Custom Reports for ERPNext by Hns
Features & Enhancements
- Graphical Interactive Dashboards
- Number Cards & Top N Lists
- Report Customization & Access Control
- Report Header Format Customization
- Interactive Operations Dashboards
- Analytical Interactive Dashboards
- Hns Dimensions
- Customer, Vendor & Item Analytics
Series of Graphical Dashboards available for all Doctypes like Sales Invoices, Purchase Invoices, Accounts etc.
You can interactively select the filters that you would like to extract information
These Reports are a part of Decision Support System with real-time data , to graphically & numerically compare data and make informed decisions efficiently
User Configurable Columns
You can interactively select the filters that you would like to extract information
These Reports are a part of Decision Support System with real-time data , to graphically & numerically compare data and make informed decisions efficiently
User Configurable Columns
The Original Number Cards & Lists in ERPNext are rather dull & unattractive. They are also very difficult to maintain.
We have created a completely new system in which the user can himself configure these Number Cards & Top N Lists
The Number Cards can be associated with any Popup List
We have created a completely new system in which the user can himself configure these Number Cards & Top N Lists
The Number Cards can be associated with any Popup List
Report Choice
This Allows users to create their own customized reports
Can control user access to any report
This Allows users to create their own customized reports
Can control user access to any report
Report Header Format Customization
This feature allows you to customize the print format of the page header as per your format.
This feature allows you to customize the print format of the page header as per your format.
iDashboard Series of Reports : These Operational Reports delivers intuitive reports with real-time data , empowering users to monitor key metrics and make informed decisions efficiently
User Configurable Columns
aDashboard Series of Reports : These Analytical Interactive Reports are formatted in the form of Pivots & Cross Tabs customized to all important Doctypes
User Configurable Columns
We have introduced 6 additional dimensions at the transaction level for analytical purpose:
1. Accounts
2. Department - Department wise Sale analysis would be possible. Here the dimensional department is separate from department used in HR
3. Employee
4. Vehicle - Vehicle usage or sale analysis in case of vehicle being used as local transport or used by sales person.
5. Premise - In case of multiple premises, you get to know premise wise expenses occurred without maintaining a separate ledger for different premises. In this case your P&L remains clutter free.
6. Sales Order
2. Department - Department wise Sale analysis would be possible. Here the dimensional department is separate from department used in HR
3. Employee
4. Vehicle - Vehicle usage or sale analysis in case of vehicle being used as local transport or used by sales person.
5. Premise - In case of multiple premises, you get to know premise wise expenses occurred without maintaining a separate ledger for different premises. In this case your P&L remains clutter free.
6. Sales Order
We have introduced a good number of analytical fields in the Customer, Supplier & Item Masters for Analytical Purposes
We have created Special Analytical Reports based on these fields for Analysis of Sales, Purchase, Accounts & Stocks
We have created Special Analytical Reports based on these fields for Analysis of Sales, Purchase, Accounts & Stocks
Accounts & Finance
Trading A/c
Profit & Loss
Balance Sheet
Profit & Loss
Balance Sheet
Features :
Comparison between any Periods
T-Format
Comparison between any Periods
T-Format
Standard Trial balance report of ERP Next is complex to use as per review from many of our clients hence we have created our own customised easy to use Trial balance report
User Configurable Columns
Click Here For Video
Easier to Understand Trial Balance
User Configurable Columns
Standard General Ledger report of ERP Next is complex to use as per review from many of our clients hence we have created our own customised easy to use General Ledger report
Easier to Understand General Ledger
User Configurable Columns
Sales & Marketing
- Sales Order Based Custom Reports
- Delivery Notes Based Custom Reports
- Sales Invoice Based Custom Reports
Sales Order Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Delivery Notes Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Sales Invoice Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Procurement
Purchase Order Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
GRN Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Purchase Invoice Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Stores & Inventory
- Stock Based Custom Reports
- Material Request Based Custom Reports
- Material Transfer Based Custom Reports
- Material Consumption Based Custom Reports
Stock Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Item Wise
Item Group Wise
Ware House Wise
Item Wise
Item Group Wise
Ware House Wise
Item Sub Group Wise
Item Category Wise
Material Request Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Item Wise
Item Group Wise
Department Wise
Work Order Wise
Item Wise
Item Group Wise
Department Wise
Work Order Wise
Date Wise
User Wise
Sales Order Wise
Material Request Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Header Based
Line Details Based
Reports Grouped By
Ware House Wise
Location Wise
Item Wise
Item Group Wise
Ware House Wise
Location Wise
Item Wise
Item Group Wise
Date Wise
Item Category Wise
Material Consumption Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Item Wise
Item Group Wise
Department Wise
Work Order Wise
Item Wise
Item Group Wise
Department Wise
Work Order Wise
Date Wise
User Wise
Sales Order Wise
Manufacturing
- Production Based Custom Reports
- BOM Based Custom Reports
- QC Based Custom Reports
- Plant Maintenance Based Custom Reports
Production Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Material Request Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Stock Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Plant Maintenance Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
HR & Payroll
- Time Office Based Custom Reports
- Payroll Based Custom Reports
- Employee Self Service Based Custom Reports
- Employee Life Cycle Based Custom Reports
Attendance Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Payroll Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Employee Self Service Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Employee Life Cycle Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Security & Productivity
