Getting Started The OpenERP Solution

385 So you will find two dashboards in the menu Knowledge → Reporting → Dashboard. One dashboard is for the document management system manager and one dashboard is for tracking use by different users. The first lets you track the change of documents by month, by customer and by type of resource. You could also quickly assess the use that is made of the system by the various users. Figure 25.13: Dashboard for the document management system manager The second dashboard shows you how different employees use the system. You can see the number of files sent by each user and who uses the document management system the least. That tells you something about your user training and whether you need to do something about changing work methods. Figure 25.14: Dashboard for the document management system analyzed by user

25.12 Version Management

There is usually a need to keep track of all the important documents that you have printed. For example, when you send an invoice to a customer it is a good idea to store a copy of that invoice internally in paper or electronic form. Then you can reprint it exactly in the same format as when you sent it, even if the company’s details have changed in the meantime. To do this, Open ERP can automatically store as attachments the different reports printed by users. By default, only invoices are saved as attachments, and they are saved when they are printed. That is because they are commonly legally required. But you can configure the system so that it does not matter which type of report is printed - they can all be stored automatically. To activate that functionality on another type of report, modify this in the menu Administration → 386 Low Level Objects → Actions → Reports. To be able to access this menu, the user should be added to the group Useability No One . Figure 25.15: Modifying the definition of a report Select the report that you want to change and complete the field Save As Attachment Prefix. Once you have done that, each document print action will automatically be saved as an attachment to the document.