ERPNext includes dashboards, analytics pages, reports, and workspaces that help teams monitor business activity across modules. These views bring important information into one place so users can review trends, exceptions, transactions, and operational status without opening each document individually.
Dashboards are useful for day-to-day monitoring, while reports and analytics pages are useful for deeper review. In practice, most ERPNext teams use a combination of module workspaces, dashboards, and reports.
Accounting Dashboard And Reports
The Accounting dashboard and reports help finance teams track receivables, payables, profitability, taxes, ledgers, and financial statements.
- Accounting Reports: Index of standard accounting reports.
- Financial Report Template: Configure custom financial report layouts.
- Budget Variance Report: Compare budgets with actual values.
- Deferred Revenue/Expense Report: Review deferred revenue and expense schedules.
- Customise Cash Flow Report: Customize cash flow reporting.
- VAT Audit Report: Review VAT audit reporting.
- UAE VAT 201 Report: Review UAE VAT reporting.
Selling Dashboard And Sales Analytics
Selling dashboards and reports help teams review sales performance, quotations, sales orders, invoices, customers, and sales trends.
- Sales Reports: Review sales analytics and sales reports.
- Payment Terms Status Report: Track payment term status for transactions.
- Brandwise Items and Profitability Report: Analyze profitability by brand and item.
- Setting Company Sales Goal: Set and track company sales goals.
Buying Dashboard And Purchase Reports
Buying dashboards and reports help procurement teams monitor purchase activity, suppliers, purchase orders, pending receipts, and procurement performance.
- Buying Reports: Review buying and purchase-related reports.
- Procurement Tracker Report: Track procurement progress.
- Supplier Scorecard: Evaluate supplier performance.
Stock Dashboard And Inventory Reports
Stock dashboards and reports help inventory teams track stock levels, valuation, ledger movement, batches, serial numbers, and stock reconciliation.
- Stock Level Report: Review current stock levels.
- Stock Ledger Report: Review stock ledger entries and stock movement.
- Stock Value and Account Value Comparison Report: Compare stock value with accounting value.
- Stock Ledger Variance Report: Review stock ledger variance and reposting.
- Serial No and Batch Traceability Report: Trace serial numbers and batches.
- Negative Batch Report: Identify negative batch quantity issues.
Manufacturing Dashboard And Reports
Manufacturing dashboards and reports help production teams monitor work orders, production planning, BOMs, operations, and material requirements.
- Manufacturing Dashboard: Review manufacturing activity in a dashboard-style view.
- Manufacturing Reports: Index of manufacturing reports.
- Production Analytics: Analyze production trends.
- Production Planning Report: Review production planning data.
- Open Work Order Report: Track open work orders.
- BOM Stock Report: Review BOM-related stock availability.
- Item Where Used Report: Find where an item is used in BOMs.
CRM Dashboard And Reports
CRM dashboards and analytics help sales teams monitor leads, opportunities, campaigns, pipeline movement, and customer interactions.
- CRM Analytics: Review sales funnel and CRM analytics.
- CRM Reports: Index of CRM reports.
- CRM Settings: Configure CRM behavior before using CRM dashboards and reports.
Projects Dashboard And Reports
Project dashboards and reports help teams monitor project progress, profitability, tasks, timesheets, and billing.
- Project Reports: Review project-related reports.
- Project Profitability Report: Analyze project profitability.
- Project Settings: Configure project behavior before using project reports.
Support Dashboard And Reports
Support dashboards and reports help service teams monitor issues, support workload, maintenance activity, and customer support performance.
- Support Reports: Review support-related reports.
- Support Settings: Configure support behavior before using support dashboards and reports.
- Maintenance Visit: Track maintenance visits and service activity.
Asset Dashboard And Reports
Asset dashboards and reports help finance and operations teams review fixed assets, depreciation, asset movement, and asset accounting.
- Asset Reports: Review asset-related reports.
- Using Finance Book for Asset Depreciation: Understand depreciation reporting by finance book.
HR And Payroll Dashboards
HR and payroll dashboards and reports help teams monitor employees, leave, attendance, appraisals, salary structures, payroll, and compliance.
- Human Resources Reports: Review HR reports.
- HR Reports: Index of HR reports.
- Appraisal Overview Report: Review appraisal progress and status.
- Leave Ledger Report: Review leave ledger entries.
- Employee CTC Break-Up: Review employee cost-to-company details.
- India Payroll Reports: Review India payroll reports.
Loan And Lending Dashboards
Lending dashboards and reports help teams monitor loan applications, disbursements, repayments, outstanding balances, securities, and cash flow.
- Lending Reports: Index of lending reports.
- Loan Outstanding Report: Review outstanding loan balances.
- Future Cashflow Report: Review expected future cash flows.
- Past Cashflow Report: Review past cash flows.
- Loan Statement of Account: Review statement of account for loans.
- Loan Repayment and Closure: Track repayment and closure details.
- Loan Security Status: Review loan security status.
- Loan Security Exposure: Review exposure against securities.
- Credit Reporting: Review credit reporting tools.
Analytics And Custom Dashboards
ERPNext also works with reporting and dashboard tools in the Frappe ecosystem. These are useful when a standard report is not enough and a team needs custom charts, grouped metrics, or cross-module analysis.
- ERPNext Analytics: Review analytics features in ERPNext.
- Insights Dashboards: Build dashboards using Frappe Insights.
- Insights Dashboard Overview: Understand dashboard concepts in Insights.
- Creating Your First Dashboard: Create a custom dashboard in Insights.
- Sharing and Access Control: Control who can view dashboards.
- Desk Reports: Understand report types in Frappe Desk.
- Report Builder: Create reports without code.
- Query Report: Create SQL-based reports.
- Script Report: Create script-based reports.
- Workspace: Use workspaces to organize module-level shortcuts, charts, and links.
Choosing The Right Dashboard
Use a module dashboard or report when you want to monitor a specific area of ERPNext:
- Use Accounting Reports for financial review.
- Use Sales Reports for sales performance.
- Use Buying Reports for procurement tracking.
- Use Stock Level Report and Stock Ledger Report for inventory monitoring.
- Use Manufacturing Dashboard and Production Analytics for production review.
- Use Project Reports for project tracking.
- Use Support Reports for customer support review.
- Use Insights Dashboards when you need custom dashboards across modules.