MIS Builder

Installation

There is no specific installation procedure for this module.

Configuration and Usage

To configure this module, you need to:

• Go to Accounting > Configuration > Financial Reports > MIS Report Templates where you can create report templates by defining KPI's. KPI's constitute the rows of your reports. Such report templates are time independent.

• Then in Accounting > Reporting > MIS Reports you can create report instance by binding the templates to time period, hence defining the columns of your reports.

• From the MIS Report view, you can preview the report, add it to and Odoo dashboard, and export it to PDF or Excel.

For further information, please visit:

• https://www.odoo.com/forum/help-1

Known issues / Roadmap

• More tests should be added. The first part is creating test data, then it will be easier. At the minimum, We need the following test data:
  • one account charts with a few normal accounts and view accounts,
  • two fiscal years,
  • an opening entry in the second fiscal year,
  • to test multi-company consolidation, we need a second company with it's own account chart and two fiscal years, but without opening entry; we also need a third company which is the parent of the other two and has a consolidation chart of account.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback here.

Credits

Maintainer

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit http://odoo-community.org.