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.

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).

Scheduling #

Any saved report 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.

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.