I need to give my customers a dynamically changing reports of their sales orders and other similar reports | Odoo 17

Question

I need to give my customers a report that updates automatically of their sales orders and other related reports that are beneficial for them so they can have an up-to-date report of their current status. I also don't want to give them access to the database. Is there a way to do this?

Adam Fadah (adfa) · Accepted Answer

Yes, there's a way to do this workflow using the Knowledge app.

1. Go to the view that you wish to create a report from. Click on the gear icon and click on Insert view in article.
1 [1]

2. Create a new article or add the view to an existing one.
2 [2]

3. Click on the share button and invite your customer to the article.
3 [3]
4 [4]

4. Make sure to change their access right to read only so they won't have access to changing anything.
5 [5]

5. When the customer logs in to their portal view,

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