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Working with Odoo

You're reading from   Working with Odoo Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business

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Product type Paperback
Published in Aug 2015
Publisher
ISBN-13 9781784394554
Length 432 pages
Edition 1st Edition
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Author (1):
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Greg Moss Greg Moss
Author Profile Icon Greg Moss
Greg Moss
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Table of Contents (19) Chapters Close

Preface 1. Setting Up Odoo FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting Finance 7. Administering an Odoo Installation 8. Implementing the Human Resources Application 9. Understanding Project Management 10. Creating Advanced Searches and Dashboards 11. Building a Website with Odoo 12. Implementing E-Commerce with Odoo 13. Customizing Odoo for Your Business 14. Modifying Documents and Reports 15. Understanding Workflows 16. Discovering Custom Odoo Modules A. Locating Additional Odoo Resources Index

Getting the skills required to modify reports

In my experience, many end users believe that with perhaps an hour or two of training, they will be able to create their own reports. This is not just an Odoo issue; it is a common perception that many end users have when working with an ERP system. Unfortunately, creating or modifying reports is often not easy and should be considered more of a developer task than an end user task. Be prepared to spend considerable time to acquire the skills required to make significant changes to the documents and reports in Odoo.

Furthermore, reporting has changed dramatically in the past several years. Previously, many companies were dependent on paper reports and Excel sheets to properly communicate information through the company. Very often in Odoo, what was previously a physical report, can be better managed through filtering and grouping views properly or using the business intelligence features built into Odoo. Be sure to carefully consider your report...

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