Dashboard Designing In OpenERP
Dashboard is one of the major features in ERP, that simplifies the analysis of information.
In OpenERP user can create your own dashboard without involving a technical person. Dashboard feature is included in the module “board”.
Desigining a simple dashboard
In OpenERP
Administration -->Customization -->Reporting --> Dashboard Definition
first, name the dashboad. Define views in the one2many field.
In the one2many form(dashboard view) fill necessary details like as follows.
Title -> Any name you can identify.
Sequence -> is used for the priority
Width and height -> is used for the panel size settings
Action -> action that should be visible in dashboard
Postion -> is used for arranging the panel, left or right.
You can add any number of views in a single dashboard
Then you can create a menu for analyis, by using “Create Menu” button .It creates new menu in OpenERP.
Dashboard view
We can set this dashboard as our homepage, which will be visible while we login.
How to set customized
How to set customized dashboard as home page for users
Anoop, How to hide the
Anoop,
How to hide the "Reset" button at the dashboard in the Web Client?
We do not want the end-user to reset the view that we've taken a hard time to do.
Thanks,
Jaf
Go to administration
Go to administration -->Users-->Users-->
And in users form, the customized dashboard menu set as home action.
Hi, I'm using OpenERP 7, I
Hi, I'm using OpenERP 7, I creating a dashboard report, It is working but wrong format, My concept is I taking report for last 2 months of product category id it seams lot of record. In dashboard it formating salable product A and B are comming in a same column but i want separate column for a particular month how to do it in OpenERP 7. Help Me...
Thnx
Thnx
Is it possible to dynamically
Is it possible to dynamically filter the views of a dashboard based on the other view of the dashboard?
EG.
I make a dashboard with Manufacturing orders and work orders.
I want to look at one manufacturing order in one view and the corresponding work orders in other view.
Hi Mihai, Current OpenERP
Hi Mihai,
Current OpenERP system doesn't allow. But you can use the group operator to get this done .
For example . you can view the workorders using the "group_by " feature- group_by production_order.
Hi Anoop, Can we include
Hi Anoop,
Can we include "Menuitems" (as we have icons for sales,purchase etc on homepage of web) in Dashboard?
Thank You!