Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Custom report in dashboard of sales

Subscribe

Get notified when there's activity on this post

This question has been flagged
2 Replies
1421 Views
Avatar
Vbvbrj

Hello.

I've found odoo simple and convenient working with multi-currency. I use odoo for my personal accounting.

I would like on a Dashboard or on Sales first page to show list of sells, payments, deliveries all in one with following columns:

  1. Date Quoted or Date of payment
  2. Customer
  3. Product or "Payment" word
  4. Quantity
  5. Unit price in USD
  6. Discount per unit in USD
  7. Price per unit after discount in USD
  8. Discount per lot in USD
  9. Total price per product in USD (with minus sign) or payment from customer in USD (with plus sign)
  10. Unit price in EUR
  11. Discount per unit in EUR
  12. Price per unit after discount in EUR
  13. Discount per lot in EUR
  14. Total price per product in EUR (with minus sign) or payment from customer in EUR (with plus sign)
  15. Same columns as 10-14 for another currency.
  16. Payment date for this product (in case of a sell)
  17. Delivery date of this product.

At bottom a sum on columns Total price for every currencie.

Yes, I know its different tables. But I would like to see such an aggregation of data. The main currency is USD, in the columns for EUR and other currencies should show the sign of used currency to order and pay.

I should be able to group the columns by customer and/or filter by customer, and possible by other columns.

How can I accomplish this? Its important to list every product from quotations in its line. The delivery date and pay date is the first for those quotations, as usually delivery is not made partially, nor the payment.


Thank you.

0
Avatar
Discard
Avatar
Vbvbrj
Author Best Answer

Its ok this report be in Accounting. I use Odoo 17 Full Accounting Kit and Odoo 17 Accounting Financial Reports which are free to use. Can this be done in Accounting?

0
Avatar
Discard
Dr. Thomas Koliwer

not all your requirements, but some of them. Go to Accounting/Customer/Invoices and check the reported fields (e.g. Amount in Currency). You could certainly extend this report.

Vbvbrj
Author

How I can extend the report? And I want to view it in browser, not to make it pdf.

Avatar
Dr. Thomas Koliwer
Best Answer

I don't think that sales can do that so easily. The question always arises as to the exchange rate at which the currency conversion should take place - document date? today?

That's why the standard system has this function in Accounting, where the invoice date is fixed as the exchange rate. Only there (in the standard system) can you see the amounts both in your local currency and in the original currency (“Amount in Currency”). To add up the individual currencies, you can group by currency

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now