摘要电子邮件

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.

您可以控制电子邮件摘要的各种设置，例如：

• Deciding which KPIs are shared in the digest emails

• Digest邮件发送频率

• 你的组织中谁会收到摘要邮件

• 创建自定义摘要电子邮件模板

• Adding additional KPIs (Studio app required)

注解

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.

警告

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 停用用户.

自定义摘要邮件

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.

弹出窗口出现并呈现各种可编辑的设置，包括：

• 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 关键绩效指标.

• Recipients tab: add/remove users who receive the digest emails. See the section on 收件人.

注解

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 使用Studio创建自定义KPI.

停用用户

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.

自定义摘要邮件

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.

关键绩效指标

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

最后，在 Odoo 设置 ‣ 通用设置 页面，点击 保存。

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:

管理过滤器

• Connected Users

• 管理过滤器

编辑操作

• 管理过滤器

管理过滤器

• 管理过滤器

管理过滤器

• New Leads/Opportunities

• Opportunities Won

管理过滤器

• 管理过滤器

• eCommerce Sales

编辑操作

• 管理过滤器

在线聊天

• % of Happiness

• Conversations handled

• Time to answer (sec)

管理过滤器

• Tickets Closed

编辑操作

• 管理过滤器

• Banks and Cash Moves

收件人

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.

点击 保存 以确保这些设置已保存。

自定义摘要邮件

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.

弹出窗口出现并呈现各种可编辑的设置，包括：

• 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 关键绩效指标.

• Recipients tab: add/remove users who receive the digest emails. See the section on 收件人.

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.

使用Studio创建自定义KPI

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

警告

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.

为了创建额外的字段，您必须在摘要对象上创建两个字段：

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.

小技巧

Here is the source code for the digest.py file, which guides the programmer in the coding of the computed field.

另请参阅

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.

计算值参考表

标签	数值
已连接用户	kpi_res_users_connected_value
已发送消息	kpi_mail_message_total_value
新潜在客户	kpi_crm_lead_created_value
已获得商机	kpi_crm_opportunities_won_value
未完成任务	kpi_project_task_opened_value
已关闭工单	kpi_helpdesk_tickets_closed_value
幸福度 %	kpi_livechat_rating_value
已处理的对话数	kpi_livechat_conversations_value
回答时间（秒）	kpi_livechat_response_value
所有销售	kpi_all_sale_total_value
电子商务销售	kpi_website_sale_total_value
收入	kpi_account_total_revenue_value
银行和现金流动	kpi_account_bank_cash_value
POS销售额	kpi_pos_total_value
新员工	kpi_hr_recruitment_new_colleagues_value