Reporting
Odoo 18 Project Management Module provides comprehensive reporting capabilities that allow users to track and analyze the progress and performance of their projects in a highly visual and intuitive manner. The module’s reporting section offers a range of advanced tools and views to facilitate decision-making, enhance project oversight, and ensure that all team members are aligned with the project goals.
The Reporting section of the Project Management Module in Odoo 18 is designed to present data visually, making it easier to interpret the status and outcomes of various projects. Upon accessing this section, users will be greeted with a Graphical View that displays project data in different visual formats, such as:
- ● Line Chart
- ● Bar Chart
- ● Pie Chart
These charts make it easier to spot trends, understand project timelines, and identify areas requiring attention. Different colors in the graphical representation correspond to different project stages, task statuses, or other relevant data, allowing for quick visual assessment.
The flexibility of Odoo 18's reporting system is enhanced with the Favorites, Group By, and Filters functionalities. Users can customize their reports by grouping data based on various parameters such as project phases, assigned team members, or deadlines. Odoo 18’s reporting system also offers the Measures feature, accessible from the drop-down menu within the reporting section. This tool provides a wide range of metrics that can be used to assess project performance.
By choosing the right measures, project managers can get a more detailed view of how resources are being used, which tasks are taking longer than expected, and whether the project is on track to meet its goals.
Customer Ratings
One of the unique features of the Odoo 18 Project Management Module is the ability to track Customer Ratings. This feature is found in the Settings menu of the module and can be accessed directly through the Reporting section. Customer Ratings provide valuable insight into how clients perceive the quality of the work delivered.
Once enabled, the Customer Rating feature allows users to review feedback and satisfaction levels from clients on completed tasks or projects. The Customer Rating feature ensures that project managers and team members are aware of the client’s satisfaction, allowing them to address any issues and improve the overall quality of their work. This is particularly useful in service-oriented projects, where client feedback plays a crucial role in long-term success.