# Reporting

> You can find several reports under the Reporting menu of most apps that let you analyze and visualize the data of your records.

Fonte: https://docs.kmee.com.br/en/odoo/modules/primeiros-passos/relatorios/

You can find several reports under the **Reporting** menu of most apps that let you analyze and visualize the data of your records.

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## 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.

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### Graph view

The [graph view](https://docs.kmee.com.br/en/odoo/enterprise/modules/primeiros-passos/relatorios/#reporting-using-graph) is used to visualize your records' data, helping you identify patterns and trends. The view is often found under the **Reporting** menu of apps but can be found elsewhere. Click the **graph view button** located at the top right to access it.

![Selecting the graph view](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/graph-button.png)

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### Pivot view

The [pivot view](https://docs.kmee.com.br/en/odoo/enterprise/modules/primeiros-passos/relatorios/#reporting-using-pivot) is used to aggregate your records' data and break it down for analysis. The view is often found under the **Reporting** menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it.

![Selecting the pivot view](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/pivot-button.png)

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## Choosing measures

After selecting a view, you should ensure only the relevant records are [filtered](https://docs.kmee.com.br/en/odoo/enterprise/modules/primeiros-passos/pesquisar-e-filtrar-registros/). Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click **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 (integer, decimal, monetary) can be measured. In addition, the **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 [grouped](https://docs.kmee.com.br/en/odoo/enterprise/modules/primeiros-passos/pesquisar-e-filtrar-registros/#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.

![Using the comparison option](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/comparison.png)

Example

Select measures

Among other measures, you could add the **Margin** and **Count** measures to the Sales Analysis report. By default, the **Untaxed Amount** measure is selected.

![Selecting different measures on the Sales Analysis report](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/measures.png)

Group measures

You could group the measures by **Product Category** at the level of rows on the previous Sales Analysis report example.

![Adding a group on the Sales Analysis report](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/single-group.png)

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## 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 **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 (**➕**) next to the **Total** header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (**➖**).

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 **Salesperson** group at the level of columns and by the **Order Date > Month** group on the **All / Saleable / Office Furniture** product category.

![Adding multiple groups on the Sales Analysis report](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/multiple-groups.png)

Tip

- Switch the rows and columns' groups by clicking the flip axis button (**⇄**).
- 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 (**⭳**).

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## 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.

Bar chart

![Viewing the Sales Analysis report as a bar chart](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/bar.png)

Line chart

![Viewing the Sales Analysis report as a line chart](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/line.png)

Pie chart

![Viewing the Sales Analysis report as a pie chart](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/pie.png)

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.

Stacked bar chart

![Stacked bar chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/stacked-bar.png)

Regular bar chart

![Non-stacked bar chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/non-stacked-bar.png)

Stacked line chart

![Stacked line chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/stacked-line.png)

Regular line chart

![Non-stacked line chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/non-stacked-line.png)

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.

Cumulative line chart

![Cumulative line chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/cumulative.png)

Regular line chart

![Regular line chart example](https://docs.kmee.com.br/odoo/referencias/img/applications/essentials/reporting/non-cumulative.png)
