diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 59cfd5f8fc6..8115e74e71b 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -2,46 +2,15 @@ - - - - crm.lead.report.tree - crm.lead.report - - - - - - - - - - - - - - - - - - - - - - - - - crm.lead.report.graph crm.lead.report - - - + + + @@ -51,9 +20,9 @@ crm.opportunity.report.graph crm.lead.report - - - + + + @@ -125,40 +94,6 @@ - - - - crm.lead.report.tree - crm.lead.report - - - - - - - - - - - - - - - - - - - - - - - - - - - - @@ -166,16 +101,10 @@ crm.lead.report form {'search_default_year': 1, "search_default_user":1, "search_default_month":1, 'group_by_no_leaf':1, 'group_by':[]} - tree,graph + graph [('type','=', 'lead')] Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis. - - - tree - - - graph @@ -188,18 +117,11 @@ crm.lead.report form {"search_default_year":1, "search_default_user":1,"search_default_month":1,'group_by_no_leaf':1,'group_by':[]} - tree,graph + graph [('type','=', 'opportunity')] 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. - - - tree - - - - graph diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml index 08428858e98..9de9adeade3 100644 --- a/addons/crm/report/crm_phonecall_report_view.xml +++ b/addons/crm/report/crm_phonecall_report_view.xml @@ -2,41 +2,15 @@ - - - - crm.phonecall.report.tree - crm.phonecall.report - - - - - - - - - - - - - - - - - - - - crm.phonecall.report.graph crm.phonecall.report - + - + @@ -92,20 +66,13 @@ Phone Calls Analysis crm.phonecall.report form - tree,graph + graph {"search_default_year":1,"search_default_Salesperson":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. - - - tree - - - - graph