Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Report for Activities completed in apps other than CRM

Subscribe

Get notified when there's activity on this post

This question has been flagged
activitiescompleted
1 Reply
3658 Views
Avatar
Kylie Grant

Hi, we are using the CRM Activities report in Enterprise v15 to monitor activities that staff have completed; however, we also record activities at the Contact level, such as relationship meetings with established resellers where there's no particular opportunity.  We don't want to put these in CRM because we would then have to report something as won or lost but that's not relevant, and also it would be a bit of a waste of time to create a lead or opportunity just so we can track a completed activity, but we do want visibility that staff have done these things.  Does anyone know of a way of tracking *completed* activities across all apps? Thanks

0
Avatar
Discard
Avatar
Ray Carnes (ray)
Best Answer

UPDATE: In Odoo 17.0 and above there is an option to KEEP Activities marked as DONE for reporting purposes.
See odoo.com/forum/help-1/246782 


Once completed, an Activity becomes a Chatter notification.


There is a Menu (in Developer Mode) that lists all Chatter notifications (and other message types):


You can filter this Menu to find records for completed Activities for any Document (Opportunity, Contact, Invoice, etc):


You can (with Odoo Studio) customize the View available from this Menu, or add a Pivot View, so you can analyze the data quickly. 

You can also export (download) this information, or insert it into an Odoo Spreadsheet to combine it with other data.


References:

https://www.odoo.com/documentation/15.0/applications/productivity/studio/use_cases/views.html

https://www.odoo.com/slides/studio-31

https://www.odoo.com/documentation/15.0/applications/general/export_import_data.html

1
Avatar
Discard
Kylie Grant
Author

Thank you very much Ray, I'll check that out.

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Creating a planned activity via the external API Solved
activities
Avatar
Avatar
Avatar
Avatar
7
Jun 20
12550
Odoo v11 - See activities per users
activities
Avatar
0
Sep 18
5229
Activities: Todo - Not CRM Related - How To Add These (Odoo 11) Solved
activities
Avatar
Avatar
1
Jun 18
4347
Activities in blog
blogs activities
Avatar
0
Mar 23
2137
Find all activities I have delegated to other people in my company
activity activities
Avatar
Avatar
Avatar
2
Jan 23
5152
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now