ReportMate
PROBLEM:
In Odoo, there is no option available for users to create custom reports on their own from the view.
SOLUTION:
The app ReportMate allows users to display all their records in a flat data structure. The company can now easily group several data sets to be displayed.
Hot Features
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Create Custom View
Create Custom View/Report based on Selected Model and by Selecting Fields/Relations on their own
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Different Views
Reports can be displayed in Pivot and Graph View
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Report Security
Created Reports can only be viewed by Groups that have access to view created reports/views
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Customisable Filter/Group Filter
Users can customize which fields to show in Search Filter/Group Filter
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Custom Query
User Can Write Query and Create Custom View/Report based on Custom Query
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Alter Values
User Can Alter values of fields.
Features
Tree/List View
Pivot View
Graph View
Create/Configure Reports :
While creating the Report, the user needs to select "Query Type = Field Chain" and the model on which they wish to create their report.
After selecting the model, the user will be able to see the list view at the bottom where they can add the Report Field line one by one. While creating the Report Field line, users can:
Set the name of the field (display name)
Select the field / field chain of the selected Model. Users can also set up the field chain as deep and long as they need to
Set the field to be shown in Search and Group Filters
User Can Alter Values Of field(Integer,float,Monetary, date, datetime Type)
After adding all Report Field Lines, users can fill in other Report related information. While creating the Report user can :
Set the Menu Name (Report Menu Name) and select under which menu it will be shown
Set Menu Priority to decide the position ordering of Menu
Set Menu as active or inactive by ticking the checkbox to enable/disable menu at any time
Set Groups on Report through Group Access to control who will be allowed to view the created Report
Set Pivot and Graph options to enable Pivot and Graph views for Reports
After saving the report Users will have to refresh their browser to see the Menu for the report.
Sale Report View Example :
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Sale Report Tree/List View
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Create/Configure Reports :
Set the Menu Name (Report Menu Name) and select under which menu it will be shown
Select "Query Type = Custom Query" and Wtite Your Query in Custom Query Text field
Set Menu Priority to decide the position ordering of Menu
Set Menu as active or inactive by ticking the checkbox to enable/disable menu at any time
Set Groups on Report through Group Access to control who will be allowed to view the created Report
After executing the Query, the user will be able to see the all the columns in list view at the bottom :
Set the name of the field (display name)
Set the field to be shown in Search and Group Filters
Set Pivot and Graph options to enable Pivot and Graph views for Reports
After saving the report Users will have to refresh their browser to see the Menu for the report.
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Why Us?
One of the first Odoo apps to display your
complex data in a single view
Our Releases
Latest Release 2.0.3
■ Improvement- Working of union and union all in custom query.
Release 2.0.2
■ Fix- Error while changing custom view from list to chart.
Release 2.0.1
■ Fix- Minor code changes related to the alter field chain values.
Release 2.0.0
■ Feature- Custom Query.
■ Feature- Alter Field Chain Values.
Release 1.0.1
■ Hotfix- Non Admin Access Window Pop up issue
Frequently Asked Question
Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
ReportMate extracts all the needed information for all the fields of any Odoo Model and displays complex data in a single view.
Reportmate is useful for all the Odoo module where reports are required. For example, Inventory Management, Sales and Team Reporting etc.
Pivot and Graph view
Yes, our app works with Odoo Enterprise as well as Community.
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
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sales@ksolves.com
Free 120 Days Support
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