diff --git a/content/applications/productivity/studio/pdf_reports.rst b/content/applications/productivity/studio/pdf_reports.rst index c4fd29155..b30300649 100644 --- a/content/applications/productivity/studio/pdf_reports.rst +++ b/content/applications/productivity/studio/pdf_reports.rst @@ -4,6 +4,16 @@ PDF reports With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones. +.. important:: + To edit a standard PDF report, it is strongly recommended to **duplicate** it and make changes to + the duplicated version, as changes made to standard reports will be overwritten after an Odoo + upgrade. To duplicate a report, go to :menuselection:`Studio --> Reports`. Hover the mouse + pointer on the top right corner of the report, click the vertical ellipsis icon (:guilabel:`⋮`), + and then select :guilabel:`Duplicate`. + + .. image:: pdf_reports/duplicate-report.png + :alt: Duplicating a PDF report + .. _studio/pdf-reports/default-layout: Default layout @@ -29,25 +39,21 @@ Four layouts are available. .. tab:: Light .. image:: pdf_reports/light.png - :align: center :alt: Light report layout sample .. tab:: Boxed .. image:: pdf_reports/boxed.png - :align: center :alt: Boxed report layout sample .. tab:: Bold .. image:: pdf_reports/bold.png - :align: center :alt: Bold report layout sample .. tab:: Striped .. image:: pdf_reports/striped.png - :align: center :alt: Striped report layout sample .. _studio/pdf-reports/default-layout/font: @@ -133,11 +139,10 @@ Use the :guilabel:`Paper format` field to change the paper size of reports. You .. tip:: You can change the :guilabel:`Paper format` on individual reports. Open the app containing the - report, then :menuselection:`Toggle Studio --> Reports --> Select or Create a report --> Report + report, then go to :menuselection:`Studio --> Reports --> Select or Create a report --> Report --> Select a Paper format`. .. image:: pdf_reports/default-layout.png - :align: center :alt: Configuration pop-up window for the default layout of PDF reports .. _studio/pdf-reports/header-footer: @@ -164,7 +169,6 @@ set on the *Company* model: the :guilabel:`Company Name`, :guilabel:`Phone`, :gu To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`. .. image:: pdf_reports/external-header.png - :align: center :alt: Example of an External header The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`, @@ -172,7 +176,6 @@ The footer displays the values set on the :ref:`studio/pdf-reports/default-layou :ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number. .. image:: pdf_reports/external-footer.png - :align: center :alt: Example of an External footer .. _studio/pdf-reports/header-footer/internal: @@ -226,7 +229,6 @@ Block elements start on a new line and occupy the full width of the page. model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*. .. image:: pdf_reports/address-block.png - :align: center :alt: Example of an Address Block .. _studio/pdf-reports/elements/inline: @@ -257,7 +259,6 @@ Table elements are used together to create a data table. ` field on your model. .. image:: pdf_reports/data-table.png - :align: center :alt: Example of a Data table - :guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related @@ -307,7 +308,6 @@ Options tab Select an element on the report to access the element's options and edit it. .. image:: pdf_reports/text-options-tab.png - :align: center :alt: The Options tab for a text element .. note:: diff --git a/content/applications/productivity/studio/pdf_reports/duplicate-report.png b/content/applications/productivity/studio/pdf_reports/duplicate-report.png new file mode 100644 index 000000000..ea137e61f Binary files /dev/null and b/content/applications/productivity/studio/pdf_reports/duplicate-report.png differ