Introduction

What is MIS Builder

MIS Builder is an Odoo module that implements a class of Odoo 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-friendly configuration: end users can create new report templates without development, using simple Excel-like formulas.
  • Very fast balance reporting for accounting data, even on million-line databases with very complex account charts.
  • Reusability: Use the same template for different reports.
  • Multi-period comparisons: Compare data over different time periods.
  • User-configurable styles: perfectly rendered in the UI as well as in Excel and PDF exports.
  • Interactive display with drill-down.
  • WYSIWYG Export to PDF and Excel.
  • A budgeting module.
  • KPI Evaluation over various data sources, such as actuals, simulation, committed costs (custom developments are required to create the data source).
  • Easy-to-use API for developers for the accounting balance computation engine.

Modules information

MIS Builder is a set of modules, part of Odoo Business Suite of Applications.

The source code of the modules can be found in the OCA Official Github repository:

The main modules are the following:

  • mis_builder module installs the “MIS Reports”, “MIS Reports Styles” and “MIS report Template” menu. This module is the base one and is necessary for any other module.
  • mis_builder_budget module installs the “MIS Budget” menu.
  • mis_builder_demo module installs the demo data reports in existing MIS (not suitable for production environment).

The repository is licensed under AGPLv3.

MIS Builder is available for the following versions (at the time of this document):

  • 8.0,
  • 9.0,
  • 10.0,
  • 11.0
  • in both Community and Enterprise Edition.

About this documentation

This documentation intends to provide the basic knowledge for the user to create financial reports from the standard Odoo financial entries.

The user must have standard knowledge of Odoo usability and functions (Accounting).

No development skills are necessary to use the module but some set up parts requires light technical knowledge.