3
.. i18n: single: configuring; report
4
.. i18n: single: report
8
single: configuring; report
11
.. i18n: Configuring reports
12
.. i18n: ===================
18
.. i18n: Open ERP has two distinct report types:
21
Open ERP has two distinct report types:
23
.. i18n: * Statistical reports: these are calculated data, often represented in the form of lists or graphs.
24
.. i18n: These reports are dynamic and you can navigate through the data that comprise the figures through
25
.. i18n: the client interface.
27
.. i18n: * Report documents: they're used to print system documents. The result is usually a PDF generated by
28
.. i18n: a selection made on the screen. Furthermore, Open ERP enables you to open these reports in
29
.. i18n: OpenOffice.org to edit in any changes you want before sending them to your customer.
32
* Statistical reports: these are calculated data, often represented in the form of lists or graphs.
33
These reports are dynamic and you can navigate through the data that comprise the figures through
36
* Report documents: they're used to print system documents. The result is usually a PDF generated by
37
a selection made on the screen. Furthermore, Open ERP enables you to open these reports in
38
OpenOffice.org to edit in any changes you want before sending them to your customer.
40
.. i18n: Because of the power of the Open ERP engine, these two types of report can be created or modified
41
.. i18n: without needing any development and this can be done directly in the client interface of Open ERP
42
.. i18n: or from OpenOffice.org.
45
Because of the power of the Open ERP engine, these two types of report can be created or modified
46
without needing any development and this can be done directly in the client interface of Open ERP
47
or from OpenOffice.org.
49
.. i18n: Managing statistical reports
50
.. i18n: ----------------------------
53
Managing statistical reports
54
----------------------------
56
.. i18n: Many reports are configured in advance in Open ERP. You can find them in the :menuselection:`Reporting` submenus
57
.. i18n: under each main menu entry.
60
Many reports are configured in advance in Open ERP. You can find them in the :menuselection:`Reporting` submenus
61
under each main menu entry.
63
.. i18n: You can also install more new reports using various different modules whose name usually starts with
64
.. i18n: ``report_`` .
67
You can also install more new reports using various different modules whose name usually starts with
70
.. i18n: Modeling a new report
71
.. i18n: ^^^^^^^^^^^^^^^^^^^^^
78
.. i18n: single: module; base_report_creator
82
single: module; base_report_creator
84
.. i18n: Open ERP gives you the possibility of developing your own analyses to meet your specific needs. To
85
.. i18n: define a new analysis of the system's data you should install the module :mod:`base_report_creator`
86
.. i18n: . This enables you to create complex queries on the database, in a simple and visual way.
89
Open ERP gives you the possibility of developing your own analyses to meet your specific needs. To
90
define a new analysis of the system's data you should install the module :mod:`base_report_creator`
91
. This enables you to create complex queries on the database, in a simple and visual way.
93
.. i18n: Once the module is installed, create a new report using the menu :menuselection:`Dashboards -->
94
.. i18n: Configuration --> Custom Reports`.
97
Once the module is installed, create a new report using the menu :menuselection:`Dashboards -->
98
Configuration --> Custom Reports`.
100
.. i18n: Give a :guilabel:`Report Name` to your new report and select the objects that you're going to
101
.. i18n: analyze. For example, select the three following objects: :guilabel:`Partner`, :guilabel:`Sale Order`, :guilabel:`Sale Order
105
Give a :guilabel:`Report Name` to your new report and select the objects that you're going to
106
analyze. For example, select the three following objects: :guilabel:`Partner`, :guilabel:`Sale Order`, :guilabel:`Sale Order
109
.. i18n: Then turn to the second tab :guilabel:`View parameters` to select the views that you want in your
110
.. i18n: report. Select \ ``Tree``\ in the :guilabel:`First View` and \ ``Graph``\ in the :guilabel:`Second
111
.. i18n: View`. You can choose the type of graph displayed using the :guilabel:`Graph View` fields. You could
112
.. i18n: also select \ ``Calendar``\ as a view if you were going to add the :guilabel:`Date` field in your
116
Then turn to the second tab :guilabel:`View parameters` to select the views that you want in your
117
report. Select \ ``Tree``\ in the :guilabel:`First View` and \ ``Graph``\ in the :guilabel:`Second
118
View`. You can choose the type of graph displayed using the :guilabel:`Graph View` fields. You could
119
also select \ ``Calendar``\ as a view if you were going to add the :guilabel:`Date` field in your
122
.. i18n: .. tip:: The MS Excel plug-in
124
.. i18n: The Microsoft Excel plug-in enables you to connect to Open ERP and automatically extract the
125
.. i18n: selected data.
