Book Image

Working with OpenERP

By : Greg Moss
Book Image

Working with OpenERP

By: Greg Moss

Overview of this book

<p>OpenERP continues to gain momentum throughout the world in providing the best platform for open source ERP installations. This book covers all the essential modules and how to get the power of OpenERP to work for you.</p> <p>"Working with OpenERP" provides a real-world business solution approach to integrating OpenERP into your small or medium sized business. This book begins by walking you through how to install OpenERP on a Windows or Ubuntu server then takes you through all the essential modules you will need to get OpenERP up and running for your company.</p> <p>All through the book, "Working with OpenERP" provides real-world examples in sales, customer relationship management (CRM), purchasing, manufacturing, human resources, and financial accounting. After covering the basics, you will learn how to customize various methods to configure OpenERP for your business and even build your own custom modules.</p> <p>"Working with OpenERP" covers all the basics of installing and using OpenERP along with advanced real-world examples you will not find anywhere else.</p>
Table of Contents (21 chapters)
Working with OpenERP
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 9. Creating Advanced Searches and Dashboards

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