diff --git a/general/odoo_basics.rst b/general/odoo_basics.rst index b0d30b8cc..eb14a9186 100644 --- a/general/odoo_basics.rst +++ b/general/odoo_basics.rst @@ -6,4 +6,5 @@ Basics :titlesonly: odoo_basics/choose_language - odoo_basics/add_user \ No newline at end of file + odoo_basics/add_user + odoo_basics/export-data \ No newline at end of file diff --git a/general/odoo_basics/export-data.rst b/general/odoo_basics/export-data.rst new file mode 100644 index 000000000..29f9fd1c0 --- /dev/null +++ b/general/odoo_basics/export-data.rst @@ -0,0 +1,53 @@ +====================== +Export Data From Odoo +====================== + +When working with a database, it sometimes is necessary to export your data in a distinct file. +Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy +reporting tool with each available application). + +With Odoo, you can export the values from any field in any record. To do so, +activate the list view on the items that need to be exported, click on *Action*, and, then, +on *Export*. + +.. image:: media/list-view-export.png + :align: center + :alt: view of the different things to enable/click to export data + +Pretty simple, this action still comes with some specificities. In fact, +when clicking on *Export*, a pop-up window appears with several +options for the data to export: + +.. image:: media/export-data-overview.png + :align: center + :alt: overview of all the options to take into account when exporting data in Odoo + +1. With the *I want to update data* option ticked, the system only + shows the fields which can be imported. This is very helpful in + case you want to update existing records. Basically, this works + like a filter. Leaving the box unticked gives way more field + options because it shows all the fields, not just the ones which + can be imported. +2. When exporting, you can choose between two formats: .csv and .xls. + With .csv, items are separated with a comma, while .xls holds information about all the + worksheets in a file, including both content and formatting. +3. Those are the items you may want to export. Use the arrows to display + more sub-field options. Of course, you can use the search bar to + find specific fields more easily. To use the search option more + efficiently, display all the fields by clicking on all the + arrows! +4. The + button is there to add fields to the “to export” list. +5. The “handles” next to the selected fields allow you to move the fields up and down to + change the order in which they must be displayed in the exported + file. +6. The trashcan is there if you need to remove fields. +7. For recurring reports, it might be interesting to save export presets. + Select all the needed ones and click on the template bar. + There, click on *New template* and give a name to yours. The + next time you need to export the same list, simply select the + related template. + +.. tip:: + It’s good to keep the field’s external identifier in mind. For example, + *Related Company* is equal to *parent_id*. Doing so helps export + only what you would like to import next. \ No newline at end of file diff --git a/general/odoo_basics/media/export-data-overview.png b/general/odoo_basics/media/export-data-overview.png new file mode 100644 index 000000000..62bcb72f1 Binary files /dev/null and b/general/odoo_basics/media/export-data-overview.png differ diff --git a/general/odoo_basics/media/list-view-export.png b/general/odoo_basics/media/list-view-export.png new file mode 100644 index 000000000..e4debf016 Binary files /dev/null and b/general/odoo_basics/media/list-view-export.png differ