6.4 KiB
Reporting
You can find several reports under the {guilabel}Reporting
menu of most apps that let you analyze
and visualize the data of your records.
(reporting-views)=
Selecting a view
Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. However, two generic views are dedicated to reporting: the graph and pivot views.
(reporting-views-graph)=
Graph view
The {ref}graph view <reporting-using-graph>
is used to visualize your records' data, helping you
identify patterns and trends. The view is often found under the {guilabel}Reporting
menu of apps
but can be found elsewhere. Click the graph view button located at the top right to access
it.
:alt: Selecting the graph view
(reporting-views-pivot)=
Pivot view
The {ref}pivot view <reporting-using-pivot>
is used to aggregate your records' data and break it
down for analysis. The view is often found under the {guilabel}Reporting
menu of apps but can be
found elsewhere. Click the pivot view button located at the top right to access it.
:alt: Selecting the pivot view
(reporting-choosing-measures)=
Choosing measures
After selecting a view, you should ensure only the relevant records are {doc}filtered <search>
.
Next, you should choose what is measured. By default, a measure is always selected. If you wish to
edit it, click {guilabel}Measures
and choose one or, only for pivots, multiple measures.
:::{note}
When you select a measure, Odoo aggregates the values recorded on that field for the filtered
records. Only numerical fields ({ref}integer <studio-fields-simple-fields-integer>
,
{ref}decimal <studio-fields-simple-fields-decimal>
, {ref}monetary <studio-fields-simple-fields-monetary>
) can be measured. In addition, the {guilabel}Count
option is used to count the total number of filtered records.
:::
After choosing what you want to measure, you can define how the data should be {ref}grouped <search-group>
depending on the dimension you want to analyze. By default, the data is often
grouped by Date > Month, which is used to analyze the evolution of a measure over the months.
:::{tip} When you filter a single time period, the option to compare it against another one appears.
:alt: Using the comparison option
:::
.. example::
.. tabs::
.. tab:: Select measures
Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures
to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is
selected.
.. image:: reporting/measures.png
:alt: Selecting different measures on the Sales Analysis report
.. tab:: Group measures
You could group the measures by :guilabel:`Product Category` at the level of rows on the
previous Sales Analysis report example.
.. image:: reporting/single-group.png
:alt: Adding a group on the Sales Analysis report
(reporting-using-pivot)=
Using the pivot view
Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper
insights. While you can use the {guilabel}Group By
option to quickly add a group at the level of
rows, as shown in the example above, you can also click the plus button ({guilabel}➕
) next to the
{guilabel}Total
header at the level of rows and columns, and then select one of the
preconfigured groups. To remove one, click the minus button ({guilabel}➖
).
Once you have added a group, you can add new ones on the opposite axis or the newly created subgroups.
.. example::
You could further divide the measures on the previous Sales Analysis report example by the
:guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month`
group on the :guilabel:`All / Saleable / Office Furniture` product category.
.. image:: reporting/multiple-groups.png
:alt: Adding multiple groups on the Sales Analysis report
:::{tip}
- Switch the rows and columns' groups by clicking the flip axis button ({guilabel}
⇄
). - Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order.
- Download a
.xlsx
version of the pivot by clicking the download button ({guilabel}⭳
). :::
(reporting-using-graph)=
Using the graph view
Three graphs are available: the bar, line, and pie charts.
Bar charts are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets.
Line charts are useful to show changing time series and trends over time.
Pie charts are used to show the distribution or a comparison of a small number of categories when they form a meaningful whole.
.. tabs::
.. tab:: Bar chart
.. image:: reporting/bar.png
:alt: Viewing the Sales Analysis report as a bar chart
.. tab:: Line chart
.. image:: reporting/line.png
:alt: Viewing the Sales Analysis report as a line chart
.. tab:: Pie chart
.. image:: reporting/pie.png
:alt: Viewing the Sales Analysis report as a pie chart
:::{tip} For bar and line charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other.
.. tabs::
.. tab:: Stacked bar chart
.. image:: reporting/stacked-bar.png
:alt: Stacked bar chart example
.. tab:: Regular bar chart
.. image:: reporting/non-stacked-bar.png
:alt: Non-stacked bar chart example
.. tab:: Stacked line chart
.. image:: reporting/stacked-line.png
:alt: Stacked line chart example
.. tab:: Regular line chart
.. image:: reporting/non-stacked-line.png
:alt: Non-stacked line chart example
For line charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period.
.. tabs::
.. tab:: Cumulative line chart
.. image:: reporting/cumulative.png
:alt: Cumulative line chart example
.. tab:: Regular line chart
.. image:: reporting/non-cumulative.png
:alt: Regular line chart example
:::