Comment pouvez-vous présenter les données dans les rapports OpenERP pour obtenir de meilleures informations ?

The data in reports should be presented with A. Visual Summary The reports should have a visualization capability that allows user to review by choosing various reporting attributes e.g. period, project, product, region, industry vertical, etc. B. Self-Service User should be able to design formats and change attributes for personalized experience. for e.g. adding fields in a sales report C. Trend Analysis Reports should provide trend analysis that show movement of numbers with drilldown capability D. Intelligent Commentary This is an area of innovation using GenAI. there should be capability where user can seek responses to query on reports like reasons for variation, margins by products, variations v/s budget, etc.

OpenERP/Odoo est un PGI qui offre pas mal de solutions pour faire du reporting opérationnel comme le Qweb , le Aeroo report , PyO3 ou l’interfaçage avec des report designer comme Jasper ou Pentaho. Néanmoins , Odoo n'est pas un outil robuste pour réaliser du reporting décisionnel. Il offre l'utilisation des vues de type pivot et graphe mais ce n'est pas assez riche en termes de fonctionnalité s qu'on trouve dans des solutions de repoting BI.

Para apresentar dados de forma eficaz nos relatórios do OpenERP e obter melhores insights, é ótimo seguir algumas práticas: Visualização clara: Use gráficos, como barras, linhas ou pizza, para representar os dados de maneira mais compreensível e visual. O OpenERP permite a criação de gráficos para representar diferentes métricas. Filtros e agrupamentos: Utilize recursos de filtragem e agrupamento para organizar e segmentar os dados. Isso ajuda a identificar padrões e tendências específicas em diferentes conjuntos de dados.

Enhancing open ERP reports involves key features: 1. Customizable Templates & Graphical Illustration: Tailor report templates to meet business needs, incorporating charts and graphs for visual clarity. 2. Drill-Down Functionality: Empower users to delve into detailed data, facilitating thorough analysis. 3. Filtering Routes: Provide capabilities to filter data, focusing on specific subsets for targeted insights. 4. Real-Time Data: Ensure reports display real-time data, upholding accuracy. 5. Exporting Formats: Enable exporting reports for seamless sharing and offline utilization. 6. Integration with BI Tools: Integrate open ERP reports with Business Intelligence tools, unlocking advanced analytics for conversant decision-making.

Incorporate visual elements such as bar charts, pie charts, and line graphs to make data more understandable. Graphical representations can quickly convey trends, comparisons, and patterns in your data.

To optimize the presentation of data in reports within OpenERP, it is crucial to follow a structured approach. The creation of reports involves defining the model, view, and action. One can choose from predefined models, views, and actions such as partners, products, or invoices, using different formats like form, list, or calendar. Additionally, it is possible to create custom models with the studio module, views with the QWeb editor, and custom actions with the action editor. Customization allows adapting reports to specific needs, providing flexibility, and facilitating access through a personalized menu item. The key is to understand the available options and use the appropriate tools to generate valuable insights from OpenERP data.

To create a report in OpenERP, you start by choosing a model such as partners or invoices. Next, pick a view format like a list or kanban, and decide on the action, whether it's printing or emailing. For more tailored reports, you can design your own model in the Studio module, craft a custom view using QWeb, pivot tables, or spreadsheet editors, and set unique actions with the action editor. Once set up, integrate your report into the system by linking it to a chosen menu item, offering a mix of standard and customized reporting options. But if you require more complex report then studio can't help, you need to use code.

The best way to create reports in OpenERP or any other ERP (such as SAP or Odoo) is to ensure can be viewed in Kanban, list and graphically. Kanban is easy to display when sharing your screens in a conference room or in a virtual meeting.

