Personalizing the welcome page for each user Assigning default values to fields

406 Figure 27.8: Fields selected for the project analysis In the third tab Fields to Display you must indicate which of the fields in the list you want to be shown in your report. Complete the screen along the lines of the figure below. 1. The Sequence field gives the order of the fields displayed. 2. Field, the second column, enables you to select a field from any of the three objects you selected in the first tab. 3. Grouping Method, the third column lets you to determine the grouping operation that is to be applied to this field: • Grouped : Enables you to group document entries with the same value in this field. • Sum : Gives the sum of values in this field. • Minimum : Gives the minimum of all the values that appear in this field. • Maximum : Gives the maximum of all the values that appear in this field. • Average : Gives the arithmetic average of all the values in this field. • Count : Gives the count of all the values in this field. 4. Graph Mode, the fourth column, determines if the field will appear in the graph view and, if so, on which axis X or Y. 5. Calendar Mode, the fifth column, enables you to specify if the field can be the basis of a calendar view. In the fourth tab Filters on Fields you can add filters on all the fields of the selected objects. To do that, use the button Add filter at the top of this tab. For the moment, do not add a filter. You can now Save the report you defined. Click on the Open Report button to the right of the form on the General Configuration tab to get the requested analysis. 407 Figure 27.9: Analyzing task by project in tree view Figure 27.10: Analyzing task by project in graph view Configuring the dashboards A dashboard is a selection of reports previously defined in Open ERP. You can choose from hundreds of predefined reports and, for each report, indicate its position on the dashboard. Just like fields on reports, the Sequence field determines the order in which views appear in the dashboard. Figure 27.11: Definition of a new dashboard Once the dashboard has been defined through the menu Administration → Customization → Reporting → Dashboard Definition you can use the Create Menu button to create a menu entry for your dashboard anywhere in the menu system.

27.7.2 Managing document templates with OpenOffice.org

To configure your printable documents in Open ERP, use the module base_report_designer. To install this module use the Reconfigure wizard and ensuring that Advanced Reporting is installed, configure OpenOffice Report Designer for installation. Tip: The OpenOffice.org Writer plug-in You can create your own reports in just a few minutes using the OpenOffice.org Writer plug-in. This tool can give your team a big productivity improvement. Using it, you can create templates for all of your company’s documents, reducing the work of creating and laying out data and customer documents.