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Build 'Management Information System' Reports and Dashboards

Project description

License: AGPL-3

MIS Builder

This module allows you to build Management Information Systems dashboards. Such style of reports presents KPI in rows and time periods in columns. Reports mainly fetch data from account moves, but can also combine data coming from arbitrary Odoo models. Reports can be exported to PDF, Excel and they can be added to Odoo dashboards.

Installation

Your preferred way to install addons will work with MIS Builder.

An easy way to install it with all its dependencies is using pip:

  • pip install --pre odoo10-addon-mis_builder odoo-autodiscover
  • then restart Odoo, update the addons list in your database, and install the MIS Builder application.

Configuration and Usage

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.
Sample report template
  • 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.
Sample report configuration
  • From the MIS Reports view, you can preview the report, add it to and Odoo dashboard, and export it to PDF or Excel.
Sample preview
Try me on Runbot

Developer notes

A typical extension is to provide a mechanism to filter reports on analytic dimensions or operational units. To implement this, you can override _get_additional_move_line_filter and _get_additional_filter to further filter move lines or queries based on a user selection. A typical use case could be to add an analytic account field on mis.report.instance, or even on mis.report.instance.period if you want different columns to show different analytic accounts.

Known issues / Roadmap

The mis_builder roadmap and known issues can be found on github.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Credits

Author

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit https://odoo-community.org.

Project details


Release history Release notifications

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10.0.3.2.1.99.dev15

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