Reporting

Building a Table Report

Pick a module, tick the columns you want, order them, filter, preview and save — a report built from your own data in six steps.

A table report is built on one rule: the module determines what data is available; the user determines which of it appears in the report. You choose a module and a period, tick columns, order them, optionally filter, and save. The preview, its totals and its row count all come from the server, already scoped to your centers and rights; the page never computes a figure.

Navigate to: Reporting → My reports → New report → Table report (/reporting/custom/table/new)

The table-report builder on the Sales module, with line columns ticked so the grain lock is visible: Total amount is refused with the reason.

Building a Report

Choose the module and period

The Module select lists only modules you may report on. The Period picker defaults to this month. With one module available it is preselected. Changing the module clears every column, filter and sort — a column only means something inside its module.

Tick columns

The Columns card lists every field the module exposes. Tick the ones you want; the header counts them and states the row grain. Once selected, a Column order list lets you move each column earlier or later, or remove it.

Filter, if needed

Filters opens a sheet with one control per filterable column that is on the report. Text columns take exact values, several separated by commas; number columns take a minimum and maximum. Clear all resets.

Check the preview

The Preview card shows the rows for the period, 25 per page, with the server's totals for additive columns and a label saying which rows they cover — Totals for this page.

Name and save

Report name (required, up to 120 characters) and an optional Description (up to 500). Save report stores the module, columns, order, filters, sort, the include-drafts choice and the period as the report's default range, then opens it.

Where the Columns Come From

Nine modules can be reported on. Two of them — Sales and Purchases — declare a list of columns compiled into a query over your documents. The other seven — Inventory, Employees, Payroll, Customers, Vendors, Banking and Financial — call the engine that owns those figures and keep its own columns, in its own order.

Each module's columns, its filters, and the five ways a producer module behaves differently are set out under Table report modules.

Every module is gated on the same reporting permission as the built-in report that reads the same data, so a table report can never reach data its catalog equivalent would refuse.

Why Some Columns Grey Out

A sales invoice with three lines is one document and three lines. Put Total amount beside Item and the join fans out — three rows, each carrying the full document total, and any sum is three times wrong.

So every Sales and Purchases column is declared at a grain, and a report's grain is the intersection of the grains of its columns. Tick a line column and Total amount greys out, with the reason under the checkbox. The server refuses the same combination independently.

🚨This is the idea behind the whole builder

It is what makes the useful row — Item · Quantity · Line amount · Account collected to — legal and correct, and it is why Total amount can be neither filtered nor sorted on. The worked example is under The grain lock.

Drafts, Sorting and Totals

Include draft documents is off by default: Drafts are excluded by default so the report matches your posted books. Retired documents never appear.
Only columns the server marks sortable can be sorted; click a header to sort, and the page returns to 1.
Totals are for the page on screen and say so. Date is the document's own business date — invoice date, bill date, receipt date — never the moment it was saved.

Opening a Saved Table Report

A saved report opens at /reporting/custom/<id> with its period picker, the row count, the table and Export and Edit buttons. If a saved column no longer exists the page warns Some saved columns are no longer available and shows the rest.

Export pulls the full result from the server rather than the page on screen, up to 5,000 rows. When the ceiling bites the response says so and the page shows a Partial export warning: Showing the first 5,000 of N rows. Narrow the period or add a filter to see the rest. An empty period reads Nothing to export.

The nine modules and every column each publishes: Table report modules.
Why a per-document total cannot sit beside a per-line column: The grain lock.
Combining whole reports instead of columns: Composed reports.
Where saved reports live: Custom reports.