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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:alt: License: AGPL-3 |
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Module name |
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=========== |
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This module allows you to build Management Information Systems dashboards. |
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Such style of reports presents KPI in rows and time periods in columns. |
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Reports mainly fetch data from account moves, but can also combine data coming |
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from arbitrary Odoo models. Reports can be exported to PDF, Excel and they |
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can be added to Odoo dashboards. |
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Installation |
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============ |
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There is no specific installation procedure for this module. |
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Configuration and Usage |
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======================= |
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To configure this module, you need to: |
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* Go to Accounting > Configuration > Financial Reports > MIS Report Templates where |
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you can create report templates by defining KPI's. KPI's constitute the rows of your |
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reports. Such report templates are time independent. |
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.. figure:: static/description/ex_report_template.png |
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:scale: 80 % |
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:alt: Sample report template |
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* Then in Accounting > Reporting > MIS Reports you can create report instance by |
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binding the templates to time period, hence defining the columns of your reports. |
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.. figure:: static/description/ex_report.png |
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:alt: Sample report configuration |
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* From the MIS Report view, you can preview the report, add it to and Odoo dashboard, |
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and export it to PDF or Excel. |
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.. figure:: static/description/ex_dashboard.png |
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:alt: Sample dashboard view |
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For further information, please visit: |
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* https://www.odoo.com/forum/help-1 |
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Known issues / Roadmap |
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====================== |
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* More tests should be added. The first part is creating test data, then it will be |
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easier. At the minimum, We need the following test data: |
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* one account charts with a few normal accounts and view accounts, |
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* two fiscal years, |
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* an opening entry in the second fiscal year, |
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* to test multi-company consolidation, we need a second company with it's own |
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account chart and two fiscal years, but without opening entry; we also need |
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a third company which is the parent of the other two and has a consolidation |
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chart of account. |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed feedback |
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`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**>`_. |
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Credits |
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======= |
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Contributors |
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------------ |
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* Stéphane Bidoul <stephane.bidoul@acsone.eu> |
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* Laetitia Gangloff <laetitia.gangloff@acsone.eu> |
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* Adrien Peiffer <adrien.peiffer@acsone.eu> |
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Maintainer |
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---------- |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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This module is maintained by the OCA. |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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To contribute to this module, please visit http://odoo-community.org. |