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:synopsis: CRM Management - Reporting (Official, Quality Certified)
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.. tip:: This module is part of the Open ERP software, the leading Open Source
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enterprise management system. If you want to discover Open ERP, check our
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`screencasts <http://openerp.tv>`_ or download
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`Open ERP <http://openerp.com>`_ directly.
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CRM Management - Reporting (*report_crm*)
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=========================================
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:Name: CRM Management - Reporting
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:Directory: report_crm
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:Web: http://www.openerp.com
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:Quality certified: yes
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A module that adds new reports based on CRM cases.
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Case By section, Case By category
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You can download this module as a zip file in the following version:
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* `4.2 <http://www.openerp.com/download/modules/4.2/report_crm.zip>`_
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* `5.0 <http://www.openerp.com/download/modules/5.0/report_crm.zip>`_
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* `trunk <http://www.openerp.com/download/modules/trunk/report_crm.zip>`_
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* CRM & SRM/Reporting/This Month
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* CRM & SRM/Reporting/This Month/Cases by user and section (this month)
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* CRM & SRM/Reporting/All Months
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* CRM & SRM/Reporting/All Months/Cases by User and Section
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* CRM & SRM/Reporting/This Month/My cases by section (this month)
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* CRM & SRM/Reporting/All Months/My cases by section
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* CRM & SRM/Reporting/This Month/Cases by categories and section (this month)
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* CRM & SRM/Reporting/All Months/Cases by Categories and Section
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* report.crm.case.user.tree (tree)
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* report.crm.case.user.form (form)
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* report.crm.case.user.graph (graph)
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* report.crm.case.categ.tree (tree)
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* report.crm.case.categ.form (form)
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* report.crm.case.section.tree (tree)
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* report.crm.case.section.graph (graph)
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* report.crm.case.service.dashboard.tree (tree)
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* report.crm.case.service.dashboard.tree (tree)
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Object: Cases by user and section (report.crm.case.user)
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########################################################
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:amount_revenue_prob: Est. Rev*Prob., float, readonly
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:amount_costs: Est.Cost, float, readonly
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:user_id: User, many2one, readonly
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:name: Month, date, readonly
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:probability: Avg. Probability, float, readonly
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:nbr: # of Cases, integer, readonly
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:section_id: Section, many2one, readonly
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:state: Status, selection, readonly
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:amount_revenue: Est.Revenue, float, readonly
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:delay_close: Delay to close, char, readonly
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Object: Cases by section and category (report.crm.case.categ)
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#############################################################
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:amount_revenue_prob: Est. Rev*Prob., float, readonly
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:amount_costs: Est.Cost, float, readonly
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:name: Month, date, readonly
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:probability: Avg. Probability, float, readonly
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:nbr: # of Cases, integer, readonly
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:section_id: Section, many2one, readonly
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:state: Status, selection, readonly
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:amount_revenue: Est.Revenue, float, readonly
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:delay_close: Delay Close, char, readonly
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:categ_id: Category, many2one, readonly
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Object: Cases by Section (report.crm.case.section)
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##################################################
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:nbr_cases: # of Cases, integer, readonly
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:delay_close: Delay to close, char, readonly
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:section_id: Section, many2one, readonly
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:perc_cancel: %Cancel, float, readonly
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:avg_answers: Avg. Answers, integer, readonly
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:perc_done: %Done, float, readonly
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:name: Month, date, readonly
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Object: Report of Closed and Open CRM Cases within past 15 days (report.crm.case.service.dashboard)
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###################################################################################################
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:date_closed: Date Closed, datetime, readonly
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:user_id: Responsible, many2one, readonly
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:name: Description, char, readonly
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:date_deadline: Deadline, datetime, readonly
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:planned_revenue: Planned Revenue, float, readonly
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:planned_cost: Planned Costs, float, readonly
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:priority: Priority, char, readonly
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:state: Status, selection, readonly
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:date: Date, datetime, readonly
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:create_date: Create Date, datetime, readonly
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:partner_id: Partner, many2one, readonly