| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 743 |
| Technical Name |
pivot_scheduler |
| Website | http://www.linkedin.com/in/jothimani-r |
| Versions | 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 743 |
| Technical Name |
pivot_scheduler |
| Website | http://www.linkedin.com/in/jothimani-r |
| Versions | 13.0 14.0 |
Pivot Scheduler
Send Pivot view (Business Intelligence Report) automatically through pre-defined users by Minutes, Hours, Days, Months.
Tested on Community & Enterprise
For Demo
User Name: admin
Password: admin
Features:
- Reports automatically will send to the scheduled users by Minutes, Hours, Days, Weeks, Months.
- Reduce the manual work like download, compose and attach to send.
- We can add unlimited scheduled reports.
Add your desired Filters, Group
By, Time Ranges to Favorites from any Pivot view.
Activate the developer mode
- Go to Settings.
Create Scheduler
- Go to Settings > Automation > Scheduled Pivot Reports.
- Create / Edit a record.
- Fields:
- Model: Can select the models which has pivot view.
- User-defined Filter: Can select user-defined filter/favorite from selected model's pivot view.
- Recipients: Auto filled and able to select the users who has access to the selected model.
- Related Cron: The cron is create/delete/update when the this configuration record is create/delete/update.
- Action(s):
- Button in header "Send Manually": Click thi to send manually.
Send multiple by manually
Email Template
- Keep as it is or Customise
Email Preview
Report Preview from Email
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