126
.. i18n: You can then apply formulas and graphs to make your own dashboards of measures directly in Excel.
127
.. i18n: The .xls file can be saved and, when it is reopened, it reconnects to Open ERP to refresh the
128
.. i18n: different lists and graphs with live data.
131
.. tip:: The MS Excel plug-in
133
The Microsoft Excel plug-in enables you to connect to Open ERP and automatically extract the
135
You can then apply formulas and graphs to make your own dashboards of measures directly in Excel.
136
The .xls file can be saved and, when it is reopened, it reconnects to Open ERP to refresh the
137
different lists and graphs with live data.
139
.. i18n: .. figure:: images/report_analysis_config.png
141
.. i18n: :align: center
143
.. i18n: *Fields selected for the analysis of sales by customer and by product (plugin_excel.png)*
146
.. figure:: images/report_analysis_config.png
150
*Fields selected for the analysis of sales by customer and by product (plugin_excel.png)*
152
.. i18n: In the third tab :guilabel:`Fields to Display` you can add filters on all the fields of the selected
153
.. i18n: objects (:guilabel:`Filters on Fields`). To do that, use the button :guilabel:`Add Filter` at the
154
.. i18n: top of the form. For the moment, don't add a filter.
157
In the third tab :guilabel:`Fields to Display` you can add filters on all the fields of the selected
158
objects (:guilabel:`Filters on Fields`). To do that, use the button :guilabel:`Add Filter` at the
159
top of the form. For the moment, don't add a filter.
161
.. i18n: In the fourth tab you must indicate which of the fields in the list you want to be shown in your
162
.. i18n: report (:guilabel:`Fields to Display`). Complete the screen along the lines of the figure below.
165
In the fourth tab you must indicate which of the fields in the list you want to be shown in your
166
report (:guilabel:`Fields to Display`). Complete the screen along the lines of the figure below.
168
.. i18n: #. The :guilabel:`Sequence` field gives the order of the fields displayed.
170
.. i18n: #. :guilabel:`Field` the second column enables you to select a field from any of the three objects
171
.. i18n: you selected in the first tab.
173
.. i18n: #. :guilabel:`Grouping Method` the third column lets you to determine the grouping operation that
174
.. i18n: is to be applied to this field:
176
.. i18n: - :guilabel:`Grouped` : Enables you to group document entries with the same value in this
179
.. i18n: - :guilabel:`Sum` : Gives the sum of values in this field.
181
.. i18n: - :guilabel:`Minimum` : Gives the minimum of all the values that appear in this field.
183
.. i18n: - :guilabel:`Maximum` : Gives the maximum of all the values that appear in this field.
185
.. i18n: - :guilabel:`Average` : Gives the arithmetic average of all the values in this field.
187
.. i18n: - :guilabel:`Count` : Gives the count of all the values in this field.
189
.. i18n: #. :guilabel:`Graph Mode` the fourth column, determines if the field will appear in the graph view
190
.. i18n: and, if so, on which axis (X or Y).
192
.. i18n: #. :guilabel:`Calendar Mode` the fifth column, enables you to specify if the field can be the
193
.. i18n: basis of a calendar view.
196
#. The :guilabel:`Sequence` field gives the order of the fields displayed.
198
#. :guilabel:`Field` the second column enables you to select a field from any of the three objects
199
you selected in the first tab.
201
#. :guilabel:`Grouping Method` the third column lets you to determine the grouping operation that
202
is to be applied to this field:
204
- :guilabel:`Grouped` : Enables you to group document entries with the same value in this
207
- :guilabel:`Sum` : Gives the sum of values in this field.
