I’m new to making new DocTypes and I want to make a Monthly Work Summary report similar to Daily Work Summary.
There is a Daily Work Summary available out of the box.
In the company I work in we send monthly work reports to a department head.
I’ve made corresponding copies of Daily Work Summary DocTypes
- Daily Work Summary > Monthly Work Summary
- Daily Work Summary Settings > Monthly Work Summary Settings
- Daily Work Summary Settings Company > Monthly Work Summary Settings Company
Also added Department and Send Email On fields.
As I understand I should also create a Scripted Report. I hoped I could copy most of it from daily work summary report but I couldn’t find it in erpnext Report List. If I understand correctly the daily work report has THESE SCRIPTS.
So to sum up my question: what should my next steps be?