Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Enable Sale Report For "User: Own Documents Only" And "User: All Documents"

Subscribe

Get notified when there's activity on this post

This question has been flagged
salesreport
2 Replies
8450 Views
Avatar
DHA Medic
# -*- coding: utf-8 -*-

from odoo import api, fields, models


class DHAMSRFSTeam(models.Model):
_inherit = "sale.report"
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
dham_module_srfst_sa,view.sale.report,model_sale_report,sales_team.group_sale_salesman_all_leads,1,1,1,0
dham_module_srfst_sm,view.sale.report,model_sale_report,sales_team.group_sale_salesman,1,1,1,0

This code doesn't enable "Sales->Reports->Sales"  for user "User: Own Documents Only" and "User: All Documents".

I must use codes to enable it.

Thanks in advance

0
Avatar
Discard
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

For making the menu, Sales -> Reports -> Sales, visible for the users "User: Own Documents Only" and "User: All Documents", what you have to do is that you have to add this group to the menu.


It can be done either from the User interface or from the code.

From Code:

create a xml file and add this code.

<record model="ir.ui.menu" id="sales_team.menu_sale_report">
<field eval="[(4, ref('sales_team.group_sale_salesman'))]" name="groups_id"/>
</record>


From the UI:

Activate the developer mode and navigate to Settings -> Technical -> User Interface -> Menu Items, then search the corresponding menu, ie, Reports menu and open it and in the Access Rights tab add the group.




Thanks

0
Avatar
Discard
Avatar
Patrick Robertson
Best Answer

Just as a follow up to @Cybrosys Techno Solutions Pvt.Ltd's answer, the UI method (2nd method) provided works great on Odoo 12!

To clarify: if you enable access rights to the 'Reporting' Menu for 'User: Own documents only', they will also only be able to see their own sales in the 'reporting tab'. I.e. if you're worried people will be able to see the sales data for other users, this is not the case :)

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Unit Price Report !!
sales report
Avatar
0
Aug 23
2216
Isolate Sales/Reports/Pipeline data by sales team
sales report
Avatar
Avatar
1
Aug 19
3940
When using Point of Sale, can I perform daily cash outs?
sales report
Avatar
0
Mar 15
3848
Norway in EC sales list report?
sales report EC
Avatar
0
Nov 25
1488
[V15] Client address placement
sales report documents
Avatar
0
Dec 22
2339
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now