Customize report

EdwardOkech · November 6, 2015, 2:22pm

Hi Guys,
I want to customise a report, can someone please direct me where to the location of the menu and refresh buttons html/py/js files on the top right of each report template.Thanks

kolate_sambhaji · November 7, 2015, 6:15am

Please check this link
https://frappe.io/help/how-to/query-report
https://frappe.io/help/how-to/script-report
https://kb.erpnext.com/kb/report

EdwardOkech · November 9, 2015, 1:36pm

@kolate_sambhaji what i want to do is add two extra buttons next to the MENU and REFRESH buttons my reports pages…does anyone have an idea how to go about this.

regards

kolate_sambhaji · November 10, 2015, 5:51am

@EdwardOkech what you want, can you please explain.
You can see existing report code to get what you can.

For adding field, button and check-box in report see General Ledger report

github.com

frappe/erpnext/blob/develop/erpnext/accounts/report/general_ledger/general_ledger.js#L74


      
          			on_change: function() {
          				frappe.query_report.set_filter_value('party', "");
          			}
          		},
          		{
          			"fieldname":"party",
          			"label": __("Party"),
          			"fieldtype": "MultiSelectList",
          			get_data: function(txt) {
          				if (!frappe.query_report.filters) return;
          
          
				let party_type = frappe.query_report.get_filter_value('party_type');
          				if (!party_type) return;
          
          
				return frappe.db.get_link_options(party_type, txt);
          			},
          			on_change: function() {
          				var party_type = frappe.query_report.get_filter_value('party_type');
          				var parties = frappe.query_report.get_filter_value('party');
          
          
				if(!party_type || parties.length === 0 || parties.length > 1) {

Tanuj · November 10, 2015, 8:53am

Hi @EdwardOkech,

Depending upon your report, you can look for the .js files under

/home/(username)/frappe-bench/apps/erpnext/erpnext/(module name{buying,selling,etc.})/page/(name of report)

Hope this helps!

EdwardOkech · November 10, 2015, 11:05am

@Tanuj Thanks you have solved my dilemma.

nehasoni · September 12, 2016, 6:48am

Where can I find reports page for leads ? I have to add group by feature in lead details.

Tanuj · September 12, 2016, 7:53am

Hi Neha,

Since Lead details is a Query Report, AFAIK, you cannot group the results. Although you can make a filter to show only based on your selection (Example: Show data only for a certain period, or customer, etc.)

The filter can be added through a js file under selling>report>lead_details.

If you really require grouping the list, you’ll have to rebuild the report through python file.

Good luck!

nehasoni · September 12, 2016, 9:38am

Okay. Thanks.