Chapter 16 - Odoo 15 Development Book

Periodic Digest Emails

Periodic digest Emails are high-level views of how your business operates that are provided to your organization regularly via email. The Odoo framework can send out digest emails on a regular basis. We can send an email containing information about business KPIs using digest emails.

It can be configured under settings > Statistics > Digest Email

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The field to insert the digest email records will appear after the Boolean field has been enabled. The default one made by Odoo will be displayed, and it may be modified by clicking on the hyperlink button, or new records can be created by clicking on the 'Configure Digest Emails' button. It will take you to the list of records that are displayed there, and by clicking on the button ‘create’ new form view for creating the record will appear.

Given below is a default template created by Odoo. This will send an email on a daily basis by considering the mentioned specifications in the record.

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In the header, there are a few buttons;

  • Unsubscribes Me: It will unsubscribe this mailing
  • Deactivate for Everyone: This template will be disabled for everyone
  • Send Now: Send an email to the subscribed users

There are two basic fields that determine the nature of the email, that is;

  • Periodicity: periods that will trigger the email. It can be daily, weekly, monthly, or yearly by default
  • Next Send Date: The date on which the email will be sent next

The page ‘KPIs’ contains the general information regarding each module. This information can be included or excluded based on the need.

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On the 'Recipients' page, we may list the people who should receive the digest email.

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Digest Email is enabled by default, and the primary template is Your Odoo Periodic Digest, which covers all KPI metrics across your Odoo database and is delivered daily to administrators.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

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Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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