# E-mails de boletim

> Digest Emails are periodic snapshots sent via email to users in an organization that include high-level information about how the business is performing.

Fonte: https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/

*Digest Emails* are periodic snapshots sent via email to users in an organization that include high-level information about how the business is performing.

To start sending digest emails, begin by navigating to **Settings app -> Statistics section**, activate the **Digest Emails** feature, and click **Save**.

![Seção de e-mails de resumo nas definições gerais.](https://docs.kmee.com.br/odoo/referencias/img/applications/general/companies/digest_emails/digest-email-settings.png)

A variety of settings can be configured for digest emails, such as:

- Deciding which KPIs are shared in the digest emails
- Determining how often digest emails are sent
- Choosing who in the organization receives digest emails
- Creating custom digest email templates
- Adding additional KPIs (*Studio* app required)

Nota

By default, the **Digest Email** feature is enabled. **Your Odoo Periodic Digest** serves as the primary template, which includes all KPI measurements across the Odoo database, and is sent daily to administrators.

Aviso

When creating duplicates of databases that have sending capabilities (not testing-mode), the digest emails continue to send from the duplicate database, unless deactivated.

To deactivate the digest email, navigate to **Settings -> Statistics section**. Then, deactivate the **Digest Emails** feature, by un-ticking the checkbox, and clicking **Save**. See the section on [Deactivate digest email](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-deactivate).

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## Customize default digest email

To customize the default digest email (*Your Odoo Periodic Digest*), go to **Settings app -> Statistics section -> Digest Email field**. Then, select **Your Odoo Periodic Digest**, and click on the **↗️ (External link)** icon, next to the drop-down menu selection.

A pop-up window appears, and presents a variety of editable settings, which include:

- **Digest Name**: the name of the digest email.
- **Periodicity**: control how often digest emails are sent (**Daily**, **Weekly**, **Monthly**, or **Quarterly**).
- **Next Send Date**: the date on which the digest email will be sent again.
- **KPIs** tab: check/uncheck each calculated KPI that appears in digest emails. A ticked box indicates an active KPI in the digest email. See the section on [KPIs](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-kpis).
- **Recipients** tab: add/remove users who receive the digest emails. See the section on [Destinatários](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-recipients).

Nota

The KPIs can be customized using Odoo *Studio*. Additional costs to the database subscription are incurred should *Studio* need to be installed. See this section on [Custom KPIs with Odoo Studio](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-custom-kpi).

![Personalize as configurações padrão do e-mail de resumo e os KPIs personalizados.](https://docs.kmee.com.br/odoo/referencias/img/applications/general/companies/digest_emails/periodic-digest.png)

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## Deactivate digest email

To manually deactivate an individual digest email, first navigate to **Settings app -> Statistics section**, and click **Configure Digest Emails**. Then, select the desired digest email from the list that should be deactivated.

Next, click **DEACTIVATE FOR EVERYONE** to deactivate the digest email for everyone, or **UNSUBSCRIBE ME** to remove the logged in user from the mailing list. These buttons are located in the top menu, just above the **Digest Name**.

## Manually send digest email

To manually send a digest email, first navigate to **Settings app -> Statistics section**, and click **Configure Digest Emails**. Then, select the desired digest email, and click **SEND NOW**. This button is located in the top menu, just above the **Digest Name**.

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## KPIs

Pre-configured KPIs can be added to the digest email from the **KPIs** tab of the digest email template form.

First, navigate to **Settings app -> Statistics section**, and click **Configure Digest Emails**.

Then, select the desired digest email, and open the **KPIs** tab.

To add a KPI to the digest email, tick the checkbox next to the desired KPI. After all KPIs are added (or deselected), click **Save**.

The following KPIs are available in the **KPIs** tab on a digest email template form out-of-box in Odoo:

![KPIs listed in the out-of-box digest email.](https://docs.kmee.com.br/odoo/referencias/img/applications/general/companies/digest_emails/oob-kpis.png)

- **General**

  - **Connected Users**
  - **Messages**

- **Project**

  - **Open Tasks**

- **Recruitment**

  - **Employees**

- **CRM**

  - **New Leads/Opportunities**
  - **Opportunities Won**

- **Sales**

  - **All Sales**
  - **eCommerce Sales**

- **Point of Sale**

  - **POS Sales**

- **Chat ao Vivo**

  - **% of Happiness**
  - **Conversations handled**
  - **Time to answer (sec)**

- **Helpdesk**

  - **Tickets Closed**

- **Invoicing**

  - **Revenue**
  - **Banks and Cash Moves**

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## Destinatários

Digest email recipients are added from the **Recipients** tab of the digest email template form.

