From 9d26832cbc6ce880c5ee7e05704924004c3bc7a4 Mon Sep 17 00:00:00 2001 From: "Laurent Mignon (ACSONE)" Date: Wed, 26 Aug 2015 16:22:18 +0200 Subject: [PATCH] Add static description to get a proper look on app store The description has been generated using rst2html5. The path to the images has been manually fixed by removing 'static/description/' from the path. The body element has been replaced by a section wrapping the whole content. --- mis_builder/static/description/index.html | 74 +++++++++++++++++++++++ 1 file changed, 74 insertions(+) create mode 100644 mis_builder/static/description/index.html diff --git a/mis_builder/static/description/index.html b/mis_builder/static/description/index.html new file mode 100644 index 00000000..d5c0bc2f --- /dev/null +++ b/mis_builder/static/description/index.html @@ -0,0 +1,74 @@ +
+ License: AGPL-3 +
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MIS Builder

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This module allows you to build Management Information Systems dashboards. Such style of reports presents KPI in rows and time periods in columns. Reports mainly fetch data from account moves, but can also combine data coming from arbitrary Odoo models. Reports can be exported to PDF, Excel and they can be added to Odoo dashboards.

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Installation

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There is no specific installation procedure for this module.

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Configuration and Usage

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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 you can create report templates by defining KPI's. KPI's constitute the rows of your reports. Such report templates are time independent.
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+ Sample report template +
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  • Then in Accounting > Reporting > MIS Reports you can create report instance by binding the templates to time period, hence defining the columns of your reports.
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+ Sample report configuration +
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  • From the MIS Report view, you can preview the report, add it to and Odoo dashboard, and export it to PDF or Excel.
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+ Sample dashboard view +
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For further information, please visit:

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Known issues / Roadmap

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  • More tests should be added. The first part is creating test data, then it will be 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 account chart and two fiscal years, but without opening entry; we also need a third company which is the parent of the other two and has a consolidation chart of account.
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Bug Tracker

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Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback here.

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Credits

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Contributors

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Maintainer

+ + Odoo Community Association + +

This module is maintained by the OCA.

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OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

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To contribute to this module, please visit http://odoo-community.org.

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