Report Builder & KPIs

Alongside the built-in reports and dashboards, Knowledge ERP includes a Report Builder so you can define your own reports and KPIs without writing any code. Open Reports → Report Builder.

Data sources #

Every report starts from a data source — a business entity you can report on, such as Sales Orders, Customer Invoices, Inventory Products/Units, Purchase Orders, Quotes, Payments, Customers, Vendors, Opportunities, Rental Agreements, Work Orders, Survey Answers, and more. Each source exposes a curated set of columns you can show, filter, group, and summarize. Data sources respect your subscribed modules — you only see the ones your plan includes — and every report is automatically scoped to your account.

You also only see the data sources your role lets you read: Customers needs permission to view customers, Sales Orders to view sales orders, and so on. A saved report someone shared with you can only be run if you could read its data source yourself. Where your role covers only some Locations, a report leaves out records at the Locations it doesn't cover. An Inventory Movements report shows a movement when either end of it is at a Location your role covers, or when it names no Location at all.

Survey Answers is one row per answer rather than per response, so grouping by Question and averaging Score gives an outcome table straight out of survey data — the thing that otherwise means exporting a CSV and building the same pivot table by hand every month. It counts submitted responses only.

Building a report #

Choose New report and configure:

• Columns — the fields to display. Leave empty to include them all.
• Filters — narrow the rows (e.g. Status is Shipped, Total at least 500, Order date between two dates). Available operators depend on the field type.
• Group by + Summaries — turn detail rows into a summary, such as Sum of Total and Count grouped by Status.
• Sort and Row limit.
• Visibility — keep a report private to you, or share it with your team.

Press Run to view the result, or Export CSV to download it.

KPIs #

Choose New KPI to define a single headline number — a count, sum, average, min, or max over a data source, with optional filters. Saved KPIs appear as cards on your home Dashboard (manage them through the dashboard's Customize control like any other widget). A shared KPI only appears for people who can read its data source.

Scheduling #

Any saved report you can run can be delivered by email on a recurring schedule. Use the Schedule action to pick a frequency (daily, weekly, or monthly), a send time, and recipients; the report is generated and emailed as a CSV attachment. Scheduled reports are also listed under Reports → Scheduled Reports.

A scheduled report is generated with the permissions of the person who set it up, so it contains what they would see if they ran it themselves — whoever it is sent to. If they can no longer read it, or can no longer sign in, it is not sent. Reports → Scheduled Reports then shows Failed against it with the reason, and History lists each attempt. It is sent again at its next scheduled time once they can read it.

API #

Report definitions are available over the REST API under /api/v1/report-definitions, including a run endpoint that returns the computed headers and rows so you can feed a report straight into your own tools.