Saved reports

Goal

Build reusable report views over approved datasets (no raw SQL): choose columns, filters, and optional schedules (daily / weekly / monthly), then Run for results.

Who it is for

saved_report.view / saved_report.manage.

Preconditions

• Know which dataset from GET /reports/datasets matches the question.
• Columns must exist on that dataset.
• You also need the dataset's own permission: accounting.view for ledger lines and the tax summary, party.balance.view for receivable and payable open items, cheques.view plus the Cheques module for the cheque register. Reports over a dataset you cannot run are not listed.

Steps

1. Open Administration → Customization → Saved Reports.
2. New report: Name (translatable), Dataset, Columns, Filters, Share with everyone who can run this dataset (on by default; clear it to keep the report private), optional Schedule enabled + frequency.
3. Save. Use Run on a row to execute and inspect results on the same page.
4. Edit or delete with saved_report.manage when definitions change.

Result

Shared reports appear for everyone who can run their dataset; a private report appears only for its creator. Results only include approved dataset columns you are allowed to see. A schedule runs as the person who turned it on and emails only them, with the rows and columns they can see; if that person loses access, the schedule is paused and the list shows Paused.

Hard stops

Symptom	Cause	What to do
Dataset not approved	Unknown dataset key	Pick from catalogue
Column not available	Column not on dataset	Remove/replace column
Invalid schedule frequency	Outside daily/weekly/monthly	Fix frequency
Empty results	Filters too tight / no data	Broaden filters
Report missing from the list	Private to its creator, or you lack the dataset permission	Ask the creator to share it, or an administrator for the permission
Schedule shows Paused	Its owner lost access or left the tenant	Turn the schedule on again; you become its owner and recipient

Related

• Custom fields (reportable fields may feed datasets)
• Industry packs