e9c0238d6e
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4469
X-original-commit: 6f16d7e092
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
91 lines
2.9 KiB
ReStructuredText
91 lines
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==============
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Custom reports
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==============
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Overview
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========
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Odoo 13 comes with a powerful and easy-to-use reporting framework.
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Creating new reports (such as a tax report or a balance sheet or
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income statement with specific groupings and layout ) to suit your
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needs is now easier than ever.
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Activate the developer mode
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===========================
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In order to have access to the financial report creation interface, the
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:ref:`developer mode <developer-mode>` needs to be activated.
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Create your financial report
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============================
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First, you need to create your financial report. To do that, go to
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:menuselection:`Accounting --> Configuration --> Financial Reports`
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.. image:: customize/customize02.png
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:align: center
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Once the name is entered, there are two other parameters that need to be
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configured:
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- **Show Credit and Debit Columns**
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- **Analysis Period** :
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- Based on date ranges (e.g. Profit and Loss)
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- Based on a single date (e.g. Balance Sheet)
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- Based on date ranges with 'older' and 'total' columns and last 3
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months (e.g. Aged Partner Balances)
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- Bases on date ranges and cash basis method (e.g. Cash Flow
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Statement)
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Add lines in your custom reports
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================================
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After you've created the report, you need to fill it with lines. They
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all need a **name**, a **code** (that is used to refer to the line), a
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**sequence number** and a **level** (Used for the line rendering).
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.. image:: customize/customize04.png
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:align: center
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In the **formulas** field you can add one or more formulas to assign a
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value to the balance column (and debit and credit column if applicable –
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separated by ;)
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You have several objects available in the formula :
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- ``Ndays`` : The number of days in the selected period (for reports with a
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date range).
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- Another report, referenced by its code. Use ``.balance`` to get its
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balance value (also available are ``.credit``, ``.debit`` and
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``.amount_residual``)
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A line can also be based on the sum of account move lines on a selected
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domain. In which case you need to fill the domain field with an Odoo
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domain on the account move line object. Then an extra object is
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available in the formulas field, namely ``sum``, the sum of the account
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move lines in the domain. You can also use the group by field to group
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the account move lines by one of their columns.
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Other useful fields :
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- **Type** : Type of the result of the formula.
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- **Is growth good when positive** : Used when computing the comparison
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column. Check if growth is good (displayed in green) or not.
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- **Special date changer** : If a specific line in a report should not use
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the same dates as the rest of the report.
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- **Show domain** : How the domain of a line is displayed. Can be foldable
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(``default``, hidden at the start but can be unfolded), ``always``
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(always displayed) or ``never`` (never shown).
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.. seealso::
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* :doc:`..`
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