How to Create Summarized (Grouped) Reports and Dashboards in Frappe Cloud?

ERPNext Reports
1

I’m exploring the reporting capabilities available in Frappe Cloud and would like to know the best way to create summarized (grouped) reports and dashboards without custom app development.

I’m looking for reports that display aggregated information instead of individual records. Some examples include:

  • Department-wise employee count

  • Status-wise document count

  • Month-wise submission count

  • Customer-wise total orders

  • Category-wise totals using Count, Sum, Average, etc.

In addition, I’d like to create dashboards that display these summarized insights through:

  • Number Cards

  • Charts (Bar, Line, Pie, etc.)

  • Grouped summaries and KPIs

My questions are:

  1. What is the recommended approach for creating summarized (grouped) reports in Frappe Cloud?

  2. Which reporting options (Report Builder, Query Report, Script Report, Pivot Report, etc.) support grouped and aggregated data?

  3. Can these reports be used directly as the data source for dashboard charts and number cards?

  4. Are there any limitations in Frappe Cloud compared to a self-hosted setup?

Any guidance or best practices would be greatly appreciated.

2

Query Report is the best way to build grouped/aggregated reports pure SQL via UI, no app needed.

Yes Number Cards and Charts can use a doctype directly or a Query Report as source, all via UI.

Frappe Cloud limitation vs self-hosted: only Script Reports are blocked, everything else works the same.

Recom: for multiple grouped reports/dashboards, install the Insights app drag-drop group-by, joins, and charts, zero SQL.