Certainly, addressing these needs involves a mix of configuration, customization, and possibly development in Odoo. Here’s how you can approach each of these questions:

1. Adding the Ability to Filter by Week in Dashboard

To add a week filter to your Odoo dashboard, you generally need to customize the dashboard or create a custom filter. Here’s how you can achieve this:

Option A: Use Odoo Studio

1. Access Odoo Studio:
   • Navigate to the dashboard you want to customize.
   • Open Odoo Studio by clicking on the “Studio” icon.
2. Create a Custom Filter:
   • In the dashboard view, locate where you can add filters.
   • Add a new filter and configure it to include a week option. You may need to define the week ranges and the logic for calculating weeks.
3. Configure the Filter:
   • Define the filter’s behavior to ensure it interacts correctly with the data displayed in the dashboard widgets.

Option B: Custom Module Development

1. Develop a Custom Module:
   • If Odoo Studio does not provide sufficient customization, you might need a custom module. This involves development in Python and XML.
2. Add Week Filtering Logic:
   • Create or modify a model to include week-based data filtering.
   • Update your dashboard views to integrate this new filter option.
3. Deploy and Test:
   • Deploy the custom module and test the new week filter thoroughly.

2. Adding the Ability to Filter by a Specific Time Period in Dashboard

To filter by a specific time period (e.g., a custom date range) in your Odoo dashboard:

Option A: Use Odoo Studio

1. Access Odoo Studio:
   • Open the dashboard in Odoo Studio.
2. Add a Custom Date Range Filter:
   • Add a new filter to the dashboard.
   • Configure it to allow users to select a custom start and end date. This usually involves setting up a date range picker.
3. Configure Data Queries:
   • Ensure that the dashboard widgets are configured to use the new date range filter.

Option B: Custom Module Development

1. Create Custom Date Range Filters:
   • Develop a custom module that introduces a date range filter for the dashboard.
   • Use Python to handle the logic and XML for integrating it into the dashboard view.
2. Modify Dashboard Views:
   • Update the XML views to incorporate the new filter and ensure that it works with your existing data.
3. Deploy and Test:
   • Deploy the changes and test the functionality.

3. Changing the "Year" to Financial Year Instead of Calendar Year

Changing the "Year" filter to reflect a financial year (e.g., April 1 to March 31) involves configuring your fiscal year in Odoo. Here’s how you can approach this:

Option A: Configuring Fiscal Year

1. Set Up Fiscal Years:
   • Go to Accounting > Configuration > Fiscal Years.
   • Create or modify fiscal years to align with your financial year. Define the start and end dates according to your fiscal year requirements (e.g., April 1 to March 31).
2. Update Reports and Filters:
   • Update any financial reports or dashboards that use the “Year” filter to reflect the new fiscal year settings.
   • This might involve modifying report templates and views to consider the fiscal year configuration.

Option B: Custom Module Development

1. Develop a Custom Fiscal Year Filter:
   • If you need more advanced changes, such as adjusting the behavior of filters and reports to automatically use the fiscal year, consider developing a custom module.
2. Integrate Fiscal Year Logic:
   • Implement logic in the module to use the fiscal year settings for all relevant filters and reports.
3. Deploy and Test:
   • Deploy the module and thoroughly test it to ensure that all aspects of the dashboard and reports reflect the fiscal year correctly.

Summary

• Week Filter: Custom development or use Odoo Studio to add a week filter.
• Custom Date Range: Add a date range picker using Odoo Studio or custom module development.
• Financial Year: Set up fiscal years in Odoo and update dashboards and reports accordingly, or develop a custom module for advanced needs.

For all these customizations, if you’re not comfortable with development, it may be beneficial to work with an Odoo consultant or developer who can tailor the solution to fit your specific needs.

Hi,

Please refer to the documentation on  

Studio Book V17: Search 

and the blog on

How to Configure Search View, Filter & Group by in Odoo 17

Hope it helps