Where are saved reports listed?

This is a simple one, but so fat it is alluding me. After I save a custom report, how do I find that report again? How do I get a list of all custom reports that have been made in my system?


Thank you,
-Jev



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Hello Jev,

You will get all report under Files -> Search -> Report

Regards,


On Tue, Jan 21, 2014 at 8:36 PM, Jev Björsell <eb...@gmail.com> wrote:
This is a simple one, but so fat it is alluding me. After I save a custom report, how do I find that report again? How do I get a list of all custom reports that have been made in my system?


Thank you,
-Jev



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S.S.Palande



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Thank you SS, That is very well hidden! :)

Some issues/comments with reports;
  • When I return to a previously saved report, I get an error saying "Not Permitted". I suspect this is a bug. I have all permissions on for my user, and I'm the one who created the report in the first place. 
  • When I save a report, and then try to return to that report, it first shows me the report definition. From there I need to click 'Action -> Show Report' Just to get to this report takes seven actions/clicks on my part. Surely we could simplify this? I will open a Issue on github with some suggestions.
  • Some reports (Such as Stock Ledger) have filter fields at the top of each column, and columns are also click to sort. How can I get these features on my own custom reports?
The reports are promising, and will be a huge help to us. I very much appreciate the work that has gone into this, please accept my feedback as positive & hopefully constructive!  :)

-Jev



On Tuesday, January 21, 2014 7:15:00 AM UTC-8, saurabh palande wrote:
Hello Jev,

You will get all report under Files -> Search -> Report

Regards,


On Tue, Jan 21, 2014 at 8:36 PM, Jev Björsell <eb...@gmail.com> wrote:
This is a simple one, but so fat it is alluding me. After I save a custom report, how do I find that report again? How do I get a list of all custom reports that have been made in my system?


Thank you,
-Jev



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

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S.S.Palande



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While making custom report please make sure that you have set "is standard" field as No. Then the report will automatically appear under the base doctype's module page in custom reports section.

Regarding permission, report will share same permission as for base doctype, what you selected while making the report.

You can also save required filters in the custom report. Just add those report and save the report again.

On 21 Jan 2014 22:42, "Jev Björsell" <eb...@gmail.com> wrote:
Thank you SS, That is very well hidden! :)

Some issues/comments with reports;
  • When I return to a previously saved report, I get an error saying "Not Permitted". I suspect this is a bug. I have all permissions on for my user, and I'm the one who created the report in the first place.
  • When I save a report, and then try to return to that report, it first shows me the report definition. From there I need to click 'Action -> Show Report' Just to get to this report takes seven actions/clicks on my part. Surely we could simplify this? I will open a Issue on github with some suggestions.
  • Some reports (Such as Stock Ledger) have filter fields at the top of each column, and columns are also click to sort. How can I get these features on my own custom reports?
The reports are promising, and will be a huge help to us. I very much appreciate the work that has gone into this, please accept my feedback as positive & hopefully constructive! :)

-Jev



On Tuesday, January 21, 2014 7:15:00 AM UTC-8, saurabh palande wrote:
Hello Jev,

You will get all report under Files -> Search -> Report

Regards,


On Tue, Jan 21, 2014 at 8:36 PM, Jev Björsell <eb...@gmail.com> wrote:
This is a simple one, but so fat it is alluding me. After I save a custom report, how do I find that report again? How do I get a list of all custom reports that have been made in my system?



Thank you,
-Jev



You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

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S.S.Palande



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Just a 5 cent, refresh or clear web cache (under help menu) will bring up the link “custom reports” in the side menu after you save a first custom report for that module. I had a hard time looking for this too.