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CRM Management - Reporting (report_crm)

Module:report_crm
Name:CRM Management - Reporting
Version:5.0.1.0
Author:Tiny
Directory:report_crm
Web:http://www.openerp.com
Official module:
 yes
Quality certified:
 yes

Description

A module that adds new reports based on CRM cases.
    Case By section, Case By category

Dependencies

  • crm

Reports

None

Views

  • report.crm.case.user.tree (tree)
  • report.crm.case.user.form (form)
  • report.crm.case.user.graph (graph)
  • report.crm.case.categ.tree (tree)
  • report.crm.case.categ.form (form)
  • report.crm.case.section.tree (tree)
  • report.crm.case.section.graph (graph)
  • report.crm.case.service.dashboard.tree (tree)
  • report.crm.case.service.dashboard.tree (tree)

Objects

Object: Cases by user and section (report.crm.case.user)

amount_revenue_prob:
 Est. Rev*Prob., float, readonly
amount_costs:Est.Cost, float, readonly
user_id:User, many2one, readonly
name:Month, date, readonly
probability:Avg. Probability, float, readonly
nbr:# of Cases, integer, readonly
section_id:Section, many2one, readonly
state:Status, selection, readonly
amount_revenue:Est.Revenue, float, readonly
delay_close:Delay to close, char, readonly

Object: Cases by section and category (report.crm.case.categ)

amount_revenue_prob:
 Est. Rev*Prob., float, readonly
amount_costs:Est.Cost, float, readonly
name:Month, date, readonly
probability:Avg. Probability, float, readonly
nbr:# of Cases, integer, readonly
section_id:Section, many2one, readonly
state:Status, selection, readonly
amount_revenue:Est.Revenue, float, readonly
delay_close:Delay Close, char, readonly
categ_id:Category, many2one, readonly

Object: Cases by Section (report.crm.case.section)

nbr_cases:# of Cases, integer, readonly
delay_close:Delay to close, char, readonly
section_id:Section, many2one, readonly
perc_cancel:%Cancel, float, readonly
avg_answers:Avg. Answers, integer, readonly
perc_done:%Done, float, readonly
name:Month, date, readonly

Object: Report of Closed and Open CRM Cases within past 15 days (report.crm.case.service.dashboard)

date_closed:Date Closed, datetime, readonly
create_date:Create Date, datetime, readonly
name:Description, char, readonly
date_deadline:Deadline, datetime, readonly
planned_revenue:
 Planned Revenue, float, readonly
planned_cost:Planned Costs, float, readonly
priority:Priority, char, readonly
state:Status, selection, readonly
date:Date, datetime, readonly
user_id:Responsible, many2one, readonly
partner_id:Partner, many2one, readonly