Frappe Report Building

Quick Reference

Report Type	Best For	Access	Files
Query Report	Simple SQL queries	System Manager only	SQL in DocType or `.py`
Script Report	Complex logic, charts	Administrator + Dev Mode	`.py` + `.js`
Report Builder	End-user ad-hoc reports	Any permitted user	UI only
Prepared Report	Large datasets (>100k rows)	Same as source report	Background job

Decision Tree: Which Report Type?

Need a report?
├─ End user builds it themselves? → Report Builder
├─ Simple SQL with no Python logic? → Query Report
├─ Complex logic / charts / summary? → Script Report
│   └─ Dataset > 100k rows or timeout? → Add prepared_report = True
└─ Real-time KPI on workspace? → Number Card or Dashboard Chart

1. Creating a Script Report

File Structure

my_app/my_module/report/sales_summary/
├── sales_summary.json    # Report DocType definition
├── sales_summary.py      # Python: execute() function
└── sales_summary.js      # JavaScript: filters + config

ALWAYS create via Desk: Report > New > Script Report > set "Is Standard = Yes" in Developer Mode.

Python: The execute() Function

# sales_summary.py
import frappe
from frappe import _

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

def get_columns():
    return [
        {"fieldname": "customer", "label": _("Customer"), "fieldtype": "Link",
         "options": "Customer", "width": 200},
        {"fieldname": "total", "label": _("Total"), "fieldtype": "Currency",
         "options": "currency", "width": 120},
        {"fieldname": "qty", "label": _("Qty"), "fieldtype": "Int", "width": 80},
        {"fieldname": "posting_date", "label": _("Date"), "fieldtype": "Date", "width": 100},
    ]

def get_data(filters):
    conditions = get_conditions(filters)
    return frappe.db.sql("""
        SELECT
            si.customer, SUM(si.grand_total) as total,
            SUM(si.total_qty) as qty, si.posting_date
        FROM `tabSales Invoice` si
        WHERE si.docstatus = 1 {conditions}
        GROUP BY si.customer
        ORDER BY total DESC
    """.format(conditions=conditions), filters, as_dict=True)

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

Return value order (positional — ALWAYS maintain this order):

Position	Name	Type	Required
1	`columns`	list[dict]	YES
2	`data`	list[dict] or list[list]	YES
3	`message`	str or None	NO
4	`chart`	dict or None	NO
5	`report_summary`	list[dict] or None	NO
6	`skip_total_rows`	bool	NO

JavaScript: Filters

// sales_summary.js
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),
            reqd: 1
        },
        {
            fieldname: "to_date",
            label: __("To Date"),
            fieldtype: "Date",
            default: frappe.datetime.get_today(),
            reqd: 1
        },
        {
            fieldname: "customer_group",
            label: __("Customer Group"),
            fieldtype: "Link",
            options: "Customer Group",
            depends_on: "eval:doc.company"
        }
    ],
    formatter: function(value, row, column, data, default_formatter) {
        value = default_formatter(value, row, column, data);
        if (column.fieldname === "total" && data.total > 100000) {
            value = "<span style='color:green;font-weight:bold'>" + value + "</span>";
        }
        return value;
    }
};

2. Creating a Query Report

Query Reports use raw SQL. ALWAYS use the legacy column format in SQL aliases:

SELECT
    `tabWork Order`.name AS "Work Order:Link/Work Order:200",
    `tabWork Order`.creation AS "Date:Date:120",
    `tabWork Order`.company AS "Company:Link/Company:150",
    `tabWork Order`.qty AS "Qty:Int:80",
    `tabWork Order`.grand_total AS "Total:Currency:120"
FROM `tabWork Order`
WHERE `tabWork Order`.docstatus = 1
ORDER BY `tabWork Order`.creation DESC

Column format: "Label:Fieldtype/Options:Width"

Use %(filter_name)s for filter variables in WHERE clauses.

3. Adding Charts to Reports

Return a chart dict as the 4th element from execute():

def get_chart(data):
    labels = [d.customer for d in data[:10]]
    values = [d.total for d in data[:10]]
    return {
        "data": {
            "labels": labels,
            "datasets": [{"name": _("Revenue"), "values": values}]
        },
        "type": "bar",            # bar | line | pie | donut | percentage
        "colors": ["#7cd6fd"],
        "barOptions": {"stacked": False},  # for bar charts
        "height": 300
    }

Chart types: bar, line, pie, donut, percentage.