Puedes considerar diferentes formatos de informe: html, pdf, excel, archivos planos cvs u otros. Luego, selecciona los datos que deseas presentar en el reporte o informe, dependiendo del módulo, la tabla de datos, los campos específicos y los filtros que quisieras aplicar. Para acceder a los datos puedes usar el Menu Informes o el Menu Acciones Tercero, diseña el reporte o informe usando alguno de los diseñadores de reportes de OpenERP, para personalizar la apariencia, el contenido y la estructura del mismo. Para ello, puedes optar por el diseñador web, el diseñador gráfico o el diseñador QWeb. Por último, genera el reporte con el botón Imprimir o Exportar, según el formato elegido. Al terminar, puedes guardarlo, enviarlo o compartirlo.

Relatórios fixos dentro do sistema, são somente relatórios consolidados, sem margem para personalização. Como relatórios da ANVISA, fluxo de caixa, balanço de estoque, DANFE da NF-e/NFC-e, boletos, etc.

if you are customizing the reports, include annotations or commentary within the report to provide context or explanations for specific data points. Annotations can help users understand the significance of particular trends or variations.

Customizing reports can be done using a variety of tools, each suited to different types of reports. For QWeb reports, you can directly edit the HTML code, insert dynamic expressions, and apply CSS and JavaScript for styling. Pivot reports offer the flexibility too, Spreadsheet reports allow detailed editing of cells, rows, columns, and sheets, with capabilities for formulas, functions, and various formatting options. Additionally, you can integrate Jasper Reports, a powerful tool for creating complex and visually rich reports. Jasper Reports provides advanced reporting capabilities, including sub-reports, charts, and cross-tabs, and it can be used to further enhance the reporting functionality in OpenERP.

Personalizar relatórios no OpenERP é uma tarefa acessível, permitindo que os usuários adaptem a visualização de acordo com suas preferências e requisitos específicos. A flexibilidade oferecida pelos diferentes tipos de relatórios, como QWeb, dinâmicos e de planilha, proporciona um leque de opções para a personalização. Com os relatórios QWeb, a edição do código HTML permite inserir expressões dinâmicas e aplicar estilo usando CSS e JavaScript. Os relatórios dinâmicos, por sua vez, possibilitam ajustes nas linhas, colunas, medidas e filtros, incluindo a opção de apresentar dados visualmente em diversos tipos de gráficos.

A report can be customized according to the needs of the audience who is looking at it. If we need to concatenate information coming from different departments or different syhstems, very often we need to call up a developer to use some coding to build the report. Whether the code is HTML, Python or Java matters only regarding the availability of competent developers and the long-term viability of the code. Customization is recommended only in those cases.

This allows you to define specific field of the form which shall be added in the report . Also you can set required filters , sorting and give preferred name to report

OpenERP is a great tool to structure your transactions and is what it is used for. Its integrations with the ecosystem products allow you to customize your BPM and provide great dashboarding capabilities to track your information. However, if you are looking for Decision-making charts my recommendation would be to use platforms that provide visualization capabilities along with building your data cubes so that you can slice your data on a run-time basis. Odoo/OpenERP is capable of doing so as well due to its architecture but being an ERP it is more aligned to an OLTP framework rather than an analytics tool hence PowerBI, Qlik, or Tableau if you are looking for an open source BI tool Jasper can be a good start.

Make sure, all the filter parameters are available to report. So that the user can deep dive till expected results. Review report regularly after users feedback, which will be added advantage to report acceptance.

Analisar relatórios no OpenERP é mais do que simplesmente revisar dados; é extrair insights cruciais para aprimorar decisões e impulsionar o desempenho empresarial. Utilizando diferentes tipos de relatórios, como QWeb para precisão, relatórios dinâmicos para agregação de dados e relatórios de planilha para cenários de teste, os profissionais podem obter uma visão abrangente. Relatórios QWeb oferecem precisão e consistência, permitindo comparações de conjuntos de dados. Os dinâmicos revelam padrões e tendências, enquanto os de planilha facilitam cálculos e cenários.

