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============
Report Async
============
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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|badge1| |badge2| |badge3| |badge4| |badge5|
The new menu "Report Center" is the central place to host your reports in one place.
From here, there are 2 ways to launch the report,
1. Run Now - run report immediately as per normal.
2. Run Background - put the report execution to queue job.
By using the queue job, option 2 is great for long running report.
The report file will be saved for later use, with the option to send report
by email as soon as it is ready.
Notes:
* Only user with Technical Feature rights can manage the report.
* Every internal user will have right to execute the report allowed for his/her groups.
* The files created are owned and viewable only by the person who run the report.
* Job queue manager can also see all jobs for each reports.
**Table of contents**
.. contents::
:local:
Usage
=====
Menu: Dashboard > Report Center
As Technical Feature users, you can manage reports for Report Center.
- **Report:** choose the report (a window action). Although the option show all window actions
it only make sense for window actions that launch reports.
- **Allow Async:** check this, if you want the report to run in background too, suitable for
report that return file as result, i.e., pdf/xlsx/csv/txt.
- **Email Notification:** if checked, once the background process is completed, email with link to download
report will be sent.
- **Groups:** select user groups allowed to use this report. If left blank, all user can use.
As normal user, you can run your reports from Report Center
- **Run Now button:** to run report immediately as per normal.
- **Run Background button:** to run report asynchronously. Fall back to run now, if not report that produce file.
- **Job Status:** show status of the latest run job. If job fail, exception error will also shown
- **Files:** show all files being produced by the job as run by the user.
- **Jobs:** show all jobs triggered by this report as run by the user. Only job queue manager have access to this button.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/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 <https://github.com/OCA/reporting-engine/issues/new?body=module:%20report_async%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Ecosoft
Contributors
~~~~~~~~~~~~
* Kitti U. <kittiu@ecosoft.co.th>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
:target: https://github.com/kittiu
:alt: kittiu
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-kittiu|
This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/12.0/report_async>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
<title>Scheduled Asynchronous Export</title>
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<title>Report Async</title>
<style type="text/css">
/*
@ -360,95 +360,97 @@ ul.auto-toc {
</style>
</head>
<body>
<div class="document" id="scheduled-asynchronous-export">
<h1 class="title">Scheduled Asynchronous Export</h1>
<div class="document" id="report-async">
<h1 class="title">Report Async</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/queue/tree/12.0/export_async_schedule"><img alt="OCA/queue" src="https://img.shields.io/badge/github-OCA%2Fqueue-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/queue-12-0/queue-12-0-export_async_schedule"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/230/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Add a new Automation feature: Scheduled Exports.
Based on an export list and a domain, an email is sent every X
hours/days/weeks/months to a selection of users.</p>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/report_async"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/reporting-engine-12-0/reporting-engine-12-0-report_async"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/143/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>The new menu “Report Center” is the central place to host your reports in one place.
From here, there are 2 ways to launch the report,</p>
<ol class="arabic simple">
<li>Run Now - run report immediately as per normal.</li>
<li>Run Background - put the report execution to queue job.</li>
</ol>
<p>By using the queue job, option 2 is great for long running report.
The report file will be saved for later use, with the option to send report
by email as soon as it is ready.</p>
<p>Notes:</p>
<ul class="simple">
<li>Only user with Technical Feature rights can manage the report.</li>
<li>Every internal user will have right to execute the report allowed for his/her groups.</li>
<li>The files created are owned and viewable only by the person who run the report.</li>
<li>Job queue manager can also see all jobs for each reports.</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>The configuration of a scheduled export is based on export lists.</p>
<p>To create an export list:</p>
<ul class="simple">
<li>open the list view of the model to export</li>
<li>select at least one record, and open “Action → Export”</li>
<li>select the fields to export and save using “Save fields list”.</li>
</ul>
<p>To configure a scheduled export:</p>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
<p>Menu: Dashboard &gt; Report Center</p>
<p>As Technical Feature users, you can manage reports for Report Center.</p>
<ul class="simple">
<li>open “Settings → Technical → Automation → Scheduled Exports”</li>
<li>create a scheduled export by filling the form</li>
<li><strong>Report:</strong> choose the report (a window action). Although the option show all window actions
it only make sense for window actions that launch reports.</li>
<li><strong>Allow Async:</strong> check this, if you want the report to run in background too, suitable for
report that return file as result, i.e., pdf/xlsx/csv/txt.</li>
<li><strong>Email Notification:</strong> if checked, once the background process is completed, email with link to download
report will be sent.</li>
<li><strong>Groups:</strong> select user groups allowed to use this report. If left blank, all user can use.</li>
</ul>
<p>A Scheduled Action named “Send Scheduled Exports” checks every hour
if Scheduled Exports have to be executed.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<p>When the configuration of a Scheduled Export is done, their execution
is automatic.</p>
<p>Users will receive an email containing a link to download the exported file at
the specified frequency. The attachments stay in the database for 7 days by
default (it can be changed with the system parameter <tt class="docutils literal">attachment.ttl</tt>.</p>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
<p>As normal user, you can run your reports from Report Center</p>
<ul class="simple">
<li>We could configure a custom TTL (time-to-live) for each scheduled export</li>
<li><strong>Run Now button:</strong> to run report immediately as per normal.</li>
<li><strong>Run Background button:</strong> to run report asynchronously. Fall back to run now, if not report that produce file.</li>
<li><strong>Job Status:</strong> show status of the latest run job. If job fail, exception error will also shown</li>
<li><strong>Files:</strong> show all files being produced by the job as run by the user.</li>
<li><strong>Jobs:</strong> show all jobs triggered by this report as run by the user. Only job queue manager have access to this button.</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/queue/issues">GitHub Issues</a>.
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/queue/issues/new?body=module:%20export_async_schedule%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20report_async%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
<h1><a class="toc-backref" href="#id3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
<ul class="simple">
<li>Camptocamp</li>
<li>Ecosoft</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
<ul class="simple">
<li>Guewen Baconnier (Camptocamp)</li>
<li>Kitti U. &lt;<a class="reference external" href="mailto:kittiu&#64;ecosoft.co.th">kittiu&#64;ecosoft.co.th</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/guewen"><img alt="guewen" src="https://github.com/guewen.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/queue/tree/12.0/export_async_schedule">OCA/queue</a> project on GitHub.</p>
<p><a class="reference external" href="https://github.com/kittiu"><img alt="kittiu" src="https://github.com/kittiu.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/report_async">OCA/reporting-engine</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>

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