Access 200+ standard reports, build custom reports without coding, create real-time KPI dashboards, and schedule automated email summaries — all from a single ERPNext instance covering every business function.
ERPNext is one of the most report-rich open-source ERP systems available, with over 200 standard reports covering every module — finance, sales, purchase, inventory, manufacturing, HR, and payroll. Unlike spreadsheet-based reporting where data must be manually compiled from multiple sources, ERPNext reports pull live data from the single transactional database — so every report reflects the current state of the business at the moment it is run.
Reports in ERPNext come in four types. Standard Reports are pre-built tabular reports that can be filtered, sorted, and exported to Excel or PDF. Query Reports are SQL-powered reports that Quantbit's team builds for complex cross-module analytics — such as customer profitability combining sales, purchase, and project data. Script Reports use Python to generate formatted outputs like financial statements and payroll registers with calculated totals. The Report Builder is a no-code interface where business users create their own custom tabular reports by selecting fields, setting filters, and choosing sort order — without any developer involvement.
ERPNext Dashboards allow you to create role-specific home pages with charts, number cards, and embedded report widgets. A Finance Director sees a dashboard with live cash balance, AR aging, AP due, and month-to-date P&L. A Production Manager sees work orders in progress, production vs plan, and WIP inventory value. A Sales Head sees monthly revenue, pipeline value, top 10 customers, and open quotation count — all refreshed without any manual data preparation.
Auto Email Reports schedule any ERPNext report to be delivered by email to defined recipients at a set frequency — daily sales summary, weekly inventory aging, monthly GST liability, or quarterly HR headcount. Reports can also be exported to Power BI, Tableau, Google Looker Studio, or any BI tool via ERPNext's REST API or direct database connection. Quantbit Technologies designs and builds custom reporting packages as part of every ERPNext implementation — delivering the specific insights your management team needs from day one.
From no-code report building to Power BI integration — everything your team needs to run on data.
Pre-built reports for every business function — ready to filter, sort, and export from day one.
Business users build their own reports by selecting fields and filters — no SQL or coding needed.
Advanced custom reports with complex logic, multi-table joins, and formatted outputs — built by Quantbit's team.
Role-specific dashboards with live KPI cards, charts, and report embeds — visible the moment you log in.
Schedule any report to be automatically generated and emailed to stakeholders at set intervals.
Connect ERPNext data to Power BI, Tableau, Looker Studio, or Metabase for advanced visualisations.
A curated selection of the most impactful reports across departments — all standard in ERPNext.
Revenue breakdown by customer, item, territory, and sales rep — with period comparison and growth rate.
Sales / ManagementOutstanding customer invoices in 0-30, 31-60, 61-90, 90+ day buckets — the primary collection management report.
Finance / CollectionsWarehouse-wise stock on hand with value, reorder status, and movement velocity for inventory optimisation.
Purchase / StoresAll POs by supplier, item category, status, and delivery date — tracks pending deliveries and spend vs budget.
Purchase / FinanceWork orders vs planned production — completion percentage, delayed orders, and WIP value by shop.
Production / ManagementRemaining leave balance per employee by leave type — essential for payroll cut-off and team capacity planning.
HR / ManagerCGST, SGST, IGST liability and input credit for the period — source data for GSTR-3B return filing.
Finance / TaxCurrent month and YTD P&L with same-period prior year comparison — the primary management account report.
CFO / ManagementWhen data lives in ERP, reports are generated in seconds — not prepared manually over hours. Management gets consistent, accurate data without the version-control nightmares of spreadsheet-based reporting.
Role-specific dashboards mean the CFO, Sales Manager, Plant Head, and HR Director each have a tailored homepage showing their most critical KPIs — without seeing data that doesn't concern them.
ERPNext reports are always current — they pull live transactional data. There is no data lag, no batching, and no waiting for someone to "run the month-end report." Management can make decisions at any point.
Every number in an ERPNext report links to the underlying transactions. A manager who sees an unusual expense can click through to the exact purchase order, invoice, or journal entry without involving the accounts team.
Weekly and monthly reports are emailed automatically to the right people — eliminating the recurring administrative task of manually preparing and distributing management information packs.
For clients who need more sophisticated visualisations, ERPNext data connects to Power BI and Tableau. Quantbit builds the data model and dashboard — giving clients the best of both worlds.
Identify the 5 to 8 KPIs each management stakeholder needs on their homepage before go-live. Dashboards designed at implementation are used daily. Dashboards designed after go-live are often never opened.
Set up auto email reports for your weekly management information pack on the day of go-live. Automated delivery creates a habit — management receives and reviews data consistently rather than having to remember to log in and pull reports.
Train power users to use the Report Builder for ad hoc analysis. Reserve Script and Query Reports — which require developer involvement — for recurring, high-value reports that justify the build investment.
Configure report-level permissions so each role only sees reports relevant to their function. A sales executive should not have access to payroll reports, and a warehouse user should not see financial statements. Proper permissions increase data security and keep dashboards focused.
During User Acceptance Testing, walk through the 10 most critical reports with business owners and validate the numbers against known data. Fixing report configurations before go-live avoids post-launch confusion and loss of trust in the system.
If your board or investors expect polished visual dashboards, connect ERPNext to Power BI or Google Looker Studio. Quantbit builds the connector and data model — ERPNext remains the source of truth, BI tool handles the presentation layer.
ERPNext's reporting suite is particularly valuable for Indian businesses that need GST summary reports for tax filing, GSTR-1 and GSTR-3B data extraction, TDS and payroll registers, and Companies Act financial statement formats. In the GCC, multi-currency consolidated reports, VAT return data, WPS payroll registers, and IFRS-aligned financial statements are the high-value reports. Quantbit Technologies designs reporting packages for both markets — including statutory reports, management dashboards, and Power BI connections for clients with complex analytics requirements.
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Quantbit Technologies designs your management dashboard package, custom reports, auto email schedules, and Power BI connections — delivering actionable business intelligence from day one of your ERPNext go-live.