概述
Odoo 11 comes with a powerful and easy-to-use reporting framework. Creating new reports (such as a tax report or a balance sheet or income statement with specific groupings and layout ) to suit your needs is now easier than ever.
激活开发者模式
进入财务报告创建界面, 需激活 开发人员模式 。要做到这一点,首先在右上角目录中点击用户资料,然后点击 About 。
点击 : 激活开发者模式 。
创建财务报表
首先, 您需要创建您的财务报告。要做到这一点, 去
Once the name is entered, there are two other parameters that need to be configured:
- Show Credit and Debit Columns
Analysis Period :
- Based on date ranges (e.g. Profit and Loss)
- Based on a single date (e.g. Balance Sheet)
- Based on date ranges with ‘older’ and ‘total’ columns and last 3 months (e.g. Aged Partner Balances)
- Bases on date ranges and cash basis method (e.g. Cash Flow Statement)
在定制报表中添加行
创建了报告之后, 需要填充行。他们都需要一个 姓名 , 代码 (用于行), 序列号 和 级 (用于补充行)。
在 公式 字段可以添加一个或多个列公式到余额行 (和借方和贷方列如果适用-隔开;)
在公式中有几个可用对象 :
- ” Ndays “: 选择的期间的天数 (报表的日期范围)。
- 另一份报告, 引用的代码。使用“。平衡“获得其余额(也可用” .credit “,” .debit “and” .amount_residual “)
一行也来自所选域的科目的总和。在何种情况下, 需要填写域字段. 然后一个额外的对象可以在公式, 即’‘和’‘, 科目的总和。您还可以使用group by字段组合科目行。
其余有用的字段 :
- Type : Type of the result of the formula.
- Is growth good when positive : Used when computing the comparison column. Check if growth is good (displayed in green) or not.
- Special date changer : If a specific line in a report should not use the same dates as the rest of the report.
- Show domain : How the domain of a line is displayed. Can be foldable
(
default, hidden at the start but can be unfolded),always(always displayed) ornever(never shown).