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Frappe syntax reports

Skill Impertio-Studio/Frappe_Claude_Skill_Package/skills/source/syntax/frappe-syntax-reports

Use when building Query Reports, Script Reports, or configuring Report Builder, including chart data integration. Prevents report errors from wrong column definitions, missing permissions, and incorrect data formatting. Covers Query Report (SQL-based), Script Report (Python-based), Report Builder, report columns definition, filters, chart_data, report permissions, prepared_report. Keywords: Query Report, Script Report, Report Builder, report columns, filters, chart_data, frappe.query_report, prepared_report, report columns, how to build report, report not showing data, chart in report..From its SKILL.md

Install
npx -y skills add Impertio-Studio/Frappe_Claude_Skill_Package --skill frappe-syntax-reports

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SKILL.md

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Reports: Query, Script & Report Builder

Quick Reference

Report Types at a Glance

TypeCode RequiredUse CasePermission
Report BuilderNoneSimple single-DocType listing with filters, group byAny user
Query ReportSQL onlyDirect SQL queries, legacy column formatSystem Manager
Script Report (Standard)Python + JSComplex logic, charts, summaries, treesAdministrator + Developer Mode
Script Report (Custom)Python in UIQuick custom reports without app deploymentSystem Manager

Script Report execute() Return Values

def execute(filters=None):
    columns = [...]   # List of dicts
    data = [...]      # List of dicts or lists
    message = "..."   # Optional: HTML message above report
    chart = {...}     # Optional: chart configuration
    report_summary = [...]  # Optional: summary cards
    skip_total_row = False  # Optional: suppress auto-total
    return columns, data, message, chart, report_summary, skip_total_row

Column Definition (Dict Format)

columns = [
    {
        "fieldname": "customer",
        "label": _("Customer"),
        "fieldtype": "Link",
        "options": "Customer",
        "width": 200
    },
    {
        "fieldname": "amount",
        "label": _("Amount"),
        "fieldtype": "Currency",
        "options": "currency",  # field in row holding currency code
        "width": 120
    }
]

Query Report Column Format (Legacy String)

SELECT
  name as "Sales Order:Link/Sales Order:200",
  customer as "Customer:Link/Customer:180",
  grand_total as "Total:Currency:120",
  transaction_date as "Date:Date:100"
FROM `tabSales Order`
WHERE docstatus = 1

Format: "Label:Fieldtype/Options:Width" — Options only needed for Link, Dynamic Link, Currency.

Filter Definition (JS)

frappe.query_reports["My Report"] = {
    filters: [
        {
            fieldname: "company",
            label: __("Company"),
            fieldtype: "Link",
            options: "Company",
            default: frappe.defaults.get_user_default("company"),
            reqd: 1
        },
        {
            fieldname: "from_date",
            label: __("From Date"),
            fieldtype: "Date",
            default: frappe.datetime.add_months(frappe.datetime.get_today(), -1)
        },
        {
            fieldname: "status",
            label: __("Status"),
            fieldtype: "Select",
            options: "\nDraft\nSubmitted\nCancelled"
        }
    ]
};

Decision Tree: Which Report Type?

Need a report?
├─ Simple list/group of one DocType → Report Builder
│   (no code, UI-only, supports Group By with Count/Sum/Avg)
├─ Direct SQL query, no Python logic needed → Query Report
│   (SQL in Report doc, column format in aliases)
├─ Complex logic, calculations, charts → Script Report (Standard)
│   (Python .py + JS .js files, requires Developer Mode)
└─ Quick one-off with Python but no app deploy → Script Report (Custom)
    (Python in Report doc UI, System Manager can create)
Script Report returns what?
├─ Just data → return columns, data
├─ Data + chart → return columns, data, None, chart
├─ Data + summary → return columns, data, None, None, report_summary
├─ Data + message → return columns, data, message
└─ Everything → return columns, data, message, chart, report_summary, skip_total_row

