Getting started with Pentaho and Odoo 

Pentaho Reports - Step 1

Step 1. Design 

  Data sources:

- JDBC(SQL) / ORM (Odoo objects) / Custom Python methods / Pentaho        Data integration

  • Full featured report designer

  • Report selection definition

  • Access to Odoo user context

  • Graphs

  • Banded reports

  • SQL scripting

  • and so much more…..

Pentaho Reports - Step 2

Step 2. Integrate  

Install WilldooIT's Pentaho integration module, then:

  • Create a report in Odoo and mark as “Pentaho”

  • Upload your Pentaho report definition

  • Report appears a menu item -or- as an action against an object and selectable via the “More..” button

Pentaho Reports - Step 3

Step 3. Run  

Write one or two paragraphs describing your product, services or a specific feature. To be successful your content needs to be useful to your readers.  

Start with the customer – find out what they want and give it to them.

Pentaho Reports - Step 4

Step 4. Save Selections  

  Save your report selections:

  • Security controls users' access to this feature

  • Create default selections for groups or users

  • Selections can use formulas, eg today()+ date_offset(days=1) (ie tomorrow)

Pentaho Reports - Step 5

Step 5. Schedule 

Write one or two paragraphs describing your product, services or a specific feature. To be successful your content needs to be useful to your readers.  

Start with the customer – find out what they want and give it to them.

Create your own reports with one easy to follow model