Understanding the Three Types of Reports

Understanding the Three Types of Reports

Overview

Reports are a critical component of iVendNext, enabling users to extract, analyze, and present data efficiently. This article explores the three primary types of reports available in iVendNext: Report Builder, Query Reports, and Script Reports. Each type serves distinct purposes and caters to different levels of technical expertise.





1. Report Builder

Overview

Report Builder is an intuitive, in-built tool designed for users who need to customize reports without writing code. It allows you to:


  • Select specific fields to include in the report.

  • Apply filters and sorting criteria.

  • Assign preferred names to reports for easy identification.


Use Cases

  • Generating sales summaries.

  • Creating inventory status reports.


Limitations

  • Does not support dynamic filters.

  • Limited to fields available in the form.




2. Query Reports

Overview

Query Reports are written in SQL and pull data directly from the database. They are powerful but require technical knowledge. Key features include:


  • Direct access to database tables.

  • Ability to fetch data not visible in standard reports.


Use Cases

  • Purchase Order Item to be Received report (Stock module).


Restrictions

  • SQL writing is restricted for cloud users due to security concerns.




3. Script Reports

Overview

Script Reports are Python-based and stored on the server. They are ideal for complex calculations and logic-driven reports.


Use Cases

  • Financial Analytics report (Accounts module).


Limitations

  • Cannot be customized in hosted accounts.


Comparison Table

The table below gives you a brief comparison between the reports:


Feature

Report Builder

Query Reports

Script Reports

Customization Ease

High

Medium

Low

Dynamic Filters

No

Yes

Yes

Technical Expertise

Low

High

High




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