How to export only matching child table (Follow-up) rows when filtering by Follow-up Date

ERPNext
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1

Hi all,

I’m working with the Lead doctype in ERPNext, which has a child table called Follow-up History List.

:white_check_mark: What I’m trying to do:

I want to export only those follow-up rows that match a specific Date filter. For example:

  • When I filter on the List View like this:

mathematica

CopyEdit

Date (Follow-up History List) = 25-06-2025
  • ERPNext correctly filters the Leads that contain at least one Follow-up with that date.
  • But when I click Actions → Export, even though the export shows only 1 lead, it includes all follow-up rows in the exported CSV — not just the one with 25-06-2025.

:wrench: My Goal:

I want the export to only include the matching child row from the Follow-up History List, i.e., only the follow-up with 25-06-2025, not all the other ones.

:exclamation: Current Behavior:

ERPNext exports the full child table regardless of the filter applied to its fields.

:jigsaw: Expected Behavior:

When filtering by a child table field (like Follow-up Date), the export should include only matching child rows, not all rows of the child table.

:bulb: Is this possible using:

  • Custom report?
  • Client script or server script?
  • Export customization?

Any suggestions or workarounds are appreciated!
@buildwithhussain
Thanks in advance!