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What are the steps to add a report?

By
Gilles Lehoux
on 3/22/13, 9:28 PM 3,148 views

What are the steps to add a report? For example, a second version of the Delivery Order. In the for view for the Delivery Order, under the Print menu, there would be 2 entries instead of 1.

0
tvazac
On 3/23/13, 8:27 PM

I think, the best options is creating new module. You have to do following steps.

  • Create new folder (mysaleorder_report)
  • Create folder report
  • In root folder create __init__.py, __openerp__.py (with related content, inside init don't forgot to import report) and xml file sale_report.xml with following

  <openerp>
      <data>
        <report id="report_mysaleorder_report" model="sale.order" name="sale.order.myreport" rml="mysaleorder_report/report/mysaleorder_report.rml" string="My sale order report" auto="False" header="False"/>
      </data>
    </openerp>
  • Enter into report directory and creates __init__.py and sale_order_myreport.py which should have following skeleton:

    class sale_order_myreport(report_sxw.rml_parse):
            def __init__(self, cr, uid, name, context):
                super(sale_order_myreport, self).__init__(cr, uid, name, context=context)
                self.localcontext.update({
                    'time': time,
                })
    
    report_sxw.report_sxw(
        'report.sale.order.myreport',
        'sale.order',
        'addons/mysaleorder_report/report/mysaleorder_report.rml',
        parser=sale_order_myreport
    
  • Last step is creating mysaleorder_report.rml. You can do it with many ways, create sxw file and generate rml, copy rml from another report and customize it, or write your own.

If I wrote it without errors you should have new report under sale orders menu. You can look into documentation, there is at least some info. And another very usefull source is http://wyden.com/openerp/customizing/reports

0

Gilles Lehoux

--Gilles Lehoux--
877
| 5 4 7
St-Eustache, Canada
--Gilles Lehoux--


Gilles Lehoux
On 3/22/13, 9:39 PM

To add a report you can follow these steps. We'll use the Delivery Order as an example:

  • Go to Settings/Users/Admin/Rights, and enable Technical Features
  • Go to Settings/Actions/Reports
  • Find and Click on the Delivery Order
  • In the More menu, click Duplicate. This will put you in edit mode.
  • Change the Name to Delivery Order Test
  • Click Save
  • In the Print menu, Click "Add Print Button"

Note: This is a draft of an answer - it does not work in the end because instead of adding a report it replaces the existing one. I hope someone can improve this answer and delete this note. Maybe there needs to be a step where the "Report File" must also be duplicated and renamed in the file system. The objective of this question is to create a report and then edit it in OpenOffice using the plugin. The "Open a new report" option in the plugin doesn't work - it crashes OpenOffice after you click "send to server". But, the "Modify existing report" does work.

Hi,Where is the "Print Menu" ?

Christophe MILLARD
on 4/2/14, 6:30 AM

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Asked: 3/22/13, 9:28 PM
Seen: 3148 times
Last updated: 3/16/15, 8:10 AM