Can I include columns from two sources?

A report has one source. The Bookings source already carries related customer, vehicle, driver, invoice and payment columns, which covers most mixed questions.

Who sees my saved report?

Everyone who can open the Reports screen sees Published custom reports. There is no private list.

Can I change a report after saving?

Open it again from the published list and edit the same fields, where your plan allows editing published reports; otherwise build a new one and retire the old.

Docs · Custom reports and forms · How-to

Build a custom report

You will have a saved report with the columns you chose, a date range and quick filters, listed under Reports › Published custom reports with print and Excel.

Open NShine ERP All docs

The builder is one page: details at the top, the data source and filters in the middle, the column list below, and Preview and Save at the end. Build a report once; everyone who can open Reports runs it from the published list.

Before You Start

You know which record type answers the question: one row per booking, per invoice, per payment, per fuel fill, per employee transaction, per customer, supplier or employee, or per submitted custom form.
Any custom fields you want as columns already exist on the record (bookings, customers and others take tenant custom fields).
Your user role allows building reports; if the Reports screen has no build option, ask your administrator.

Steps

Open Reports and start a new custom report to reach the builder.
Enter the Report name and a short Description. Both show in the Published custom reports list, so name it the way the team will look for it: "Unbilled trips by customer", not "Report 3".
Set Rows per page for the on-screen view. Print and Excel always give every row.
Pick the data source: Bookings, Customer invoices, Supplier invoices, Customer payments, Supplier payments, Fuel tracking, Employee transactions, Customers, Suppliers, Employees or one of your custom forms. The column list below changes to match the source.
Tick Enable date range filter if the report should be run for a period. This adds the Select Range control (Current Month, This Financial Year, custom) when the report is opened.
Add quick filters under Filter by. Choose the columns users should be able to narrow by, such as customer, vehicle or status.
Choose the columns. Use Select all or Deselect all to start, then tick the ones you need. Fewer columns print better; Excel can take them all.
Click Preview and check a few rows against the screen they came from. Open one booking or invoice and compare; a wrong column is easier to spot on one row.
Click Save. The report appears under Reports › Published custom reports.

Fields On This Screen

Field	What to enter	Required
Report name	Short, specific name shown in the list	Yes
Description	One line on what the report answers	No
Rows per page	Rows shown per page on screen	No
Data source	The record type: one row per record	Yes
Enable date range filter	Tick to add Select Range when the report runs	No
Filter by	Columns users can narrow on when the report runs	No
Columns	Tick the columns to include; Select all / Deselect all	At least one

What This Changes

A new entry under Reports › Published custom reports, visible to users who can open Reports.
No data is changed. The report reads live records each time it is opened.
Print and Excel on the new report behave like every other report.

Tips

Start from the source with the right grain. Trip questions are Bookings; money questions are the invoice or payment sources, even when the columns overlap.
Put the identifying columns first (LR, date, customer), amounts next, and long text last; that is the order people read a sheet.
Keep one report per question. Two small reports are easier to maintain than one with every column ticked.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.