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Report Sheets

A Report Sheet displays the output of any Frappe Script Report or Query Report in the Excel View grid.

Adding a Report Sheet​

  1. Click [+] in the sheet tab bar
  2. Select Report Sheet
  3. A list of all available Frappe reports is shown
  4. Click a report to add it as a new sheet

The Report Filter Bar​

When a Report Sheet is active, a filter bar appears below the main toolbar, just above the grid. Each filter in the report's definition appears as an interactive control:

  • Link fields — autocomplete input
  • Select fields — dropdown
  • Date fields — date picker
  • Currency/Number — numeric input

Change any filter and click Refresh (or press Ctrl+Shift+R) to re-run the report with the new filters. Results update in the grid.

Read-Only Data​

Report sheet data is read-only. You cannot edit cells in a report sheet or save changes back to Frappe. This is by design — reports aggregate and transform data; editing them directly would be ambiguous.

You can:

  • Apply conditional formatting to highlight values
  • Add Smart Lookup columns to enrich report output
  • Export to XLSX
  • Build a Pivot table from report data
  • Build a Chart from report data

Auto-Refresh​

When you switch away from a Report Sheet and switch back, Excel View marks the data as stale and automatically re-runs the report to fetch fresh data. This ensures the report is always current when you view it.

Persistent Filters​

The active filters for each report sheet are saved in your user settings and workbooks. When you restore a workbook, the same filters are loaded and the report is re-run automatically.

Combining Reports with Smart Lookup​

A common pattern:

  1. Open a GL Entry Report sheet
  2. Apply Smart Lookup → Employee → pull Employee Name from the GL Entry's against field
  3. Now you can see both GL details and employee names in one view

This works because Smart Lookup supports non-base (report) sheets as the source.