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How add to dashboard functionality works

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dashboardsearchbar
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Vinod Kumar

Search view add to dashboard functionality works and can we inherit and change the functionality add button code

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Nilim

Kindly explain a bit more on your requirements

Vinod Kumar
Autor

Odoo in form view we have search button, in that we have option called add to dashboard functionality. it allows add the current object to dashboard how backend will work for this one

Avatar
Nilim
Best Answer

 Hi,

The dashboard feature/functionality is a great feature in Odoo, specifically it serves as a Reporting Tool. You can see all your detailed reports once you chose the DashBoard Feature.

For E.g.:- If you want to view Sales reports as per months( i.e how much sales were done, how many quotations made and all details relating to Sales in graphical manner with all data )

The way to configure is as below.

Let us consider we want to have Dash Board feature the Sales Module.

  1. Go to Sales Menu, then go to “Sales Order”.

  2. Then go to ADD TO DASHBOARD

  3. As soon as you click on ADD TO DASHBOARD, you will find a button “ADD” just below. Click on it.

  4. After adding it, you will see a pop up as “FILTER ADDED”

  5. Now go to menu REPORTING, there you will the SALES ORDER details based on moths or as you prefer.

  6. This Reporting feature is available various modules, you just have to explore it.

Hope this helps

 Cheers!!

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Vinod Kumar
Autor

Thank you for your answer i want to know which method odoo calls on clicking add button

Nilim

Can you explain what do you mean by "METHOD ODOO CALLS ON CLICKING ADD BUTTON" As much I understand from your comment it calls the REPORTING METHOD

Jithin

Nilim how can we add tree view in My Dashboard through coding side and also i don't want to add to in any menus. By taking dashboard itself i want to view tree view

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