Articles on: OneHash CRM | Customize OneHash

Report Builder

Report Builder

Report Builder is the simplest type of Report and can be created without any code. It will only show the records of single DocType as well as child records of Child Tables.

Saving Reports

By default a Report View is generated for all DocTypes. The user can also save multiple Reports based on different combination of filters, ordering, columns, etc.

Updating or Deleting Custom Reports

Any custom report created by a user using Report Builder can be then updated or deleted by them from the Report View.


Reports can be printed from the Menu.

Group By

You can also apply group by clause on columns and use aggregate functions like Count, Sum and Average.

Keyboard Navigation and Editing

Since report builder is a view of single DocType, they can also be edited.

Updated on: 21/03/2023

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