[MOV] documentation structure reorganization

This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8061 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-04 12:02:08 +01:00
parent 41b3bd3bc9
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+==========
+Activities
+==========
+
+*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
+on any page of the database that contains a chatter thread, kanban view, list view, or activities
+view of an application.
+
+Schedule activities
+===================
+
+One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located
+at the top of the *chatter* on any record. On the pop-up window that appears, select an
+:guilabel:`Activity Type` from the drop-down menu.
+
+.. tip::
+   Individual applications have a list of *Activity Types* dedicated to that application. For
+   example, to view and edit the activities available for the *CRM* application, go to
+   :menuselection:`CRM app --> Configuration --> Activity Types`.
+
+Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule
+Activity` pop-up window.
+
+To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down
+menu. Otherwise, the user creating the activity is automatically assigned.
+
+Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field.
+
+.. note::
+   The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates
+   based on the configuration settings for the selected :guilabel:`Activity Type`. However, this
+   date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field.
+
+Lastly, click one of the following buttons:
+
+- :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`.
+- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`.
+  The activity is not scheduled, it is automatically marked as completed.
+- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and
+  opens a new activity window.
+- :guilabel:`Discard`: discards any changes made on the pop-up window.
+
+.. image:: activities/schedule-pop-up.png
+   :alt: View of CRM leads and the option to schedule an activity.
+
+.. note::
+   Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a
+   :guilabel:`Save` button, or an :guilabel:`Open Calendar` button.
+
+Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
+
+.. image:: activities/chatter-activities.png
+   :alt: View of CRM leads and the option to schedule an activity.
+
+Activities can also be scheduled from the kanban, list, or activities view of an application.
+
+.. tabs::
+
+   .. tab:: Kanban view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form.
+
+      .. image:: activities/schedule-kanban-activity.png
+               :alt: Kanban view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: List view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
+      clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
+
+      .. image:: activities/schedule-list-activity.png
+               :alt: List view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: Activity view
+
+      To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the
+      menu bar anywhere in the database. Select any application from the drop-down menu, and click
+      the :guilabel:`🕘 (clock)` icon for the desired app.
+
+      .. image:: activities/schedule-activity-view-menu.png
+               :alt: Activity menu drop down with focus on where to open activity view for CRM.
+
+      Select a record on which to schedule an activity. Move across the row to find the desired
+      activity type, then click the :guilabel:`＋ (plus sign)`.
+
+      .. image:: activities/schedule-activity-view.png
+               :alt: Activity view of the CRM pipeline and the option to schedule an activity.
+
+.. note::
+   Activity colors, and their relation to an activity's due date, is consistent throughout Odoo,
+   regardless of the activity type, or the view.
+
+   - Activities that appear in **green** indicate a due date sometime in the future.
+   - **Yellow** indicates that the activity's due date is today.
+   - **Red** indicates that the activity is overdue and the due date has passed.
+
+   For example, if an activity is created for a phone call, and the due date passes, the activity
+   appears with a red phone in list view, and a red clock on the kanban view.
+
+View scheduled activities
+=========================
+
+To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app`
+and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options.
+
+Doing so opens the activities menu, showcasing all the scheduled activities for the user, by
+default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the
+:guilabel:`Search...` bar.
+
+To view a consolidated list of activities separated by the application where they were created, and
+by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that
+specific application in a drop-down menu.
+
+The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom
+of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked.
+
+.. image:: activities/activities-menu.png
+   :alt: View of CRM leads page emphasizing the activities menu.
+
+Configure activity types
+========================
+
+To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss
+--> Activities --> Activity Types`.
+
+.. image:: activities/settings-activities-types.png
+   :alt: View of the settings page emphasizing the menu activity types.
+
+Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
+
+To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a
+new activity type, click :guilabel:`Create`.
+
+At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity
+type.
+
+.. image:: activities/new-activity-type.png
+   :alt: New activity type form.
+
+Activity settings
+-----------------
+
+Action
+~~~~~~
+
+The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors
+after an activity is scheduled.
+
+- If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the
+  planned activity in the chatter.
+- If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open
+  their calendar to schedule a time for this activity.
+- If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the
+  chatter that opens a signature request pop-up window.
+
+.. note::
+   The actions available to select on an activity type vary, depending on the applications currently
+   installed in the database.
+
+Default user
+~~~~~~~~~~~~
+
+To automatically assign this activity to a specific user when this activity type is scheduled,
+choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the
+activity is assigned to the user who creates the activity.
+
+Default summary
+~~~~~~~~~~~~~~~
+
+To include notes whenever this activity type is created, enter them into the :guilabel:`Default
+Summary` field.
+
+.. note::
+   The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are
+   included when an activity is created. However, they can be altered before the activity is
+   scheduled or saved.
+
+Next activity
+-------------
+
+To automatically suggest, or trigger, a new activity after an activity has been marked complete, the
+:guilabel:`Chaining Type` must be set.
+
+Suggest next activity
+~~~~~~~~~~~~~~~~~~~~~
+
+In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the
+field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
+to select any activities to recommend as follow-up tasks to this activity type.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
+configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
+decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
+deadline`.
