frappe-reports

What this skill does

# Frappe Reports

Build reports using Report Builder, Query Reports (SQL), or Script Reports (Python + JS).

## When to use

- Creating data analysis or summary reports
- Building SQL-based query reports
- Implementing complex reports with Python logic and JS UI
- Adding custom filters, formatters, and charts to reports
- Creating printable report formats

## Inputs required

- Report purpose and data requirements
- Source DocType(s) for the report
- Filter requirements
- Column definitions (fields, types, formatting)
- Whether report is standard (app-bundled) or custom (site-specific)

## Procedure

### 0) Choose report type

| Type | Complexity | Code Required | Best For |
|------|-----------|---------------|----------|
| Report Builder | Low | None | Simple field selection, grouping, sorting |
| Query Report | Medium | SQL only | Direct SQL queries, joins, aggregations |
| Script Report | High | Python + JS | Complex logic, computed fields, dynamic filters |

### 1) Report Builder

Create via UI with no code:
1. Navigate to the Report list → New Report
2. Select Reference DocType
3. Choose Report Type = "Report Builder"
4. Add columns, filters, sorting, and grouping via the builder UI

### 2) Query Report

Reports using raw SQL queries:

1. Create Report → Type = "Query Report"
2. Set Reference DocType (controls permissions)
3. Write SQL query

```sql
SELECT
    `tabSales Order`.name AS "Sales Order:Link/Sales Order:200",
    `tabSales Order`.customer AS "Customer:Link/Customer:200",
    `tabSales Order`.transaction_date AS "Date:Date:120",
    `tabSales Order`.grand_total AS "Grand Total:Currency:150",
    `tabSales Order`.status AS "Status:Data:100"
FROM `tabSales Order`
WHERE `tabSales Order`.docstatus = 1
    {% if filters.company %}
    AND `tabSales Order`.company = %(company)s
    {% endif %}
    {% if filters.from_date %}
    AND `tabSales Order`.transaction_date >= %(from_date)s
    {% endif %}
ORDER BY `tabSales Order`.transaction_date DESC
```

**Column format in SELECT**: `"Label:Fieldtype/Options:Width"`

| Fieldtype | Example |
|-----------|---------|
| Link | `"Customer:Link/Customer:200"` |
| Currency | `"Amount:Currency:150"` |
| Date | `"Date:Date:120"` |
| Int | `"Quantity:Int:100"` |
| Data | `"Status:Data:100"` |

**Filter variables**: Use `%(filter_name)s` for parameterized queries.

### 3) Script Report (standard)

For app-bundled reports with full Python + JS control:

**Create the report structure:**
```
my_app/
└── my_module/
    └── report/
        └── sales_summary/
            ├── sales_summary.json    # Report metadata
            ├── sales_summary.py      # Python data logic
            └── sales_summary.js      # JS filters and UI
```

**Python script** (`sales_summary.py`):

```python
import frappe
from frappe import _

def execute(filters=None):
    columns = get_columns()
    data = get_data(filters)
    chart = get_chart(data)
    return columns, data, None, chart

def get_columns():
    return [
        {
            "label": _("Customer"),
            "fieldname": "customer",
            "fieldtype": "Link",
            "options": "Customer",
            "width": 200
        },
        {
            "label": _("Total Orders"),
            "fieldname": "total_orders",
            "fieldtype": "Int",
            "width": 120
        },
        {
            "label": _("Total Amount"),
            "fieldname": "total_amount",
            "fieldtype": "Currency",
            "width": 150
        },
        {
            "label": _("Average Order"),
            "fieldname": "avg_order",
            "fieldtype": "Currency",
            "width": 150
        }
    ]

def get_data(filters):
    conditions = get_conditions(filters)

    data = frappe.db.sql("""
        SELECT
            customer,
            COUNT(name) as total_orders,
            SUM(grand_total) as total_amount,
            AVG(grand_total) as avg_order
        FROM `tabSales Order`
        WHERE docstatus = 1 {conditions}
        GROUP BY customer
        ORDER BY total_amount DESC
    """.format(conditions=conditions), filters, as_dict=True)

    return data

def get_conditions(filters):
    conditions = ""
    if filters.get("company"):
        conditions += " AND company = %(company)s"
    if filters.get("from_date"):
        conditions += " AND transaction_date >= %(from_date)s"
    if filters.get("to_date"):
        conditions += " AND transaction_date <= %(to_date)s"
    return conditions

def get_chart(data):
    if not data:
        return None

    return {
        "data": {
            "labels": [d.customer for d in data[:10]],
            "datasets": [{
                "name": _("Total Amount"),
                "values": [d.total_amount for d in data[:10]]
            }]
        },
        "type": "bar"
    }
```

**JavaScript script** (`sales_summary.js`):

```javascript
frappe.query_reports["Sales Summary"] = {
    filters: [
        {
            fieldname: "company",
            label: __("Company"),
            fieldtype: "Link",
            options: "Company",
            default: frappe.defaults.get_user_default("Company"),
            reqd: 1
        },
        {
            fieldname: "from_date",
            label: __("From Date"),
            fieldtype: "Date",
            default: frappe.datetime.add_months(frappe.datetime.get_today(), -1)
        },
        {
            fieldname: "to_date",
            label: __("To Date"),
            fieldtype: "Date",
            default: frappe.datetime.get_today()
        }
    ],

    onload(report) {
        // Custom initialization
    },

    formatter(value, row, column, data, default_formatter) {
        value = default_formatter(value, row, column, data);

        // Highlight high-value customers
        if (column.fieldname === "total_amount" && data.total_amount > 100000) {
            value = `<span style="color: green; font-weight: bold">${value}</span>`;
        }

        return value;
    }
};
```

**Report JSON** (`sales_summary.json`):

```json
{
    "name": "Sales Summary",
    "doctype": "Report",
    "report_type": "Script Report",
    "ref_doctype": "Sales Order",
    "module": "My Module",
    "is_standard": "Yes",
    "disabled": 0
}
```

### 4) Add report print format

Create `sales_summary.html` in the report folder for a custom print layout:

```html
<h2>Sales Summary Report</h2>
<table class="table table-bordered">
    <tr>
        <th>Customer</th>
        <th>Orders</th>
        <th>Total</th>
    </tr>
    {% for row in data %}
    <tr>
        <td>{{ row.customer }}</td>
        <td>{{ row.total_orders }}</td>
        <td>{{ frappe.format(row.total_amount, {fieldtype: 'Currency'}) }}</td>
    </tr>
    {% endfor %}
</table>
```

### 5) Register report in hooks (optional)

Reports are auto-discovered if they follow the standard directory structure. No `hooks.py` entry is needed for standard reports.

## Verification

- [ ] Report appears in Report list
- [ ] Filters work correctly and affect results
- [ ] Columns display with proper formatting
- [ ] Chart renders (if applicable)
- [ ] Permissions respected (only authorized users see data)
- [ ] Print format works
- [ ] Performance acceptable for expected data volume

## Failure modes / debugging

- **Report not found**: Check module path and `is_standard` setting; run `bench migrate`
- **SQL syntax error**: Test query in `bench --site <site> mariadb` first
- **No data returned**: Check `docstatus` filter; verify filters match data
- **Permission denied**: Verify Reference DocType permissions for the user's role
- **Slow query**: Add indexes; use Query Builder; limit result set

## Escalation

- For DocType schema → `frappe-doctype-development`
- For API endpoints (report data via API) → `frappe-api-development`
- For Desk UI customization → `frappe-desk-customization`

## References

- [references/reports.md](references/reports.md) — Report types, creation, and examples

## Guardrails

- **Validate fil