Odoo standard reporting does not allow the export into Odoo spreadsheets but only to PDF/CSV file which is a static report.

In order to be able to create a dynamic P&L that will update the balances with the actual numbers each time a new entry is made it’s possible to insert data into Odoo spreadsheets and re-works the format and the formulas to achieve a P&L report.

To achieve this solution Odoo will require Accounting and Documents apps.

Steps to get the dynamic P&L:

1) Go into Accounting → Accounting → General Ledger

2) Switch into pivot view and select the desired period for your P&L through filters

3) Click on insert in spreadsheet

4) Delete all the accounts that are not related to P&L and only keep the relevant Revenue and Expense accounts

5) If you want to extend the spreadsheet to update the numbers for future dates add new columns with the month and drag and drop the formulas used by Odoo in all the cells.

6) Change the structure of the P&L by adding sections and sub-totals per each section by using formulas =sum and selecting all the relevant sections

7) Create a Gross Margin section and use a formula subtraction from Sales – Expenses

NB If an account is added after the creation of the spreadsheet Odoo will not add automatically the account in the spreadsheet. A manual action is required in order to make appear the new account in the sheet. To do that you will need the internal ID of the account that should be added in the spreadsheet.

Needed formulas to add a new account:

1) =PIVOT.HEADER("1","account_id","INTERNAL ID OF ACCOUNT") for displaying the accounting in the sheet

2) =PIVOT("1","balance","account_id","INTERNAL ID OF ACCOUNT","date:month","MONTH/YEAR") for displaying the balance of the account in a specific month (you can drag the formula to extend it automatically for the following months)