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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :alt: License: AGPL-3
  3. Module name
  4. ===========
  5. This module allows you to build Management Information Systems dashboards.
  6. Such style of reports presents KPI in rows and time periods in columns.
  7. Reports mainly fetch data from account moves, but can also combine data coming
  8. from arbitrary Odoo models. Reports can be exported to PDF, Excel and they
  9. can be added to Odoo dashboards.
  10. Installation
  11. ============
  12. There is no specific installation procedure for this module.
  13. Configuration and Usage
  14. =======================
  15. To configure this module, you need to:
  16. * Go to Accounting > Configuration > Financial Reports > MIS Report Templates where
  17. you can create report templates by defining KPI's. KPI's constitute the rows of your
  18. reports. Such report templates are time independent.
  19. .. figure:: static/description/ex_report_template.png
  20. :scale: 80 %
  21. :alt: Sample report template
  22. * Then in Accounting > Reporting > MIS Reports you can create report instance by
  23. binding the templates to time period, hence defining the columns of your reports.
  24. .. figure:: static/description/ex_report.png
  25. :alt: Sample report configuration
  26. * From the MIS Report view, you can preview the report, add it to and Odoo dashboard,
  27. and export it to PDF or Excel.
  28. .. figure:: static/description/ex_dashboard.png
  29. :alt: Sample dashboard view
  30. For further information, please visit:
  31. * https://www.odoo.com/forum/help-1
  32. Known issues / Roadmap
  33. ======================
  34. * More tests should be added. The first part is creating test data, then it will be
  35. easier. At the minimum, We need the following test data:
  36. * one account charts with a few normal accounts and view accounts,
  37. * two fiscal years,
  38. * an opening entry in the second fiscal year,
  39. * to test multi-company consolidation, we need a second company with it's own
  40. account chart and two fiscal years, but without opening entry; we also need
  41. a third company which is the parent of the other two and has a consolidation
  42. chart of account.
  43. Bug Tracker
  44. ===========
  45. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
  46. In case of trouble, please check there if your issue has already been reported.
  47. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
  48. `here <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  49. Credits
  50. =======
  51. Contributors
  52. ------------
  53. * Stéphane Bidoul <stephane.bidoul@acsone.eu>
  54. * Laetitia Gangloff <laetitia.gangloff@acsone.eu>
  55. * Adrien Peiffer <adrien.peiffer@acsone.eu>
  56. Maintainer
  57. ----------
  58. .. image:: https://odoo-community.org/logo.png
  59. :alt: Odoo Community Association
  60. :target: https://odoo-community.org
  61. This module is maintained by the OCA.
  62. OCA, or the Odoo Community Association, is a nonprofit organization whose
  63. mission is to support the collaborative development of Odoo features and
  64. promote its widespread use.
  65. To contribute to this module, please visit http://odoo-community.org.