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odoo accounting v14 pos v15
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Help

Customize Dashboard for Specific Customers

This question has been flagged
The question has been closed for reason: not relevant or out dated
by Cold Point Corporation, Crystal C on 04/22/2026 09:41:39
tagsdashboardgroups
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Cold Point Corporation, Crystal C

Trying to figure out the best way to tailor a Dashboard for specific customers.  Currently I can select specific customers from the drop-down to only see them on the Dashboard.  However, we have a group of about 30 that are all part of a specific classification.  This is a monthly report so selecting all 30 each month (and making sure I have them all) is time-consuming.


I created a new text group in the Customer's profile (ex. Text: "Group X").  I can sort and look at these customers in the Customer Listings only.  However, when I go to Sales, the field I created is not an option, so I cannot view only those customers' sales. As such, I cannot create a pivot table for these select customers either.


Is there a way to add/modify the Customer dropdown on the dashboard so only these select customers are shown (without having to select all 30 customers each time)?


Is there a better way to group them (Tags? Something else?) so I can select them as a whole on the Dashboard?



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