Reports and Data Fetching
Dynamic Filters in Reports: When and How to Use Them in iVendNext
Overview Dynamic filters empower users to refine report data on the fly, making them indispensable for real-time analytics in iVendNext. Unlike static filters, dynamic filters allow end-users to adjust parameters (e.g., date ranges, statuses, or item ...
Fetching Data from Child Tables Using Jinja Tags
Overview Child tables in iVendNext (e.g., Items, Taxes, or Additional Costs) store multi-row data linked to a parent document (e.g., Sales Invoice or Purchase Order). While Report Builder displays child table rows as duplicate lines, Jinja templating ...
Troubleshooting Common Report Issues
Overview Reports in iVendNext support smart decision-making, but technical issues can slow users down. This article outlines common problems, why they happen, and how to fix them—across Report Builder, Query Reports, and Script Reports. 1. Duplicate ...
Script Reports: Leveraging Python for Complex Calculations
Overview Script Reports in iVendNext use Python for advanced, server-side reporting with dynamic filters, custom formatting, and multi-dataset support—features beyond Report Builder and Query Reports. This article explains their use, setup, and admin ...
Working with Query Reports - Fetching Data Directly from the Database
Overview Query Reports in iVendNext let advanced users pull data using SQL for detailed, custom reporting. Unlike the no-code Report Builder, they offer full control over data queries—ideal for complex needs. However, cloud users can't write SQL ...
Creating Custom Reports Using Report Builder
Overview Report Builder in iVendNext lets you create custom reports easily—no technical skills needed. From sales summaries to inventory updates, it helps you pull and format data quickly. This article guides you through building a report, choosing ...
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 ...