[FW][ADD] general/digest_emails: add new digest emails docs

content/applications/general.rst

@@ -11,6 +11,7 @@ Miscellaneous
     general/email_communication
     general/voip
     general/calendars
+    general/digest_emails
     general/in_app_purchase
     general/developer_mode
-
+

content/applications/general/digest_emails.rst

@@ -0,0 +1,114 @@
+=============
+Digest Emails
+=============
+
+**Digest Emails** are periodic snapshots sent to your organization via email that include high-level
+information about how your business is performing.
+
+Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`,
+then activate the **Digest Emails** feature and click on save.
+
+.. image:: digest_emails/digest-email-settings.png
+   :align: center
+   :alt: Digest Emails section inside General Settings.
+
+You can control a variety of settings for your Digest Emails, such as:
+
+- which KPIs are shared in the Digest
+- how often Digest Emails are sent
+- who in your organization receives Digest Emails
+- creating custom Digest Email templates
+- adding additional KPIs (Studio required)
+
+.. note::
+   By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary
+   template, which includes all KPI measurements across your Odoo database and is sent daily to
+   administrators.
+
+.. _digest-emails/customize-digest:
+
+Customize *Your Odoo Periodic Digest*
+=====================================
+
+To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
+--> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click
+on the *external link* next to the dropdown selection.
+
+A popup window appears and presents a variety of editable settings, which include:
+
+- **Digest Title** - what you want your Digest Email to be called
+- **Periodicity** - control the regimen in how often Digest Emails are sent
+- **KPIs** - check/uncheck each calculated KPI that appears in Digest Emails
+- **Recipients** - add/remove users who receive your Digest Emails
+- **Custom** - add your own KPIs (Studio required)
+
+.. image:: digest_emails/periodic-digest.png
+   :align: center
+   :alt: Customize default Digest Email settings and custom KPIs.
+
+.. _digest-emails/custom-emails:
+
+Custom digest emails
+====================
+
+To do so, click on **Configure Digest Emails** and then **Create**.
+
+From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and
+recipients fields as needed. 
+
+After you click **Save**, your new custom Digest Email is available as a selection in the **General
+Settings** dropdown menu.
+
+.. _digest-emails/custom-kpi:
+
+Custom KPIs with Studio
+-----------------------
+
+For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs
+by using Odoo Studio.
+
+To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses
+:menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields.
+
+In order to create additional fields, you must create two fields on the digest object:
+
+#. create a boolean field called `kpi_myfield` and display it in the KPIs tab
+#. create a computed field called `kpi_myfield_value` that computes your customized KPI
+#. select your KPI(s) in the KPIs tab.
+
+Computed values reference table
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
++-----------------------+-------------------------------------------+
+| LABEL                 | VALUE                                     |
++=======================+===========================================+
+| Connected Users       | `kpi_res_users_connected_value`           |
++-----------------------+-------------------------------------------+
+| Messages Sent         | `kpi_mail_message_total_value`            |
++-----------------------+-------------------------------------------+
+| New Leads             | `kpi_crm_lead_created_value`              |
++-----------------------+-------------------------------------------+
+| Opportunities Won     | `kpi_crm_opportunities_won_value`         |
++-----------------------+-------------------------------------------+
+| Open Tasks            | `kpi_project_task_opened_value`           |
++-----------------------+-------------------------------------------+
+| Tickets Closed        | `kpi_helpdesk_tickets_closed_value`       |
++-----------------------+-------------------------------------------+
+| % of Happiness        | `kpi_livechat_rating_value`               |
++-----------------------+-------------------------------------------+
+| Conversations handled | `kpi_livechat_conversations_value`        |
++-----------------------+-------------------------------------------+
+| Time to answer (sec)  | `kpi_livechat_response_value`             |
++-----------------------+-------------------------------------------+
+| All Sales             | `kpi_all_sale_total_value`                |
++-----------------------+-------------------------------------------+
+| eCommerce Sales       | `kpi_website_sale_total_value`            |
++-----------------------+-------------------------------------------+
+| Revenue               | `kpi_account_total_revenue_value`         |
++-----------------------+-------------------------------------------+
+| Bank & Cash Moves     | `kpi_account_bank_cash_value`             |
++-----------------------+-------------------------------------------+
+| POS Sales             | `kpi_pos_total_value`                     |
++-----------------------+-------------------------------------------+
+| New Employees         | `kpi_hr_recruitment_new_colleagues_value` |
++-----------------------+-------------------------------------------+