Dashboard Designing In OpenERP

Dashboard is one of the major features in ERP, that simplifies the analysis of information.

In OpenERP user can create your own dashboard without involving a technical person. Dashboard feature is included in the module “board”.

Desigining a simple dashboard

In OpenERP

Administration –>Customization –>Reporting –> Dashboard Definition

first, name the dashboad. Define views in the one2many field.

In the one2many form(dashboard view) fill necessary details like as follows.

Title -> Any name you can identify.

Sequence -> is used for the priority

Width and height -> is used for the panel size settings

Action -> action that should be visible in dashboard

Postion -> is used for arranging the panel, left or right.

You can add any number of views in a single dashboard

Then you can create a menu for analyis, by using “Create Menu” button .It creates new menu in OpenERP.

Dashboard view

We can set this dashboard as our homepage, which will be visible while we login.

Comments

Anonymous: You want to customize your dashboard of car we will give you the best work. Zesty beans have tha ability to provide dash board designing vape for open electronic system and the car services as well.".

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mihai says:

July 6, 2011 at 8:36 pm

Is it possible to dynamically filter the views of a dashboard based on the other view of the dashboard?
EG.
I make a dashboard with Manufacturing orders and work orders.
I want to look at one manufacturing order in one view and the corresponding work orders in other view.

Reply
1. Anoop P says:
  
  August 8, 2011 at 4:55 pm
  
  Hi Mihai,
  
  Current OpenERP system doesn't allow. But you can use the group operator to get this done .
  
  For example . you can view the workorders using the "group_by " feature- group_by production_order.
  
  Reply
  1. Ameya says:
    
    August 11, 2012 at 10:38 am
    
    Hi Anoop,
    Can we include “Menuitems” (as we have icons for sales,purchase etc on homepage of web) in Dashboard?
    Thank You!
    
    Reply
Anonymous says:

April 3, 2012 at 3:07 pm

How to set customized dashboard as home page for users

Reply
1. Anoop P says:
  
  April 3, 2012 at 3:31 pm
  
  Go to administration –>Users–>Users–>
  
  And in users form, the customized dashboard menu set as home action.
  
  Reply
  1. Mary says:
    
    April 3, 2012 at 3:37 pm
    
    Thnx
    
    Reply
  2. Sridhar says:
    
    March 21, 2014 at 5:27 pm
    
    Hi, I’m using OpenERP 7, I creating a dashboard report, It is working but wrong format, My concept is I taking report for last 2 months of product category id it seams lot of record. In dashboard it formating salable product A and B are comming in a same column but i want separate column for a particular month how to do it in OpenERP 7. Help Me…
    
    Reply
2. Jaf says:
  
  November 1, 2012 at 6:54 am
  
  Anoop,
  How to hide the “Reset” button at the dashboard in the Web Client?
  We do not want the end-user to reset the view that we’ve taken a hard time to do.
  Thanks,
  Jaf
  
  Reply
Anonymous says:

September 7, 2020 at 12:42 pm

You want to customize your dashboard of car we will give you the best work. Zesty beans have tha ability to provide dash board designing vape for open electronic system and the car services as well.

Reply