Option 1: Use Odoo’s Built-in Reporting and Dashboards:

Go to the module (Sales / Inventory / Purchase)

Click on Reporting > Dashboard

Use filters, group by, and measures to customize.

Click the "Favorites"  > Save Current Search to reuse it.

Option 2: Use Spreadsheets or BI Views (Studio or Custom)

Go to Odoo Spreadsheet (from Dashboard or Documents)

Create a new spreadsheet with data from:

• Sales Orders
• Purchase Orders
• Stock Moves / Pickings

Use Insert > Pivot Table to visualize data.

Save it to the Dashboard using Studio or link it via "My Dashboard" app.

Option 3: Create a Custom Dashboard View (Technical):

Activate Developer Mode

Go to Technical > User Interface > Views

Create a new dashboard or kanban view using XML like:

<record id="my_custom_sales_dashboard" model="ir.ui.view">

  <field name="name">my.sales.dashboard</field>

  <field name="model">sale.order</field>

  <field name="arch" type="xml">

    <kanban>

      <templates>

        <t t-name="kanban-box">

          <div class="oe_kanban_global_click">

            <div class="o_kanban_record_title">

              Total Sales: <t t-esc="record.amount_total.value"/>

            </div>

          </div>

        </t>

      </templates>

    </kanban>

  </field>

</record>

Add this view to a custom menu using ir.actions.act_window.

Hi,

In odoo we can customise all our reports.

For creating and customising PDF reports you can reffer the following blog.

https://www.cybrosys.com/blog/how-to-create-a-pdf-report-in-odoo-18

For the excel report you can use the following 

https://www.cybrosys.com/blog/how-to-generate-xlsx-report-using-controller-in-odoo-18

Hope it helps

Go to the module (e.g., Sales or Invoicing).

Open a record (e.g., an invoice).

Click on ⚙️ → Studio.

Click Reports → Create a new report.

Add fields, sections, and layout elements.

Save and assign it to the proper print button.