Supported Fieldtypes for Columns

FieldtypeOptions RequiredNotes
DataNoPlain text
LinkDocType nameClickable link to document
Dynamic LinkFieldname holding DocTypePair with a column containing DocType
CurrencyCurrency field or codeFieldname in row that holds currency
FloatNoDecimal number
IntNoInteger
PercentNoShows percentage bar
DateNoDate display
DatetimeNoDate + time
CheckNoBoolean checkbox
SelectNoDropdown value
TextNoLong text
HTMLNoRaw HTML rendering

Supported Filter Fieldtypes

FieldtypeOptionsBehavior
LinkDocType nameAutocomplete from DocType
SelectNewline-separated valuesDropdown with fixed options
Date—Date picker
DateRange—Returns [from_date, to_date] list
Check—Boolean toggle
Dynamic LinkFieldname of Link filterDepends on another filter value
Data—Free text input
Int—Numeric input
MultiSelectListDocType nameMultiple value selection

Chart Data Format

chart = {
    "data": {
        "labels": ["Jan", "Feb", "Mar", "Apr"],
        "datasets": [
            {"name": _("Revenue"), "values": [100, 200, 150, 300]},
            {"name": _("Expense"), "values": [80, 150, 120, 250]}
        ]
    },
    "type": "bar",        # bar, line, pie, donut, percentage
    "fieldtype": "Currency",
    "options": "currency",
    "currency": "USD",
    "colors": ["#5e64ff", "#ffa00a"]  # Optional custom colors
}

Report Summary Format

report_summary = [
    {
        "value": total_revenue,
        "label": _("Total Revenue"),
        "datatype": "Currency",
        "currency": "USD",
        "indicator": "Green"   # Green, Blue, Orange, Red
    },
    {
        "value": total_count,
        "label": _("Total Orders"),
        "datatype": "Int",
        "indicator": "Blue"
    }
]

Prepared Reports

For reports processing large datasets, enable Prepared Report to run asynchronously:

  1. Set prepared_report = 1 in the Report document
  2. User clicks "Generate New Report" — runs in background via enqueue()
  3. Results stored in file; user downloads or views when ready
  4. ALWAYS use for reports that query > 100k rows or take > 30 seconds

Number Cards

Source TypeRequired FieldsHow It Works
Document Typedocument_type, function, aggregate_function_based_onSQL aggregate on DocType
Reportreport_name, report_field, functionPulls value from a report column
Custom MethodmethodCalls a whitelisted Python method

Custom method signature:

@frappe.whitelist()
def get_total_active_users(filters=None):
    return frappe.db.count("User", {"enabled": 1})

Dashboard Charts

SourceConfigurationData Format
ReportSet chart_type = "Report", select reportUses report's chart data
CustomSet chart_type = "Custom", define sourceHook returns {"labels": [...], "datasets": [...]}
Group BySet chart_type = "Group By", pick fieldAuto-aggregates by field

Dashboard Chart Source hook in hooks.py:

dashboard_chart_source = [
    "myapp.dashboard_chart_source.get_chart_data"
]

Critical Rules

  • ALWAYS define columns as list of dicts with fieldname, label, fieldtype. The legacy string format is ONLY for Query Report SQL aliases.
  • NEVER return None for columns or data in execute() — ALWAYS return empty lists [].
  • ALWAYS use _(...) for translatable labels in columns and report_summary.
  • NEVER use frappe.db.sql with user-supplied filter values directly in f-strings — ALWAYS pass as parameters: frappe.db.sql(query, filters, as_dict=True).
  • ALWAYS set Reference DocType on the Report document — it controls user access permissions.
  • NEVER omit width in column definitions — columns without width render poorly.
  • ALWAYS match datasets[].values length to labels length in chart data — mismatched lengths cause chart rendering errors.

See Also

What ships with it: 6 files

40.4 KB alongside SKILL.md

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