1. Why custom reports matter

Standard reports are important, but every company also needs management-specific indicators and operational views.

2. Report Builder without code

Report Builder is suitable when a user needs columns and filters from a single DocType or child table without writing code.

3. Query Report with SQL

Query Report is useful when the report needs joins, summaries, or logic beyond Report Builder.

4. Script Report for advanced logic

Script Report is used when Python logic, dynamic columns, or complex calculations are needed.

5. Dashboards and indicators

A dashboard should show a few useful indicators, not every number available in the system.

6. Auto Email Reports

Saved reports can be emailed periodically for recurring operational and financial follow-up.

7. Report and page permissions

Reports may expose sensitive data, so access should be linked to the right roles.

8. Report quality checklist

• Match standard reports.
• Use clear filters.
• Test performance.
• Explain columns.
• Serve a clear decision.