Business Intelligence Reports

 

This guide describes the Custom Reports in the ERPLY Books report generator that help analyse the company’s purchase and sales invoice receipts, payment delays and DSO.

Most reports have two versions (except for the median, sales volume and delay reports):

  • Customer/Supplier average – shows the average value per partner
  • Per invoice – shows each invoice as a separate row (usually including the invoice ID, date and due date)

Explanation of main columns:

  • Invoices.Customer/Vendor – Customer/Supplier name (clickable – opens the contact)
  • Invoices.Invoice Total – Total amount of the customer’s/supplier’s invoice(s)
  • Invoices.ID – Invoice identifier (clickable – opens the invoice)
  • Invoices.Date – Invoice creation date
  • Invoices.Deadline – Invoice due date
  • Contacts.Mobile – Customer/Supplier contact information
  • Contacts.Phone – Customer/Supplier contact information
  • Contacts.E-mail – Customer/Supplier contact information
  • Contacts.Days to Deadline – Payment terms in days, configurable individually per contact (Contacts Settings → Days to Deadline)

Each report also includes its own specific columns, which are explained individually under each report. Every report includes a corresponding JSON code, required when adding the report (see Adding Reports section).

Customer Receipts

 

1.1 Average Customer Payment Days

These reports calculate the average payment time either per customer (first) or per invoice (second):

  • The second-to-last column shows the difference between the actual payment date and invoice due date.
    • Negative value → paid before due date
    • Positive value → paid after due date
  • The last column shows how many days after invoice issuance the payment was made (per customer or per invoice view)

Average Customer Payment Days

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

Customer Payment Days (per Invoice)

Same logic as above, but each invoice is shown separately with invoice ID, date, and due date.

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""} 

 

 

1.2 Median Customer Payment Days

Median Customer Payment Days

This report shows the median payment time for customers:

  • Invoices.Median payment days shows how many days on average invoices are typically paid
  • Invoices.Median payment days from deadline shows how many days before (negative) or after (positive) the due date payments occur

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.DOCUMENT_MEDIAN_PAYMENT_DAYS|DOCUMENT.DOCUMENT_DEADLINE_MEDIAN_PAYMENT_DAYS","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

1.3 Contractual Due Date vs Actual Payment Time

This report compares agreed payment terms with actual payment behavior.

This report is calculated either as an average (first option) or on a per-invoice basis (second option):

  • The second-to-last column shows how many days after invoice issuance payment was made

 

Customer Invoice Due Date vs Actual Payment Time

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_SELL|DOCUMENT_SELL","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

 

Customer Invoice Due Date vs Actual Payment Time (per Invoice)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_SELL|DOCUMENT_SELL","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":""} 

1.4 Average Customer Payment Delay (Overdue Invoices Only)

These reports calculate payment delays only for overdue invoices:

  • The second-to-last column shows average payment delay in days
  • The last column shows days from invoice creation to payment

 

Average Customer Payment Delay

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

 

Customer Payment Delay (per Invoice)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":3},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":4}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""}

 

1.5 Customer Late Invoice Percentage

 

This report shows the share (%) of each customer’s invoices that were paid late.

  • The fifth column shows how many invoices were paid after the due date.
  • The second-to-last column displays the customer’s total sales volume.
  • The last column shows what percentage of all the customer’s invoices were paid past the due date.

Report name: Customer Late Invoice Percentage

JSON:

{ "parameters": [ { "rules": [ { "tableName": "DOCUMENT", "fieldName": "TYPE_CODE", "referenceType": "IN", "value": "DOCUMENT_SELL|DOCUMENT_POS_SELL", "filterName": "" } ], "index": 0 }, { "rules": [ { "tableName": "DOCUMENT", "fieldName": "DEL_DATETIME", "referenceType": "IS_NULL", "value": null, "filterName": "" } ], "index": 1 }, { "rules": [ { "tableName": "DOCUMENT_SEARCH_INDEX", "fieldName": "YEAR", "referenceType": "IN", "value": "2026", "filterName": "" } ], "index": 2 } ], "additionalColumns": "", "storeParameters": "", "outputLayout": "", "limit": "", "start": "", "summaryRowField": "", "groupByFinal": "", "orderBy": "", "orderByField": "", "comparisonColumns": "", "renderers": "", "headerMapper": "", "organisationIds": "", "tables": "DOCUMENT|ENTITY|DOCUMENT_SEARCH_INDEX", "output": "ENTITY.BILLING_NAME|DOCUMENT.CUSTOMER_ENTITY_ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.DOCUMENT_COUNT_FIRST_PAYMENT_AFTER_DEADLINE_ONLY_OVERDUE|DOCUMENT.ID|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_OVERDUE_INVOICES_PERCENT", "groupBy": "DOCUMENT.CUSTOMER_ENTITY_ID" }

 

Supplier Payments

 

2.1 Average Supplier Payment Delay 

These reports calculate average delay for supplier invoices (only overdue invoices included):

  • The second-to-last column shows the payment delay compared to the invoice deadline (positive values only).
  • The last column shows the number of days between invoice issuance and payment.

 

Average Supplier Payment Delay

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Supplier Payment Delay (per Invoice)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""} 

 

2.2 Contractual Due Date vs Actual Payment Time

In this report, the calculation is performed either as an average (first option) or on a per-invoice basis (second option) to determine the actual payment time:

  • The second-to-last column shows how many days after invoice issuance the payment was made.

 

Supplier Invoice Due Date vs Actual Payment Time

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_BUY|DOCUMENT_BUY","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Supplier Invoice Due Date vs Actual Payment Time (per Invoice)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_BUY|DOCUMENT_BUY","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":""} 

 

2.3 Early Payments to Suppliers (Days Before Due Date)

In this report, the calculation is performed either as an average (first option) or on a per-invoice basis (second option), showing how many days your company pays suppliers early:

  • The second-to-last column shows the difference between the payment date and the invoice due date (in this case, only negative values). This indicates how many days before the due date invoices are paid.
  • The last column shows how many days after invoice issuance the payment was made.

 

Early Payments to Suppliers

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"LESS_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Early Payments to Suppliers (per Invoice)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"LESS_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""}

 

Adding Reports

To add reports to ERPLY Books:

    1. Copy the JSON configuration of the desired report
    2. Search for “Parameters for Report Generator Saved Reports” in the dashboard
    3. Click “+ Add”
    4. “Name” – you can enter your preferred name or use the name provided in our examples
    5. “Value” – paste the JSON
    6. If needed, also fill in the “Type” filed (reports of the same type are grouped under the “Type” section)
    7. Save the report

Once the report has been saved, refresh the page and then go to “Reports” → “Report Generator” → “Custom Reports”.

 

 

Editing Reports

When adding new reports, you can adjust the report filters as needed. Currently, all reports use data from the year 2026 (this can be changed as required). To add a new filter, click the “Add filter” button.

When saving modified reports, you have two options:

  • Search → Save report (without changing the name) – the changes will be saved to the existing report.
  • Search → Save report (with a new name) – the changes will be saved as a new report, and the original report will remain unchanged.