NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Update customize.rst

Browse Source
This commit is contained in:
Luis D. Lafaurie 2016-04-16 21:57:32 +02:00
parent cdd2842f1b
commit 3f4d1abd2c
1 changed files with 31 additions and 31 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

60
accounting/others/reporting/customize.rst
View File

@ -1,25 +1,25 @@
========================================================== ==========================================================
How to create a customized reports with your own formulas? How to create customized reports with your own formulas?
========================================================== ==========================================================
Overview Overview
======== ========
Odoo 9 comes with a powerful and easy-to-use reporting framework. Odoo 9 comes with a powerful and easy-to-use reporting framework.
Creating new reports (such as a tax report or a balance sheet for a Creating new reports (such as tax report or balance sheet for a
specific country) to suit your needs is now easier than ever. specific country) to suit your needs is now easier than ever.
Activate the developer mode Activate developer mode
=========================== ===========================
In order to have access to the financial report creation interface, the In order to have access to the financial report creation interface,
**developer mode** needs to be activated. To do that, first click the **developer mode** needs to be activated. To do that, first click
**?** at the top right, then **About**. **?** at top right, then **About**.
.. image:: media/customize01.png .. image:: media/customize01.png
:align: center :align: center
Click on : **Activate the developer mode**. Click on: **Activate the developer mode**.
.. image:: media/customize03.png .. image:: media/customize03.png
:align: center :align: center
@ -38,60 +38,60 @@ configured:
- **Show Credit and Debit Columns** - **Show Credit and Debit Columns**
- **Analysis Period** : - **Analysis Period**:
- Based on date ranges (eg Profit and Loss) - Based on date ranges (e.g. Profit and Loss)
- Based on a single date (eg Balance Sheet) - Based on a single date (e.g. Balance Sheet)
- Based on date ranges with 'older' and 'total' columns and last 3 - Based on date ranges with 'older' and 'total' columns and last 3
months (eg. Aged Partner Balances) months (e.g. Aged Partner Balance)
- Bases on date ranges and cash basis method (eg Cash Flow - Based on date ranges and cash basis method (e.g. Cash Flow
Statement) Statement)
Add lines in your custom reports Add lines in your custom reports
================================= =================================
After you've created the report, you need to fill it with lines. They After you've created the report, you need to fill it with lines. They
all need a **name**, a **code** (that is used to refer to the line), a all need a **name**, a **code** (it is used to refer to the line), a
**sequence number** and a **level** (Used for the line rendering). **sequence number** and a **level** (used for line rendering).
.. image:: media/customize04.png .. image:: media/customize04.png
:align: center :align: center
In the **formulas** field you can add one or more formulas to assign a In **formulas** field you can add one or more formulas to assign a
value to the balance column (and debit and credit column if applicable – value to the balance column (and debit and credit columns if applicable –
separated by ;) separated by ';')
You have several objects available in the formula : You have several objects available in the formula :
- ``Ndays`` : The number of days in the selected period (for reports with a - ``Ndays``: Number of days in selected period (for reports with
date range). date range)
- Another report, referenced by its code. Use ``.balance`` to get its - Another report, referenced by its code. Use ``.balance`` to get its
balance value (also available are ``.credit``, ``.debit`` and balance value (also available ``.credit``, ``.debit`` and
``.amount_residual``) ``.amount_residual``)
A line can also be based on the sum of account move lines on a selected A line can also be based on the sum of account move lines on a selected
domain. In which case you need to fill the domain field with an Odoo domain. In which case you need to fill that domain field with an Odoo
domain on the account move line object. Then an extra object is domain on the account move line object. Then an extra object is
available in the formulas field, namely ``sum``, the sum of the account available in formulas field, namely ``sum``, the sum of the account
move lines in the domain. You can also use the group by field to group move lines in the domain. You can also use group by field to group
the account move lines by one of their columns. the account move lines with one of their columns.
Other useful fields : Other useful fields:
- **Type** : Type of the result of the formula. - **Type**: Type of the formula result.
- **Is growth good when positive** : Used when computing the comparison - **Is growth good when positive**: Used when computing the comparison
column. Check if growth is good (displayed in green) or not. column. Check if growth is good (displayed in green) or not.
- **Special date changer** : If a specific line in a report should not use - **Special date changer**: If a specific line in a report should not use
the same dates as the rest of the report. the same dates as the rest of the report.
- **Show domain** : How the domain of a line is displayed. Can be foldable - **Show domain**: How the domain of a line is displayed. Can be foldable
(``default``, hidden at the start but can be unfolded), ``always`` (``default`` hidden at the start but can be unfolded), ``always``
(always displayed) or ``never`` (never shown). (always displayed) or ``never`` (never shown).
.. seealso:: .. seealso::