126 lines
4.7 KiB
ReStructuredText
126 lines
4.7 KiB
ReStructuredText
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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===========
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MIS Builder
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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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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/91/8.0
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For further information, please visit:
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* https://www.odoo.com/forum/help-1
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Developer notes
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===============
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A typical extension is to provide a mechanism to filter reports on analytic dimensions
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or operational units. To implement this, you can override _get_additional_move_line_filter
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and _get_additional_filter to further filter move lines or queries based on a user
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selection. A typical use case could be to add an analytic account field on mis.report.instance,
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or even on mis.report.instance.period if you want different columns to show different
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analytic accounts.
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Known issues / Roadmap
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======================
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* V9 thoughts:
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* select accounts by tag (see also select accounts by type below)
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* how to handle multi-company consolidation now that consolidation children are gone?
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* what replaces root accounts / account charts in v9? nothing it seems, so
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we are limited to one chart of accounts per company;
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* for multi-company consolidation, must we replace the consolidation chart
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of account by a list of companies?
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* Add 'Fiscal Year' period type.
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* Allow selecting accounts by type. This is currently possible by expressing
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a query such as balp[][('account_id.user_type.code', '=', ...)]. This will work
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but would be more efficient if one could write balp[user_type=...], as it would
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involve much less queries to the database.
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Possible syntax could be balp[code:60%,70%], balp[type:...], balp[tag:...],
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with code: being optional and the default.
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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.
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