収益報告書¶
Odoo**イベント**アプリケーションは、イベント関連のデータと分析に基づいてカスタムレポートを作成します。これらのレポートは、*参加者*または*売上*に焦点を当てることができます。
以下のドキュメントは、イベント*売上*に関連するレポーティングオプションに焦点を当てています。
売上レポーティングページ¶
To access the Revenues reporting page, navigate to .
By default, the Revenues reporting page appears as a graph (a (Line Chart) with (Stacked) data). The default filters, Non-free tickets and Event Start Date: (current year), are applied in the search bar.
ちなみに
さまざまなグラフビュー(およびグラフビューオプション)の詳細については、:ref:`グラフビュー <reporting/using-graph>`のドキュメントを参照してください。
The Revenues reporting page can also be viewed as a pivot table, by clicking the (Pivot) icon in the upper-right corner.
集計項目¶
Choosing specific measures allows users to customize reporting pages.
Clicking the Measures drop-down button reveals the following options:
Revenues: Shows the revenues generated from events.
Untaxed Revenues: Shows the untaxed revenues generated from events.
Count: Shows the total number of registrants who attended events.
フィルターとグループ化オプション¶
To reveal a drop-down menu of filter and grouping options, click the (down arrow) next to the search bar.
The drop-down menu allows users to set Filters and Group By options.
フィルターオプション¶
The Filters column in the search bar's drop-down menu allows users to restrict the data to specific criteria.
Multiple options in the Filters column can be selected at once. Options can be applied to any view.
:guilabel:`フィルター`列には次のオプションがあります:
Non-free tickets: Filter by event tickets/registrations that are not free.
Free: Filter by event tickets/registrations that are free.
Pending payment: Filter by event tickets/registrations that are purchased but are pending payment.
Sold: Filter by event tickets/registrations that are sold and paid for.
Registration Date: Filter by a specific registration date. Click the (down arrow) icon to reveal a list of month, quarter, and year options.
Upcoming/Running: Filter by current or future events.
Past Events: Filter by completed events.
Event Start Date: Filter by a specific event start date. Click the (down arrow) icon to reveal a list of month, quarter, and year options.
Event End Date: Filter by a specific event end date. Click the (down arrow) icon to reveal a list of month, quarter, and year options.
Published Events: Filter by published events.
Add Custom Filter: Create a custom filter to analyze event-related revenue data.
グループ化オプション¶
The Group By column in the search bar's drop-down menu allows users to group the data by specific criteria.
複数の:guilabel:`グループ化`オプションを同時に選択できます。
:guilabel:`グループ化`列には次のオプションがあります:
イベントタイプ: イベントのタイプに基づいてデータをグループ化します。
イベント: データをイベント別に分けて個別のグループに整理します。
プロダクト: イベント登録プロダクトに基づいてデータをグループ化します。
チケット: 参加者が購入したイベントチケットのタイプに基づいてデータをグループ化します。
登録ステータス: 登録のステータスに基づいてデータをグループ化します。
販売オーダステータス: イベント関連の販売オーダのステータスに基づいてデータをグループ化します。
顧客: 顧客レコードに基づいてデータをグループ化します。
Add Custom Group: Create a custom group to organize data by additional fields. Click the (down arrow) icon to reveal a drop-down of grouping options. Multiple selections can be made.
サンプルレポート: イベントチケット分析(グラフ)¶
The following is an example of how various filters and grouping options can be used to compare the distributions of paid tickets and free tickets for published events, organized by ticket type and event.
To create this report, navigate to . Stay in the default graph view but remove the default filters from the search bar.
Then, click the (down arrow) next to the search bar. From here, select Free and Sold from the Filters column.
To view data related only to already published events, select the Published Events option in the Filters column.
Next, in the Group By column, select the Event and Ticket options, in that order. Doing so first groups the data by event, then by ticket type.
重要
The order in which the options are selected in the Group By column directly affects how the data is grouped and displayed on the report.
サンプルレポート: イベントタイプ分析(ピボットテーブル)¶
The following is an example of how to create a report analyzing revenue by event type to determine which event types are most profitable.
First, navigate to and switch to the pivot table view by clicking the (Pivot) icon in the upper-right corner.
検索バーのデフォルトフィルター(有料チケット と イベント開始日: (年))を保持します。
Next, open the Measures drop-down menu and deselect the option for Count as this report focuses only on revenues.
次に、列タイトルの上にある:icon:fa-plus-square :guilabel:`合計`をクリックし、表示されるドロップダウンメニューから:guilabel:`イベントタイプ`を選択します。
With these configurations, all revenues generated from the events and their corresponding registrations are organized by the event type.