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mis_builder
<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
</a>
<a name="mis-builder"></a>
<h2>MIS Builder</h2>
<p>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.</p>
<a name="installation"></a>
<h3>Installation</h3>
<p>There is no specific installation procedure for this module.</p>
<a name="configuration-and-usage"></a>
<h3>Configuration and Usage</h3>
<p>To configure this module, you need to:</p>
<ul class="simple">
<li>Go to Accounting > Configuration > Financial Reports > 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.</li>
</ul>
<div class="figure">
<img alt="Sample report template" src="static/description/ex_report_template.png" />
</div>
<ul class="simple">
<li>Then in Accounting > Reporting > MIS Reports you can create report instance by
binding the templates to time period, hence defining the columns of your reports.</li>
</ul>
<div class="figure">
<img alt="Sample report configuration" src="static/description/ex_report.png" />
</div>
<ul class="simple">
<li>From the MIS Report view, you can preview the report, add it to and Odoo dashboard,
and export it to PDF or Excel.</li>
</ul>
<div class="figure">
<img alt="Sample dashboard view" src="static/description/ex_dashboard.png" />
</div>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/91/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<p>For further information, please visit:</p>
<ul class="simple">
<li><a class="reference external" href="https://www.odoo.com/forum/help-1">https://www.odoo.com/forum/help-1</a></li>
</ul>
<a name="developer-notes"></a>
<h3>Developer notes</h3>
<p>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.</p>
<a name="known-issues-roadmap"></a>
<h3>Known issues / Roadmap</h3>
<ul class="simple">
<li>Add 'Fiscal Year' period type.</li>
<li>Allow selecting accounts by type. This is currently possible by expressing
a query such as balp[][('account_id.user_type.code', '=', ...)]. This will work
but would be more efficient if one could write balp[user_type=...], as it would
involve much less queries to the database.</li>
<li>More tests should be added. The first part is creating test data, then it will be
easier. At the minimum, We need the following test data:<ul>
<li>one account charts with a few normal accounts and view accounts,</li>
<li>two fiscal years,</li>
<li>an opening entry in the second fiscal year,</li>
<li>to test multi-company consolidation, we need a second company with it's own
account chart and two fiscal years, but without opening entry; we also need
a third company which is the parent of the other two and has a consolidation
chart of account.</li>
</ul>
</li>
</ul>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">here</a>.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
<li>Laetitia Gangloff <<a class="reference external" href="mailto:laetitia.gangloff@acsone.eu">laetitia.gangloff@acsone.eu</a>></li>
<li>Adrien Peiffer <<a class="reference external" href="mailto:adrien.peiffer@acsone.eu">adrien.peiffer@acsone.eu</a>></li>
</ul>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>This module is maintained by the OCA.</p>
<p>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.</p>
<p>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>