00e96e5635
closes odoo/documentation#10132 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
56 lines
2.3 KiB
ReStructuredText
56 lines
2.3 KiB
ReStructuredText
================
|
|
Members analysis
|
|
================
|
|
|
|
.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
|
|
.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
|
|
.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
|
|
|
|
The *Members Analysis* report provides a detailed overview of all memberships sold and managed
|
|
within the *Members* application.
|
|
|
|
To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`.
|
|
|
|
Navigate the report
|
|
===================
|
|
|
|
The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of
|
|
memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned
|
|
salesperson, then by the month the membership begins.
|
|
|
|
.. image:: members_analysis/example-report.png
|
|
:align: center
|
|
:alt: A sample of the members analysis report.
|
|
|
|
Additional :ref:`Group By <search/group>` options include the following:
|
|
|
|
- :guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed
|
|
in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record.
|
|
- :guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership*
|
|
tab on the contact's record.
|
|
- :guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both
|
|
purchased memberships and free memberships.
|
|
- :guilabel:`Current Membership State`: the status of the membership.
|
|
- :guilabel:`Company`: the company the membership is purchased through. This option only appears in
|
|
multi-company databases.
|
|
- :guilabel:`Month`: the month the membership began.
|
|
|
|
View results
|
|
============
|
|
|
|
Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the
|
|
corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
|
|
chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
|
|
chart)`.
|
|
|
|
Click the |pivot| to change to the pivot view.
|
|
|
|
.. tip::
|
|
The :ref:`pivot view <reporting/using-pivot>` can be used to view and analyze data in a more
|
|
in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
|
|
opportunity stage.
|
|
|
|
.. seealso::
|
|
- :ref:`search/custom-filters`
|
|
- :ref:`search/favorites`
|