How to create custom reports in Odoo?

Question

Hello! To create custom reports on sales, inventory, and purchases, and have them automatically displayed on the dashboard. How can I configure or where can I access these reports?

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
In odoo we can customise all our reports.

For creating and customising PDF reports you can reffer the following blog.

https://www.cybrosys.com/blog/how-to-create-a-pdf-report-in-odoo-18 [1]

For the excel report you can use the following

https://www.cybrosys.com/blog/how-to-generate-xlsx-report-using-controller-in-odoo-18 [2]

Hope it helps

[1] https://www.cybrosys.com/blog/how-to-create-a-pdf-report-in-odoo-18
[2] https://www.cybrosys.com/blog/how-to-generate-xlsx-report-using-contr

Dhrumi (Wan Buffer Services) · Answer

Go to the module (e.g., Sales or Invoicing).

Open a record (e.g., an invoice).

Click on ⚙️ → *Studio*.

Click *Reports* → *Create a new report*.

Add fields, sections, and layout elements.

Save and assign it to the proper print button.

Этот вопрос был отмечен

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