+
+This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
+
+When all configurations are complete, click :guilabel:`Save`.
+
+.. image:: activities/schedule-recommended-activity.png
+   :alt: Schedule activity popup with emphasis on recommended activities.
+
+.. note::
+   If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and
+   has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations
+   for activities as next steps.
+
+Trigger next activity
+~~~~~~~~~~~~~~~~~~~~~
+
+Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the
+next activity once the previous one is completed.
+
+If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field
+beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select
+the activity that should be launched once this activity is completed.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
+configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
+decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
+deadline`.
+
+This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
+
+When all configurations are complete, click :guilabel:`Save`.
+
+.. image:: activities/triggered-activities.png
+   :alt: Schedule new activity popup with emphasis on Done and launch next button.
+
+.. note::
+   When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`,
+   marking the activity as `Done` immediately launches the next activity listed in the
+   :guilabel:`Trigger` field.
+
+.. seealso::
+   - :doc:`/applications/productivity/discuss`
+   - :doc:`/applications/productivity/discuss/team_communication`
@@ -0,0 +1,411 @@
+======================
+Export and import data
+======================
+
+.. _export-data:
+
+Export data from Odoo
+=====================
+
+When working with a database, it sometimes is necessary to export your data in a distinct file.
+Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy
+reporting tool with each available application).
+
+With Odoo, you can export the values from any field in any record. To do so,
+activate the list view on the items that need to be exported, click on *Action*, and, then,
+on *Export*.
+
+.. image:: export_import_data/list-view-export.png
+   :align: center
+   :alt: view of the different things to enable/click to export data
+
+Pretty simple, this action still comes with some specificities. In fact,
+when clicking on *Export*, a pop-up window appears with several
+options for the data to export:
+
+.. image:: export_import_data/export-data-overview.png
+   :align: center
+   :alt: overview of all the options to take into account when exporting data in Odoo
+
+#. With the *I want to update data* option ticked, the system only
+   shows the fields which can be imported. This is very helpful in
+   case you want to update existing records. Basically, this works
+   like a filter. Leaving the box unticked gives way more field
+   options because it shows all the fields, not just the ones which
+   can be imported.
+#. When exporting, you can choose between two formats: .csv and .xls.
+   With .csv, items are separated with a comma, while .xls holds information about all the
+   worksheets in a file, including both content and formatting.
+#. Those are the items you may want to export. Use the arrows to display
+   more sub-field options. Of course, you can use the search bar to
+   find specific fields more easily. To use the search option more
+   efficiently, display all the fields by clicking on all the
+   arrows!
+#. The + button is there to add fields to the "to export" list.
+#. The "handles" next to the selected fields allow you to move the fields up and down to
+   change the order in which they must be displayed in the exported
+   file.
+#. The trashcan is there if you need to remove fields.
+#. For recurring reports, it might be interesting to save export presets.
+   Select all the needed ones and click on the template bar.
+   There, click on *New template* and give a name to yours. The
+   next time you need to export the same list, simply select the
+   related template.
+
+.. tip::
+   It’s good to keep the field’s external identifier in mind. For example,
+   *Related Company* is equal to *parent_id*. Doing so helps export
+   only what you would like to import next.
+
+.. _import-data:
+
+Import data into Odoo
+=====================
+
+How to start
+------------
+
+You can import data on any Odoo's business object using either Excel
+(.xlsx) or CSV (.csv) formats:
+contacts, products, bank statements, journal entries and even orders!
+
+Open the view of the object you want to populate and click on :menuselection:`Favorites --> Import
+records`.
+
+.. image:: export_import_data/import_button.png
+   :align: center
+
+There you are provided with templates you can easily populate
+with your own data. Such templates can be imported in one click;
+The data mapping is already done.
+
+How to adapt the template
+-------------------------
+
+* Add, remove and sort columns to fit at best your data structure.
+* We advise to not remove the **ID** one (see why in the next section).
+* Set a unique ID to every single record by dragging down the ID sequencing.
+
+.. image:: export_import_data/dragdown.gif
+   :align: center
+
+* When you add a new column, Odoo might not be able to map it automatically if its
+  label doesn't fit any field in Odoo. Don't worry! You can map
+  new columns manually when you test the import. Search the list for the
+  corresponding field.
+
+    .. image:: export_import_data/field_list.png
+       :align: center
+
+  Then, use this field's label in your file in order to make it work
+  straight on the very next time.
+
+How to import from another application
+--------------------------------------
+
+In order to re-create relationships between different records,
+you should use the unique identifier from the original application
+and map it to the **ID** (External ID) column in Odoo.
+When you import another record that links to the first one,
+use **XXX/ID** (XXX/External ID) to the original unique identifier.
+You can also find this record using its name but you will be stuck
+if at least 2 records have the same name.
+
+The **ID** will also be used to update the original import
+if you need to re-import modified data later,
+it's thus good practice to specify it whenever possible.
+
+
+I cannot find the field I want to map my column to
+--------------------------------------------------
+
+Odoo tries to find with some heuristic, based on the first ten lines of
+the files, the type of field for each column inside your file.