For multi-dataset charts (e.g., comparing periods):

"datasets": [
    {"name": "2024", "values": [10, 20, 30]},
    {"name": "2025", "values": [15, 25, 35]}
]

4. Adding Report Summary

Return a list of summary dicts as the 5th element:

def get_summary(data):
    total_revenue = sum(d.total for d in data)
    total_qty = sum(d.qty for d in data)
    return [
        {"value": total_revenue, "label": _("Total Revenue"),
         "datatype": "Currency", "currency": "USD",
         "indicator": "Green" if total_revenue > 0 else "Red"},
        {"value": total_qty, "label": _("Total Qty"),
         "datatype": "Int", "indicator": "Blue"},
        {"value": len(data), "label": _("Customers"),
         "datatype": "Int", "indicator": "Grey"}
    ]

Indicator colors: Green, Blue, Orange, Red, Grey.

5. Prepared Reports

For reports that timeout on large datasets, add to the .js file:

frappe.query_reports["Heavy Report"] = {
    filters: [ /* ... */ ],
    prepared_report: true    // enables background generation
};

When prepared_report: true, Frappe queues the report via background job. Users see cached results and can regenerate on demand.

6. Number Cards

Three types of Number Cards for workspace dashboards:

Type	Source	Use Case
Document Type	DocType aggregate	Count/sum of documents
Report	Script/Query Report	KPI from report data
Custom	Whitelisted method	Any computed value

Document Type Number Card

Create via Desk > Number Card. Set DocType, aggregate function (Count/Sum/Avg), and filters.

Report-Based Number Card

Point to an existing report. The card displays the first row's first numeric column.

Custom Method Number Card

# In your app, create a whitelisted method:
@frappe.whitelist()
def get_open_tickets():
    count = frappe.db.count("Issue", {"status": "Open"})
    return {"value": count, "fieldtype": "Int", "route_options": {"status": "Open"},
            "route": ["query-report", "Open Issues"]}

7. Dashboard Charts

Create via Desk > Dashboard Chart or programmatically in fixtures:

# hooks.py
fixtures = [
    {"dt": "Dashboard Chart", "filters": [["module", "=", "My Module"]]}
]

Source types: Report, Group By, Custom (whitelisted method).

Group By Chart

{
    "chart_name": "Invoices by Status",
    "chart_type": "Group By",
    "document_type": "Sales Invoice",
    "group_by_type": "Count",
    "group_by_based_on": "status",
    "type": "Donut",
    "filters_json": "{\"docstatus\": 1}"
}

8. Building a Dashboard

Dashboards combine multiple charts and Number Cards:

{
    "name": "Sales Dashboard",
    "module": "Selling",
    "charts": [
        {"chart": "Monthly Revenue", "width": "Full"},
        {"chart": "Invoices by Status", "width": "Half"},
        {"chart": "Top Customers", "width": "Half"}
    ],
    "cards": [
        {"card": "Total Revenue"},
        {"card": "Open Orders"}
    ]
}

9. Performance Optimization

ALWAYS add indexes on columns used in WHERE/GROUP BY (frappe.model.utils.add_index)
ALWAYS use as_dict=True in frappe.db.sql() — matches column fieldnames
NEVER use SELECT * — specify exact columns
NEVER load full documents (frappe.get_doc) inside report loops — use SQL
Use frappe.qb (query builder) for parameterized queries in v14+
For reports > 50k rows, ALWAYS enable prepared_report: true
ALWAYS filter by docstatus to exclude draft/cancelled documents

10. Common Patterns

Date Range Filter Pattern

if filters.get("from_date") and filters.get("to_date"):
    conditions += " AND posting_date BETWEEN %(from_date)s AND %(to_date)s"

Multi-Currency Pattern

{"fieldname": "amount", "label": _("Amount"), "fieldtype": "Currency",
 "options": "currency", "width": 120}
# "options": "currency" means use the row's "currency" field for formatting

Group By with Totals Pattern

data = frappe.db.sql("""
    SELECT customer, COUNT(*) as count, SUM(grand_total) as total
    FROM `tabSales Invoice`
    WHERE docstatus = 1 {conditions}
    GROUP BY customer WITH ROLLUP
""".format(conditions=conditions), filters, as_dict=True)

frappe-impl-reports