[IMP] general: companies digest email rewrite
closes odoo/documentation#8546
X-original-commit: 9897673e93
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
This commit is contained in:
tiku-odoo
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=============
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Digest Emails
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Digest emails
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=============
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**Digest Emails** are periodic snapshots sent to your organization via email that include high-level
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information about how your business is performing.
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*Digest Emails* are periodic snapshots sent via email to users in an organization that include
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high-level information about how the business is performing.
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Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`,
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then activate the **Digest Emails** feature and click on save.
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To start sending digest emails, begin by navigating to :menuselection:`Settings app --> Statistics
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section`, activate the :guilabel:`Digest Emails` feature, and click :guilabel:`Save`.
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.. image:: digest_emails/digest-email-settings.png
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:align: center
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:alt: Digest Emails section inside General Settings.
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You can control a variety of settings for your Digest Emails, such as:
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A variety of settings can be configured for digest emails, such as:
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- which KPIs are shared in the Digest
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- how often Digest Emails are sent
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- who in your organization receives Digest Emails
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- creating custom Digest Email templates
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- adding additional KPIs (Studio required)
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- Deciding which :abbr:`KPIs (key performance indicators)` are shared in the digest emails
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- Determining how often digest emails are sent
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- Choosing who in the organization receives digest emails
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- Creating custom digest email templates
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- Adding additional :abbr:`KPIs (key performance indicators)` (*Studio* app required)
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.. note::
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By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary
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template, which includes all KPI measurements across your Odoo database and is sent daily to
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administrators.
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By default, the :guilabel:`Digest Email` feature is enabled. :guilabel:`Your Odoo Periodic
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Digest` serves as the primary template, which includes all :abbr:`KPI (key performance
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indicator)` measurements across the Odoo database, and is sent daily to administrators.
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.. warning::
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When creating duplicates of databases that have sending capabilities (not testing-mode), the
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digest emails continue to send from the duplicate database, unless deactivated.
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To deactivate the digest email, navigate to :menuselection:`Settings --> Statistics section`.
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Then, deactivate the :guilabel:`Digest Emails` feature, by un-ticking the checkbox, and clicking
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:guilabel:`Save`. See the section on :ref:`digest-emails/deactivate`.
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.. _digest-emails/customize-digest:
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Customize *Your Odoo Periodic Digest*
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=====================================
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Customize default digest email
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==============================
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To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
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--> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click
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on the *external link* next to the dropdown selection.
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To customize the default digest email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
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app --> Statistics section --> Digest Email field`. Then, select :guilabel:`Your Odoo Periodic
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Digest`, and click on the :guilabel:`↗️ (External link)` icon, next to the drop-down menu selection.
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A popup window appears and presents a variety of editable settings, which include:
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A pop-up window appears, and presents a variety of editable settings, which include:
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- **Digest Title** - what you want your Digest Email to be called
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- **Periodicity** - control the regimen in how often Digest Emails are sent
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- **KPIs** - check/uncheck each calculated KPI that appears in Digest Emails
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- **Recipients** - add/remove users who receive your Digest Emails
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- **Custom** - add your own KPIs (Studio required)
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- :guilabel:`Digest Name`: the name of the digest email.
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- :guilabel:`Periodicity`: control how often digest emails are sent (:guilabel:`Daily`,
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:guilabel:`Weekly`, :guilabel:`Monthly`, or :guilabel:`Quarterly`).
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- :guilabel:`Next Send Date`: the date on which the digest email will be sent again.
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- :guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key performance indicator)` that
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appears in digest emails. A ticked box indicates an active :abbr:`KPI (key performance indicator)`
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in the digest email. See the section on :ref:`digest-emails/kpis`.
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- :guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on
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:ref:`digest-emails/recipients`.
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.. note::
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The :abbr:`KPIs (key performance indicators)` can be customized using Odoo *Studio*. Additional
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costs to the database subscription are incurred should *Studio* need to be installed. See this
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section on :ref:`digest-emails/custom-kpi`.
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.. image:: digest_emails/periodic-digest.png
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:align: center
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:alt: Customize default Digest Email settings and custom KPIs.
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.. _digest-emails/deactivate:
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Deactivate digest email
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=======================
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To manually deactivate an individual digest email, first navigate to :menuselection:`Settings app
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--> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired
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digest email from the list that should be deactivated.
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Next, click :guilabel:`DEACTIVATE FOR EVERYONE` to deactivate the digest email for everyone, or
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:guilabel:`UNSUBSCRIBE ME` to remove the logged in user from the mailing list. These buttons are
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located in the top menu, just above the :guilabel:`Digest Name`.
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Manually send digest email
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==========================
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To manually send a digest email, first navigate to :menuselection:`Settings app --> Statistics
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section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and
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click :guilabel:`SEND NOW`. This button is located in the top menu, just above the :guilabel:`Digest
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Name`.
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.. _digest-emails/kpis:
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KPIs
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====
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Pre-configured :abbr:`KPIs (key performance indicators)` can be added to the digest email from the
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:guilabel:`KPIs` tab of the digest email template form.
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First, navigate to :menuselection:`Settings app --> Statistics section`, and click
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:guilabel:`Configure Digest Emails`.
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Then, select the desired digest email, and open the :guilabel:`KPIs` tab.
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To add a :abbr:`KPI (key performance indicator)` to the digest email, tick the checkbox next to the
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desired :abbr:`KPI (key performance indicator)`. After all :abbr:`KPIs (key performance indicators)`
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are added (or deselected), click :guilabel:`Save`.