- Data Entry Based Custom Reports
- Report Usage Based Custom Reports
- IP Based System Access Log Custom Reports
Data Entry Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Report Usage Based Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
IP Based System Access Log Custom Reports
Types of Reports
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Detailed Reports
Summary Reports
Graphical Dashboards
Pivot / Cross Tabs
Number Cards / Top N
Base of Reports
Header Based
Line Details Based
Pending / Outstanding
Header Based
Line Details Based
Pending / Outstanding
Reports Grouped By
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Party Wise
Party Group Wise
Item Wise
Item Group Wise
Date Wise
Sales Person Wise
Broker Wise
Document Status Wise
Data Info Display & Fetch
- Customer / Supplier / Item Duplication Check
- Display Stock / Purchase Information
- Data Fetch & Display From GST Portal
Customer / Supplier Duplication Check
Customer / Supplier Master
Lists similar Sounding Names
Blocks same Name
Warns Duplicate GST Number
Lists similar Sounding Names
Blocks same Name
Warns Duplicate GST Number
Masters Applied to
Customer
Supplier
Item
Employee
Customer
Supplier
Item
Employee
Display Stock / Purchase Information
Display Stock Details
Sales Order
Purchase Order
Sales Order
Purchase Order
Display Last few Invoice Details
Sales Order
Purchase Order
Sales Order
Purchase Order
Data Fetch & Display From GST Portal
Types of Data
Business Address
GST Status
Business Address
GST Status
Use Case
New Customer Creation
New Supplier Creation
Purchase Billing - Check GST Status
New Customer Creation
New Supplier Creation
Purchase Billing - Check GST Status
Live Information Display
Accounts Related
1Customer / Supplier Creation
Display of not only same name parties but also similar sounding Names as soon as a user tries to create the Customer or Supplier
Useful to: Staff
Useful to: Staff
Purchase & Inventory System
1GRN linked with Inward gate pass
Another feature that helps increase one level of security by referencing gate pass token while generating goods receipt note thus making sure that goods received have passed the security check at the gate.
Click Here to download PDF
2TDS Upper Rounding
Standard system rounds the TDS amount as per general rounding system and so we have created an upper rounding system where-in TDS amount being 0.3 also rounds off to 1.
3Discount System
In standard module discount option is there but not defined customer/supplier wise it is fixed we have created dynamically in which discount will fetch auto.
4TDS System
ERPNext TDS system had some uniformity issues while calculating TDS including auto JV entries.
1) Posting of Purchase invoice after deduction of tds
2) TDS calculation based on net total, gross total - customisable
3) JV entries auto posting as per general requirement
5Item Template Cloning Feture
Another splendid feature which allows user to directly clone items from one template to another thus saving time and effort.
1) Copies all item of old template to new template
2) Disables items of old template
1) Copies all item of old template to new template
2) Disables items of old template
6Tool to Top-Up Bill of Material (BOM)
An additional feature which can change the original BOM, Update the Item & Qty as per BOM QTY
Sales & Dispatch System
1Freight & Delivery charges
Great tool which is customisable enough to add more than one type of charge. This also auto-calculates GST% on the mentioned charges as per govt. norms.
For Eg:- Freight charges, Insurance charges, etc.
For Eg:- Freight charges, Insurance charges, etc.
2Sales Rate Automation Based on Purchase Rate
Sales Price Calculation based on :
Last Purchase Price + Margin + Other additions
Last Purchase Price + Margin + Other additions
Production & Operations
1Non BOM based Manufacturing
Extremely useful for industries where it is not practical to maintain SKU wise BOM yet need to maintain the WIP Stock
2Management of Outsourcing Stocks
We have developed a solution to manage stock at the Outsource Vendor even when it is not possible to issue RM against specific Job Order
HR & Payroll Enhancements
1Quarter Day Leave
2Time Office Deductions
Security Enhancements
1Disable User Login Linked with Daily Punch In / Out
Disable Login Linked with Daily Punch
2Geo Fencing for Field Attendance
Productivty Enhancements
1Keyboard Shortcuts
Dynamic Shortcut creation
Intuitive interface for editing or changing existing shortcuts
Allows users to customize shortcut preferences according to their needs
Multi key utility to create shortcuts like Ctrl, Alt, Shift as well as Windows key.
Ample options to create field level shortcuts with various key combinations.
2Display of Additional Information on Form
This tool is specifically designed to display additional information on screen for any document (entry form). It is highly customisable and can be configured as per your need. For e.g.:- At the time of Purchase order, if we require last 3 Purchase details of the selected item while creating a new PO for that item or need total outstanding of selected supplier before saving a new order
Fully Customizable by User
3Print Header Setting
Functionality created in order to have visual clarity while printing the reports. Standard printing of reports has no formatting option and thus this has been created in order to give our clients more readability even after printing the report.
4System to Display Custom Message on Form Header
Mainly used for displaying some important Notification or Announcement on any Document Form / Page for a selected duration
5User Productivity Dashboard
This Dashboard displays user wise Data Entry Productivity for Management
6Report Group Page Eject Option
An incredible feature which enables system to Eject page on printing after every group. The group definition can be completely customised.
7Session Defaults
Integrations
1WhatsApp - Automated responses and information sharing
2IndiaMart ad campaigns as leads in ERPNext
3Facebook ad campaigns as leads in ERPNext
4HIK vision Face reader (biometric attendance device)
Most of the biometric attendance machines can be integrated with erpnext attendance system which can then enable payroll generation
5Website integration with ERPNext (Like Order - Lead)
6Razor Pay Integration
Integration of Razorpay Payment Gateway with ERPNext - For Payment & Receipt ,with Automation Update bills and reconcilation receipt and payment amount - Close bill
7Google Integration