This document discusses the mis_builder module for Odoo. The module allows users to create customizable financial reports with accounting and operational data. Key features include mixing accounting and operational data, comparing periods, exporting to Excel and PDF, and drilling down on accounting entries. New features in version 9 include improved usability, styling without CSS, auto-expanding accounts, and exporting reports to Excel. The document also provides demo instructions and details the module's roadmap and code repository.

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2015-06-03
Odoo Experience 2015
Odoo Experience 2015
2015-06-03
mis_builder
stephane.bidoul@acsone.eu

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Examples

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Design Goals
● End user can create reports
● Mix accounting data and operational data
● Dynamic periods over dates or fiscal periods
● Comparisons
● Export to Excel and PDF
● Fast!
● Drill down on accounting entries

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New features v9
● Usability
● New styling mechanism
– No css anymore
– Same styles in html, pdf,excel
● Auto-expand accounts
● Sub-KPIs multiple formulas
– Start/end of period, actuals/budget, etc
● Xslx export
● Simplified API

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Demo!

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Advanced features
● Filters on journal entries: journal, journal type,
analytic account, etc
● Conditional styles
● Initial / ending balance: bali[ ] / bale[ ]

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Accounting Expression Processor

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Roadmap
● Fold/unfold in widget
● Multi-company consolidation with currency
adjustments
● Budgeting

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Code
AGPL-3
pip install odoo9-addon-mis_builder
-f https://wheelhouse.odoo-community.org/oca
https://github.com/OCA/
account-financial-reporting/tree/9.0/mis_builder

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Q&A
stephane.bidoul@acsone.eu