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Custom accounting reports

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reportingAccounting
1 Reply
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Nikita Gautam

Which is the best way to create new custom P&L accounting report?

1. create new report with a root report?

2. make changes in existing P&L report?

Need the whole procedure for developing a custom report in Odoo with its own COA.

Apologies as i am new to odoo.


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John Doe

The best way to make a custom P&L bookkeeping report in Odoo is to start with the root report and change it as needed. To do this, you have to make your own COA and put it in the report.

Nikita Gautam
Author

Hi John Dee, how do you associate custom COA to custom reports as the "type" list remains the same while creating COA.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

For creating a new report first activate the developer mode

Accounting -> Configuration -> Financial Reports

There you can create a new report.


Here you can create a custom report


For customizing the existing report, please look at the video below.

link:-

https://www.youtube.com/watch?v=jYLR-D32pi8

https://www.youtube.com/watch?v=P31H9-O1LEg

Regards

Regards

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Nikita Gautam
Author

Hi Cybrosys team,
Do we have a video on V16? Also if you could explain the computation field in detail.
Thanks!

Cybrosys Techno Solutions Pvt.Ltd

Currently, we don't have the video on the 16, we will publish it soon.

You can refer to the video for the computation field

https://www.youtube.com/watch?v=VmP3qph23oo

Nikita Gautam
Author

Hi Cybrosys what exactly is "account_id" in group by option and hence the formula while creating custom accounting report??

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