SigzenERP - How to Create Custom Reports Step-by-Step Guide

Welcome to the Sigzen ERP Tutorial on Creating Custom Reports in ERPNext! This video is ideal for both new and experienced users who want to tailor reports to better fit their business needs without altering the core ERP system. Follow this step-by-step guide to learn how to create personalized reports in ERPNext, ensuring your data is displayed exactly how you need it.

In This Tutorial, You'll Learn:
Accessing the Report List:
Discover how to navigate to the ""Report List"" in ERPNext using the awesome bar for easy access to reports.
Showing a Report:
Understand the process of selecting and displaying an existing report for customization.
Picking and Adding Columns:
Learn how to modify reports by picking the columns you need and adding new ones to enhance the report’s utility.
Customizing Report Layout:
See how to set new columns from document types, select specific fields, and insert them in the desired order to ensure the report suits your requirements.

Key Features Highlighted:
Tailored Report Generation:
Easily create reports without changing the system’s core settings, ensuring flexibility and control over the displayed data.
Efficient Column Management:
Select and add columns to reports, optimizing them to reflect the exact data you need for better decision-making.
Streamlined Customization Process:
The ability to pick and add columns directly from document types makes customizing reports faster and more intuitive.
Why Watch?
This tutorial is designed to help you master the custom report creation feature in ERPNext. With easy-to-follow steps, you’ll be able to generate reports that fit your specific needs, improving the clarity and functionality of your data analysis. If you have any questions, feel free to ask in the comments. Don’t forget to like, share, and subscribe for more ERP tutorials tailored to your business growth. Happy reporting!