Reporting & Dashboards

Knowledge ERP ships a library of operational and financial reports, a customizable home dashboard, and the plumbing to filter, export, and schedule them.

The home dashboard #

The main dashboard is configurable: choose which widgets appear from the widget library, and your layout is remembered per user. It's the at-a-glance view of the numbers you care about most.

You will only be offered the widgets whose data you are allowed to see. The dashboard itself is always reachable — a widget you lack the permission for is simply not there, and does not appear in the Customize list.

The report library #

Pre-built reports and dashboards span every module, including:

• Inventory — valuation, low stock
• Sales — sales dashboard, sales summary, top customers, quote pipeline, sales pipeline, sales forecast
• Receivables / payables — invoice aging, AP aging, cash flow
• Purchasing — purchasing dashboard, vendor performance
• Manufacturing — manufacturing dashboard, work-in-progress (WIP)
• Appointments and Surveys — operational dashboards and survey results

Who can see a report #

A report is gated by the view_any permission for every kind of data it shows, not just one of them — Cash Flow needs both customer and vendor payment permissions, because it puts money in and money out on the same screen. Without them the report is absent from the navigation and refuses if you go to its URL directly. Module access is checked as well: the permissions alone will not open a report belonging to a module your plan does not include.

The full report-by-report list is in Users, Roles & Permissions.

Saved filters #

Reports that support filtering let you save filter presets — name a set of filters once (a location, a date range, a status) and reapply it in a click, instead of re-entering the same parameters every time.

CSV export #

Every tabular report can be exported to CSV, so you can pull the underlying numbers into a spreadsheet or hand them to another system. Visual dashboards (Sales, Purchasing, Manufacturing, Appointments) display charts and summaries without a CSV export option.

Scheduled delivery #

Set up a report schedule to have a report emailed to recipients on a cadence (for example, a weekly low-stock report or a monthly aging report). A background command (reports:deliver-scheduled) sends them automatically.

On the roadmap #

Today's reports are pre-built. A fully configurable report builder and user-defined KPIs are planned — until then, if you need a cut that isn't covered, the REST API lets you pull the raw data and build it yourself.