Daily Operations Report: Live Data
Description:
This dashboard contains dynamic, clickable reports for real-time insights. Each element (charts, tables, KPIs) allows drill-down into detailed metrics for deeper analysis.
Features:
- Interactive Elements – Click on any data point to explore underlying details.
- Real-Time Updates – Automatically refreshes with the latest data.
- Export Options – Download as PDF, Excel, or share directly from Odoo.
How to Use:
Click on any chart/graph segment to filter or expand data.
Use the search bar to customize views. Under favourites there are some saved views.
Export or Share via the top-right action menu.
Note: Contact [Support/Admin Name] if access issues arise.
Click the Search Bar – At the top, you’ll see a search box.
Type Keywords – Enter a name, reference, date, or any field value to filter.
Use Filters (Optional) – Click the 🔽 (Filter) icon to apply predefined filters (e.g., "This Month," "Draft Invoices").
Press Enter – Odoo will display only matching records.