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Reporting

Report Builder & KPIs

Build your own reports and dashboard KPIs without code — pick a data source, choose columns, filters, grouping, and summaries, then view, export, schedule, or pin them to your dashboard.

Alongside the built-in reports and dashboards, Knowledge ERP includes a Report Builder so you can define your own reports and KPIs without writing any code. Open Reports → Report Builder.

Data sources #

Every report starts from a data source — a business entity you can report on, such as Sales Orders, Customer Invoices, Inventory Products/Units, Purchase Orders, Quotes, Payments, Customers, Vendors, Opportunities, Rental Agreements, Work Orders, and more. Each source exposes a curated set of columns you can show, filter, group, and summarize. Data sources respect your subscribed modules — you only see the ones your plan includes — and every report is automatically scoped to your account.

Building a report #

Choose New report and configure:

  • Columns — the fields to display. Leave empty to include them all.
  • Filters — narrow the rows (e.g. Status is Shipped, Total at least 500, Order date between two dates). Available operators depend on the field type.
  • Group by + Summaries — turn detail rows into a summary, such as Sum of Total and Count grouped by Status.
  • Sort and Row limit.
  • Visibility — keep a report private to you, or share it with your team.

Press Run to view the result, or Export CSV to download it.

KPIs #

Choose New KPI to define a single headline number — a count, sum, average, min, or max over a data source, with optional filters. Saved KPIs appear as cards on your home Dashboard (manage them through the dashboard's Customize control like any other widget).

Scheduling #

Any saved report can be delivered by email on a recurring schedule. Use the Schedule action to pick a frequency (daily, weekly, or monthly), a send time, and recipients; the report is generated and emailed as a CSV attachment. Scheduled reports are also listed under Reports → Scheduled Reports.

API #

Report definitions are available over the REST API under /api/v1/report-definitions, including a run endpoint that returns the computed headers and rows so you can feed a report straight into your own tools.