Number Cards not automatically updated

ERPNext
1

I added some number cards to a dashboard. The number cards are based on reports, like “Outstanding Receivable”. The filter section is taken as is and I use the “Outstanding Amount” field for the card.

When I then display the dashboard, the value is displayed correctly. However, a day later, the card does not get updated. When I go into the card again, click on the Filters Section and save the card again, then the card gets updated. I assume that has to do with the Filter being fixed to the “Posting Date” value of the current day. However, I can’t define that date in the filter criteria.

How can I have the cards update automatically, without me updating it manually?

2

@matthkarl you can create card with custom type

Screenshot_2024-08-27-15-17-39-357-edit_com.android.chrome
Screenshot_2024-08-27-15-17-39-357-edit_com.android.chrome1080×576 54.3 KB

3

So I tried to use the following in the “Custom Configuration”

{
    "value": value,
    "fieldtype": "Currency",
    "route_options": {"from_date": "2024-08-27"},
    "route": ["query-report", "Accounts Receivable Summary"]
}

However, this would again hard code the date in it. And it asks for a Method. What do I enter there?

number card
number card1297×899 33.1 KB

4

@matthkarl you have to write one whitelist method in backend which return data in this format

5

Is there any guide on how to do that?

6

@matthkarl check this Using 'Custom' type in Number Card

7

Thanks. Although it does not really explain how to create a server function. But I’ll search.