Hı,
Can we define daily journal entries in periodic reports? In other words, can we ask it to send the list of journal entries entered at the end of each day as .xls to the defined e-mail address?
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Hi,
Yes, you can set up automated daily reports for journal entries in Odoo. Here's a general approach to achieve this:
1.
Create a Scheduled Action: Odoo allows you to schedule actions to be
performed at specific intervals. You can create a scheduled action to
trigger the generation and sending of the journal entries report daily.
2.
Write a Python Method to Generate the Report: Write a Python method
that generates the journal entries report. This method should query the
database for journal entries entered within the last day, format them
into an Excel file (.xls or .xlsx), and store the file temporarily.
3.
Configure Email Template: Create an email template in Odoo that
includes the report as an attachment. You can customize the email
content and subject as needed.
4. Link Scheduled Action with
Python Method and Email Template: Configure the scheduled action to
trigger the Python method to generate the report and send the email
using the configured email template.
Hope it helps
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