mirror of
https://github.com/OCA/reporting-engine.git
synced 2025-02-16 16:30:38 +02:00
158d6dc2f5
When creating the UI for the SQL view, it is now possible to set a specific Parent Menu which will be used when creating the UI Menu for the report itself. The default value will be the `SQL Reports` menu. Also, added the explanation on the `CONFIGURE.rst` file to have the description updated.
44 lines
1.5 KiB
Markdown
44 lines
1.5 KiB
Markdown
- Go to Dashboard / Configuration / SQL Views
|
|
|
|
- tip your SQL request
|
|
|
|
|
|
|
|
- Select the group(s) that could have access to the view
|
|
|
|
|
|
|
|
Optionnaly, you can add a domain.
|
|
|
|
A tipical domain in a multi company context is to write
|
|
`['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]`
|
|
to make reporting depending on the current companies of the user.
|
|
|
|
- Click on the button 'Validate SQL Expression'
|
|
|
|
- Once the sql request checked, the module analyses the column of the
|
|
view, and propose field mapping. For each field, you can decide to
|
|
create an index and set if it will be displayed on the pivot graph as
|
|
a column, a row or a measure.
|
|
|
|
|
|
|
|
- Click on the button 'Create SQL elements'. (this step could take a
|
|
while, if view is materialized)
|
|
|
|
- If it's a MATERIALIZED view:
|
|
|
|
> - a cron task is created to refresh the view. You can so define the
|
|
> frequency of the refresh.
|
|
> - the size of view (and the indexes is displayed)
|
|
|
|
|
|
|
|
- Before applying the final step, you will need to add a specific Parent Menu to
|
|
use when creating the UI Menu for the report. By default, it will be set with
|
|
the `SQL Views` menu, which can be changed before creating the UI elements in
|
|
order to have the report accessible from a different place within Odoo.
|
|
|
|
- Finally, click on 'Create UI', to create new menu, action, graph view
|
|
and search view.
|