209
- :guilabel:`Minimum` : Gives the minimum of all the values that appear in this field.
211
- :guilabel:`Maximum` : Gives the maximum of all the values that appear in this field.
213
- :guilabel:`Average` : Gives the arithmetic average of all the values in this field.
215
- :guilabel:`Count` : Gives the count of all the values in this field.
217
#. :guilabel:`Graph Mode` the fourth column, determines if the field will appear in the graph view
218
and, if so, on which axis (X or Y).
220
#. :guilabel:`Calendar Mode` the fifth column, enables you to specify if the field can be the
221
basis of a calendar view.
223
.. i18n: You can now :guilabel:`Save` the report you defined. Click on the :guilabel:`Open Report` button to
224
.. i18n: the right of the form to get the requested analysis.
227
You can now :guilabel:`Save` the report you defined. Click on the :guilabel:`Open Report` button to
228
the right of the form to get the requested analysis.
230
.. i18n: .. figure:: images/report_sale_tree.png
232
.. i18n: :align: center
234
.. i18n: *Analyzing sales by partner and by product in list view*
237
.. figure:: images/report_sale_tree.png
241
*Analyzing sales by partner and by product in list view*
243
.. i18n: .. figure:: images/report_sale_graphe.png
245
.. i18n: :align: center
247
.. i18n: *Analyzing sales by partner and by product in graph view*
250
.. figure:: images/report_sale_graphe.png
254
*Analyzing sales by partner and by product in graph view*
257
.. i18n: single: configuring; dashboard
258
.. i18n: single: dashboard
263
single: configuring; dashboard
267
.. i18n: Configuring the dashboards
268
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^
271
Configuring the dashboards
272
^^^^^^^^^^^^^^^^^^^^^^^^^^
274
.. i18n: A dashboard is a selection of reports previously defined in Open ERP. You can choose from hundreds
275
.. i18n: of predefined reports and, for each report, indicate its position on the dashboard.
278
A dashboard is a selection of reports previously defined in Open ERP. You can choose from hundreds
279
of predefined reports and, for each report, indicate its position on the dashboard.
281
.. i18n: Just like fields on reports, the :guilabel:`Sequence` field determines the order in which views
282
.. i18n: appear in the dashboard.
285
Just like fields on reports, the :guilabel:`Sequence` field determines the order in which views
286
appear in the dashboard.
288
.. i18n: .. figure:: images/dashboard_config.png
289
.. i18n: :align: center
292
.. i18n: *Definition of a new dashboard*
295
.. figure:: images/dashboard_config.png
299
*Definition of a new dashboard*
301
.. i18n: Once the dashboard has been defined through the menu
302
.. i18n: :menuselection:`Dashboards --> Configuration --> Dashboard definition`
303
.. i18n: you can use the :guilabel:`Create Menu` button to create a menu
304
.. i18n: entry for your dashboard anywhere in the menu system.
307
Once the dashboard has been defined through the menu
308
:menuselection:`Dashboards --> Configuration --> Dashboard definition`
309
you can use the :guilabel:`Create Menu` button to create a menu
310
entry for your dashboard anywhere in the menu system.
312
.. i18n: Managing document templates with OpenOffice.org
313
.. i18n: -----------------------------------------------
316
Managing document templates with OpenOffice.org
317
-----------------------------------------------
320
.. i18n: single: module; base_report_designer
324
single: module; base_report_designer
326
.. i18n: To configure your printable documents in Open ERP, use the module :mod:`base_report_designer`.
329
To configure your printable documents in Open ERP, use the module :mod:`base_report_designer`.
331
.. i18n: .. tip:: The OpenOffice.org Writer plug-in
333
.. i18n: You can create your own reports in just a few minutes using the OpenOffice.org Writer plug-in.
334
.. i18n: This tool can give your team a big productivity improvement.
