Custom report builder explained
You will understand what a custom report is, which data sources you can build one on, and how a saved report shows up under Published custom reports for everyone.
The custom report builder turns any screen’s data into a report of your own: you pick a data source, tick the columns you want, add a date range and quick filters, preview and save. The result is a report like any shipped one, with print and Excel, and it appears under Reports › Published custom reports.
The shipped tax and ageing reports (Customer TAX Report, Supplier TAX Report, Payables TDS Report, Receivables TDS Report, Customer Invoice Aging Report, Supplier Invoice Aging Report) were built this way, which is why they sit in that group.
Data sources
Each source is one kind of record. The builder offers several hundred columns across the sources; the booking source is the widest because it carries the LR, the trip, the amounts, the POD and every custom field on the booking form.
Source | One row is | Typical report |
|---|---|---|
Bookings | One booking (LR) | Unbilled trips, POD pending, trip profit by customer |
Customer invoices | One customer invoice | Tax by customer, ageing, invoices by month |
Supplier invoices | One supplier bill | Hire bills by truck owner, input tax |
Customer payments | One receipt | Collections by day, by payment type |
Supplier payments | One payment | Payments by supplier, by account |
Fuel tracking | One fuel fill | Fuel by station, by vehicle, cost per km |
Employee transactions | One advance, trip pay or reimbursement | Driver advances by month |
Customers | One customer record | Customer list with credit terms and balance |
Suppliers | One supplier record | Supplier list by type with balance |
Employees | One employee record | Staff list with salary type and documents |
Custom forms | One submitted form | Inspection results, checklists, extra booking data |
What a saved report has
- Report name and Description, shown in the Published custom reports list.
- Rows per page for the on-screen view; print and Excel ignore it and give all rows.
- Enable date range filter, which adds the same Select Range control the shipped reports have.
- Filter by quick filters, so a user can narrow by customer, vehicle, status or another column without editing the report.
- The chosen columns, in the order you set them.
How it connects
- Custom reports read the same records the screens show; there is no separate copy of the data. Fix the booking or invoice and the report follows.
- Tenant custom fields on bookings, customers and other records appear as columns automatically, so a field you add in Settings can be reported on the same day.
- Custom forms, where your plan includes them, appear as their own sources, one per form, with one column per question.
- A published report is visible to the users who can open Reports; who can build and save one depends on the role set under Users.
When to build one
- A manager wants the same spreadsheet every week: build it once, export it each time.
- A customer wants a trip list with their own reference numbers: add the custom field columns and the LR.
- The accountant wants tax by rate and party in one sheet: use Customer invoices or Supplier invoices with the tax columns.
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.