[ADD] Members: members analysis
closes odoo/documentation#10132 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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:show-content:
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=======
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Members
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=======
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@ -84,3 +86,8 @@ making any necessary changes to the page, click :guilabel:`Save`. At the top of
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:guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
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Repeat these steps for all desired members.
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.. toctree::
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:titlesonly:
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members/members_analysis
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content/applications/sales/members/members_analysis.rst
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content/applications/sales/members/members_analysis.rst
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================
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Members analysis
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================
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.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
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.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
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.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
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The *Members Analysis* report provides a detailed overview of all memberships sold and managed
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within the *Members* application.
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To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`.
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Navigate the report
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===================
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The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of
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memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned
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salesperson, then by the month the membership begins.
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.. image:: members_analysis/example-report.png
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:align: center
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:alt: A sample of the members analysis report.
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Additional :ref:`Group By <search/group>` options include the following:
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- :guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed
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in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record.
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- :guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership*
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tab on the contact's record.
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- :guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both
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purchased memberships and free memberships.
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- :guilabel:`Current Membership State`: the status of the membership.
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- :guilabel:`Company`: the company the membership is purchased through. This option only appears in
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multi-company databases.
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- :guilabel:`Month`: the month the membership began.
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View results
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============
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Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the
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corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
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chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
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chart)`.
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Click the |pivot| to change to the pivot view.
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.. tip::
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The :ref:`pivot view <reporting/using-pivot>` can be used to view and analyze data in a more
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in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
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opportunity stage.
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.. seealso::
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- :ref:`search/custom-filters`
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- :ref:`search/favorites`
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