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oca-ocb-crm/odoo-bringout-oca-ocb-crm/doc/REPORTS.md
Ernad Husremovic 21a345b5b9 Initial commit: Crm packages
2025-08-29 15:20:49 +02:00

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Reports

Report definitions and templates in crm.

classDiagram
    class ActivityReport
    Model <|-- ActivityReport

Available Reports

Analytical/Dashboard Reports

  • Leads Analysis (Analysis/Dashboard)
  • Pipeline Analysis (Analysis/Dashboard)
  • Activities (Analysis/Dashboard)
  • Pipeline Activities (Analysis/Dashboard)

Report Files

  • crm_activity_report.py (Python logic)
  • crm_activity_report_views.xml (XML template/definition)
  • crm_opportunity_report_views.xml (XML template/definition)
  • init.py (Python logic)

Notes

  • Named reports above are accessible through Odoo's reporting menu
  • Python files define report logic and data processing
  • XML files contain report templates, definitions, and formatting
  • Reports are integrated with Odoo's printing and email systems