7c60cf6b8e
The reporting feature needed to be updated for V14 (new features, new screenshots). In addition, more in-depth explanations were provided as using the reporting functionality isn't straightforward.
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5.3 KiB
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122 lines
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=========================================
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Analyze the performance of your purchases
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If your company regularly purchases products, you have several reasons to track and analyze your
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performance. The insights gathered can help you to better forecast and plan your future orders. For
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example, you can assess if your business is dependent on particular vendors, and the data can help
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you negotiate discounts on prices.
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Generate customized reports
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===========================
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Go to *Reporting* to access the purchase analysis. Simply by accessing the reporting dashboard, you
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can get a quick overview of your actual performance. By default, the reporting dashboard displays a
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line chart presenting the untaxed amount of your purchase orders per day, and below it, key metrics
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and a pivot table.
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.. image:: media/analyze-reporting-dashboard.png
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:align: center
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:alt: Reporting dashboard in Odoo Purchase
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While the data initially presented is useful, there are several tools and features you can use to
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get even more insights on your purchases.
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Use filters to select the data you need
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---------------------------------------
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Odoo offers several default filters you can use and combine by clicking on *Filters*. When you
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select one or several filters, Odoo looks for all the orders that match at least one of the filters
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you have chosen and populates the chart, key metrics, and pivot table with the data. The
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pre-configured filters are:
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#. All *Requests for Quotation*
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#. All *Purchase Orders*, except canceled ones
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#. *Confirmation Date Last Year* includes all orders that were confirmed the previous year,
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canceled purchase orders included
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#. *Order Date* includes all orders - request for quotations and purchases orders (canceled ones
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included) - depending on their date of creation
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#. *Confirmation Date* includes all confirmed orders, canceled ones included, depending on their
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date of confirmation
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.. note::
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When you have to select a period, you can use multiple years, and, with at least one year
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selected, multiple quarters and the three most recent months.
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.. tip::
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If you use the *Order Date* or *Confirmation Date* filters, the *Comparison* feature appears next
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to *Filters*. It enables you to compare the period you filtered with the previous one.
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.. image:: media/analyze-filters.png
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:align: center
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:alt: Reporting filters in Odoo Purchase
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Add custom filters
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~~~~~~~~~~~~~~~~~~
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Thanks to the 31 filtering options to choose from, the possibilities of your customizing your
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dataset are almost limitless. Go to :menuselection:`Filters --> Add Custom Filter`, specify the
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condition the filtering option should meet (e.g. *is equal to*, *contains*, etc.), and click on
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*Apply*. If you want to select orders matching several conditions simultaneously (*and* operator),
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repeat the process to add another custom filter. If you want to use the *or* operator, don't
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click on *Apply*, and click on *Add a condition* instead. Once you have added all the desired
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filtering options, click on *Apply*.
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.. image:: media/analyze-custom-filter.png
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:align: center
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:alt: Custom reporting filter in Odoo Purchase
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.. tip::
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To avoid having to recreate custom filters every time, save them by clicking on
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:menuselection:`Favorites --> Save current search --> Save`. The customized search filter can
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then be accessed by clicking on *Favorites* or can even be set as the default filter when you
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open the reporting dashboard.
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Measure exactly what you need
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-----------------------------
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Before selecting what you want to measure, you need to decide whether you prefer using the graph
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view or the pivot view. By default, the dashboard presents both views. However, the measures you
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select won't be applied to both views. You can access each view separately by clicking on the icons
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at the top right of the dashboard.
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.. image:: media/analyze-switch-view.png
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:align: center
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:alt: Switch reporting view in Odoo Purchase
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Visualize your data
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~~~~~~~~~~~~~~~~~~~
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You can transform the main graph in just a click by selecting one of the three charts: bar, line or
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pie. Fourteen different measures are available, but you can only use one at a time. However, you can
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group the measure using one or several of the 19 *Groups*.
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.. image:: media/analyze-graph-view.png
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:align: center
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:alt: Reporting graph view in Odoo Purchase
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For bar and line charts, the selected measure is your y-axis, and the first group you select is used
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to create the x-axis. Adding more group adds additional lines (line chart) or transforms your bar
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chart into a stacked bar chart. For pie charts, the more groups you select, the more slices are
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displayed.
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Explore your data
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~~~~~~~~~~~~~~~~~
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The pivot table view enables you to explore your data in great detail. Unlike the graph view, the
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pivot table enables you to add several measures at the same time. By clicking on *Measures* or on
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the **+** sign in the *Total* column, you can add as many as you want, each assigned to a new
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column. By clicking on the **+** sign in the *Total* row, you can add *Groups*. If you click on a
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group's **+** sign, you can add a sub-group, and so on.
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.. image:: media/analyze-pivot-view.png
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:align: center
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:alt: Pivot table view in Odoo Purchase
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.. tip::
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You can insert your pivot table's data directly in the Spreadsheet app or export it as an Excel
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file. |