摘要邮件

Digest Emails are periodic snapshots sent to your organization via email that include high-level information about how your business is performing.

Navigate to Digest Emails by going to Settings ‣ General Settings ‣ Statistics, then activate the Digest Emails feature and click on save.

You can control a variety of settings for your Digest Emails, such as:

• which KPIs are shared in the Digest

• how often Digest Emails are sent

• who in your organization receives Digest Emails

• creating custom Digest Email templates

• adding additional KPIs (Studio required)

注解

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

Customize Your Odoo Periodic Digest

To customize the default Digest Email (Your Odoo Periodic Digest), go to Settings ‣ General Settings ‣ Statistics ‣ Digest Email, select Your Odoo Periodic Digest and click on the external link next to the dropdown selection.

A popup window appears and presents a variety of editable settings, which include:

• Digest Title - what you want your Digest Email to be called

• Periodicity - control the regimen in how often Digest Emails are sent

• KPIs - check/uncheck each calculated KPI that appears in Digest Emails

• Recipients - add/remove users who receive your Digest Emails

• Custom - add your own KPIs (Studio required)

Custom digest emails

To do so, click on Configure Digest Emails and then Create.

From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and recipients fields as needed.

After you click Save, your new custom Digest Email is available as a selection in the General Settings dropdown menu.

Custom KPIs with Studio

For either Your Odoo Periodic Digest or your own custom Digest Email, you can add your own KPIs by using Odoo Studio.

To begin, click the Toggle Studio icon or click the Recipients tab and then the ellipses … icon ‣ Add Custom Field to edit the template or add additional fields.

In order to create additional fields, you must 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 your customized KPI

3. select your KPI(s) in the KPIs tab.

Computed values reference table

LABEL	VALUE
已连接用户	kpi_res_users_connected_value
Messages Sent	kpi_mail_message_total_value
新线索	kpi_crm_lead_created_value
已签单商机	kpi_crm_opportunities_won_value
开放任务	kpi_project_task_opened_value
服务单已关闭	kpi_helpdesk_tickets_closed_value
% 开心	kpi_livechat_rating_value
处理对话	kpi_livechat_conversations_value
应答时间 (秒)	kpi_livechat_response_value
所有销售	kpi_all_sale_total_value
电商销售	kpi_website_sale_total_value
收入	kpi_account_total_revenue_value
银行&现金凭证	kpi_account_bank_cash_value
POS 销售	kpi_pos_total_value
新员工	kpi_hr_recruitment_new_colleagues_value