SigzenERP - Report Mastery: Step-by-Step Customization Guide

Welcome to the Sigzen ERP Tutorial on Building Reports in ERPNext! This video is ideal for users of all experience levels who want to master the art of creating and customizing reports within ERPNext. Our tutorial will walk you through each step, ensuring you can generate detailed and accurate reports tailored to your business needs.

In This Tutorial, You'll Learn:

Navigating to Sales Order Reports:
Discover how to quickly find the Sales Order Report using the awesome bar.

Applying Filters in the Sales Order Report:
Learn how to set and apply filters to customize the data in your Sales Order Report.

Customizing Report Columns:
Explore how to pick and adjust the columns displayed in the report, including adding or removing specific fields like "Exchange Rate" or "Percentage Delivered."

Exporting the Report:
Understand the steps to export your customized report to Excel, including choosing the correct file format and downloading all necessary data.

Key Features Highlighted:

User-Friendly Report Builder:
Easily create and customize reports without needing technical skills or coding knowledge.

Flexible Data Selection:
Select and filter data from different modules within ERPNext to generate reports that fit your specific needs.

Efficient Data Export:
Export reports effortlessly, ensuring all necessary information is captured and ready for analysis in Excel.

Why Watch?
This step-by-step guide is designed to help you efficiently build and export reports within ERPNext using the Report Builder. By following our detailed instructions, you'll be able to create customized reports that provide valuable insights into your business operations.

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!

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