Report plays one of the major roles in any kind of ERP software – In this blog post we will cover the difference between Standard reports offered by odoo 16 vs Customized reports. Odoo Reporting is considered to be one of the major areas for any businesses to implement the ERP software. You can create reports using Odoo that cover all the features your company offers.

Benefits of Odoo ERP Reports to your Business 

Business report generation will assist management in functional analysis of the various business operations, giving you quantitative insight into the functions. Additionally, this will enable you to modify your operational strategy in light of the generated reports. With the help of the Odoo platform, you can create forecasting reports that will aid you in making predictions about the outcomes of various business operations.

How to Create Custom Reports with the Odoo Studio Module

Since Odoo is a platform that is easily customizable, you can define your business according to your operational requirements when developing the platform. In order to develop your Odoo platform in accordance with the business operations management methodology you have proposed, an expert Odoo development service provider will be able to comprehend your business needs. Odoo is an open-source ERP solution that can be extensively customized to meet your needs, but its standardized operational principles and processes will still apply.

The Odoo Studio app allows users to create custom reports without needing to write any code. Here are the steps to create a custom report using Odoo Studio:

1. Install the Odoo Studio module from the Odoo app store.
2. Go to the Odoo Studio menu, and select the “Reports” option.
3. Click on the “Create” button to create a new report.
4. Select the model that the report will be based on.
5. Set up the report’s layout by adding fields, images, and formatting. You can also use pre-defined templates as a starting point.
6. Add filters and groups to the report, to allow the user to easily access the data they need.
7. Test the report by running it and previewing the output.
8. Once you are satisfied with the report, save it, and it will be available to use in the appropriate menu.

By using Odoo Studio, you can create a custom report quickly and easily, without needing to know how to code. The report can be also customized later on by editing the report created by Odoo Studio.

Custom Reports in Odoo offers a smooth and contemporary interaction with powerful features that disrupt the conventional ERP approach and provide effective ways of managing data. Most ERPs generate reports in raw spreadsheets, which are difficult to analyze.

How to Create Custom Reports in Odoo?

Creating custom reports in Odoo requires knowledge of the Odoo framework, and involves several steps:

1. Define the new report model. Create a new Python file and define a new class that inherits from the base report model. This class will hold the data that will be used in the report.
2. Create the report template. This can be done by creating an XML file that defines the layout of the report, and the fields that will be displayed. You can use the built-in QWeb template engine, or write custom code.
3. Link the template to the report model. This is done by specifying the template to be used in the report class.
4. Create the report action in the menu. This allows users to access the report and run it.
5. You may also need to customize the data by using the appropriate methods.
6. Add the new report to the report menu by adding the appropriate action in the action.xml file.
7. Finally, you need to install the module to make the report available in the system.

Example to create custom report in Odoo

<odoo>

    <record id=”action_label_template” model=”ir.actions.report”>

        <field name=”name”>Finished product 4X6 (PDF)</field>

        <field name=”model”>mrp.production</field>

        <field name=”report_type”>qweb-pdf</field>

        <field name=”report_name”>label_four_by_six.mrp_order_document</field>

        <field name=”report_file”>label_four_by_six.mrp_order_document</field>

        <field name=”paperformat_id” ref=”product.paperformat_label_sheet”/>

        <field name=”binding_model_id” ref=”mrp.model_mrp_production”/>

        <field name=”binding_type”>report</field>

    </record>

It’s a good idea to have a good understanding of the Odoo framework and the specific version you are working with, as well as experience with Python and XML before attempting to create custom reports in Odoo.

Odoo Standard Reports

To manage your complete business operations, Odoo provides a full suite of applications. You get all the necessary information specific to that industry with each Odoo ERP application’s built-in, one-click Reports. Additionally, Odoo allows you to create reports based on a variety of charts, including pie, bar, graph, cumulative, and line.

Odoo Sales Analysis Report

Whether sales are rising or falling throughout the fiscal year, the sales analysis report in Odoo displays trends in a company’s volume of sales over time. It can also analyse customer trends to determine the best course of action.

User can also apply filters to see Sales Analysis for a particular date, time, or any other custom field.

Standard Odoo ERP Reporting specific to Manufacturing Departments

Reporting in Odoo Manufacturing makes it possible to track components throughout the manufacturing process, analyze work center loads, monitor overall equipment effectiveness, and calculate manufacturing cost orders based on component and operation costs.

Manufacturing Work Center Loads:

Odoo Manufacturing Orders:

Overall Equipment Effectiveness Report in Odoo:

Production Analysis Report in Odoo Manufacturing:

Odoo Accounting Reports

You can evaluate your balance sheet, analyze your profit and loss, get cash flow statements, keep a check and cash register, perform the audit for General Ledger, Trial Balance, Journal, etc. using reports in Odoo Accounting.

You can also compare all the accounting data for two different time spans.

Odoo Balance Sheet Report

Cash Flow Statement in Odoo:

Inventory Reports in Odoo

Odoo Inventory Reports enable you to effectively manage all aspects of your inventory, including warehouse analysis, inventory valuation, forecasted inventory, and tracking product moves.

Stock Valuation Report:

Stock Moves Report:

Odoo Warehouse Analysis Report:

Project Task Analysis Report in Odoo

With the support of Standard Odoo Reporting, users can keep track of their working hours, overtime, planned hours, progress, remaining hours, and working days to assign and complete various tasks.

Odoo Purchase Analysis Report

Users of Odoo can create reports that show the average cost and the number of orders that will be received, billed for, and placed.

You can also generate PDF reports in Odoo, wherein you can customize the header and footer (company logo, name, address, phone, email address, etc.). If you are looking for any kind of custom reports in Odoo ERP software that is not available our team at Globalteckz can help you in developing the custom reports as per your requirements

We are official Odoo partners and have been working with Odoo ERP software since 2013. We offer customization integration development and end to end training towards Odoo Development. For more information you can contact us on sales@globalteckz.com