To add a recipient, navigate to **Settings app -> Statistics section**, and click **Configure Digest Emails**. Then, select the desired digest email, and open the **Recipients** tab.

To add a recipient, click **Add a line**, and an **Add Recipients** pop-up window appears, with all available users to add as recipients.

From the pop-up window, tick the checkbox next to the **Name** of the user(s), and click the **Select** button.

To remove a user as a recipient, click the **❌ (remove)** icon to the far-right of the user listed in the **Recipients** tab.

Click **Save** to implement the changes.

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## Create digest emails

To create a new digest email, navigate to **Settings app -> Statistics section**, and click **Configure Digest Emails**. Then, click **Create** to create a new digest email.

A separate page, with a blank digest email template appears, and presents a variety of editable settings, including:

- **Digest Name**: the name of the digest email.
- **Periodicity**: control how often digest emails are sent (**Daily**, **Weekly**, **Monthly**, or **Quarterly**).
- **Next Send Date**: the date on which the digest email will be sent again.
- **KPIs** tab: check/uncheck each calculated KPI that appears in digest emails. A ticked box indicates an active KPI in the digest email. See the section on [KPIs](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-kpis).
- **Recipients** tab: add/remove users who receive the digest emails. See the section on [Destinatários](https://docs.kmee.com.br/odoo/modulos/administracao/e-mails-de-boletim/#digest-emails-recipients).

From there, give the digest email a **Digest Name**, specify **Periodicity**, choose the desired KPIs, and add **Recipients**, as needed.

After clicking **Save**, the new custom digest email is available as a selection in the **Digest Email** field, located in the **Settings app -> Statistics section**.

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## Custom KPIs with Odoo Studio

The KPIs on a digest email template form, in the **KPIs** tab, can be customized using Odoo *Studio*.

Aviso

Additional costs to the database subscription are incurred, should Odoo *Studio* need to be installed.

To begin, click the **🛠️ (tools)** icon in the top-right of the screen. This is the link to the Odoo *Studio* application.

In order to create additional fields, create two fields on the digest object:

1. Create a boolean field called `kpi_myfield`, and display it in the **KPIs** tab.
2. Create a computed field called `kpi_myfield_value` that computes the customized KPI.
3. Select the KPIs in the **KPIs** tab.

Dica

Here is the [source code](https://github.com/odoo/odoo/blob/15.0/addons/digest/models/digest.py) for the `digest.py` file, which guides the programmer in the coding of the computed field.

Veja também

Users can also click the **Recipients** tab, and then the vertical three-dot **(kebab)** menu to edit this view. Either click **EDIT LIST VIEW** or **EDIT FORM VIEW** to modify this tab.

### Tabela de referência de valores computados

| RÓTULO                             | VALOR                                     |
| ---------------------------------- | ----------------------------------------- |
| Usuários conectados                | `kpi_res_users_connected_value`           |
| Mensagens enviadas                 | `kpi_mail_message_total_value`            |
| Novos clientes em potencial        | `kpi_crm_lead_created_value`              |
| Oportunidades ganhas               | `kpi_crm_opportunities_won_value`         |
| Tarefas em aberto                  | `kpi_project_task_opened_value`           |
| Chamados fechados                  | `kpi_helpdesk_tickets_closed_value`       |
| % de satisfação                    | `kpi_livechat_rating_value`               |
| Conversas tratadas                 | `kpi_livechat_conversations_value`        |
| Tempo para resposta (seg)          | `kpi_livechat_response_value`             |
| Todas as Vendas                    | `kpi_all_sale_total_value`                |
| Vendas do e-Commerce               | `kpi_website_sale_total_value`            |
| Receita                            | `kpi_account_total_revenue_value`         |
| Movimentações bancárias e de caixa | `kpi_account_bank_cash_value`             |
| Vendas do PDV                      | `kpi_pos_total_value`                     |
| Novos funcionários                 | `kpi_hr_recruitment_new_colleagues_value` |