How can I send a dashboard report via automated email in Odoo?
So that it can be sent periodically.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- 회계
- 재고 관리
- PoS
- Project
- MRP
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To automate the download and sharing of a dashboard report via email in Odoo, this is not available by default in standard Odoo functionality.
However, it can be done with some customization.
Suggested Approaches:
1. Simple Approach (Share Link via Email - Manual Download)
- Create a scheduled action: Settings > Technical > Scheduled Actions
- Use the 'SpreadsheetShareButton' and 'shareSpreadsheet' JS class to get the shareable URL of the dashboard.
- Send this link via email using a custom server action or email template.
2. Advanced Approach (Send Excel Report as Email Attachment)
- Create a scheduled action as above.
- Get the dashboard URL using SpreadsheetShareButton and shareSpreadsheet.
- Use custom code to download the Excel file from the link.
- Attach the file to an email and send it automatically to the desired recipients.
We hope this helps! In case you need further assistance- you can reach out to us!
