Odoo provides multiple ways to create custom reports for data-driven decision making. This guide covers using built-in reporting tools, creating custom views, and building dashboards that provide the insights your business needs.
how to create custom reports in odoo Prerequisites
- 1Odoo instance with data to report on
- 2Access to reporting features
- 3Understanding of data you want to analyze
- 4Basic spreadsheet skills helpful
how to create custom reports in odoo Steps
Use Built-in Reporting Views
Most Odoo modules include reporting views. Access them via Reporting menu in each app. Use filters, group by, and measures to customize the view. Export to spreadsheet for further analysis.
Pro Tips:
- *Combine multiple group-by for layered analysis
- *Use comparison mode for period-over-period analysis
- *Save favorite filters for quick access
Create Custom Filters and Views
Use the filter and group by options in any list or pivot view. Combine conditions with AND/OR logic. Save custom filters as favorites. Share filters with your team.
Pro Tips:
- *Use domain filters for complex conditions
- *Combine filters with group by for segmented views
- *Set filters as default for specific users
Build Pivot Tables
Switch to pivot view in any Odoo list. Drag fields to rows and columns. Add measures (sum, count, average). Expand/collapse groups for drill-down analysis.
Pro Tips:
- *Use multiple measures for comprehensive analysis
- *Insert pivot directly into spreadsheet
- *Flip axes for different perspectives
Create Charts and Graphs
Switch to graph view to visualize data. Choose from bar, line, or pie charts. Configure measures and group by dimensions. Use stacked view for comparisons.
Pro Tips:
- *Line charts work best for trends over time
- *Pie charts for distribution analysis
- *Bar charts for category comparisons
Use Odoo Spreadsheet
Access the Spreadsheet app for advanced analysis. Insert Odoo data directly with List and Pivot functions. Create formulas and charts. Share with team members.
Pro Tips:
- *Use ODOO.LIST for dynamic data queries
- *Create templates for recurring reports
- *Enable real-time data refresh
Build Custom Dashboards
Go to My Dashboard and add items. Drag views from any module to dashboard. Arrange tiles for optimal layout. Create role-specific dashboards for different users.
Pro Tips:
- *Include KPIs most relevant to role
- *Keep dashboards focused and uncluttered
- *Set dashboard as homepage for quick access
Schedule Automated Reports
Use the email digest feature for scheduled reports. Configure daily, weekly, or monthly delivery. Select KPIs and recipients. Customize the report format.
Pro Tips:
- *Send digests to management for regular updates
- *Include action links in reports
- *Schedule during off-peak hours
Export and External Reporting
Export data to Excel, CSV, or PDF for external analysis. Use REST API for integration with BI tools. Connect Power BI, Tableau, or other tools for advanced visualization.
Pro Tips:
- *Use API for automated data extraction
- *Maintain consistent export formats
- *Document data definitions for external tools
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to create custom reports in odoo Best Practices
- ✓Start with built-in reports before creating custom ones
- ✓Document report definitions and calculations
- ✓Create role-specific dashboards for relevance
- ✓Use consistent measures across reports
- ✓Schedule regular report reviews with stakeholders
- ✓Archive old reports to maintain performance
- ✓Train users on self-service reporting
how to create custom reports in odoo Common Mistakes
- ✗Creating too many reports that aren't used
- ✗Not validating report accuracy against source data
- ✗Overcomplicating reports with too many dimensions
- ✗Ignoring mobile-friendly report design
- ✗Not documenting custom report logic
- ✗Failing to refresh cached report data
how to create custom reports in odoo Conclusion
Effective reporting in Odoo provides actionable insights for better decision making. Start simple, iterate based on feedback, and ensure reports drive actual business actions.
Related Guides
Need More Help with Odoo?
Get expert implementation support from our certified Odoo partners. We ll handle the technical details so you can focus on your business.