[ADD] account_analytic_report: New module account_analytic_report #1249
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BernatObrador
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peluko00
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| <field name="date_from" required="1" /> | ||
| <field name="date_to" required="1" /> | ||
| <field name="fy_start_date" invisible="1" /> | ||
| </group> | ||
| <group name="other_filters"> | ||
| <field name="plan_id" required="1" /> |
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Put required on a declaration of the field
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Thanks for your comment @peluko00! Could you review again please? |
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Shouldn't this be in OCA/account-analytic instead? |
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@pedrobaeza You are totally right. Here is the new pr: #730 |
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New module account_analytic_report
Using this module is straightforward. Follow these steps:
Navigate to the Report:
Go to Invoicing -> Reporting -> Analytic Trial Balance.
Customize the Report with Filters:
Adjust the report using the available options:
Group by Analytic Account:
Groups the results by analytic accounts instead of financial accounts.
Show Hierarchy and Limit Hierarchy Level:
Displays the amounts split by the hierarchy levels of financial accounts.
Filter Accounts:
When used independently (without grouping by analytic accounts or showing hierarchy), the results will be split by both financial accounts.
Example: Filtering by accounts Test 1 and Test 2:
Show Months (Excel export only):
Enabled when filtering accounts without grouping by analytic accounts or showing hierarchy. It generates a separate sheet in the Excel file for each filtered account, detailing the amounts by month within the selected date range.
cc https://github.com/APSL 162352
@miquelalzanillas @lbarry-apsl @mpascuall @peluko00 @javierobcn @ppyczko please review