Reports

Reports show the data of your submitted documents in tables. A report does not change your data.

Available Reports

Click Reports in the sidebar, and then click a report. The GST reports are in the GST group. On a phone, tap Reports in the bottom tabs.

Report	Shows
General Ledger	Each accounting entry, with a running balance.
Profit And Loss	The income, the expenses, and the profit for each period.
Balance Sheet	Your assets, liabilities, and equity at the end of each period.
Trial Balance	The opening and closing balances, and the debits and credits, of each account.
Stock Ledger	Each stock entry of your items.
Stock Balance	The quantity and the value of each item in each location.
GSTR1 and GSTR2	Your sales and your purchases for the GST returns.

The stock reports show only when Enable Inventory is on in the General settings. The GST group shows only when your company has a GSTIN. All roles can open and export every report.

Use a Report on a Computer

Filters

The filters are below the page header. When you change a filter, Frappe Books runs the report again. For the filters of each report, see the page of that report.

General Ledger with the date range

A From Date and a To Date show as one date range field. Click it, and then click the first date and the last date. You can also click a preset, such as This fiscal year or Last month.

The filters stay set until you reload the page.

Columns and Rows

To change the width of a column, drag the line at the right side of its header. To fit the column to its contents, double-click that line.
In Profit and Loss, Balance Sheet, and Trial Balance, click a group account to hide or show the accounts below it.
General Ledger, Stock Ledger, GSTR1, and GSTR2 show 50 rows on each page. To show more rows, click 100, 500, or All at the bottom.

Export a Report

Set the filters.
Click Export in the page header.
Click CSV or JSON.

The file has all the rows of the report, not only the rows of the current page. The JSON file also has the filter values.

Print a Report

Set the filters.
Click the printer icon in the page header, or press Ctrl + P (Cmd + P on macOS).
Change the print options, such as Number of rows, Print Size, Landscape, and Pick columns.
Click Print.

Print opens the print dialog of your browser. To make a PDF file, select the PDF option in that dialog. If the message Pop-up blocked shows, allow pop-ups for your site and try again.

Use a Report on a Phone

The Reports tab opens the General Ledger, or the first report that you can open. To open a different report, tap the report title in the header, and then tap a report.

Change the Filters

Tap the filter button at the left, below the header. You can also tap a filter that is not changed.
Change the filters in the Filters sheet.
Tap Apply.

Phone Filters sheet of the General Ledger with Ref Type, Ref Name, Account, Party, the dates, and Group By, and Clear and Apply in a footer that stays on screen.

To set all the filters back to their default values, tap Clear, and then tap Apply. A changed filter shows an x. Tap it to set that filter back to its default value.

See the Rows

General Ledger and Stock Ledger show the entries below their dates. Tap Load more to show the next 50 entries.
In the other reports, tap a group to hide or show the rows below it.
Tap a row to see all its columns. When the row comes from a document, the sheet also has a button that opens the document.
Profit and Loss and Balance Sheet show one period at a time. To show a different period, tap Column, and then tap a period.

To print a report, tap the printer icon in the header, and then tap Print at the bottom of the page.