Changing the menu Configuring the menu

405 Figure 27.7: Workflow for order SO005

27.7 Configuring reports

Open ERP has two distinct report types: • Statistical reports: these are calculated data, often represented in the form of lists or graphs. These reports are dynamic and you can navigate through the data that comprise the figures through the client interface. • Report documents: they are used to print system documents. The result is usually a PDF generated by a selection made on the screen. Furthermore, Open ERP enables you to open these reports in OpenOffice.org to edit in any changes you want before sending them to your customer. Because of the power of the Open ERP engine, these two types of report can be created or modified without needing any development and this can be done directly in the client interface of Open ERP or from OpenOffice.org.

27.7.1 Managing statistical reports

Many reports are configured in advance in Open ERP. You can find them in the Reporting sub-menus under each main menu entry. Modelling a new report Open ERP gives you the possibility of developing your own analyses to meet your specific needs. To define a new analysis of the system’s data you should install the module base_report_creator. You can do by using the Reconfigure wizard and installing Advanced Reporting. Then as you configure the reporting tools, select Query Builder for installation. This enables you to create complex queries on the database, in a simple and visual way. Once the module is installed, create a new report using the menu Administration → Customization → Reporting → Custom Reports. Give a Report Name to your new report and select the objects that you are going to analyze. For example, select the three following objects: Partner, Sale Order, Sale Order line. Then turn to the second tab View parameters to select the views that you want in your report. Select Tree in the First View and Graph in the Second View. You can choose the type of graph displayed using the Graph View fields. You could also select Calendar as a view if you were going to add the Date field in your report. Tip: The MS Excel plug-in The Microsoft Excel plug-in enables you to connect to Open ERP and automatically extract the selected data. You can then apply formulas and graphs to make your own dashboards of measures directly in Excel. The .xls file can be saved and, when it is reopened, it reconnects to Open ERP to refresh the different lists and graphs with live data. 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.