Standard Reports - How to add custom role?

[orey-aajaamu]

Hi, Is there a way to add custom role to standard report access? Currently i am not able to add roles to standard reports.

Erpnext: V16.11

[Falguni_Satat_Tech]

@orey-aajaamu Standard reports are not editable via UI because they’re fixtures - locked by Frappe to prevent accidental overwrites on bench update.

1. Go to Role Permission Manager
2. DocType → Report
3. Add read permission for your custom role
4. Additionally, ensure the role has access to the underlying DocTypes the report queries

This gives access to the Report doctype generally - not report-specific control.

---

Heads up on v16

After a bench update, standard report fixtures may get reset and your role additions via console could be wiped. To make it permanent, export the report as a fixture in your custom app:

bench --site yoursite export-fixtures

Or add to your hooks.py:

fixtures = [
    {"dt": "Report", "filters": [["name", "=", "Your Report Name"]]}
]

This ensures your role addition survives updates.

[orey-aajaamu]

Thanks for the reply. Tried referencing original report and its working.

[orey-aajaamu]

Sorry! Its working only if the user has access to original report. So for custom role not working.

[ahsantareen]

@orey-aajaamu

Please define custom role for source doctype under role permission manager for action type (checkbox) Report. Similarly also needs to define Role permission manager for page and report for subject report for custom role as well.

[orey-aajaamu]

It is still the same

[ahsantareen]

@orey-aajaamu

Looks like you did not define Role Permission Manager for Page and Report for stock balance report and tag your custom role in there.

[orey-aajaamu]

@ahsantareen Thank you very much. It worked.