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Initial commit: OCA Report packages (45 packages)

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Ernad Husremovic 2025-08-29 15:43:05 +02:00
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odoo-bringout-oca-mis-builder-mis_builder/mis_builder/readme/USAGE.rst Normal file
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To configure this module, you need to:
* Go to Accounting > Configuration > MIS Reporting > MIS Report Templates where
you can create report templates by defining KPI's. KPI's constitute the rows of your
reports. Such report templates are time independent.
.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
:alt: Sample report template
:width: 80 %
:align: center
* Then in Accounting > Reports > MIS Reporting > MIS Reports you can create report instance by
binding the templates to time periods, hence defining the columns of your reports.
.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
:alt: Sample report configuration
:width: 80 %
:align: center
* From the MIS Reports view, you can preview the report, add it to and Odoo dashboard,
and export it to PDF or Excel.
.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
:alt: Sample preview
:width: 80 %
:align: center