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closes odoo/documentation#9692
X-original-commit: 55d3d59a64
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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131 lines
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=========
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Reporting
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=========
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In Odoo's *Appraisals* app, two metrics are tracked as appraisals are completed: an :ref:`appraisal
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analysis <appraisals/analysis-report>`, and a :ref:`skills evolution <appraisals/skills-report>`.
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.. _appraisals/analysis-report:
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Appraisal analysis
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------------------
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To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Appraisal Analysis`.
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On the :guilabel:`Appraisal Analysis` page, there is a report of all the appraisals in the database,
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highlighted in different colors to represent their status.
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Appraisals in yellow are *Done*, appraisals in orange are in progress (the *Appraisal Sent*, but not
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completed), appraisals in red have been *Cancelled*, and appraisals in gray are scheduled *To Start*
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(according to the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet.
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The report displays the current year, in a default Gantt view, and is grouped by department.
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To change the period of time that is presented by default, adjust the date settings in the top-left
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of the report. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and
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:guilabel:`Year`. Use the arrows to move forward or backward in time.
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At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
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view.
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The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
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the :guilabel:`Search...` bar at the top.
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.. image:: reporting/analysis.png
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:align: center
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:alt: A report showing all the appraisals for the Appraisal Analysis report.
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.. example::
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Appraisals that have been cancelled appear in red on the :guilabel:`Appraisal Analysis` report,
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but there is no preconfigured filter to show only cancelled appraisals.
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To view only cancelled appraisals, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon
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in the :guilabel:`Search...` bar.
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Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section, and a
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:guilabel:`Add Custom Filter` pop up window loads.
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Using the drop-down menu, select :guilabel:`Status` for the first drop-down, then select
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:guilabel:`Cancelled` for the third drop-down field. Click the :guilabel:`Add` button, and only
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appraisals that have been cancelled appear.
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.. image:: reporting/custom-filter.png
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:align: center
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:alt: The Custom Filter pop-up with the parameters set to only show cancelled appraisals.
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.. _appraisals/skills-report:
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Skills evolution
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----------------
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To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
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--> Skills Evolution`. The :guilabel:`Appraisal Skills Report` page displays a report of all skills,
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grouped by employee.
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Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from
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any ongoing appraisals that have **not** been finalized are **not** included in this report.
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All the lines of the report are collapsed, by default. To view the details of a line, click anywhere
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on a line to expand the data.
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Each skill has the following information listed:
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- :guilabel:`Employee`: name of the employee.
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- :guilabel:`Skill Type`: the category the skill falls under.
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- :guilabel:`Skill`: the specific, individual skill.
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- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
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- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
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(based on the :guilabel:`Skill Level`).
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- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
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- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
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- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
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The color of the skill text indicates any changes from the previous appraisal. Skill levels that
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have increased since the last appraisal appear in green as an *Improvement*, skill levels that have
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not changed appear in black as *No Change*, and skills that have regressed appear in red as
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*Regression*.
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.. image:: reporting/skills-report.png
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:align: center
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:alt: A report showing all the skills grouped by employee.
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The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
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the :guilabel:`Search...` bar at the top.
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.. example::
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Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be
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difficult to find employees with a specific skill at a specific level. To find these employees,
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a custom filter must be used.
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To view only employees with an :guilabel:`Expert` level of the :guilabel:`Javascript` skill,
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first remove any active filters in the :guilabel:`Search...` bar.
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Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...`
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bar, then click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section to load an
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:guilabel:`Add Custom Filter` pop up window.
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Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, then select
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:guilabel:`Javascript` for the third drop-down field.
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Next, click the :guilabel:`New Rule` button, and another line appears. In this second line,
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select :guilabel:`Current Skill Level` for the first drop-down, then select :guilabel:`Expert`
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for the third drop-down field.
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After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` in the sentence
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:guilabel:`Match any of the following rules:` changes from plain text into a drop-down menu.
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Click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon after the word :guilabel:`any`, and
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select :guilabel:`all`.
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Finally, click the :guilabel:`Add` button, and only employees that have an :guilabel:`Expert`
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level for the skill :guilabel:`Javascript` appear.
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.. image:: reporting/javascript.png
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:align: center
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:alt: The Custom Filter pop-up with the parameters set to only show employees with expert
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level for the skill javascript.
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.. seealso::
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- :doc:`Odoo essentials reporting <../../essentials/reporting>`
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- :doc:`../../essentials/search`
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