diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index 3817e269241..32fbe65c337 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -72,6 +72,17 @@
+
+
+
+
+
-
-
-
-
-
-
Leads Analysis
crm.lead.report
form
- {'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}
+ {'search_default_year': 1,'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}
tree,graph
[]
Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis.
@@ -243,7 +242,7 @@
Opportunities Analysis
crm.lead.report
form
- {"search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}
+ {"search_default_year":1,"search_default_opportunity":1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}
tree,graph
Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.
diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml
index 2f40ba371b9..e171388d08f 100644
--- a/addons/crm/report/crm_phonecall_report_view.xml
+++ b/addons/crm/report/crm_phonecall_report_view.xml
@@ -52,15 +52,14 @@
-
-
-
+
-
-
@@ -135,7 +134,7 @@
crm.phonecall.report
form
tree,graph
- {"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}
+ {"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}
From this report, you can analyse the performance of your sales team, based on their phone calls. You can group or filter the information according to several criteria and drill down the information, by adding more groups in the report.
diff --git a/addons/sale/report/sale_report_view.xml b/addons/sale/report/sale_report_view.xml
index a739762ae3d..7cc40c30645 100644
--- a/addons/sale/report/sale_report_view.xml
+++ b/addons/sale/report/sale_report_view.xml
@@ -51,10 +51,11 @@
-
-
+
@@ -123,7 +124,7 @@
tree,graph
- {'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}
+ {'search_default_year':1,'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}
This report performs analysis on your quotations and sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.