Digest emails

Digest Emails are periodic snapshots sent via email to users in an organization that include high-level information about how the business is performing.

To start sending digest emails, begin by navigating to Settings app ‣ Statistics section, activate the Digest Emails feature, and click Save.

A variety of settings can be configured for digest emails, such as:

• Deciding which KPIs are shared in the digest emails

• Determining how often digest emails are sent

• Choosing who in the organization receives digest emails

• Creating custom digest email templates

• Adding additional KPIs (Studio app required)

注解

By default, the Digest Email feature is enabled. Your Odoo Periodic Digest serves as the primary template, which includes all KPI measurements across the Odoo database, and is sent daily to administrators.

警告

When creating duplicates of databases that have sending capabilities (not testing-mode), the digest emails continue to send from the duplicate database, unless deactivated.

To deactivate the digest email, navigate to Settings ‣ Statistics section. Then, deactivate the Digest Emails feature, by un-ticking the checkbox, and clicking Save. See the section on Deactivate digest email.

Customize default digest email

To customize the default digest email (Your Odoo Periodic Digest), go to Settings app ‣ Statistics section ‣ Digest Email field. Then, select Your Odoo Periodic Digest, and click on the ↗️ (External link) icon, next to the drop-down menu selection.

A pop-up window appears, and presents a variety of editable settings, which include:

• Digest Name: the name of the digest email.

• Periodicity: control how often digest emails are sent (Daily, Weekly, Monthly, or Quarterly).

• Next Send Date: the date on which the digest email will be sent again.

• KPIs tab: check/uncheck each calculated KPI that appears in digest emails. A ticked box indicates an active KPI in the digest email. See the section on KPIs.

• Recipients tab: add/remove users who receive the digest emails. See the section on Recipients.

注解

The KPIs can be customized using Odoo Studio. Additional costs to the database subscription are incurred should Studio need to be installed. See this section on Custom KPIs with Odoo Studio.

Deactivate digest email

To manually deactivate an individual digest email, first navigate to Settings app ‣ Statistics section, and click Configure Digest Emails. Then, select the desired digest email from the list that should be deactivated.

Next, click DEACTIVATE FOR EVERYONE to deactivate the digest email for everyone, or UNSUBSCRIBE ME to remove the logged in user from the mailing list. These buttons are located in the top menu, just above the Digest Name.

Manually send digest email

To manually send a digest email, first navigate to Settings app ‣ Statistics section, and click Configure Digest Emails. Then, select the desired digest email, and click SEND NOW. This button is located in the top menu, just above the Digest Name.

KPIs

Pre-configured KPIs can be added to the digest email from the KPIs tab of the digest email template form.

First, navigate to Settings app ‣ Statistics section, and click Configure Digest Emails.

Then, select the desired digest email, and open the KPIs tab.

To add a KPI to the digest email, tick the checkbox next to the desired KPI. After all KPIs are added (or deselected), click Save.

The following KPIs are available in the KPIs tab on a digest email template form out-of-box in Odoo:

General

• Connected Users

• Messages

Project

• Open Tasks

Recruitment

• Employees

CRM

• New Leads/Opportunities

• Opportunities Won

Sales

• All Sales

• eCommerce Sales

Point of Sale

• POS Sales

Live Chat

• % of Happiness

• Conversations handled

• Time to answer (sec)

Helpdesk

• Tickets Closed

Invoicing

• Revenue

• Banks and Cash Moves

Recipients

Digest email recipients are added from the Recipients tab of the digest email template form.

To add a recipient, navigate to Settings app ‣ Statistics section, and click Configure Digest Emails. Then, select the desired digest email, and open the Recipients tab.

To add a recipient, click Add a line, and an Add Recipients pop-up window appears, with all available users to add as recipients.

From the pop-up window, tick the checkbox next to the Name of the user(s), and click the Select button.

To remove a user as a recipient, click the ❌ (remove) icon to the far-right of the user listed in the Recipients tab.

Click Save to implement the changes.

Create digest emails

To create a new digest email, navigate to Settings app ‣ Statistics section, and click Configure Digest Emails. Then, click Create to create a new digest email.

A separate page, with a blank digest email template appears, and presents a variety of editable settings, including:

• Digest Name: the name of the digest email.

• Periodicity: control how often digest emails are sent (Daily, Weekly, Monthly, or Quarterly).

• Next Send Date: the date on which the digest email will be sent again.

• KPIs tab: check/uncheck each calculated KPI that appears in digest emails. A ticked box indicates an active KPI in the digest email. See the section on KPIs.

• Recipients tab: add/remove users who receive the digest emails. See the section on Recipients.

From there, give the digest email a Digest Name, specify Periodicity, choose the desired KPIs, and add Recipients, as needed.

After clicking Save, the new custom digest email is available as a selection in the Digest Email field, located in the Settings app ‣ Statistics section.

Custom KPIs with Odoo Studio

The KPIs on a digest email template form, in the KPIs tab, can be customized using Odoo Studio.

警告

Additional costs to the database subscription are incurred, should Odoo Studio need to be installed.

To begin, click the 🛠️ (tools) icon in the top-right of the screen. This is the link to the Odoo Studio application.

In order to create additional fields, create two fields on the digest object:

1. Create a boolean field called kpi_myfield, and display it in the KPIs tab.

2. Create a computed field called kpi_myfield_value that computes the customized KPI.

3. Select the KPIs in the KPIs tab.

小技巧

Here is the source code for the digest.py file, which guides the programmer in the coding of the computed field.

参见

Users can also click the Recipients tab, and then the vertical three-dot (kebab) menu to edit this view. Either click EDIT LIST VIEW or EDIT FORM VIEW to modify this tab.

计算值参考表

标签	值
已连接用户	关键业绩指标（Kpi） Res 用户连接值
已发送的消息	关键业绩指标（Kpi） 邮件信息总计
新线索	KPI CRM预期收益
赢得的商机	kpi_crm_opportunities_won_value
开放任务	项目任务开放价值的关键绩效指标
工单已关闭	Kpi 服务同心服务单关闭值
% 开心	Kpi 实时聊天评价值
处理对话	Kpi 实时聊天值
应答时间 (秒)	Kpi 实时聊天响应值
所有销售	“kpi_all_sale_total_value`
电商销售	Kpi网站销售总价值
收入	KPI 科目总收入
银行和现金分录	“kpi_account_bank_cash_value`
POS 销售	终端销售总额的关键绩效指标
新员工	人力资源新聘员工KPI指标