+For example if you have a column only containing numbers,
+only the fields that are of type *Integer* will be displayed for you
+to choose from.
+While this behavior might be good and easy for most cases,
+it is also possible that it goes wrong or that you want to
+map your column to a field that is not proposed by default.
+
+If that happens, you just have to check the
+** Show fields of relation fields (advanced)** option,
+you will then be able to choose from the complete list of fields for each column.
+
+.. image:: export_import_data/field_list.png
+   :align: center
+
+Where can I change the date import format?
+------------------------------------------
+
+Odoo can automatically detect if a column is a date, and it will try to guess the date format from a
+set of most commonly used date formats. While this process can work for many date formats, some date
+formats will not be recognized. This can cause confusion due to day-month inversions; it is
+difficult to guess which part of a date format is the day and which part is the month in a date such
+as '01-03-2016'.
+
+To view which date format Odoo has found from your file you can check the **Date Format** that is
+shown when clicking on **Options** under the file selector. If this format is incorrect you can
+change it to your liking using the *ISO 8601* to define the format.
+
+.. note::
+   If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the
+   display of dates in excel is different from the way it is stored. That way you will be sure that
+   the date format is correct in Odoo whatever your locale date format is.
+
+Can I import numbers with currency sign (e.g.: $32.00)?
+-------------------------------------------------------
+
+Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with
+currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you
+use (you can change those under **options**). If you use a currency symbol that is not known to
+Odoo, it might not be recognized as a number though and it will crash.
+
+Examples of supported numbers (using thirty-two thousands as an example):
+
+- 32.000,00
+- 32000,00
+- 32,000.00
+- -32000.00
+- (32000.00)
+- $ 32.000,00
+- (32000.00 €)
+
+Example that will not work:
+
+- ABC 32.000,00
+- $ (32.000,00)
+
+What can I do when the Import preview table isn't displayed correctly?
+----------------------------------------------------------------------
+
+By default the Import preview is set on commas as field separators and quotation marks as text
+delimiters. If your csv file does not have these settings, you can modify the File Format Options
+(displayed under the Browse CSV file bar after you select your file).
+
+Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You
+will need to change the file format options in your spreadsheet application. See the following
+question.
+
+How can I change the CSV file format options when saving in my spreadsheet application?
+---------------------------------------------------------------------------------------
+
+If you edit and save CSV files in spreadsheet applications, your computer's regional settings will
+be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as
+they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the
+box 'Edit filter settings' --> Save`).
+
+Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As'
+dialog box --> click 'Tools' dropdown list --> Encoding tab`).
+
+What's the difference between Database ID and External ID?
+----------------------------------------------------------
+
+Some fields define a relationship with another object. For example, the country of a contact is a
+link to a record of the 'Country' object. When you want to import such fields, Odoo will have to
+recreate links between the different records. To help you import such fields, Odoo provides three
+mechanisms. You must use one and only one mechanism per field you want to import.
+
+For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:
+
+- Country: the name or code of the country
+- Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column
+- Country/External ID: the ID of this record referenced in another application (or the .XML file
+  that imported it)
+
+For the country Belgium, you can use one of these 3 ways to import:
+
+- Country: Belgium
+- Country/Database ID: 21
+- Country/External ID: base.be
+
+According to your need, you should use one of these 3 ways to reference records in relations. Here
+is when you should use one or the other, according to your need:
+
+- Use Country: This is the easiest way when your data come from CSV files that have been created
+  manually.
+- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as
+  it's main advantage is to never have conflicts (you may have several records with the same name,
+  but they always have a unique Database ID)
+- Use Country/External ID: Use External ID when you import data from a third party application.
+
+When you use External IDs, you can import CSV files with the "External ID" column to define the
+External ID of each record you import. Then, you will be able to make a reference to that record
+with columns like "Field/External ID". The following two CSV files give you an example for Products
+and their Categories.
+
+:download:`CSV file for categories
+<export_import_data/External_id_3rd_party_application_product_categories.csv>`.
+
+:download:`CSV file for Products
+<export_import_data/External_id_3rd_party_application_products.csv>`.
+
+What can I do if I have multiple matches for a field?
+-----------------------------------------------------
+
+If for example you have two product categories with the child name "Sellable" (ie. "Misc.
+Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import
+your data. However, we recommend you do not import the data because they will all be linked to the
+first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We
+recommend you modify one of the duplicates' values or your product category hierarchy.
+
+However if you do not wish to change your configuration of product categories, we recommend you use
+make use of the external ID for this field 'Category'.
+
+How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
+-----------------------------------------------------------------------------------------
+
+The tags should be separated by a comma without any spacing. For example, if you want your customer
+to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer"
+in the same column of your CSV file.
+
+:download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
+
+
+How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
+-------------------------------------------------------------------------------------
+
+If you want to import sales order having several order lines; for each order line, you need to
+reserve a specific row in the CSV file. The first order line will be imported on the same row as the
+information relative to order. Any additional lines will need an additional row that does not have
+any information in the fields relative to the order. As an example, here is
+``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import,
+based on demo data.
+
+:download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`.
+
+The following CSV file shows how to import purchase orders with their respective purchase order
+lines:
+
+:download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`.