335
.. i18n: Using it, you can create templates for all of your company's documents, reducing the work of
336
.. i18n: creating and laying out data and customer documents. The plug-in can be downloaded from
337
.. i18n: http://www.openerp.com/buy.html?page=shop.browse&category_id=7
340
.. tip:: The OpenOffice.org Writer plug-in
342
You can create your own reports in just a few minutes using the OpenOffice.org Writer plug-in.
343
This tool can give your team a big productivity improvement.
344
Using it, you can create templates for all of your company's documents, reducing the work of
345
creating and laying out data and customer documents. The plug-in can be downloaded from
346
http://www.openerp.com/buy.html?page=shop.browse&category_id=7
348
.. i18n: The system is both simple and powerful, because it gives you the benefits of all of the layout
349
.. i18n: facilities offered by OpenOffice.org Writer as well as all of the data and calculation provided by
350
.. i18n: Open ERP. You could create or modify reports directly from OpenOffice.org and then use them in
354
The system is both simple and powerful, because it gives you the benefits of all of the layout
355
facilities offered by OpenOffice.org Writer as well as all of the data and calculation provided by
356
Open ERP. You could create or modify reports directly from OpenOffice.org and then use them in
359
.. i18n: .. note:: Independence from OpenOffice.org
361
.. i18n: OpenOffice.org is only used to generate new document templates.
362
.. i18n: The system administrator is the only person who has to install it.
364
.. i18n: Once the document templates have been defined the users don't need it to carry out their normal
366
.. i18n: They can use either Microsoft Office or OpenOffice.org as they choose.
369
.. note:: Independence from OpenOffice.org
371
OpenOffice.org is only used to generate new document templates.
372
The system administrator is the only person who has to install it.
374
Once the document templates have been defined the users don't need it to carry out their normal
376
They can use either Microsoft Office or OpenOffice.org as they choose.
378
.. i18n: The OpenOffice.org plug-in enables you to search for fields in Open ERP and integrate them into
379
.. i18n: your document templates. You can use data loops in tables or sections, enabling you to attach
380
.. i18n: several lines to an order, for example.
383
The OpenOffice.org plug-in enables you to search for fields in Open ERP and integrate them into
384
your document templates. You can use data loops in tables or sections, enabling you to attach
385
several lines to an order, for example.
387
.. i18n: Once the new report has been defined it appears directly in the Open ERP client for the system
391
Once the new report has been defined it appears directly in the Open ERP client for the system
394
.. i18n: There are two modes of using reports:
397
There are two modes of using reports:
399
.. i18n: * make the report produce a PDF document with data in it reflecting the selected record (for
400
.. i18n: example, an invoice).
402
.. i18n: * make the report open a document for modification in OpenOffice.org, with data in it reflecting the
403
.. i18n: selected record. This enables you to modify the document in OpenOffice.org before sending it to the
404
.. i18n: customer (such as with a Quotation).
407
* make the report produce a PDF document with data in it reflecting the selected record (for
408
example, an invoice).
410
* make the report open a document for modification in OpenOffice.org, with data in it reflecting the
411
selected record. This enables you to modify the document in OpenOffice.org before sending it to the
412
customer (such as with a Quotation).
414
.. i18n: The personalized reports are stored in the Open ERP database and are accessible to everyone who has
415
.. i18n: rights to use your database without any need for the installation of OpenOffice.org on their own
416
.. i18n: computers. The document modifications are applied to a single database.
419
The personalized reports are stored in the Open ERP database and are accessible to everyone who has
420
rights to use your database without any need for the installation of OpenOffice.org on their own
421
computers. The document modifications are applied to a single database.
423
.. i18n: Installing the OpenOffice.org module
424
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
427
Installing the OpenOffice.org module
428
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
430
.. i18n: You should install two components before using the report editor:
433
You should install two components before using the report editor:
435
.. i18n: * the module :mod:`base_report_designer` – first in your Open ERP installation if it's not
436
.. i18n: already there, and then in the Open ERP database, you want to use it in.
438
.. i18n: * the OpenOffice.org Report Designer in the OpenOffice.org installation on your system
439
.. i18n: administrator's computer.
