In this chapter we will cover advanced searching, custom filters, and dashboards. We begin by looking at how OpenERP searches the various data sets within the system. Next, we will explore more advanced searching options and discuss how you can save these filters so they can be easily accessed when you need them. Finally, we discuss the OpenERP dashboard capabilities and how we can improve usability for users.
Topics covered in this chapter include the following:
Identifying users' search requirements
Understanding default filters versus custom filters
Grouping items in a list
Setting and saving advanced search conditions
Creating dashboard content and layouts