+
+The following CSV file shows how to import customers and their respective contacts:
+
+:download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`.
+
+Can I import several times the same record?
+-------------------------------------------
+
+If you import a file that contains one of the column "External ID" or "Database ID", records that
+have already been imported will be modified instead of being created. This is very useful as it
+allows you to import several times the same CSV file while having made some changes in between two
+imports. Odoo will take care of creating or modifying each record depending if it's new or not.
+
+This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your
+favorite spreadsheet application.
+
+What happens if I do not provide a value for a specific field?
+--------------------------------------------------------------
+
+If you do not set all fields in your CSV file, Odoo will assign the default value for every non
+defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY
+value in the field, instead of assigning the default value.
+
+How to export/import different tables from an SQL application to Odoo?
+----------------------------------------------------------------------
+
+If you need to import data from different tables, you will have to recreate relations between
+records belonging to different tables. (e.g. if you import companies and persons, you will have to
+recreate the link between each person and the company they work for).
+
+To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External
+ID" of a record is the unique identifier of this record in another application. This "External ID"
+must be unique across all the records of all objects, so it's a good practice to prefix this
+"External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of
+'1')
+
+As an example, suppose you have a SQL database with two tables you want to import: companies and
+persons. Each person belong to one company, so you will have to recreate the link between a person
+and the company he work for. (If you want to test this example, here is a :download:`dump of such a
+PostgreSQL database <export_import_data/database_import_test.sql>`)
+
+We will first export all companies and their "External ID". In PSQL, write the following command:
+
+.. code-block:: sh
+
+   > copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
+
+This SQL command will create the following CSV file:
+
+.. code-block:: text
+
+   External ID,Name,Is a Company
+   company_1,Bigees,True
+   company_2,Organi,True
+   company_3,Boum,True
+
+To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:
+
+.. code-block:: sh
+
+    > copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
+
+It will produce the following CSV file:
+
+.. code-block:: text
+
+   External ID,Name,Is a Company,Related Company/External ID
+   person_1,Fabien,False,company_1
+   person_2,Laurence,False,company_1
+   person_3,Eric,False,company_2
+   person_4,Ramsy,False,company_3
+
+As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and
+Eric is working for the Organi company. The relation between persons and companies is done using the
+External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a
+conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the
+original database).
+
+The two files produced are ready to be imported in Odoo without any modifications. After having
+imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are
+linked to the first company). You must first import the companies and then the persons.
+
+How to adapt an import template
+===============================
+
+Import templates are provided in the import tool of the most common data to
+import (contacts, products, bank statements, etc.).
+You can open them with any spreadsheets software (Microsoft Office,
+OpenOffice, Google Drive, etc.).
+
+How to customize the file
+=========================
+
+* Remove columns you don't need. We advise to not remove the *ID* one (see
+  why here below).
+* Set a unique ID to every single record by dragging down the ID sequencing.
+
+  .. image:: export_import_data/dragdown.gif
+     :align: center
+
+* When you add a new column, Odoo might not be able to map it automatically if its
+  label doesn't fit any field of the system.
+  If so, find the corresponding field using the search.
+
+    .. image:: export_import_data/field_list.png
+       :align: center
+
+  Then, use the label you found in your import template in order to make it work
+  straight away the very next time you try to import.
+
+Why an “ID” column
+==================
+
+The **ID** (External ID) is an unique identifier for the line item.
+Feel free to use the one of your previous software to ease the transition to Odoo.
+
+Setting an ID is not mandatory when importing but it helps in many cases:
+
+* Update imports: you can import the same file several times without creating duplicates;
+* Import relation fields (see here below).
+
+How to import relation fields
+=============================
+
+An Odoo object is always related to many other objects (e.g. a product is linked
+to product categories, attributes, vendors, etc.). To import those relations you need to
+import the records of the related object first from their own list menu.
+
+You can do it using either the name of the related record or its ID. The ID is expected when
+two records have the same name. In such a case add " / ID" at the end of the column title
+(e.g. for product attributes: Product Attributes / Attribute / ID).