442
* the module :mod:`base_report_designer` – first in your Open ERP installation if it's not
443
already there, and then in the Open ERP database, you want to use it in.
445
* the OpenOffice.org Report Designer in the OpenOffice.org installation on your system
446
administrator's computer.
448
.. i18n: You start by installing the module :mod:`base_report_designer` just like all the other Open ERP
452
You start by installing the module :mod:`base_report_designer` just like all the other Open ERP
455
.. i18n: To install the OpenOffice.org extension, look for the file \ ``openerpreport.zip``\ supplied with
456
.. i18n: the *Report Designer* distribution. Check that OpenOffice.org is properly installed on your
457
.. i18n: computer and that you have administration rights for installation.
460
To install the OpenOffice.org extension, look for the file \ ``openerpreport.zip``\ supplied with
461
the *Report Designer* distribution. Check that OpenOffice.org is properly installed on your
462
computer and that you have administration rights for installation.
464
.. i18n: .. figure:: images/tinyreport.png
466
.. i18n: :align: center
468
.. i18n: *Menu OpenERP Report in OpenOffice.org Writer*
471
.. figure:: images/tinyreport.png
475
*Menu OpenERP Report in OpenOffice.org Writer*
477
.. i18n: Start OpenOffice.org Writer, select :menuselection:`Tools --> Package Management...` to open the
478
.. i18n: Package Management dialog box and then search for the \ ``openerpreport.zip``\ file to install it.
479
.. i18n: Then close the application and restart Writer: a new menu appears in the top menu bar – :guilabel:`Tiny
480
.. i18n: Report` or :guilabel:`OpenERP Report`.
483
Start OpenOffice.org Writer, select :menuselection:`Tools --> Package Management...` to open the
484
Package Management dialog box and then search for the \ ``openerpreport.zip``\ file to install it.
485
Then close the application and restart Writer: a new menu appears in the top menu bar – :guilabel:`Tiny
486
Report` or :guilabel:`OpenERP Report`.
489
.. i18n: pair: report; OpenOffice.org
493
pair: report; OpenOffice.org
495
.. i18n: Connecting OpenOffice.org to Open ERP
496
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
499
Connecting OpenOffice.org to Open ERP
500
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
502
.. i18n: Select :menuselection:`OpenERP Report --> Server parameters` in the top menu of OpenOffice.org
503
.. i18n: Writer. You can then enter your connection parameters to the Open ERP server. You must select a
504
.. i18n: database \ ``demo_min``\ in which you've already installed the module :mod:`sale`. A message
505
.. i18n: appears if you've made a successful connection.
508
Select :menuselection:`OpenERP Report --> Server parameters` in the top menu of OpenOffice.org
509
Writer. You can then enter your connection parameters to the Open ERP server. You must select a
510
database \ ``demo_min``\ in which you've already installed the module :mod:`sale`. A message
511
appears if you've made a successful connection.
514
.. i18n: single: report; modify
518
single: report; modify
520
.. i18n: Modifying a report
521
.. i18n: ^^^^^^^^^^^^^^^^^^
527
.. i18n: The report editor lets you:
530
The report editor lets you:
532
.. i18n: * modify existing reports which will then replace the originals in your Open ERP database,
534
.. i18n: * create new reports for the selected object.
537
* modify existing reports which will then replace the originals in your Open ERP database,
539
* create new reports for the selected object.
541
.. i18n: To modify an existing report, select :menuselection:`OpenERP Report --> Modify Existing Report`.
542
.. i18n: Choose the report:menuselection:`Request for Quotation` in the :guilabel:`Modify Existing Report`
543
.. i18n: dialog box and then click :guilabel:`Save to Temp Directory`.
546
To modify an existing report, select :menuselection:`OpenERP Report --> Modify Existing Report`.
547
Choose the report:menuselection:`Request for Quotation` in the :guilabel:`Modify Existing Report`
548
dialog box and then click :guilabel:`Save to Temp Directory`.
