odoo · larm-odoo · May 8, 2025
diff --git a/content/applications/hr/appraisals/appraisal_analysis.rst b/content/applications/hr/appraisals/appraisal_analysis.rst
@@ -10,7 +10,20 @@ To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisal
 --> Appraisal Analysis`.
 
 On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the
-database. Each entry is highlighted in a different color to represent their status:
+database, in a default graph chart. Appraisals are grouped by :guilabel:`Month`, then
+:guilabel:`Department`.
+
+View by status
+==============
+
+Another way to view the *Appraisal Analysis* report is in the Gantt view, which provides visual
+information on the appraisal's status.
+
+Navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`, and click the
+:icon:`fa-tasks` :guilabel:`(Gantt)` icon in the upper-right corner. The report displays the current
+year, grouped by department, with the current month highlighted.
+
+Each entry is highlighted in a different color to represent their status:
 
 +-----------+----------------------------+------------------------------------------------+
 | Color     | Status                     | Meaning                                        |
@@ -28,26 +41,25 @@ database. Each entry is highlighted in a different color to represent their stat
    Appraisals are scheduled automatically (appear in gray), according to their respective
    :ref:`appraisals/appraisal-plan`.
 
-The report displays the current year, in a default Gantt view, grouped by department, with the
-current month highlighted.
-
 To change the period of time that is presented, adjust the date settings in the top-left corner of
-the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The
-options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`.
-Use the adjacent arrows to move forward or backward in time.
+the report by clicking the :icon:`fa-calendar` :guilabel:`From: (date) to (date)` to reveal a
+drop-down menu of options. The options to display are :guilabel:`Today`, :guilabel:`This week`,
+:guilabel:`This month`, :guilabel:`This quarter`, and :guilabel:`This year`.
+
+Additionally, a range of dates can be entered in the :guilabel:`From` and :guilabel:`To` fields at
+the bottom of the list, then click :guilabel:`Apply`.
 
-At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
-view.
+At any point, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button to have the report
+include today's date in the view.
 
 To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying
 the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further
-details appear in a pop-up window.
+details appear in an :guilabel:`Open` pop-up window.
 
 The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
 the search bar at the top.
 
 .. image:: appraisal_analysis/analysis.png
-   :align: center
    :alt: A report showing all the appraisals for the Appraisal Analysis report.
 
 .. _appraisals/group-status:
@@ -56,22 +68,20 @@ Group by status
 ===============
 
 When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report
-may display too much information to view easily. In this scenario, viewing the data by status can be
-beneficial.
+may display too much information to view at one time. In this scenario, viewing the data by status
+can be beneficial.
 
-First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar.
-Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search
-bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from
-the drop-down menu to close it.
+First, clear any filters or groups from the se
8000
arch bar. Next, click the :icon:`fa-caret-down`
+:guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar. Click :guilabel:`Status`
+in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it.
 
 All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`,
 :guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`.
 
-This view makes it easy to see which appraisals need to be completed, and when, as well as which
-appraisals still need to be confirmed.
+This view shows which appraisals need to be completed, and when, as well as which appraisals still
+need to be confirmed.
 
 .. image:: appraisal_analysis/by-status.png
-   :align: center
    :alt: A report showing all the appraisals, grouped by status.
 
 Use case: view only the user's appraisals
@@ -80,8 +90,8 @@ Use case: view only the user's appraisals
 When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals
 the signed-in user is responsible for, and hide the rest.
 
-To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the
-far-right of the search bar, revealing a drop-down menu.
+To only view this data, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in
+the far-right of the search bar, revealing a drop-down menu.
 
 .. note::
    It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it
@@ -98,7 +108,6 @@ scroll down and click on :guilabel:`Manager`. Next, set the middle field to :gui
 the fields are set, click :guilabel:`Add`.
 
 .. image:: appraisal_analysis/custom.png
-   :align: center
    :alt: A customized filter to show only the user's employees.
 
 Now, the only appraisals that appear are the appraisals that the selected user is responsible for,
@@ -107,7 +116,6 @@ instead of viewing *all* the appraisals.
 This report can also be :ref:`grouped by status <appraisals/group-status>`.
 
 .. image:: appraisal_analysis/users-appraisals.png
-   :align: center
    :alt: A report showing only the appraisals the user is responsible for, by status.
 
 .. seealso::

diff --git a/content/applications/hr/appraisals/appraisal_analysis/analysis.png b/content/applications/hr/appraisals/appraisal_analysis/analysis.png
diff --git a/content/applications/hr/appraisals/appraisal_analysis/by-status.png b/content/applications/hr/appraisals/appraisal_analysis/by-status.png