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How to create accounting reports from scratch

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accountingreportOdoo 18
2 Odgovori
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Daniel Ocanto

There's a report called Budget Report in the accounting module. This report is actually a view. I have debugging enabled, and the template is budget.report. I want to create a custom accounting report showing the information from that template, but I'm not entirely sure how to name the fields or how the adding rows interaction works. I'd like the report to look similar to the balance sheet report, but with the information from the Budget report.

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Cybrosys Techno Solutions Pvt.Ltd
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Hi,

Please refer to the module:

1. https://apps.odoo.com/apps/modules/18.0/dynamic_accounts_report

This module offers a comprehensive suite of financial reports, including:


Trial Balance


Profit and Loss


General Ledger


Tax Report


Balance Sheet


These reports are designed with a drill-down approach, allowing users to access detailed journal entries directly from the main report view. Reports can be printed in both PDF and XLSX formats. This module is compatible with Odoo Online, Odoo.sh, and On-Premise deployments


2. https://apps.odoo.com/apps/modules/18.0/base_account_budget

This module provides tools to create, manage, and track budgets directly within Odoo Accounting. Key features include:


Budget Records: Create and manage budget records.


Budgetary Positions: Define and manage budgetary positions.


Budget Reports: Generate detailed budget reports for analysis.


It's designed to work with the Community Edition of Odoo 18.


3. https://odoo-community.org/shop/account-financial-reports-196

This module adds a set of financial reports to the Odoo 18 Community Edition, including:


General Ledger


Partner Ledger


Trial Balance


Profit and Loss


Balance Sheet


Tax Report


These reports are accessible under Invoicing > Reporting > OCA accounting reports.


Hope it helps.

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Sakshi Bhindora (sabh)
Best Answer

Hello Daniel Ocanto,

I would like to inform you that you can refer to the following documentation link for guidance on creating a custom accounting report:

odoo.com/documentation/19.0/applications/finance/accounting/reporting/customize.html

I hope you find this helpful. 

Thank you, and have a wonderful day!

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