550
.. i18n: .. figure:: images/openoffice_quotation.png
552
.. i18n: :align: center
554
.. i18n: *Modifying a document template*
557
.. figure:: images/openoffice_quotation.png
561
*Modifying a document template*
563
.. i18n: OpenOffice.org then opens the report in edit mode for you. You can modify it using the standard word
564
.. i18n: processing functions of OpenOffice.org Writer.
567
OpenOffice.org then opens the report in edit mode for you. You can modify it using the standard word
568
processing functions of OpenOffice.org Writer.
570
.. i18n: The document is modified in its English version. It will be translated as usual by Open ERP's
571
.. i18n: translation system when you use it through the client interface, if you've configured your own setup
572
.. i18n: to translate to another language for you. So you only need to modify the template once, even if your
573
.. i18n: system uses other languages – but you'll need to add translations as described earlier in this
574
.. i18n: chapter if you add fields or change the content of the existing ones.
577
The document is modified in its English version. It will be translated as usual by Open ERP's
578
translation system when you use it through the client interface, if you've configured your own setup
579
to translate to another language for you. So you only need to modify the template once, even if your
580
system uses other languages – but you'll need to add translations as described earlier in this
581
chapter if you add fields or change the content of the existing ones.
583
.. i18n: .. tip:: Older reports
585
.. i18n: The older reports may not all have been converted into the new form supported by Open ERP.
586
.. i18n: Data expressions in the old format are shown within double brackets and not in OpenOffice.org
589
.. i18n: You can transform an old report format to the new format from the OpenOffice.org menu
590
.. i18n: :menuselection:`OpenERP Report --> Convert Bracket–Fields`.
593
.. tip:: Older reports
595
The older reports may not all have been converted into the new form supported by Open ERP.
596
Data expressions in the old format are shown within double brackets and not in OpenOffice.org
599
You can transform an old report format to the new format from the OpenOffice.org menu
600
:menuselection:`OpenERP Report --> Convert Bracket–Fields`.
602
.. i18n: From the OpenERP toolbar in OpenOffice.org it's possible to:
605
From the OpenERP toolbar in OpenOffice.org it's possible to:
607
.. i18n: * connect to the Open ERP server: by supplying the connection parameters.
609
.. i18n: * add a loop: select a related field amongst the available fields from the proposed object, for
610
.. i18n: example \ ``Order lines``\ . When it's printed this loop will be run for each line of the order.
611
.. i18n: The loop can be put into a table (the lines will then be repeated) or into an OpenOffice.org
614
.. i18n: * add a field: you can then go through the whole Open ERP database from the selected object and
615
.. i18n: then a particular field.
617
.. i18n: * add an expression: enter an expression in the Python language to calculate values from any fields
618
.. i18n: in the selected object.
621
* connect to the Open ERP server: by supplying the connection parameters.
623
* add a loop: select a related field amongst the available fields from the proposed object, for
624
example \ ``Order lines``\ . When it's printed this loop will be run for each line of the order.
625
The loop can be put into a table (the lines will then be repeated) or into an OpenOffice.org
628
* add a field: you can then go through the whole Open ERP database from the selected object and
629
then a particular field.
631
* add an expression: enter an expression in the Python language to calculate values from any fields
632
in the selected object.
634
.. i18n: .. tip:: Python Expressions
636
.. i18n: Using the Expression button you can enter expressions in the Python language.
637
.. i18n: These expressions can use all of the object's fields for their calculations.
639
.. i18n: For example if you make a report on an order you can use the following expression:
641
.. i18n: '%.2f' % (amount_total * 0.9,)
643
.. i18n: In this example, amount_total is a field from the order object. The result will be 90% of the total
644
.. i18n: of the order, formatted to two decimal places.
647
.. tip:: Python Expressions
649
Using the Expression button you can enter expressions in the Python language.
650
These expressions can use all of the object's fields for their calculations.
652
For example if you make a report on an order you can use the following expression:
654
'%.2f' % (amount_total * 0.9,)
656
In this example, amount_total is a field from the order object. The result will be 90% of the total
657
of the order, formatted to two decimal places.
659
.. i18n: .. todo:: - Is this a specification for a bit more writing?
