You don’t need technical detail, but concrete anchors help:
Where you’re looking — “on the Sales dashboard”, “in the aged receivables report”
The period — “last month”, “Q1”, “since we went live in March”
The number you expected — “it should be about 400”
Anything you’ve ruled out — “it isn’t the tax, I checked”
Paste the number you’re disputing. “It says 12,431.88 and I think it should be 11,900” gives CodeCobra a target to reconcile against, which is much faster than “the total looks wrong”.
A good answer has three parts: what the number actually is, why it differs from what you expected, and the records that demonstrate it. If you only get the first, ask for the rest — “show me the specific orders”.
Sometimes the data genuinely isn’t there — a field was never filled in, or the history predates your Odoo instance. CodeCobra will tell you that rather than produce a confident number it can’t support. That’s the intended behaviour; treat a hedged answer as information, not a failure.
The chat keeps its context, so you can drill in without starting over:
“OK — of those 43 late orders, how many were late because of the same supplier?”
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