@@ -0,0 +1,6 @@
+External ID,Name,Parent Category/External ID
+a1,Expenses,product.product_category_all
+a2,Other Products,product.product_category_all
+a3,Sellable Products,product.product_category_all
+a4,Tables,a1
+a5,Seating furniture,a2
@@ -0,0 +1,6 @@
+External ID,Name,Internal Reference,Category/External ID,Can be Expensed,Can be Purchased,Can be Sold,Sale Price,Cost,Supply Method,Product Type,Procurement Method
+a6,Aluminum Stool,ALS,a5,False,True,True,49.00,25.00,Buy,Stockable Product,Make to Stock
+a7,Chair,CHR,a5,False,True,True,89.00,40.00,Buy,Stockable Product,Make to Stock
+a8,Table,TBL,a4,False,True,True,169.00,100.00,Buy,Stockable Product,Make to Stock
+a9,Software Book Tutorial,SBT,a2,False,True,False,19.00,8.00,Buy,Consumable,Make to Stock
+a10,Fuel,FL,a1,True,False,False,0.30,0.25,Buy,Service,Make to Stock
@@ -0,0 +1,154 @@
+--
+-- PostgreSQL database dump
+--
+
+SET statement_timeout = 0;
+SET client_encoding = 'UTF8';
+SET standard_conforming_strings = off;
+SET check_function_bodies = false;
+SET client_min_messages = warning;
+SET escape_string_warning = off;
+
+SET search_path = public, pg_catalog;
+
+SET default_tablespace = '';
+
+SET default_with_oids = false;
+
+--
+-- Name: companies; Type: TABLE; Schema: public; Owner: fp; Tablespace:
+--
+
+CREATE TABLE companies (
+    id integer NOT NULL,
+    company_name character varying
+);
+
+
+ALTER TABLE public.companies OWNER TO fp;
+
+--
+-- Name: companies_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
+--
+
+CREATE SEQUENCE companies_id_seq
+    START WITH 1
+    INCREMENT BY 1
+    NO MAXVALUE
+    NO MINVALUE
+    CACHE 1;
+
+
+ALTER TABLE public.companies_id_seq OWNER TO fp;
+
+--
+-- Name: companies_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
+--
+
+ALTER SEQUENCE companies_id_seq OWNED BY companies.id;
+
+
+--
+-- Name: companies_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
+--
+
+SELECT pg_catalog.setval('companies_id_seq', 3, true);
+
+
+--
+-- Name: persons; Type: TABLE; Schema: public; Owner: fp; Tablespace:
+--
+
+CREATE TABLE persons (
+    id integer NOT NULL,
+    company_id integer,
+    person_name character varying
+);
+
+
+ALTER TABLE public.persons OWNER TO fp;
+
+--
+-- Name: persons_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
+--
+
+CREATE SEQUENCE persons_id_seq
+    START WITH 1
+    INCREMENT BY 1
+    NO MAXVALUE
+    NO MINVALUE
+    CACHE 1;
+
+
+ALTER TABLE public.persons_id_seq OWNER TO fp;
+
+--
+-- Name: persons_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
+--
+
+ALTER SEQUENCE persons_id_seq OWNED BY persons.id;
+
+
+--
+-- Name: persons_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
+--
+
+SELECT pg_catalog.setval('persons_id_seq', 4, true);
+
+
+--
+-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
+--
+
+ALTER TABLE ONLY companies ALTER COLUMN id SET DEFAULT nextval('companies_id_seq'::regclass);
+
+
+--
+-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
+--
+
+ALTER TABLE ONLY persons ALTER COLUMN id SET DEFAULT nextval('persons_id_seq'::regclass);
+
+
+--
+-- Data for Name: companies; Type: TABLE DATA; Schema: public; Owner: fp
+--
+
+COPY companies (id, company_name) FROM stdin;
+1	Bigees
+2	Organi
+3	Boum
+\.
+
+
+--
+-- Data for Name: persons; Type: TABLE DATA; Schema: public; Owner: fp
+--
+
+COPY persons (id, company_id, person_name) FROM stdin;
+1	1	Fabien
+2	1	Laurence
+3	2	Eric
+4	3	Ramsy
+\.
+
+
+--
+-- Name: companies_pkey; Type: CONSTRAINT; Schema: public; Owner: fp; Tablespace:
+--
+
+ALTER TABLE ONLY companies
+    ADD CONSTRAINT companies_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: persons_company_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: fp
+--
+
+ALTER TABLE ONLY persons
+    ADD CONSTRAINT persons_company_id_fkey FOREIGN KEY (company_id) REFERENCES companies(id);
+
+
+--
+-- PostgreSQL database dump complete
+--
@@ -0,0 +1,6 @@
+Name,Reference,Tags,Customer,Street,City,Country
+Credit & Leasing,3,Services,True,Central Avenue 814,Johannesburg,South Africa
+Services & Finance,5,"Consultancy Services,IT Services",True,Grove Road 5,London,United Kingdom
+Hydra Supplies,6,"Manufacturer,Retailer",True,Palm Street 9,Los Angeles,United States
+Bolts & Screws,8,"Wholesaler,Components Buyer",True,Rua Américo 1000,Campinas,Brazil
+National Parts & Supplies,18,"Manufacturer,Wholesaler",True,Guangdong Way 20,Shenzen,China
@@ -0,0 +1,9 @@
+Name,Is a company,Related company,Address type,Customer,Supplier,Street,ZIP,City,State,Country
+Aurora Shelves,1,,,1,0,25 Pacific Road,95101,San José,CA,United States
+Roger Martins,0,Aurora Shelves,Invoice address,1,0,27 Pacific Road,95102,San José,CA,United States
+House Sales Direct,1,,,1,0,104 Saint Mary Avenue,94059,Redwood,CA,United States
+Yvan Holiday,0,House Sales Direct,Contact,1,0,104 Saint Mary Avenue,94060,Redwood,CA,United States
+Jack Unsworth,0,House Sales Direct,Invoice address,1,0,227 Jackson Road,94061,Redwood,CA,United States
+Michael Mason,0,,,1,0,16 5th Avenue,94104,San Francisco,CA,United States
+International Wood,1,,,1,0,748 White House Boulevard,20004,Washington,DC,United States
+Sharon Pecker,0,International Wood,Invoice address,1,0,755 White House Boulevard,20005,Washington,DC,United States
@@ -0,0 +1,10 @@
+Order Date,Order Reference,Supplier,Destination,Pricelist,Order Lines / Product,Order Lines / Quantity
+2012-12-15,PO00008,ASUSTeK,Stock,Default Purchase Pricelist,ADPT,20
+,,,,,CARD,30
+,,,,,C-Case,40
+2012-12-15,PO00009,Axelor,Stock,Default Purchase Pricelist,CD,5
+,,,,,CPUa8,15
+2012-12-15,PO000010,China Export,Stock,Default Purchase Pricelist,HDD SH-1,10
+,,,,,HDD SH-2,20
+,,,,,LAP-CUS,35
+,,,,,LAP-E5,40
@@ -0,0 +1,6 @@
+"Order Reference","Supplier","Destination","Pricelist","Order Lines / Product","Order Lines / Quantity"
