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Root Analytic Account

Beta License: AGPL-3 OCA/account-analytic Translate me on Weblate Try me on Runboat

For each analytic account, defines the root analytic account, i.e. the parent account the most high up in the hierarchy. If there is no parent account, the root account is the account itself.

This module is useful for analytic reporting (via bi_view_editor for instance) of accounts organized in hierarchy.

The parent account cannot be used for reporting if there is more or less than two hierarchical layers, and if the parent accounts are used directly as account in the analytic lines.

Having root parent analytic account enable aggregate reporting for hierarchy of accounts that is not

For instance, let's assume we have a analytic account hierarchy like:

  • Account A / Account AB / Account ABC
  • Account B
  • Account C / Account CB

If we group by parent analytic account we get:

  • Account A
  • Account A / Account AB
  • Account C
  • no value

If we group by root analytic account we get:

  • Account A
  • Account B
  • Account C

Which is much cleaner.

Table of contents

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

  • Coop IT Easy SC

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

victor-champonnois

This module is part of the OCA/account-analytic project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.