Community mailing list archives

Re: Examples of financial reports

Eric Caudal (Odoo Community Association)
- 04/08/2016 00:43:30

Check the OCA financial-reporting repo

On Thu, Apr 7, 2016, 22:10 John Pia Jr <> wrote:


A trial balance is a list of accounts with an opening and closing balance for all accounts. I also need to add some comparison fields to the trial balance, such a YTD and last 3 Periods.

I'm not looking for examples of basic reports, but rather examples of companies who have a multi company enviroment, and some what of a complex accounting environments to that of a standard SME

On Thu, Apr 7, 2016 at 9:45 AM, Dominique KON SUN TACK <> wrote:
Hi John,

Trial balance is just the list of accounts.

for balance sheet and income statement, you are fortunate to be in the US, where all of this information is publicly available on the SEC.
look for any listed company, and you can find their official filings :-)

Google for SEC and EDGAR


Dominique KON-SUN-TACK  [Project Manager]
Odoo Gold Partner, best Odoo Partner 2014 for APAC

Skype: dominique_elico

On 7 April 2016 at 20:48, John Pia Jr <> wrote:

In going through the process of determining how to best setup my financial reports in 02, I thought it would be a good idea to ask the community to share some examples of financial reports that are beyond the very basic template that I do provides out of the box.

I know this is the utmost of sensitive data when it comes to a business so there's no need to share actual $ values.

I'm only interested in understanding how different companies structure these reports.

​ Ideally I would like to see examples from a US company, but anything I can get, I will be grateful for.

Some Examples of some of the reports that I am looking for are:

  • Trial Balance
  • Balance Sheet
  • Income Statement (
    ​Profit / Loss​

- John Pia Jr

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John Pia Jr
South Mill Mushroom Sales Inc. | Kaolin Mushroom Farms Inc.
Office: (610) 444-4800 [x242] | Mobile: (610) 470-5163 | South Mill Online!


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Eric  Caudal (from my mobile)