Repairs: Reporting

Purpose

This document covers the views that can be used for reporting within the Repairs application in Odoo 16.

Process

To get started, navigate to the Repairs app.


Click on REPORTING > Repairs.


Default Filters

When you first open this reporting page, your default view will group this report by the  Product. You can clear these filters by clicking the 

Tailor Report Views

Nested under the search bar are options to tailor your view. If you don't see these options, click on the  Caret to the left of the filter option to expand it.


Filter Options

You'll see following filter menus that will assist in creating tailored report views:

  • Under the  Filters dropdown, the following preset filters are available for this report: Quotations, Confirmed, Ready to Repair, and ReturnedSelect any options needed to narrow down the data.
  • Use the  Group By dropdown to so a list of presets groups or create a custom one.
  • Use the  Favorites dropdown to save and access custom record sets you'll use often

View Options

To the the right above the report, you will see different types of views to organize your data into.

 Graph View

The  Graph view is your default view and will give a full-scope view of the data you've selected. The first section can be further configured to display your data in several different ways:

  • Measures: Modify the data included in your recordset. The selected measures for the report shown above are displayed at the bottom of the chart (Total Purchased, UntaxedTotal, Orders, Average Order).
  • INSERT IN SPREADSHEET: This will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.
  •  Bar Chart: This displays you data in a bar chart.

    • This type of chart allows you to utilize the  Stacked feature or organize the data by  Descending or  Ascending.
  •  Line Chart: This displays your data in a line chart.

    • This type of chart allows you to utilize the  Cumulative feature and organize the data by  Descending or  Ascending.
  •  Pie Chart: This displays your data in a pie chart.

 List View

Using  List View will place all of your existing repairs in an easy to view list, displaying reference numbers, the product in need of repair, the customer and their delivery address, warranty expiration and the status of each repair. These fields can be toggled on or off, and you can add fields by clicking on the  Sliders

You can also NEW a new repair, or use the  Export All button to convert this page into an easy to read spreadsheet.

   Kanban View

In  Kanban view, all repairs for a single piece of equipment will be shown in separate columns. The information of each repair will be displayed on tiles that will show the piece of equipment it is for, the status of the repair, as well as who the repair is for.

From this screen, you can also NEW a new repair order. 


 Pivot View

In the  Pivot View, data with will displayed with the information filling in a table

  • Measures: Modify the data included in your recordset.

  • INSERT IN SPREADSHEETThis will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.
  •  Flip Axis: Switch the positions of your X and Y axes.

  •  Expand: Expands data that is expandable.

  •  Download xls: Allows you to download the data in your pivot table to an xls spreadsheet format.


Good to Know!

Odoo makes customizing pivot tables very easy. Within any pivot table, use the  and  on the table to add or remove specific data. Be sure to save your report for later use.