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26 lines
1.1 KiB
ReStructuredText
26 lines
1.1 KiB
ReStructuredText
To configure this module, you need to:
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* Go to Accounting > Configuration > MIS Reporting > MIS Report Templates where
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you can create report templates by defining KPI's. KPI's constitute the rows of your
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reports. Such report templates are time independent.
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.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
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:alt: Sample report template
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:width: 80 %
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:align: center
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* Then in Accounting > Reports > MIS Reporting > MIS Reports you can create report instance by
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binding the templates to time periods, hence defining the columns of your reports.
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.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
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:alt: Sample report configuration
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:width: 80 %
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:align: center
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* From the MIS Reports view, you can preview the report, add it to and Odoo dashboard,
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and export it to PDF or Excel.
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.. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
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:alt: Sample preview
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:width: 80 %
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:align: center
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