39 lines
1.4 KiB
ReStructuredText
39 lines
1.4 KiB
ReStructuredText
===========================
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Customize Worksheet Reports
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===========================
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Personalizing your customer reports, also called *worksheets*, allows you to have different
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descriptions of the work for each type of intervention. It speeds up the flow for your employees
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while giving customers a detailed summary, which can be reviewed and signed onsite.
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Enable the feature
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==================
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Go to :menuselection:`Field Service --> Configuration` and enable
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:menuselection:`Worksheet Templates --> Save`.
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.. image:: media/cc1.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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Designing worksheets
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====================
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Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to
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*Design Worksheet Template*.
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You will be redirected to the *Studio* application.
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.. image:: media/cc2.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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With the freedom of *Studio*, drag and drop fields to create a report tailored to your needs.
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Once you are done, click on *Close* and get an overview of the work done.
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*Worksheets* is where you can see how many times the worksheet has been used/completed under a task.
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*Analysis* examines all the worksheets under that given template and generates a graph.
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.. image:: media/cc3.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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.. seealso::
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- `Studio Basics <https://www.odoo.com/slides/slide/studio-basics-710?fullscreen=1>`_
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