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(2 versions intermédiaires par le même utilisateur non affichées)
Ligne 24 : Ligne 24 :
You can view the module's widgets by searching for the 'activty' note in the widget list.
You can view the module's widgets by searching for the 'activty' note in the widget list.


[[file:activity-widget-list.png|800px]]
[[file:activity-widget-list_en.png|800px]]


By default, widgets are assigned to the Dolibarr home page, but it is possible to move them to another page by deactivating them (with the trash can) then reactivating them by selecting the page where to display them.
By default, widgets are assigned to the Dolibarr home page, but it is possible to move them to another page by deactivating them (with the trash can) then reactivating them by selecting the page where to display them.
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{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[file:activity-sample-widget.png|600px]]
| [[file:activity-sample-widget_en.png|600px]]
|
|
* '''Top 10 Customers''': Displays the list of customers sorted by the amount of invoices they have received.
* '''Top 10 Customers''': Displays the list of customers sorted by the amount of invoices they have received.
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{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[file:activity-encoursclient.png|600px]]
| [[file:activity-encoursclient_en.png|600px]]
|
|
* '''New clients per quarter''': Displays the number of new clients created each quarter
* '''New clients per quarter''': Displays the number of new clients created each quarter
Ligne 68 : Ligne 68 :
You can access the graph settings by clicking on the funnel at the top right of the widget
You can access the graph settings by clicking on the funnel at the top right of the widget


[[file:activity-cumuled-graph.png|800px]]
[[file:activity-cumuled-graph_en.png|800px]]
* Cumulative customer invoices per month
* Cumulative customer invoices per month
* Cumulative receipts per month
* Cumulative receipts per month

Dernière version du 28 mai 2025 à 16:50

Autres langues :
The activity module adds widgets to Dolibarr's home pages.

You can choose which Dolibarr home page (home, third parties, accounting, etc.) to display on.

Settings

Module configuration is performed from the module administration page, accessible via the "Home > Configuration > Modules" menu by clicking on the or icon at the bottom of the line.

  • The number of billing years allows you to define the number of lines to display in certain tables. Be careful, if you enter a large number, this may impact your display performance.
  • It is possible to define the display of the invoice amount (excluding or including tax).
  • If you do not select a specific bank, the collection will be totaled across all banks (which can double certain amounts in the case of transfers between bank accounts).

List of widgets available in the module

You can view the module's widgets by searching for the 'activty' note in the widget list.

By default, widgets are assigned to the Dolibarr home page, but it is possible to move them to another page by deactivating them (with the trash can) then reactivating them by selecting the page where to display them.

List-Type Widgets

  • Top 10 Customers: Displays the list of customers sorted by the amount of invoices they have received.
  • Top 10 Suppliers: Displays the list of suppliers sorted by the amount they have received.
  • Quarterly Billing: Displays invoices with one line per year and one column per quarter, as well as a total column
  • Monthly Billing: Displays invoices with one line per year and one column per month, as well as a total column
  • Activity by Quarter: Displays receipts with one row per year and one column per quarter, as well as a total column.
  • Activity by Month: Displays receipts with one row per year and one column per month, as well as a total column.
  • Activity by Period: Displays a table showing customer activity by displaying both the total amount (excluding or including tax) and the number of items.
    • In columns: Customer Quotes, Signed Quotes, Lost Quotes, Customer Orders, Invoices, Collections.
    • In rows: Previous Year, Current Year, Previous Quarter, Current Quarter, Previous Month, Current Month.
  • Collection Activity: Displays a table of collections with
    • In rows, the collection method (bank transfer, check, cash, etc.)
    • In columns, a period (quarter, month, week, day before yesterday, yesterday and today)
  • New clients per quarter: Displays the number of new clients created each quarter
  • New contacts per quarter: Displays the number of new contacts created each quarter
  • New members per quarter: Displays the number of new members created each quarter
  • Outstanding Customers: displays outstanding customer accounts with the authorized amount and the number and total of unpaid invoices
  • Outstanding Supplier Accounts: displays outstanding customer accounts with the number and total of unpaid invoices

Graph-Type Widgets

This type of widget displays graphs by cumulative or non-cumulative number or quantity over a year.

You can access the graph settings by clicking on the funnel at the top right of the widget

  • Cumulative customer invoices per month
  • Cumulative receipts per month
Récupérée de « https://wiki.patas-monkey.com/index.php?title=Activity/en&oldid=5984 »