Report examples
- Invoice status and overdue follow-up reports
- Sales summaries for managers and operators
- Inventory visibility and product margin checks
- Accounting-oriented operational summaries
- Export-friendly lists for recurring spreadsheet work
What the report includes
- Metric definition and data-source review
- Odoo list, pivot, graph, wizard or custom page depending on the task
- Access rights aligned with the users who should see the report
- Notes for limitations, exclusions and future improvements
Example deliverable
The result is delivered as a separate module, setup change, report or review with clear limitations, related links and follow-up steps.
Report process
- Confirm the exact question the report must answer.
- Identify the Odoo models and fields involved.
- Build the report as a module or a safe module extension.
- Review the result with sample records before production use.
Estimate timing
The first estimate is prepared after reviewing the Odoo version, installed apps, workflow screenshots and sample records. If the input is incomplete, the first reply is a focused clarification list.
Limits
- A report is not a replacement for correcting broken source data.
- Accounting figures may require local accounting validation.
- Heavy BI dashboards should be scoped separately.
FAQ
Can reports export to XLSX?
Yes, when the data shape and user workflow make export useful.
Can you use existing Odoo views?
Yes. Native views are preferred when they solve the task cleanly.
What examples should I send?
Send the current manual spreadsheet or screenshots of the data you check now.