2
.. i18n: .. module:: report_crm
3
.. i18n: :synopsis: CRM Management - Reporting (Official, Quality Certified)
9
:synopsis: CRM Management - Reporting (Official, Quality Certified)
13
.. i18n: .. raw:: html
16
.. i18n: <link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
22
<link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
24
.. i18n: .. tip:: This module is part of the OpenERP software, the leading Open Source
25
.. i18n: enterprise management system. If you want to discover OpenERP, check our
26
.. i18n: `screencasts <http://openerp.tv>`_ or download
27
.. i18n: `OpenERP <http://openerp.com>`_ directly.
30
.. tip:: This module is part of the OpenERP software, the leading Open Source
31
enterprise management system. If you want to discover OpenERP, check our
32
`screencasts <http://openerp.tv>`_ or download
33
`OpenERP <http://openerp.com>`_ directly.
35
.. i18n: .. raw:: html
37
.. i18n: <div class="js-kit-rating" title="" permalink="" standalone="yes" path="/report_crm"></div>
38
.. i18n: <script src="http://js-kit.com/ratings.js"></script>
43
<div class="js-kit-rating" title="" permalink="" standalone="yes" path="/report_crm"></div>
44
<script src="http://js-kit.com/ratings.js"></script>
46
.. i18n: CRM Management - Reporting (*report_crm*)
47
.. i18n: =========================================
48
.. i18n: :Module: report_crm
49
.. i18n: :Name: CRM Management - Reporting
50
.. i18n: :Version: 5.0.1.0
51
.. i18n: :Author: Tiny
52
.. i18n: :Directory: report_crm
53
.. i18n: :Web: http://www.openerp.com
54
.. i18n: :Official module: yes
55
.. i18n: :Quality certified: yes
58
CRM Management - Reporting (*report_crm*)
59
=========================================
61
:Name: CRM Management - Reporting
64
:Directory: report_crm
65
:Web: http://www.openerp.com
67
:Quality certified: yes
78
.. i18n: A module that adds new reports based on CRM cases.
79
.. i18n: Case By section, Case By category
84
A module that adds new reports based on CRM cases.
85
Case By section, Case By category
87
.. i18n: Download links
88
.. i18n: --------------
94
.. i18n: You can download this module as a zip file in the following version:
97
You can download this module as a zip file in the following version:
99
.. i18n: * `4.2 <http://www.openerp.com/download/modules/4.2/report_crm.zip>`_
100
.. i18n: * `5.0 <http://www.openerp.com/download/modules/5.0/report_crm.zip>`_
101
.. i18n: * `trunk <http://www.openerp.com/download/modules/trunk/report_crm.zip>`_
104
* `4.2 <http://www.openerp.com/download/modules/4.2/report_crm.zip>`_
105
* `5.0 <http://www.openerp.com/download/modules/5.0/report_crm.zip>`_
106
* `trunk <http://www.openerp.com/download/modules/trunk/report_crm.zip>`_
108
.. i18n: Dependencies
109
.. i18n: ------------
115
.. i18n: * :mod:`crm`
139
.. i18n: * CRM & SRM/Reporting
140
.. i18n: * CRM & SRM/Reporting/This Month
141
.. i18n: * CRM & SRM/Reporting/This Month/Cases by user and section (this month)
142
.. i18n: * CRM & SRM/Reporting/All Months
143
.. i18n: * CRM & SRM/Reporting/All Months/Cases by User and Section
144
.. i18n: * CRM & SRM/Reporting/This Month/My cases by section (this month)
145
.. i18n: * CRM & SRM/Reporting/All Months/My cases by section
146
.. i18n: * CRM & SRM/Reporting/This Month/Cases by categories and section (this month)
147
.. i18n: * CRM & SRM/Reporting/All Months/Cases by Categories and Section
150
* CRM & SRM/Reporting
151
* CRM & SRM/Reporting/This Month
152
* CRM & SRM/Reporting/This Month/Cases by user and section (this month)
153
* CRM & SRM/Reporting/All Months
154
* CRM & SRM/Reporting/All Months/Cases by User and Section
155
* CRM & SRM/Reporting/This Month/My cases by section (this month)
156
* CRM & SRM/Reporting/All Months/My cases by section
157
* CRM & SRM/Reporting/This Month/Cases by categories and section (this month)
158
* CRM & SRM/Reporting/All Months/Cases by Categories and Section
167
.. i18n: * report.crm.case.user.tree (tree)
168
.. i18n: * report.crm.case.user.form (form)
169
.. i18n: * report.crm.case.user.graph (graph)
170
.. i18n: * report.crm.case.categ.tree (tree)
171
.. i18n: * report.crm.case.categ.form (form)
172
.. i18n: * report.crm.case.section.tree (tree)
173
.. i18n: * report.crm.case.section.graph (graph)
174
.. i18n: * report.crm.case.service.dashboard.tree (tree)
175
.. i18n: * report.crm.case.service.dashboard.tree (tree)
178
* report.crm.case.user.tree (tree)
179
* report.crm.case.user.form (form)
180
* report.crm.case.user.graph (graph)
181
* report.crm.case.categ.tree (tree)
182
* report.crm.case.categ.form (form)
183
* report.crm.case.section.tree (tree)
184
* report.crm.case.section.graph (graph)
185
* report.crm.case.service.dashboard.tree (tree)
186
* report.crm.case.service.dashboard.tree (tree)
195
.. i18n: Object: Cases by user and section (report.crm.case.user)
196