660
.. i18n: .. :menuselection:`OpenERP Report --> Send to server`
661
.. i18n: .. *Technical Name* *Report Name* \ ``Sale Order Mod``\
662
.. i18n: .. *Corporate Header* *Send Report to Server*
665
.. todo:: - Is this a specification for a bit more writing?
666
.. :menuselection:`OpenERP Report --> Send to server`
667
.. *Technical Name* *Report Name* \ ``Sale Order Mod``\
668
.. *Corporate Header* *Send Report to Server*
670
.. i18n: You can check the result in Open ERP using the menu :menuselection:`Sales Management --> Sales
671
.. i18n: Orders --> All Orders`.
674
You can check the result in Open ERP using the menu :menuselection:`Sales Management --> Sales
675
Orders --> All Orders`.
678
.. i18n: single: report; new
686
.. i18n: Creating a new report
687
.. i18n: ^^^^^^^^^^^^^^^^^^^^^
690
Creating a new report
691
^^^^^^^^^^^^^^^^^^^^^
693
.. i18n: .. todo:: Another specification?
694
.. i18n: .. :menuselection:`OpenERP Report --> Open a new report` \ ``Sale Order``\
695
.. i18n: .. :guilabel:`Open New Report` :guilabel:`Use Model in Report`
698
.. todo:: Another specification?
699
.. :menuselection:`OpenERP Report --> Open a new report` \ ``Sale Order``\
700
.. :guilabel:`Open New Report` :guilabel:`Use Model in Report`
702
.. i18n: The general template is made up of loops (such as the list of selected orders) and fields from the
703
.. i18n: object, which can also be looped. Format them to your requirements then save the template.
706
The general template is made up of loops (such as the list of selected orders) and fields from the
707
object, which can also be looped. Format them to your requirements then save the template.
709
.. i18n: The existing report templates make up a rich source of examples. You can start by adding the loops
710
.. i18n: and several fields to create a minimal template.
713
The existing report templates make up a rich source of examples. You can start by adding the loops
714
and several fields to create a minimal template.
716
.. i18n: When the report has been created, send it to the server by clicking :menuselection:`OpenERP Report
717
.. i18n: --> Send to server`, which brings up the :guilabel:`Send to server` dialog box. Enter the
718
.. i18n: :guilabel:`Technical Name` of \ ``sale.order``\ , to make it appear beside the other sales order
719
.. i18n: reports. Rename the template as \ ``Sale Order New``\ in :guilabel:`Report Name`, check the
720
.. i18n: checkbox :guilabel:`Corporate Header` and finally click :guilabel:`Send Report to Server`.
723
When the report has been created, send it to the server by clicking :menuselection:`OpenERP Report
724
--> Send to server`, which brings up the :guilabel:`Send to server` dialog box. Enter the
725
:guilabel:`Technical Name` of \ ``sale.order``\ , to make it appear beside the other sales order
726
reports. Rename the template as \ ``Sale Order New``\ in :guilabel:`Report Name`, check the
727
checkbox :guilabel:`Corporate Header` and finally click :guilabel:`Send Report to Server`.
729
.. i18n: To send it to the server, you can specify if you prefer Open ERP to produce a PDF when the user
730
.. i18n: prints the document, or if Open ERP should open the document for editing in OpenOffice.org Writer
731
.. i18n: before printing. To do that choose \ ``PDF``\ or \ ``SXW``\ (a format of OpenOffice.org
732
.. i18n: documents) in the field :guilabel:`Select Report Type`.
735
To send it to the server, you can specify if you prefer Open ERP to produce a PDF when the user
736
prints the document, or if Open ERP should open the document for editing in OpenOffice.org Writer
737
before printing. To do that choose \ ``PDF``\ or \ ``SXW``\ (a format of OpenOffice.org
738
documents) in the field :guilabel:`Select Report Type`.
741
.. i18n: single; report; common headers
745
single; report; common headers
747
.. i18n: Creating common headers for reports
748
.. i18n: -----------------------------------
751
Creating common headers for reports
752
-----------------------------------
754
.. i18n: When saving new reports and reports that you've modified, you're given the option to select a
755
.. i18n: header. This header is a template that creates a standard page header and footer containing data
756
.. i18n: that's defined in each database.
