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        "description": ".. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n\n===========\nMIS Builder\n===========\n\nThis module allows you to build Management Information Systems dashboards.\nSuch style of reports presents KPI in rows and time periods in columns.\nReports mainly fetch data from account moves, but can also combine data coming\nfrom arbitrary Odoo models. Reports can be exported to PDF, Excel and they\ncan be added to Odoo dashboards.\n\nInstallation\n============\n\nThere is no specific installation procedure for this module.\n\nConfiguration and Usage\n=======================\n\nTo configure this module, you need to:\n\n* Go to Accounting > Configuration > Financial Reports > MIS Report Templates where\n  you can create report templates by defining KPI's. KPI's constitute the rows of your\n  reports. Such report templates are time independent.\n\n.. figure:: static/description/ex_report_template.png\n   :scale: 80 %\n   :alt: Sample report template\n\n* Then in Accounting > Reporting > MIS Reports you can create report instance by\n  binding the templates to time period, hence defining the columns of your reports.\n\n.. figure:: static/description/ex_report.png\n   :alt: Sample report configuration\n\n* From the MIS Report view, you can preview the report, add it to and Odoo dashboard,\n  and export it to PDF or Excel.\n\n.. figure:: static/description/ex_dashboard.png\n   :alt: Sample dashboard view\n\n.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n   :alt: Try me on Runbot\n   :target: https://runbot.odoo-community.org/runbot/91/8.0\n\nFor further information, please visit:\n\n* https://www.odoo.com/forum/help-1\n\nDeveloper notes\n===============\n\nA typical extension is to provide a mechanism to filter reports on analytic dimensions\nor operational units. To implement this, you can override _get_additional_move_line_filter\nand _get_additional_filter to further filter move lines or queries based on a user\nselection. A typical use case could be to add an analytic account field on mis.report.instance,\nor even on mis.report.instance.period if you want different columns to show different\nanalytic accounts.\n\nKnown issues / Roadmap\n======================\n\n* Add 'Fiscal Year' period type.\n\n* Allow selecting accounts by type. This is currently possible by expressing\n  a query such as balp[][('account_id.user_type.code', '=', ...)]. This will work\n  but would be more efficient if one could write balp[user_type=...], as it would\n  involve much less queries to the database.\n\n* More tests should be added. The first part is creating test data, then it will be\n  easier. At the minimum, We need the following test data:\n\n  * one account charts with a few normal accounts and view accounts,\n  * two fiscal years,\n  * an opening entry in the second fiscal year,\n  * to test multi-company consolidation, we need a second company with it's own\n    account chart and two fiscal years, but without opening entry; we also need\n    a third company which is the parent of the other two and has a consolidation\n    chart of account.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed feedback\n`here <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nCredits\n=======\n\nContributors\n------------\n\n* St\u00e9phane Bidoul <stephane.bidoul@acsone.eu>\n* Laetitia Gangloff <laetitia.gangloff@acsone.eu>\n* Adrien Peiffer <adrien.peiffer@acsone.eu>\n\nMaintainer\n----------\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nThis module is maintained by the OCA.\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nTo contribute to this module, please visit http://odoo-community.org.\n\n\n",
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