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The following :abbr:`KPIs (key performance indicators)` are available in the :guilabel:`KPIs` tab on
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a digest email template form out-of-box in Odoo:
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.. image:: digest_emails/oob-kpis.png
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:align: right
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:alt: KPIs listed in the out-of-box digest email.
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:guilabel:`General`
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- :guilabel:`Connected Users`
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- :guilabel:`Messages`
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:guilabel:`Project`
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- :guilabel:`Open Tasks`
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:guilabel:`Recruitment`
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- :guilabel:`Employees`
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:guilabel:`CRM`
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- :guilabel:`New Leads/Opportunities`
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- :guilabel:`Opportunities Won`
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:guilabel:`Sales`
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- :guilabel:`All Sales`
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- :guilabel:`eCommerce Sales`
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:guilabel:`Point of Sale`
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- :guilabel:`POS Sales`
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:guilabel:`Live Chat`
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- :guilabel:`% of Happiness`
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- :guilabel:`Conversations handled`
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- :guilabel:`Time to answer (sec)`
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:guilabel:`Helpdesk`
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- :guilabel:`Tickets Closed`
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:guilabel:`Invoicing`
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- :guilabel:`Revenue`
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- :guilabel:`Banks and Cash Moves`
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.. _digest-emails/recipients:
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Recipients
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==========
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Digest email recipients are added from the :guilabel:`Recipients` tab of the digest email template
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form.
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To add a recipient, navigate to :menuselection:`Settings app --> Statistics section`, and click
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:guilabel:`Configure Digest Emails`. Then, select the desired digest email, and open the
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:guilabel:`Recipients` tab.
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To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add Recipients` pop-up window
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appears, with all available users to add as recipients.
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From the pop-up window, tick the checkbox next to the :guilabel:`Name` of the user(s), and click the
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:guilabel:`Select` button.
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To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to the far-right of the user
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listed in the :guilabel:`Recipients` tab.
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Click :guilabel:`Save` to implement the changes.
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.. _digest-emails/custom-emails:
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Custom digest emails
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Create digest emails
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====================
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To do so, click on **Configure Digest Emails** and then **Create**.
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To create a new digest email, navigate to :menuselection:`Settings app --> Statistics section`, and
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click :guilabel:`Configure Digest Emails`. Then, click :guilabel:`Create` to create a new digest
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email.
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From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and
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recipients fields as needed.
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A separate page, with a blank digest email template appears, and presents a variety of editable
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settings, including:
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After you click **Save**, your new custom Digest Email is available as a selection in the **General
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Settings** dropdown menu.
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- :guilabel:`Digest Name`: the name of the digest email.
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- :guilabel:`Periodicity`: control how often digest emails are sent (:guilabel:`Daily`,
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:guilabel:`Weekly`, :guilabel:`Monthly`, or :guilabel:`Quarterly`).
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- :guilabel:`Next Send Date`: the date on which the digest email will be sent again.
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- :guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key performance indicator)` that
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appears in digest emails. A ticked box indicates an active :abbr:`KPI (key performance indicator)`
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in the digest email. See the section on :ref:`digest-emails/kpis`.
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- :guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on
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:ref:`digest-emails/recipients`.
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From there, give the digest email a :guilabel:`Digest Name`, specify :guilabel:`Periodicity`,
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choose the desired :abbr:`KPIs (key performance indicators)`, and add :guilabel:`Recipients`, as
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needed.
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After clicking :guilabel:`Save`, the new custom digest email is available as a selection in the
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:guilabel:`Digest Email` field, located in the :menuselection:`Settings app --> Statistics section`.
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.. _digest-emails/custom-kpi:
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Custom KPIs with Studio
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-----------------------
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Custom KPIs with Odoo Studio
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============================
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For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs
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by using Odoo Studio.
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The :abbr:`KPIs (key performance indicators)` on a digest email template form, in the
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:guilabel:`KPIs` tab, can be customized using Odoo *Studio*.
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To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses
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:menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields.
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.. warning::
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Additional costs to the database subscription are incurred, should Odoo *Studio* need to be
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installed.
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In order to create additional fields, you must create two fields on the digest object:
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To begin, click the :guilabel:`🛠️ (tools)` icon in the top-right of the screen. This is the link to
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the Odoo *Studio* application.
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#. create a boolean field called `kpi_myfield` and display it in the KPIs tab
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#. create a computed field called `kpi_myfield_value` that computes your customized KPI
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#. select your KPI(s) in the KPIs tab.
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In order to create additional fields, create two fields on the digest object:
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#. Create a boolean field called `kpi_myfield`, and display it in the :guilabel:`KPIs` tab.
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#. Create a computed field called `kpi_myfield_value` that computes the customized :abbr:`KPI (key
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performance indicator)`.
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#. Select the :abbr:`KPIs (key performance indicators)` in the :guilabel:`KPIs` tab.
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.. tip::
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Here is the `source code
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<https://github.com/odoo/odoo/blob/15.0/addons/digest/models/digest.py>`_ for the `digest.py`
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file, which guides the programmer in the coding of the computed field.
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.. seealso::
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Users can also click the :guilabel:`Recipients` tab, and then the vertical three-dot
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:guilabel:`(kebab)` menu to edit this view. Either click :guilabel:`EDIT LIST VIEW` or
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:guilabel:`EDIT FORM VIEW` to modify this tab.
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Computed values reference table
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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-------------------------------
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+-----------------------+-------------------------------------------+
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| LABEL | VALUE |
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