Custom Reports

January 4, 2023

Benefits of custom reports

Report on everything. That’s right. Everything.

Whether you own one store or a multistore franchise, Erply’s powerful report builder means you can make data-driven decisions on every aspect of your business.

Comparative reports for stronger insights

Combine multiple datasets within reports to review performance across all business processes. All reports pull real-time data, keeping your records accurate. 

Common report combinations include:

Report on sales by product

Compare sales and their payments

View customer sales by each store location

How to use custom reports

At a Glance

Report creation overview

Edit and delete custom reports

Selecting data objects

Selecting columns

Setting filters

Ordering rows

Report grouping

Report creation overview

In the back office, navigate to the Reports module and select Make a custom report.

Erply will show a list of all custom reports created. Select Create report to make a new custom report. 

The report generator will open in a new window which allows you to specify the layout and contents of your custom report. 

Edit and delete custom reports

The custom report page will display all reports saved in your Erply account.

Saved reports can be edited by clicking on the pen and paper icon next to a report. Delete custom reports by clicking the X icon next to a report.

Selecting data with tables & fields

When creating a custom report, the first step is to decide which data objects are needed for the report. These can be found under the Tables section of the report generator.

When you select a data object from the left-side list, Erply will automatically highlight related data that can be selected and added to your custom report.

Not all objects can be combined together (“Customer“ and “Product“ is too narrow of a category and cannot be selected on their own).

A few typical report combinations are:  

“Sales Document“ + “Sales Document Row“: report sales by product.

“Sales Document“ + “Payment“: report that compares sales and payments.

“Sales Document“ + “Customer“: report sales by customer group.

Note: To add a data field to a report, you much check off the box uder the Show in report column in that data field’s row.

Report example: customer purchase report

Say you want to report on all the items a customer has bought.

This requires you to build a report based on sales data, meaning you’ll need the “Sales Document“ and the “Sales Document Row” reports.

Select the Product column on the Sales Document Row report. This allows you see all products that were purchased.

Set a Customer filter on the Sales Document report. This lets you pull sales data for a specific customer

From there you can add additional data if needed, such as product codes, suppliers, etc.

Selecting columns

Columns can be found under the Fields section in the report generator.

Check off boxes next to each field that you’d like to add to your custom report. Every selected field will become a column in your report.

Setting filters

This section outlines some various filters that are required by certain datasets, and how to use those filters. 

Examples of picking data with operators:

Dates: Set date range for the report.

Document type: Choose the type of documents to include in the report.

Customers: Select one or mulltiple customers to include in the report.

Some data fields use the equal (”=”) operator, which lets you pick a specific data piece from your Erply account

Equal (“=”) operator examples:



Invoice creator

Docuemnt type

Say you are trying to filter a report for a specific customer. A dropdown menu with all customer names would appear when you select the = operator. If you need to select multiple items from a drop-down menu, hold down the Ctrl key and click on each item that you want to add to your report.

Select that and a pair of date fields appear, along with a drop-down list with common ranges. 

Blank fields:

You can always leave filter value fields empty, which allows you to adjust a value each time you open a report.

For example, leaaving the “Date: filter empty allows you to choose a new date range each time a report is opened.

Ordering rows  

By default, no order is set. You can set primary and secondary ordering for your reports by choosing the “I” (primary) or “II” (secondary) columns.

Report grouping

By default no report grouping is set. 

Grouping may mean one of two things:

You want the report to have subtotals (e.g. display a list of sales receipts, but also include totals for each day)

You want an aggregate report where each row represents some kind of total (not an atomic piece of data).