.. i18n: ########################################################
199
Object: Cases by user and section (report.crm.case.user)
200
########################################################
202
.. i18n: :amount_revenue_prob: Est. Rev*Prob., float, readonly
205
:amount_revenue_prob: Est. Rev*Prob., float, readonly
207
.. i18n: :amount_costs: Est.Cost, float, readonly
210
:amount_costs: Est.Cost, float, readonly
212
.. i18n: :user_id: User, many2one, readonly
215
:user_id: User, many2one, readonly
217
.. i18n: :name: Month, date, readonly
220
:name: Month, date, readonly
222
.. i18n: :probability: Avg. Probability, float, readonly
225
:probability: Avg. Probability, float, readonly
227
.. i18n: :nbr: # of Cases, integer, readonly
230
:nbr: # of Cases, integer, readonly
232
.. i18n: :section_id: Section, many2one, readonly
235
:section_id: Section, many2one, readonly
237
.. i18n: :state: Status, selection, readonly
240
:state: Status, selection, readonly
242
.. i18n: :amount_revenue: Est.Revenue, float, readonly
245
:amount_revenue: Est.Revenue, float, readonly
247
.. i18n: :delay_close: Delay to close, char, readonly
250
:delay_close: Delay to close, char, readonly
252
.. i18n: Object: Cases by section and category (report.crm.case.categ)
253
.. i18n: #############################################################
256
Object: Cases by section and category (report.crm.case.categ)
257
#############################################################
259
.. i18n: :amount_revenue_prob: Est. Rev*Prob., float, readonly
262
:amount_revenue_prob: Est. Rev*Prob., float, readonly
264
.. i18n: :amount_costs: Est.Cost, float, readonly
267
:amount_costs: Est.Cost, float, readonly
269
.. i18n: :name: Month, date, readonly
272
:name: Month, date, readonly
274
.. i18n: :probability: Avg. Probability, float, readonly
277
:probability: Avg. Probability, float, readonly
279
.. i18n: :nbr: # of Cases, integer, readonly
282
:nbr: # of Cases, integer, readonly
284
.. i18n: :section_id: Section, many2one, readonly
287
:section_id: Section, many2one, readonly
289
.. i18n: :state: Status, selection, readonly
292
:state: Status, selection, readonly
294
.. i18n: :amount_revenue: Est.Revenue, float, readonly
297
:amount_revenue: Est.Revenue, float, readonly
299
.. i18n: :delay_close: Delay Close, char, readonly
302
:delay_close: Delay Close, char, readonly
304
.. i18n: :categ_id: Category, many2one, readonly
307
:categ_id: Category, many2one, readonly
309
.. i18n: Object: Cases by Section (report.crm.case.section)
310
.. i18n: ##################################################
313
Object: Cases by Section (report.crm.case.section)
314
##################################################
316
.. i18n: :nbr_cases: # of Cases, integer, readonly
319
:nbr_cases: # of Cases, integer, readonly
321
.. i18n: :delay_close: Delay to close, char, readonly
324
:delay_close: Delay to close, char, readonly
326
.. i18n: :section_id: Section, many2one, readonly
329
:section_id: Section, many2one, readonly
331
.. i18n: :perc_cancel: %Cancel, float, readonly
334
:perc_cancel: %Cancel, float, readonly
336
.. i18n: :avg_answers: Avg. Answers, integer, readonly
339
:avg_answers: Avg. Answers, integer, readonly
341
.. i18n: :perc_done: %Done, float, readonly
344
:perc_done: %Done, float, readonly
346
.. i18n: :name: Month, date, readonly
349
:name: Month, date, readonly
351
.. i18n: Object: Report of Closed and Open CRM Cases within past 15 days (report.crm.case.service.dashboard)
352
.. i18n: ###################################################################################################
355
Object: Report of Closed and Open CRM Cases within past 15 days (report.crm.case.service.dashboard)
356
###################################################################################################
358
.. i18n: :date_closed: Date Closed, datetime, readonly
361
:date_closed: Date Closed, datetime, readonly
363
.. i18n: :create_date: Create Date, datetime, readonly
366
:create_date: Create Date, datetime, readonly
368
.. i18n: :name: Description, char, readonly
371
:name: Description, char, readonly
373
.. i18n: :date_deadline: Deadline, datetime, readonly
376
:date_deadline: Deadline, datetime, readonly
378
.. i18n: :planned_revenue: Planned Revenue, float, readonly
381
:planned_revenue: Planned Revenue, float, readonly
383
.. i18n: :planned_cost: Planned Costs, float, readonly
386
:planned_cost: Planned Costs, float, readonly
388
.. i18n: :priority: Priority, char, readonly
391
:priority: Priority, char, readonly
393
.. i18n: :state: Status, selection, readonly
396
:state: Status, selection, readonly
398
.. i18n: :date: Date, datetime, readonly
401
:date: Date, datetime, readonly
403
.. i18n: :user_id: Responsible, many2one, readonly
406
:user_id: Responsible, many2one, readonly
408
.. i18n: :partner_id: Partner, many2one, readonly
411
:partner_id: Partner, many2one, readonly