+"PO000020","ASUSTeK","Stock","Default Purchase Pricelist","ADPT",20
+,,,,"CARD",30
+,,,,"C-Case",40
+"PO000021","Axelor","Stock","Default Purchase Pricelist","CD",5
+,,,,"CPUa8",15
@@ -0,0 +1,192 @@
+=====================
+In-app purchase (IAP)
+=====================
+
+.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
+
+In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its
+own specific features and functionality. A full list of services is available on the `Odoo IAP
+Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
+
+.. image:: in_app_purchase/iap.png
+   :align: center
+   :alt: The IAP catalog with various services available on IAP.Odoo.com.
+
+.. example::
+   The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the
+   :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and
+   resumes with optical character recognition (OCR) and artificial intelligence (AI).
+
+|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on
+the service in the app to activate it. However, each service requires its own prepaid credits, and
+when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
+
+.. note::
+   Users with an Enterprise version of Odoo Online get free credits to test IAP features.
+
+.. _in_app_purchase/portal:
+
+IAP services
+============
+
+|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
+
+The following |IAP| services are provided by Odoo:
+
+- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
+  with OCR and AI.
+- :guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data.
+- :guilabel:`SMS`: sends SMS text messages to contacts directly from the database.
+- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
+  into quality leads and opportunities.
+- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
+
+For more information on every service currently available, visit the `Odoo IAP Catalog
+<https://iap.odoo.com/iap/all-in-app-services>`_.
+
+Use IAP services
+----------------
+
+|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any
+settings. To use a service, simply interact with it wherever it appears in the database.
+
+.. example::
+   The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
+
+   This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database.
+
+   .. image:: in_app_purchase/sms-icon.png
+      :align: center
+      :alt: The SMS icon on a typical contact information form located within an Odoo database.
+
+   One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
+
+   #. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile
+      phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
+      contact form.
+   #. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
+      (phone) SMS` icon appears to the right.
+   #. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
+      window appears.
+   #. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message`
+      pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via
+      SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
+
+   Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
+   deducted from the existing credits. If there are not enough credits to send the message, Odoo
+   prompts the user to purchase more.
+
+.. seealso::
+   For more information on how to use various |IAP| services, and for more in-depth instructions
+   related to SMS functionality in Odoo, review the documentation below:
+
+   - :doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`
+   - :doc:`Enrich your contacts base with Partner Autocomplete
+     </applications/sales/crm/optimize/partner_autocomplete>`
+   - :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`
+
+.. _in_app_purchase/credits:
+
+IAP credits
+===========
+
+Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts
+the purchase of more credits when there are not enough credits left to continue using a service.
+Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`.
+
+Credits are purchased in *Packs* from the `Odoo IAP Catalog
+<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service.
+
+.. example::
+   The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available, in
+   denominations of:
+
+   - :guilabel:`Starter Pack`: 10 credits
+   - :guilabel:`Standard Pack`: 100 credits
+   - :guilabel:`Advanced Pack`: 500 credits
+   - :guilabel:`Expert Pack`: 1,000 credits
+
+   .. image:: in_app_purchase/packs.png
+      :align: center
+      :alt: Four different packs of credits for the SMS IAP service.
+
+   The number of credits consumed depends on the length of the SMS and the country of destination.
+
+   For more information, refer to the :doc:`SMS Pricing and FAQ
+   </applications/marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+
+.. _iap/buying_credits:
+
+Buy credits
+-----------
+
+If there are not enough credits to perform a task, the database automatically prompts the purchase
+of more credits.
+
+Users can check the current balance of credits for each service, and manually purchase more credits,
+by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`.
+
+Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
+database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
+additional credits can be purchased.
+
+Manually buy credits
+~~~~~~~~~~~~~~~~~~~~
+
+To manually buy credits in Odoo, follow these steps:
+
+#. Go to the :menuselection:`Settings application`.
+#. Type `IAP` in the search bar.
+#. Click :guilabel:`View My Services`.
+
+   .. image:: in_app_purchase/view-services.png
+      :align: center
+      :alt: The Settings app showing the Odoo IAP heading and View My Services button.
+
+#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
+   database. From here, click an |IAP| service to open its :guilabel:`Account Information` page,
+   where additional credits can be purchased.
