  • Cost of Poor Quality: Track production defects and rework costs

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Custom Report Builder

Create reports without coding:
  1. Select DocType: Choose the primary document type
  2. Add Fields: Pick fields to display in columns
  3. Set Filters: Define default filters and user-selectable filters
  4. Group & Sort: Configure grouping and sorting logic
  5. Save & Share: Save the report and assign permissions
// Example: Custom Sales Report
{
  "doctype": "Sales Invoice",
  "fields": [
    "customer",
    "posting_date",
    "total",
    "outstanding_amount"
  ],
  "filters": [
    ["Sales Invoice", "docstatus", "=", "1"],
    ["Sales Invoice", "posting_date", "between", ["2024-01-01", "2024-12-31"]]
  ]
}

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Financial Report Templates

Pre-configured templates for complex financial analysis:
  • Financial Ratios Analysis: Liquidity, profitability, and efficiency ratios
  • Horizontal Balance Sheet: Year-over-year comparison
  • Vertical Analysis: Common-size financial statements
  • Trend Analysis: Multi-period trends with growth percentages

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Report Permissions

Control access with role-based permissions: 
# Example: accounts_receivable.json
{
  "report_type": "Script Report",
  "roles": [
    {"role": "Accounts Manager"},
    {"role": "Accounts User"}
  ],
  "apply_user_permissions": 1
}

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Exporting & Scheduling

Excel Export

Export with formatting and formulas preserved

PDF Generation

Print-ready reports with letterheads

Email Reports

Schedule automatic email delivery

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Auto Email Reports

Schedule reports to be sent automatically: 
# Setup Email Digest
from erpnext.setup.doctype.email_digest.email_digest import send

# Configure frequency: Daily, Weekly, Monthly
email_digest = frappe.get_doc("Email Digest", digest_name)
email_digest.frequency = "Weekly"
email_digest.save()

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Report Charts

Visualize data with built-in charting: 
# Example: Balance Sheet Chart
chart = {
    "data": {
        "labels": [col.get("label") for col in chart_columns],
        "datasets": [
            {"name": "Assets", "values": asset_data},
            {"name": "Liabilities", "values": liability_data},
            {"name": "Equity", "values": equity_data}
        ]
    },
    "type": "bar",  # or "line", "pie", "percentage"
    "fieldtype": "Currency"
}

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Best Practices

Performance Optimization
  • Use indexes on filtered fields
  • Limit date ranges for large datasets
  • Use Report Builder for simple queries
  • Cache frequently accessed reports
  • Consider materialized views for complex calculations

Report Security

  • Apply user permissions at row level
  • Restrict sensitive financial data
  • Audit report access logs
  • Use print format permissions

Data Accuracy

  • Reconcile with General Ledger
  • Validate accounting periods
  • Check for posting date issues
  • Review voucher cancellations

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API Access

Generate reports programmatically: 
import frappe

@frappe.whitelist()
def get_custom_report_data(filters):
    from erpnext.accounts.report.accounts_receivable import accounts_receivable
    
    columns, data = accounts_receivable.execute(filters)
    return {"columns": columns, "data": data}

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Next Steps

Automation

Automate report generation and distribution

Integrations

Connect with BI tools and data warehouses

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