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MIS Builder

Management Information System reports for Odoo: easily build super fast, beautiful, custom reports such as P&L, Balance Sheets and more.

This is the 14.0 branch. Please note the development of new features occurs mainly on the 10.0 branch, to be forward-ported to 14.0. Please submit pull requests to the 10.0 branch in priority, unless they are 14.0 specific bugs, or they rely on Odoo features that are not present in 10.0.

This project implements a class of reports where KPI (Key Performance Indicators) are displayed in rows, and time periods in columns. It focuses on very fast reporting on accounting data but can also use data from any other Odoo model.

It features the following key characteristics:

  • User configurable: end users can create new report templates without development, using simple Excel-like formulas.
  • Very fast balance reporting for accounting data, even on million lines databases and very complex account charts.
  • Use the same template for different reports.
  • Compare data over different time periods.
  • User-configurable styles, rendered perfectly in the UI as well as Excel and PDF exports.
  • Interactive display with drill-down.
  • Export to PDF and Excel.
  • A budgeting module.
  • Evaluate KPI over various data sources, such as actuals, simulation, committed costs (some custom development is required to create the data source).
  • For developers, the accounting balance computation engine is exposed as an easy to use API.

Here are some presentations:

Available addons

addon version maintainers summary
mis_builder 14.0.3.6.7 sbidoul Build 'Management Information System' Reports and Dashboards
mis_builder_budget 14.0.3.5.1 sbidoul Create budgets for MIS reports
mis_builder_demo 14.0.3.1.3 sbidoul Demo addon for MIS Builder

Licenses

This repository is licensed under AGPL-3.0.

However, each module can have a totally different license, as long as they adhere to OCA policy. Consult each module's __manifest__.py file, which contains a license key that explains its license.


OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

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Management Information System reports for Odoo: easily build super fast, beautiful, custom reports such as P&L, Balance Sheets and more.

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