+#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
+
+   .. image:: in_app_purchase/account-info.png
+      :align: center
+      :alt: The Account Information page for an IAP service showing the Buy Credit button.
+
+#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click
+   :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
+   details, and confirm the order.
+
+   .. image:: in_app_purchase/buy-pack.png
+      :align: center
+      :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
+
+#. Once the transaction is complete, the credits are available for use in the database.
+
+.. _in_app_purchase/low-credits:
+
+Low-credit notification
+~~~~~~~~~~~~~~~~~~~~~~~
+
+It is possible to be notified when credits are low, in order to avoid running out of credits, while
+using an |IAP| service. To do that, follow this process:
+
+#. Go to the :menuselection:`Settings application`.
+#. Type `IAP` in the search bar.
+#. Click :guilabel:`View My Services`.
+#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From
+   here, click on the desired |IAP| account to view that service's :guilabel:`Account Information`
+   page.
+#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals
+   two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
+
+   .. image:: in_app_purchase/low-credits.png
+      :align: center
+      :alt: Odoo will send an email alert when credits for this service fall below the threshold.
+
+#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
+   threshold for this service.
+#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
+   notification.
+
+Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls
+below the amount listed as the :guilabel:`Threshold`.
@@ -0,0 +1,187 @@
+=========
+Reporting
+=========
+
+You can find several reports under the :guilabel:`Reporting` menu of most apps that let you analyze
+and visualize the data of your records.
+
+.. _reporting/views:
+
+Selecting a view
+================
+
+Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view
+fully tailored to the report is available, while several views are available for others. However,
+two generic views are dedicated to reporting: the graph and pivot views.
+
+.. _reporting/views/graph:
+
+Graph view
+----------
+
+The :ref:`graph view <reporting/using-graph>` is used to visualize your records' data, helping you
+identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps
+but can be found elsewhere. Click the **graph view button** located at the top right to access
+it.
+
+.. image:: reporting/graph-button.png
+   :alt: Selecting the graph view
+
+.. _reporting/views/pivot:
+
+Pivot view
+----------
+
+The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your records' data and break it
+down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be
+found elsewhere. Click the **pivot view button** located at the top right to access it.
+
+.. image:: reporting/pivot-button.png
+   :alt: Selecting the pivot view
+
+.. _reporting/choosing-measures:
+
+Choosing measures
+=================
+
+After selecting a view, you should ensure only the relevant records are :doc:`filtered <search>`.
+Next, you should choose what is measured. By default, a measure is always selected. If you wish to
+edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures.
+
+.. note::
+   When you select a measure, Odoo aggregates the values recorded on that field for the filtered
+   records. Only numerical fields (:ref:`integer <studio/fields/simple-fields/integer>`,
+   :ref:`decimal <studio/fields/simple-fields/decimal>`, :ref:`monetary
+   <studio/fields/simple-fields/monetary>`) can be measured. In addition, the :guilabel:`Count`
+   option is used to count the total number of filtered records.
+
+After choosing what you want to measure, you can define how the data should be :ref:`grouped
+<search/group>` depending on the dimension you want to analyze. By default, the data is often
+grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months.
+
+.. tip::
+   When you filter a single time period, the option to compare it against another one appears.
+
+   .. image:: reporting/comparison.png
+      :alt: Using the comparison option
+
+.. example::
+
+   .. tabs::
+
+      .. tab:: Select measures
+
+         Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures
+         to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is
+         selected.
+
+         .. image:: reporting/measures.png
+            :alt: Selecting different measures on the Sales Analysis report
+
+      .. tab:: Group measures
+
+         You could group the measures by :guilabel:`Product Category` at the level of rows on the
+         previous Sales Analysis report example.
+
+         .. image:: reporting/single-group.png
+            :alt: Adding a group on the Sales Analysis report
+
+.. _reporting/using-pivot:
+
+Using the pivot view
+====================
+
+Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper
+insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of
+rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the
+:guilabel:`Total` header at the level of rows *and* columns, and then select one of the
+**preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`).
+
+Once you have added a group, you can add new ones on the opposite axis or the newly created
+subgroups.
+
+.. example::
+   You could further divide the measures on the previous Sales Analysis report example by the
+   :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month`
+   group on the :guilabel:`All / Saleable / Office Furniture` product category.
+
+   .. image:: reporting/multiple-groups.png
+      :alt: Adding multiple groups on the Sales Analysis report
+
+.. tip::
+   - Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`).
+   - Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order.
+   - Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`).
+
+.. _reporting/using-graph:
+
+Using the graph view
+====================
+
+Three graphs are available: the bar, line, and pie charts.
+
+**Bar charts** are used to show the distribution or a comparison of several categories. They are
+especially useful as they can deal with larger data sets.
+
+**Line charts** are useful to show changing time series and trends over time.
+
+**Pie charts** are used to show the distribution or a comparison of a small number of categories
+when they form a meaningful whole.
