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Database Documentation - CRM Structure

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documentationdatabaseinformationmodel
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Jorge Rodriguez

Hi, I'm looking for some guide of the structure of CRM tables to create some reports and dashboards. I tried to find it for several links and odoo web-site but with out any lucky.


If you have any documentation link, I will appreciate it.


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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Please refer to the following links:

Dashboard:

1. https://www.cybrosys.com/blog/how-to-create-a-dashboard-in-odoo-17

2. https://www.odoo.com/documentation/18.0/developer/tutorials/discover_js_framework/02_build_a_dashboard.html

3. https://www.cybrosys.com/blog/how-to-create-a-custom-dashboard-in-odoo-15


Reports:

1. https://www.odoo.com/documentation/18.0/applications/finance/accounting/reporting/customize.html

2.  https://www.cybrosys.com/blog/how-to-create-a-custom-pdf-report-in-odoo-16

3. https://www.odoo.com/documentation/18.0/developer/howtos/create_reports.html

4. https://www.odoo.com/documentation/18.0/developer/tutorials/pdf_reports.html

5. https://www.cybrosys.com/blog/how-to-customize-existing-reports-in-odoo-17


Module for CRM Dashboard:

1. https://apps.odoo.com/apps/modules/18.0/crm_dashboard

You can find the latest version from v11 to v18.


Hope it helps.

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Dhrumi (Wan Buffer Services)
Best Answer

There’s no official detailed ERD (Entity Relationship Diagram) published by Odoo, but you can explore the CRM structure through:

  1. Odoo Studio
    • Visual way to inspect models, fields, and relations in the CRM module.
  2. Technical > Models (Developer Mode)
    • Go to Settings > Technical > Models to view tables like crm.lead, crm.stage, res.partner, etc.
  3. Odoo Documentation
    • Covers functional behavior more than database schema: https://www.odoo.com/documentation
  4. Source Code
    • CRM models are located in:
      addons/crm/models/ — especially crm_lead.py, crm_stage.py.
  5. Community ERDs on GitHub
    • Search “Odoo CRM ERD GitHub” to find community-created diagrams.

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D Enterprise
Best Answer

Hii,

Here is some link please check

https://youtu.be/gamkEnHvNGM?si=MXLpRQsxiYL_lwKr

for database schema you can goto "Setting" at the bottom of the column on the left under the "Technical" section you will see a "Database Structure" menu that might be useful as well.  

i hope it is usefull

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