Project: Reporting
Purpose
The purpose of this document is to review each of the preconfigured reports within the Project application.
Odoo reports often serve as a foundation, allowing you to further configure with the data and views most useful for you. Please refer to Odoo Essentials: Navigation to review what each icon represents and how to manage report data.
Process
To get started, navigate to the Project application.
Tasks Analysis
Click Reporting > Tasks Analysis.
With the exception of the Pie Chart and Pivot Table, most views for this report will incorporate Project and Employee data. The third dataset, always represented on the y-axis, can be adjusted using the Measures menu.
In the example given, the graph is measuring how many tasks each employee is assigned per project.
Timesheet and Planning Analysis
Click Reporting > timesheet and planning Analysis.
This is a configurable graph/table that, by default, displays data of Employees and their hours worked across a given time range. There are a variety of datasets you can add or remove using the MEASURES menu.
Customer Ratings
Click Reporting > Customer Ratings.
By default, this report shows a Kanban card for each customer rating submitted. You can adjust the view with the respective icons under the search field.
See Project Ratings documentation for further information.
Project Costs and Revenues
Click Reporting > Project Costs and Revenues.
This report allows you to see the profitability of projects by incorporating different measures into the pivot table.