+
+.. tabs::
+
+   .. tab:: Bar chart
+
+      .. image:: reporting/bar.png
+         :alt: Viewing the Sales Analysis report as a bar chart
+
+   .. tab:: Line chart
+
+      .. image:: reporting/line.png
+         :alt: Viewing the Sales Analysis report as a line chart
+
+   .. tab:: Pie chart
+
+      .. image:: reporting/pie.png
+         :alt: Viewing the Sales Analysis report as a pie chart
+
+.. tip::
+   For **bar** and **line** charts, you can use the stacked option when you have at least two
+   groups, which then appear on top of each other instead of next to each other.
+
+   .. tabs::
+
+      .. tab:: Stacked bar chart
+
+         .. image:: reporting/stacked-bar.png
+            :alt: Stacked bar chart example
+
+      .. tab:: Regular bar chart
+
+         .. image:: reporting/non-stacked-bar.png
+            :alt: Non-stacked bar chart example
+
+      .. tab:: Stacked line chart
+
+         .. image:: reporting/stacked-line.png
+            :alt: Stacked line chart example
+
+      .. tab:: Regular line chart
+
+         .. image:: reporting/non-stacked-line.png
+            :alt: Non-stacked line chart example
+
+   For **line** charts, you can use the cumulative option to sum values, which is especially useful
+   to show the change in growth over a time period.
+
+   .. tabs::
+
+      .. tab:: Cumulative line chart
+
+         .. image:: reporting/cumulative.png
+            :alt: Cumulative line chart example
+
+      .. tab:: Regular line chart
+
+         .. image:: reporting/non-cumulative.png
+            :alt: Regular line chart example
@@ -0,0 +1,100 @@
+=========================
+Search and filter records
+=========================
+
+Odoo uses filters to include only the most relevant records depending on the purpose of the view you
+are on. However, you can edit the default filter or search for specific values.
+
+.. _search/preconfigured-filters:
+
+Preconfigured filters
+=====================
+
+You can modify the default selection of records by clicking :guilabel:`Filters` and selecting one or
+several **preconfigured filters**.
+
+.. example::
+   On the Sales Analysis report, only records at the sales order stage are selected by default.
+   However, you could *also* include records at the quotation stage by selecting
+   :guilabel:`Quotations`. Furthermore, you could *only* include records from a specific year, for
+   example *2022*, by selecting :menuselection:`Order Date --> 2022`.
+
+   .. image:: search/preconfigured-filters.png
+      :align: center
+      :alt: Using preconfigured filters on the Sales Analysis report
+
+.. note::
+   If you select preconfigured filters from the same group (i.e., that are *not* separated by an
+   horizontal line), the records can match *any* condition to be included. However, if you select
+   filters from different groups, the records have to match *all* condition to be included.
+
+.. _search/custom-filters:
+
+Custom filters
+==============
+
+You can create custom filters using most fields present on the model by clicking
+:menuselection:`Filters --> Add Custom Filter`, selecting a field, an operator, a value, and
+clicking :guilabel:`Apply`.
+
+.. example::
+   You could *only* include records from a single salesperson on the Sales Analysis report, for
+   example *Mitchell Admin*, by selecting :guilabel:`Salesperson` as the field, :guilabel:`is equal
+   to` as the operator, and typing `Mitchell Admin` as the value.
+
+   .. image:: search/custom-filter.png
+      :align: center
+      :alt: Using a custom filter on the Sales Analysis report
+
+.. note::
+   If the records should *only* match one of several conditions, click :guilabel:`Add a condition`
+   before applying a custom filter. If the records should match *all* conditions, add new custom
+   filters instead.
+
+.. _search/values:
+
+Search for values
+=================
+
+You can use the search field to quickly look for specific values and add them as a filter. Either
+type the full value you are searching for and select the desired field, or type a part of the
+value, click the dropdown button (:guilabel:`⏵`) before the chosen field, and select the exact
+value you are looking for.
+
+.. example::
+   Instead of adding a custom filter to select records where *Mitchell Admin* is the salesperson on
+   the Sales Analysis report, you could search for `Mitch`, click the dropdown button
+   (:guilabel:`⏵`) next to :guilabel:`Search Salesperson for: Mitch`, and select
+   :guilabel:`Mitchell Admin`.
+
+   .. image:: search/search-values.png
+      :align: center
+      :alt: Searching for a specific value on the Sales Analysis report
+
+.. note::
+   Using the search field is equivalent to using the *contains* operator when adding a custom
+   filter. If you enter a partial value and directly select the desired field, *all* records
+   containing the characters you typed for the selected field will be included.
+
+.. _search/group:
+
+Group records
+=============
+
+You can click :guilabel:`Group By` below the search field to cluster records together according to
+one of the **preconfigured groups**.
+
+.. example::
+   You could group the records by salesperson on the Sales Analysis report by clicking
+   :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No records are filtered out.
+
+   .. image:: search/group.png
+      :align: center
+      :alt: Grouping records on the Sales Analysis report
+
+You can **customize groups** by using a wide selection of fields present on the model. To do so,
+click :menuselection:`Group By --> Add Custom Group`, select a field, and click :guilabel:`Apply`.
+
+.. note::
+   You can use several groups at the same time. The first group you select is the main cluster, the
+   next one you add further divides the main group's categories, and so on.