📍 Background
Kafinea's main interface
Introduction #
The Reports module lets you create custom analyses using data from Kafinea. You can combine information from different modules, apply filters, and generate tables or charts. It is accessible via Reports.
1. Create a report #
To create a report:
- Access the module Reports
- Click on Add a report
- Select the report type:
- Table: a data table with customizable columns
- Summary: A table with groupings and subtotals
- Chart: a visual representation of data (bar, pie, line)
Configuration:
- Main module: the data source module
- Related modules: the associated modules whose fields you want to include
- Columns: the fields to display in the report
- Filters: criteria for filtering data (time period, status, user, etc.)
- Grouping: the fields used to group the results (for summary reports)
- Sorting: the order in which results are displayed
2. Run and export #
Once configured, the report can be:
- Run on demand to display the latest results
- Exported to CSV or Excel format for external processing
- Scheduled to be sent automatically via email at regular intervals
3. Organization #
Reports are organized into folders for easy navigation. Create folders by topic (Sales, Finance, HR, etc.) or by team.
Good to know: Reports respect user access rights. A user will only see records in the results to which they have access.
4. Access to the Reporting Center and Rights Management #
The Reports Center (menu Reports) can display up to two areas, depending on the permissions granted to the user profile:
- Standard reports: pre-built reports included with the ERP system, organized by topic (Finance, Sales, Purchasing, Inventory, HR). This field appears only if the profile grants access to at least one standard report.
- My Reports: custom reports that the user has created or that have been shared with them via the report generator. This section appears only if the user has access to at least one custom report.
If the profile does not provide access to any reports (neither standard nor custom), the Report Center displays a neutral message asking the user to contact their administrator.
For administrators — Access rights to standard reports are managed in Settings → Profilesby checking the desired reports in the Report Center row. Permissions for custom reports follow the standard access rules of the report generator: sharing by folder, visibility by user, or by role.
5. Frequently Asked Questions #
Can I combine data from multiple modules?
Yes, when creating the report, you can add modules linked to the main module to include fields from different sources.
How do I schedule an automated report?
After record report, configure the schedule by setting the frequency (daily, weekly, monthly) and the recipients.
Are reports shared among users?
Yes, reports are visible to all users who have access to the Reports module. Use folders to organize reports by team or role.