Odoo Reporting lets you analyze the data in every Odoo app with graphs and pivot tables, and run full financial reports in Accounting. AzkaTech sets it up around the questions your managers actually ask.
The short answer
Odoo Reporting is the set of tools Odoo uses to turn the records in its apps into numbers you can act on. Most apps have a Reporting menu where you filter the records you need and show them as a graph or a pivot table. The Accounting app adds ready financial reports, such as the balance sheet and profit and loss.
Features
The same few tools work in almost every Odoo app. Once your team learns them in Sales, they can use them in Inventory or Purchase too.
Bar, line and pie charts of any report. Bar and line charts can be stacked, and line charts can show a running total.
Spot trends over months and compare categories at a glance.
Break numbers down by rows and columns, add sub-groups, flip the axes and sort by any measure.
Answer questions like sales by salesperson and month in one table.
Pick what to add up, keep only the records you need, and group them by any field, like date or customer.
The same report answers many questions without building a new one.
Financial reports have a Comparison filter that puts periods side by side.
See this quarter against last quarter, or this year against last year.
Export financial reports to PDF or XLSX, and download any pivot table as an Excel file.
Share figures with your auditor or bank in the format they ask for.
Insert a pivot or graph into Odoo Spreadsheet and build dashboards on live data.
Managers get one screen with the numbers they check every week.
Accounting
Odoo 19 Accounting includes nine reports that work in any country. Each one answers a question your finance team gets every month.
A snapshot of your assets, liabilities and equity on a given date.
What do we own and owe today?Your net income for the period: revenue minus expenses.
Did we make money this quarter?How cash moved, split into operating, investing and financing activities.
Where did our cash go?Every transaction on every account for the dates you pick.
Which entries make up this balance?Customer invoices still waiting for payment, sorted by how late they are.
Who owes us, and since when?Bills, credit notes and overpayments you still owe suppliers, and for how long.
Which suppliers do we pay first?Key ratios on one screen, from gross and net profit margin to debtor and creditor days.
How healthy is the business overall?Net and tax amounts for every tax, grouped as sales or purchases.
How much tax do we declare?Every change to accounting fields: who made it, when, and the old and new value.
Who changed this entry?
Local reports. Your country’s localization package adds local reports, such as tax returns. In Lebanon we also set up Lebanese payroll, see our Lebanese payroll page.
Custom reports. In developer mode, Accounting reports can be edited or built from scratch with your own lines and formulas.
The Executive Summary shows these ratios:
Across your apps
Each app has its own Reporting menu. The data you can analyze depends on the app and on how it is configured, so here is what to expect in the main ones.
| App | What you can analyze | Typical measures |
|---|---|---|
| Sales | Sales Analysis by order date, salesperson, customer or product category | Untaxed total, quantity, margin, count |
| Invoicing and Accounting | Invoice analysis, financial reports, analytic reports by project or department | Amounts by invoice date, balances, aging |
| Purchase | Purchase analysis by vendor, product or month | Ordered and received quantities, amounts |
| Inventory | Stock levels and stock moves by warehouse, location or product | Quantity on hand, stock value when valuation is on |
| CRM | Pipeline and leads analysis by stage, salesperson or source | Expected revenue, days to close, count |
| Project | Task analysis by project, stage, assignee or deadline | Allocated time and time spent with Timesheets, count |
Measures are always number fields, plus a Count of records. By default most reports are grouped by month. Exact measures differ by app and by the options you turn on.
Real questions
Three questions we hear from clients, and how Odoo answers each one.
| Sales order reporting | Invoice reporting | |
|---|---|---|
| Date used | Order date | Invoice date |
| Answers | How much did we sell? | How much did we bill and earn? |
| Best for | Sales targets, pipeline, product mix | Profit and loss, tax, receivables |
| Partial invoicing | Shows the full order | Shows only what was invoiced |
Dashboards
The Odoo Dashboards app puts the numbers you check often on one screen, and they refresh from your live data.
What changes
Built by AzkaTech
When a client needs a report that standard Odoo does not have, we build it. These are published on the Odoo App Store for every Odoo user.
Financial Reports PercentageAdds a column with each line’s share of its section total.View on the Odoo App Store ↗
Financial Report SchedulerEmails reports like P&L and cash flow on a schedule, as PDF or Excel.View on the Odoo App Store ↗Aged Receivable Report EnhancementAdds sales team, salesperson and customer industry columns to the aged receivable report.View on the Odoo App Store ↗Product Cost Variance (AVCO)Compares average cost movement over a period with the last purchase price.View on the Odoo App Store ↗Purchase Price VarianceCompares each purchase line with the average cost and the previous purchase price.View on the Odoo App Store ↗Company Logo on Tax ReportsPrints your company logo on exported PDF tax and financial reports.View on the Odoo App Store ↗See all of them on our Odoo apps page, or read about our advanced inventory reports.
Why AzkaTech
AzkaTech is the first and biggest Odoo Gold Partner in Lebanon. Good reports start long before anyone opens the Reporting menu, so this is how we work.
Related services: Odoo implementation · Odoo customization · Odoo training · Odoo AI · accounting software in Lebanon
FAQ
Odoo Reporting is the set of tools Odoo uses to analyze the data in its apps. Most apps have a Reporting menu with graph and pivot views, and the Accounting app adds financial reports such as the balance sheet and profit and loss.
Odoo 19 includes the balance sheet, profit and loss, executive summary, general ledger, aged receivable, aged payable, cash flow statement, tax report and audit trail. These work in every country. Your country’s localization package can add local reports, such as tax returns.
Yes. In any reporting view you can change the measures, filters and groupings and save the result as a favorite. Accounting reports can be edited or created from scratch in developer mode, under Accounting, Configuration, Accounting Reports.
Yes. Financial reports export to PDF or XLSX, and any pivot table downloads as an .xlsx file.
Sales Analysis counts orders on the order date, while accounting counts invoices on the invoice date. Orders invoiced in a later month, or invoiced in parts, show different totals. Both figures are correct for the question they answer.
Yes. The Dashboards app shows standard dashboards for the apps you use, and you can build your own with Odoo Spreadsheet. Duplicate a standard dashboard before you change it, because standard dashboards are reinstalled when Odoo is upgraded.
Yes. As an Odoo Gold Partner, we start from the questions your managers ask, make sure the data behind them is recorded correctly, then set up the reports, filters and dashboards and train your team to use them.
