Edit or copy a built-in report
You will have your own version of a shipped report, with the columns and filters your team needs, saved under Published custom reports without losing the original.
The six shipped reports under Reports › Published custom reports (Customer TAX Report, Supplier TAX Report, Payables TDS Report, Receivables TDS Report, Customer Invoice Aging Report, Supplier Invoice Aging Report) are ordinary custom reports. Where your plan lets you open them in the builder, they are the quickest starting point for a tax or ageing report of your own.
If opening a shipped report is not offered on your tenant, the same result takes a few minutes more: build a new report on the same source and tick the same columns.
Before You Start
- You know which shipped report is closest to what you want and which source it reads (the tax and ageing reports read Customer invoices or Supplier invoices).
- Your role allows building reports; if the Reports screen has no build option, ask your administrator.
- You have run the shipped report once and noted which columns to keep, drop or add.
Steps
- Open Reports › Published custom reports and run the shipped report you want to start from. Note the source it reads and the columns it shows.
- Open it in the builder, where that option is available, or start a new custom report and pick the same data source. Starting new is always possible; opening the shipped one keeps its column set.
- Give it a new Report name and Description. Keep the shipped name untouched so the team still finds the original. Add your variation to the name: "Customer TAX Report by rate".
- Change the columns. Add the tax registration, a custom field or the Payment Status; drop what your accountant does not need.
- Adjust Enable date range filter and Filter by. A tax report normally keeps the date range; an ageing report may add a customer quick filter.
- Click Preview and compare a few rows with the shipped report for the same range. Totals should match where the columns overlap.
- Click Save. Your version appears in the published list next to the original.
What to change on the copy
Field | Typical change | Why |
|---|---|---|
Report name | Add the variation to the shipped name | Keeps both versions findable |
Description | Say what differs from the shipped report | Stops the team picking the wrong one |
Columns | Add tax registration, custom fields, Payment Status; drop unused ones | Fits your return or review |
Filter by | Add customer, supplier or status | Lets users narrow without a new report |
Enable date range filter | Keep on for tax and ageing | Returns are per period |
What This Changes
- A new entry under Reports › Published custom reports. The shipped report stays as it was.
- No data changes; both reports read the same invoices.
Tips
- Never rename or trim a shipped report in place, even where the builder allows it; another user may rely on its exact columns for a filing.
- For a country-specific return layout, keep the shipped tax report for the figures and build a second report with the grouping your form needs.
- Check the shipped report after an app update; new columns may have been added that save you a custom version.
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.