Periodic Reporting and Reminders v.15

Filtering by relative periods

• Restrict report time frames by any kept date or datetime fields of a target document type: deadline, create or close date, next activity day, etc. As intervals select days, weeks, months, or years
• Apply a few periods based on different dates: e.g. select this month closed leads which have been opened the last year. Records should satisfy each criteria, but if you selected the same date twice, records should be within any of those periods. For example, a deadline should be within the last 2 months OR the next month AND a close date should be within the last year
• Intervals may both define previous time frames ('the last') and forthcoming periods ('the next'). Periods are relative, so they are compared to today. E.g., 'this month', 'the last year', 'the next 5 weeks'
• Exclude or include a current period. For example, you might send a reminder on the first day of a month for a previous one. Vice versa, forward a list on the last day of this month for a current one
• Test your settings according to a real-time-shown result below the table
• Take into account that if a related date is not set for a document, such a document is considered as always outside periods

Filtering by any document detail

• Filters are organized as a domain constructor: you may use the most of storable fields with any level of precision. The latter means, for example, you can filter sales orders by a related partner country or even by a state of a company of a related partner
• Use both 'AND' ('all') and 'OR' ('any') operators to achieve a desired result
• Check yourself by pressing the button 'Records': it would show all documents which at the moment satisfy your search criteria (and you have an access to)
• If you feel confident to prepare Reverse Polish Notation domains: turn on the developer mode, and apply more complex expressions such as, for instance, 'category is child_of all'
• Introduce the special filters by a chosen partner or a responsible user. In this way, the app lets quickly limit analysis for documents' owners. For example, to find all quotations of a particular customer or a salesperson
• Apply filters thoroughly: make sure you are not forwarding confidential data to wrong partners. Be especially cautious in case of reminders for external contacts: make sure you filter documents by a related customer / vendor.

The app is used to aggregate information by any Odoo document type: sale or purchase orders, leads or tasks, activities or meetings, deliveries or manufacturing operations, thus, generally all models which exist in the system. Typical goals of such reminders are:

• To send periodical statistics for managers
• To forward to-do lists for certain actions
• To plan forthcoming events and actions
• To notify customers or suppliers of done jobs

Typical use case: pipeline results

• The goal: to get leads closed the previous month for a team manager
• Choose Lead/Opportunity as a model
• Define a period as Closed Date in the last month
• Make a filter by Sales Team (e.g. to contain 'Europe')
• As columns define Display Name, Salesperson - name, Salesperson - phone, Tags, Expected Revenue (as total operator - use average, for example)
• Subscribe a sales team manager for this reminder
• Send a list each month, on the first Monday.
• Similar lists might be configured for sale orders, deliveries, purchase orders, manufacturing operations, etc.

Typical use case: daily to-do list

• The goal: to get activities which should be done today or previously
• Choose Activity as a document type
• Define a period as Due Date in the last 10000 days including this (to get even the eldest activities)
• Make a filter Assigned to - Name contains 'John Brown', where 'John Brown' is a user to notify
• As columns apply Display name, Category, Due Date, Note
• Subscribe a John Brown for this reminder
• Send a list everyday
• Similar reminders are usually prepared for project tasks, opportunities, planned deliveries or incoming shipments, etc.
• To prepare the same reminder for another user: duplicate this one, update the filter to a new employee and subscribe him/her

Typical use case: planned events

• The goal: to get events which will happen in forthcoming periods
• Choose Event as an object for this reminder
• Define a period as Start Date the last week, including this (it would be 'this week'), or the next 3 weeks
• As columns apply Event name, Location, Start Date, End Date
• Subscribe a John Brown for this reminder, where John Brown is an event department head
• Send a list on Mondays
• Similar reminders are Okay for activities, tasks, leads, deliveries, incoming shipments, etc.

Typical use case: customer project statistics

• The goal: to notify customers about their project tasks
• Define a period as Create Date in the last year
• Make 2 filters: Customer - Parent name is 'Agrolait' or Customer name is 'Agrolait', where 'Agrolait' is an Odoo project customer
• As columns apply Display name, Deadline, Description, Last Stage Update, Stage - display name
• Subscribe a John Brown for this reminder, where John Brown is a managing partner of Agrolait
• Send a list on the 10th of January each year
• Similar statistics is frequently forwarded by support tickets, paid invoices, done sale orders, etc.