[ADD] studio: documentation about customizing reports (#710)

studio/use_cases.rst

@@ -9,4 +9,5 @@ Use Cases
    use_cases/filters_status_bar
    use_cases/automated_actions
    use_cases/views
-   use_cases/rainbow_man
+   use_cases/rainbow_man
+   use_cases/reports

studio/use_cases/reports.rst

@@ -0,0 +1,72 @@
+===================
+Customizing Reports
+===================
+
+| Odoo uses HTML and CSS technologies to create reports. HTML is a markup language that uses tags,
+  also called elements. It is the core of any webpage because it provides its basic structure.
+  CSS interacts with HTML elements to add style to the page, establishing how the HTML is shown to
+  the user. Odoo’s reports also use Bootstrap’s grid layout, which is the containers, rows, and
+  columns to align content, and support Odoo's website themes.
+| When creating a new report, choose the purpose of it and if you would like the report to include
+  header and footer (company logo, name, address, phone, email address, etc.).
+
+.. image:: media/reports/report_typing.png
+   :align: center
+   :alt: View of the types of new reports in Odoo Studio
+
+Under the tab **Add**, you find the fields to be dragged and dropped to the view. *Fields*, *Data
+tables*, *Subtotal & Total*, and *Address Book* are dynamic elements (meaning that they need a
+:doc:`one2many or a many2many <../concepts/understanding_general>` related object). *Text*, *Title
+Block*, *Image*, and *Text in Cell* are static elements.
+
+.. image:: media/reports/add_tab.png
+   :align: center
+   :alt: View of a report and the tab add in Odoo Studio
+
+Once the element is added to the view, select it to see its **Options**. The first section shows the
+hierarchy of the selected object and its properties, allowing you to individually edit
+them. Fields with related objects have their directives shown on *Field Expression*.
+
+.. image:: media/reports/options_tab.png
+   :align: center
+   :alt: View of a report and the tab options in Odoo Studio
+
+| Under **Visible if**, define the rule(s) to set visibility conditions to fields.
+| Example: if choosing to display a product image, you could set a visibility rule to only display
+  the ones that are *set* in the product form, avoiding having a plain icon when they are not set.
+| **Visible for** is used to set which :doc:`groups <../../general/odoo_basics/add_user>`
+  can have access to specific elements in the report. **Limit visibility to groups**, under
+  *Report*, sets the visibility of the report to specifics groups, meaning that users belonging to
+  other groups do not see the same final document.
+
+.. image:: media/reports/limit_visibility.png
+   :align: center
+   :alt: View of a report’s settings emphasizing the field limit visibility to groups in Odoo Studio
+
+Under the **Report** tab, name your report, choose the paper format, and if the report should be
+added to the *Print* menu list on its respective document form.
+
+.. image:: media/reports/print_menu.png
+   :align: center
+   :alt: View of an invoice form emphasizing the menu print for Odoo Studio
+
+If activating the :doc:`Developer mode <../../general/developer_mode/activate>`, additional fields
+such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible.
+
+- *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as
+  *text-danger*).
+
+- *Reload from attachment*: saves the report as an attachment of the document when printed. When the
+  report is reprinted, it re-downloads that attachment instead of re-printing it.
+  This means that if the underlying record (e.g. Invoice) changes when compared to the first
+  impression, the report does not reflect the changes because they were done after the attachment was
+  created. This is typically useful for reports linked to documents that should not change, such as
+  Invoices.
+
+.. tip::
+   Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you have closed Studio,
+   changes can not be undone anymore.
+
+   .. image:: media/reports/undo_redo.png
+      :align: center
+      :alt: View of a report being built and emphasizing the undo and redo buttons in Odoo Studio