759
When saving new reports and reports that you've modified, you're given the option to select a
760
header. This header is a template that creates a standard page header and footer containing data
761
that's defined in each database.
763
.. i18n: The header is available to all users of the Open ERP server. Its template can be found on the file
764
.. i18n: system of the server in the directory \ ``addons/custom``\ and is common to all the users of the
765
.. i18n: server. Although reports attach information about the company that's printing them you can replace
766
.. i18n: various names in the template with values from the database, but the layout of the page will stay
767
.. i18n: common to all databases on the server.
770
The header is available to all users of the Open ERP server. Its template can be found on the file
771
system of the server in the directory \ ``addons/custom``\ and is common to all the users of the
772
server. Although reports attach information about the company that's printing them you can replace
773
various names in the template with values from the database, but the layout of the page will stay
774
common to all databases on the server.
776
.. i18n: If your company has its own server, or a hosted server, you can customize this template. To add the
777
.. i18n: company's logo you must login to the Open ERP server as a user who's allowed to edit server files.
778
.. i18n: Then go to the \ ``addons/custom``\ directory, copy your logo across (in a standard graphical file
779
.. i18n: format), then edit the file \ ``corporate_rml_header.rml``\ in a text editor. Text in the form \
780
.. i18n: ``<image file="corporate_logo.png" x="1cm" y="27.4cm" width="6cm"/>``\ should be put after the line
781
.. i18n: \ ``<!--logo-->``\ to pick up and display your logo on each page that uses the corporate header.For
782
.. i18n: any kind of troubleshooting problems kindly mai us at cde@tinyerp.com.
785
If your company has its own server, or a hosted server, you can customize this template. To add the
786
company's logo you must login to the Open ERP server as a user who's allowed to edit server files.
787
Then go to the \ ``addons/custom``\ directory, copy your logo across (in a standard graphical file
788
format), then edit the file \ ``corporate_rml_header.rml``\ in a text editor. Text in the form \
789
``<image file="corporate_logo.png" x="1cm" y="27.4cm" width="6cm"/>``\ should be put after the line
790
\ ``<!--logo-->``\ to pick up and display your logo on each page that uses the corporate header.For
791
any kind of troubleshooting problems kindly mai us at cde@tinyerp.com.
793
.. i18n: .. Copyright © Open Object Press. All rights reserved.
796
.. Copyright © Open Object Press. All rights reserved.
798
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
799
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
802
.. You may take electronic copy of this publication and distribute it if you don't
803
.. change the content. You can also print a copy to be read by yourself only.
805
.. i18n: .. We have contracts with different publishers in different countries to sell and
806
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
807
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
808
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
809
.. i18n: .. rights of these sales.
812
.. We have contracts with different publishers in different countries to sell and
813
.. distribute paper or electronic based versions of this book (translated or not)
814
.. in bookstores. This helps to distribute and promote the OpenERP product. It
815
.. also helps us to create incentives to pay contributors and authors using author
816
.. rights of these sales.
818
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
819
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
820
.. i18n: .. written authorisation for this.
823
.. Due to this, grants to translate, modify or sell this book are strictly
824
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
825
.. written authorisation for this.
827
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
828
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
829
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
830
.. i18n: .. printed in initial capitals.
833
.. Many of the designations used by manufacturers and suppliers to distinguish their
834
.. products are claimed as trademarks. Where those designations appear in this book,
835
.. and Open Object Press was aware of a trademark claim, the designations have been
836
.. printed in initial capitals.
838
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
839
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
840
.. i18n: .. resulting from the use of the information contained herein.
843
.. While every precaution has been taken in the preparation of this book, the publisher
844
.. and the authors assume no responsibility for errors or omissions, or for damages
845
.. resulting from the use of the information contained herein.
847
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
850
.. Published by Open Object Press, Grand Rosière, Belgium
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i18n/ru/source/book/8/8_20_Config/8_20_Config_reports.rst
