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Re: Reporting tool

by
Nhomar Hernandez
- 02/17/2016 22:25:10

2016-02-17 10:08 GMT-06:00 Apoorv Soral <soral.apoorv@gmail.com>:
Hello Community,

I am odoo fan but one of the things that I would like to change if at all possible is to make reporting easier. I like what you can do with the lists inside the system and how you can manipulate it to show various bard charts, etc. but what if I want to make a new type of report or a dashboard.

I am a long time crystal reports, SSRS user and like how you can easily make reports from SQL queries. Modify the formatting and make custom dashboards. I am quite amazed by the dashboards in SpagoBI and since it is 100% open source I was thinking if I can call those reports or dashboards form Odoo screen? and Within Odoo maybe?

Even if it not Spago and it is something else. Can we have any other GUI based reporting services' reports being called from within Odoo, and in Odoo window?

I am ready to contribute into it and make reports to help everyone but I am not good with integrations. Can someone please help me?


Thanks,

I just Hope you are programmer if it is true (your word looks like that) let me explain quickly what is the way of work in odoo.

What is a report?

a report is the combination of the same 3 things you will use in any external report application.

1.- An SQL view [1].
2.- A way of show those views dinamically.
3.- A set of filter(s).

Then you do not need to open a backdoor to your server or use external tools, you just need to extend/create your own views using as example the exitent ones.

Let me share some examples of every step:

1.- An SQL VIEW IS A NORMAL OBJECT but generated on the fly then you need to decalrate 1.- The view and 2.- Fields on Python side.
Example of how a class will looks like:
2.- How that specific View will have all the BI features on Odoo itself.
3.- Then you will need to show some filters (let' say names, dates, and all the things you need to filter for).

https://github.com/odoo/odoo/blob/9.0/addons/stock/report/report_stock_forecast.xml#L26


Then "How do you plan a report?."

1st: Check which data you want to see, KPI, filters and so on with your customer AND why he needs that report.
2nd: Search in the reports on odoo base which one is the one that looks more than the one you need.
3rd COPY the referenced xml entries and the class itself.
4th COPY the SQL in your favorite SQL editor and finish the job (adding what you need).
5th Test your module and release it.

What do you win:

  1. NO security holes in your system.
  2. Completely embebed in the system itself (you customer will be hapy).
  3. All the tools necesary to export to Excel, Arrange the data in graphix and mini-bi, even exportable to CSV almost directly if you want to put that data securelly in a BI software.
  4. COMPLETE api to pull data by xml-rpc to your prefered BI software.
  5. V9.0 only - Add group by's on the fly, which give you more power to your customer.
AND YES It will cost more than 1 or 2 hour in your first attempt but beleive you will sleep quiete knowing your system is SECURE and your Customer HAPPY with no extra later of software.

I hope it helps you.

[1] http://www.w3schools.com/sql/sql_view.asp
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Saludos Cordiales

CEO at Vauxoo Odoo's Gold Partner.
 
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Nhomar Hernandez
http://about.me/nhomar