Report view in customer document

ERPNext Customize ERPNext
1

Requirement:

In the Customer DocType, I want the page to open in Report View by default instead of List View.

I also want full control over the displayed columns. Currently, ID (Name), Status, and Workflow State are automatically shown in Report View even when they are not selected in Pick Columns.

The requirement is to hide/remove these system-generated columns and display only the business-specific columns selected by the user, such as Customer Name, Address, Contact, etc.

The Report View should load with a clean layout containing only the chosen columns and without mandatory system columns like ID, Status, and Workflow State.

2

@Govind_Gupta

You have to create your custom report with all columns in order as you want by using report builder of customer list. Then edit workspace and create shortcut to bring that report as a button anywhere you want.

Hope it helps.

3

In customize form, there is an option to change the default view to Report View, rather that list view.