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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>Your preferred way to install addons will work with MIS Builder.</p>
<p>An easy way to install it with all its dependencies is using pip:</p>
<ul class="simple">
<li><code>pip install odoo10-addon-mis_builder odoo-autodiscover</code></li>
<li>then restart Odoo, update the addons list in your database, and install
the MIS Builder application.</li>
</ul>
<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/248/10.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<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>
<p>The mis_builder <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a>
and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known issues</a> can
be found on github.</p>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/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.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="author"></a>
<h4>Author</h4>
<ul class="simple">
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
</ul>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<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>
<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>></li>
<li>Alexandre Fayolle <<a class="reference external" href="mailto:alexandre.fayolle@camptocamp.com">alexandre.fayolle@camptocamp.com</a>></li>
<li>Jordi Ballester <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
<li>Thomas Binsfeld <<a class="reference external" href="mailto:thomas.binsfeld@gmail.com">thomas.binsfeld@gmail.com</a>></li>
<li>Giovanni Capalbo <<a class="reference external" href="mailto:giovanni@therp.nl">giovanni@therp.nl</a>></li>
<li>Marco Calcagni <<a class="reference external" href="mailto:mcalcagni@dinamicheaziendali.it">mcalcagni@dinamicheaziendali.it</a>></li>
<li>Sébastien Beau <<a class="reference external" href="mailto:sebastien.beau@akretion.com">sebastien.beau@akretion.com</a>></li>
<li>Laurent Mignon <<a class="reference external" href="mailto:laurent.mignon@acsone.eu">laurent.mignon@acsone.eu</a>></li>
<li>Luc De Meyer <<a class="reference external" href="mailto:luc.demeyer@noviat.com">luc.demeyer@noviat.com</a>></li>
<li>Benjamin Willig <<a class="reference external" href="mailto:benjamin.willig@acsone.eu">benjamin.willig@acsone.eu</a>></li>
<li>Martronic SA <<a class="reference external" href="mailto:info@martronic.ch">info@martronic.ch</a>></li>
<li>nicomacr <<a class="reference external" href="mailto:nmr@adhoc.com.ar">nmr@adhoc.com.ar</a>></li>
<li>Juan Jose Scarafia <<a class="reference external" href="mailto:jjs@adhoc.com.ar">jjs@adhoc.com.ar</a>></li>
<li>Richard deMeester <<a class="reference external" href="mailto:richard@willowit.com.au">richard@willowit.com.au</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="https://odoo-community.org">https://odoo-community.org</a>.</p>