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How can I send a dashboard report via automated email in Odoo?


So that it can be sent periodically.

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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!

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