At the begging it’s very important to improve the analysis with simple data using understandable visualization, fist from the the thing that it’s known and then exploring for more discoveries

Analysis is "making sense" or "interpretation" of the said report using tools. Which is most crucial as it directly affects decision making. Some effective analysis steps: 1. Trend analysis: Understand the direction of the wind, meaning where the trend is and follow the trend for patterns, fluctuations and cycle. 2. Root Cause Analysis: Devil lies in the details and the heart of detail is the root. Ask questions and investigate reasons behind certain trends or outcomes in report. Dive into micro detailing to understand core reasons of a said outcome to create a strategy to fix it. 3. Segmentation: Divide and conquer! Slice the data into different categories like region, customers, product, etc. to reveal hidden details and individualize it.

En mi experiencia de más de 30 años implementando sistemas ERP los reportes compartidos aún y controlando los grupos de restricción para compartimentar la información no han sido lo que los usuarios buscan a no ser por algunos reportes financieros clásicos y aún así no podríamos decir que compartir reportes haya sido un éxito. Mi opinión es que los reportes debieran ser creados y personalizados de forma colaborativa por el conjunto de usuarios a los que corresponde el acceso de dicha información. Para lograr esto habría que proveer de herramientas NO CODE para la creación y personalización de estos reportes en conjunto con la creación de grupos de restricción para el acceso o no la información.

Controlar o acesso é fundamental, e os direitos de acesso de usuário permitem ajustar quem pode visualizar, criar, editar ou excluir um relatório. Os filtros de relatório, por sua vez, oferecem a capacidade de refinar os dados exibidos, proporcionando uma visão personalizada para cada usuário.

You should share your reports with people both above and below you. The report is both a decision-making and an information sharing tool. You can send a link to the report by e-mail and send them at a certain frequency to the relevant stakeholders. Reports can be also sent outside of your organizations and made accessible through a portal. Government entities, suppliers, customers and various types of stakeholders may get access to the report.

De acuerdo con los comentarios de Jorge, el contar con una gran cantidad de reportes puede carecer de sentido, la personalización según la cultura de la empresa y el rol de los empleados es fundamental y claro con un solo origen de los datos, esto también definiendo claramente los conceptos a utilizarse para que los involucrados entiendan de igual forma el contenido y resultados. Saludos

Implement a streamlined process for sharing reports within your organization. Leverage openERP's sharing features to ensure relevant stakeholders have access to critical insights. Consider automated distribution to key recipients for timely decision-making.

Ensure that reports are designed to be responsive and accessible on different devices. A responsive design allows users to access and analyze data conveniently, whether on desktops, tablets, or mobile devices.

Ensure reliability in data sources. Provide training on openERP reporting functionalities. Keep reports current with real-time or scheduled data refreshes. Establish a feedback loop for continuous improvement. Implement access controls for data security.

In OpenERP, crafting insightful reports involves strategic use of modules and tools. Utilize 'report_xlsx' for Excel exports and 'web_kanban_gauge' for KPI visualization. Employ pivot tables and graphs for dynamic analysis. Tailor data views with custom fields and filters, ensuring accuracy. Create user-friendly layouts using QWeb templates. Leverage OpenERP's flexibility for custom reports. Implement robust security measures to control data access. Regularly update and optimize reports to meet evolving business needs. A thoughtful blend of modules, customization, and visualization yields comprehensive reports in OpenERP.

One thing I have found helpful is understanding what each stakeholder wants to see/use. In my current organization, the ERP system is the foundation but creating the strategy for how the information gets disseminated so that it is useful across the organization is key. We must provide stakeholders with relevant and accurate information, and in a timely manner. Decisions are made based on information provided. At the end of the day, integrating ERP and Business intelligence helps others use a great deal of data into actionable insights.

Incorporate visual elements such as bar charts, pie charts, and line graphs to make data more understandable. Graphical representations can quickly convey trends, comparisons, and patterns in your data. A meaningful report has to drill into standard tables available within the ERP.