SigzenERP - Your Complete Guide to Custom Reports

4 months ago
1

Welcome to the Sigzen ERP Tutorial on Building Custom Reports! Whether you're a beginner or an experienced user, this video will help you enhance your reporting capabilities within the Sigzen ERP system. Follow along to learn how to create, customize, and manage reports to streamline your business operations.

In This Tutorial, You'll Learn:

Navigating to the Report List:
Access the report list in Sigzen ERP to start creating your custom reports.

Creating Different Types of Reports:
Understand the four types of reports you can create: Report Builder Reports, Query Reports, Script Reports, and Custom Reports.

Customizing Columns:

Add and customize columns from various doctypes.

Insert new fields and rearrange existing columns for better data presentation.

Filtering and Sorting Data:

Apply filters and sort data to prioritize the most relevant information.

Learn how to remove unnecessary columns to keep your reports clean and efficient.

Saving and Accessing Custom Reports:

Save your customized reports for future use.

Easily access all reports, including those created by you, within Sigzen ERP.

Key Features Highlighted:

Efficient Report Management: Navigate and manage your reports seamlessly.

Customizable Views: Tailor reports to display the data most relevant to your needs.

Advanced Filtering: Use filters to streamline data analysis.

Dynamic Sorting: Sort your data to prioritize information effectively.

Why Watch?
This step-by-step guide will help you leverage the full potential of Sigzen ERP's reporting tools. With clear instructions and practical examples, you'll be able to create and manage detailed reports, improving overall efficiency within your organization.
If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials tailored to your business needs. Happy reporting!

Please feel free to reach out to us for any ERPNext implementation or customization needs. : https://www.sigzen.com/
info@sigzen.com

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