Odoo Custom Reports: Customize Business Reports in Odoo without any Code
5 MIN READ
July 20, 2022
In this digital age, where the competition for customer acquisition is rising proportionally. It has become essential for businesses to track and analyze how they stack up against the competition, so they can learn where they stand.
With an increasing number of business activities, it becomes essential to generate customized reports tailored to your workflow. That is the reason, Ksolves brings you Odoo Custom Reports to help you streamline the regular business reporting and monitoring effortlessly.
Throughout this article, you’ll learn how Odoo Custom Reports by Ksolves can help you in creating customized reports in Odoo without running any code.
How do the Odoo Custom Reports from Ksolves make report customization easier?
Hovering over different spreadsheets to track accurate data is very daunting. Ksolves’ Odoo Custom Reports feature a range of functionalities that eliminates the burden of mining data from multiple sources and allow you to make business reports on your own terms.
This sub-section covers the features that allow businesses to summarize their financial data easily through Odoo Custom Reports by Ksolves.
Every time someone finds themselves in a difficult situation, he or she looks for an easier way out. In most companies, it is very common for the employees to keep reworking the same old records.
However, the leading brands understand the importance of every business data. Rather than settling wasting time trying to fit new data onto old documents, they use business reports with different templates.
The Odoo Custom Reports by Ksolves is an ultimate report customization tool that helps businesses in preparing reports for an extensive range of documents such as accounting, sales, etc.
The time-consuming task of manually creating business reports is something that could be made way too easier by choosing a report customization software like Odoo Custom Reports by Ksolves.
Whether you need to work on a sales or an invoice report, the Odoo Custom Report can customize up to 7 different types of business reports including Invoice, Sales Order, Payment Receipts, RFQs, Delivery Notes, and Packing Slips.
As a result, you do not have to check multiple logs or end up corrupting the entire spreadsheet. Just select the template that you want to customize and your report will be ready in another few seconds.
Provision To Add Extra Content
We all know that Odoo ERP is endlessly customizable, here you can define your workflow as the way it works. Seemingly the Odoo Custom Report by Ksolves offers functionalities as per the business requirements of multiple industries.
Instead of contacting a developer for report customization, the Odoo Custom Report can showcase other additional content relevant to other business segments such as Brochures, Terms & Conditions, Advertisements, etc via pdfs.
Amount In Words
Imagine you’re preparing a business report via an excel sheet and suddenly some of the data become corrupted, forcing you to type each numerical figure again in words.
Odoo Custom Reports, however, work in harmony with automation. Using this feature, users can single-handedly convert all of the given numerical figures into words.
Adding an extra to that, you can also convert numbers into multiple languages including English, French, German, Russian, and much more.
Custom Layout Option
This feature holds a twofold value for the user. One, if it is kept “OFF” then the user will get the report in default Odoo Settings. Two, if the user wishes to customize the report in the module, then they could keep it “ON”.
Modify Colors & Adjust Boldness
Sometimes, a user could need a strong presentation to describe clear words. “Modify Colors & Adjust Boldness” can come in handy in such cases as it helps in highlighting certain elements of a report.
This feature offers a “color picker” and a “bold” button for effortlessly enhancing the colors of certain content including heading text, company name, total value, table contents, and a lot more.
Display Tagline & Logo
If you want to make a business report with strong intent, then this is it! Odoo Custom Reports’ “Display Tagline & Logo” feature gives your presentation skills a stronghold by adding a logo and tagline to the report.
Pick Font Sizes
In default Odoo format, preparing a business report is very monotonous because the user has to overlook a lot of settings to make common changes, such as changing the content color, etc.
The Odoo ERP universe is a vast one, which is why Ksolves has a solution for every problem. The Odoo Custom Reports app offers much more flexibility to the process of report customization.
The app offers a Pick Font Sizes feature which helps in increasing the readability of the content in any of the available report templates. One can use this feature to easily optimize the font size in the header content, body, and footer of reports. In addition to that, a user can also set the background color, display amount, and table color.
If all pages of a business report don’t have margins at the top and bottom, how can it be even worse?
Although, the default version of Odoo also supports footer configuration, but it takes time to understand them and requires knowledge of a few developer concepts.
This report customization module offers a Footer Configuration feature using which one can easily optimize the footnotes, the text color, and a lot more.
Watermarks is another feature in the Odoo Custom Report that keeps it apart from other report customization modules available in the Odoo ERP.
By using this feature, business users can easily understand that the document comprises curated data and is “safe” for use.
All that you need is to enable or disable this feature on the reports. The Odoo Custom Reports also allows the user to add custom watermarks in the templates.
Moreover, one can also optimize the transparency as well as the font and size color of the watermark through this feature.
E-signatures & Custom Footers
Tired of Googling “How to add signatures and custom footer in a report in Odoo”? Don’t worry, the “E-signatures & Custom Footers” feature in the Odoo Custom Reports app allows users to upload multiple signatures or simply draw them.
On the other hand, with the “Custom Footer” feature, one can add additional details to make the business presentation more effective.
The main purpose of the “Preview” feature is to improve the quality of the document, ensuring there are no human errors or inconsistencies left in the business report once you’re done with customizations.
Need to undo some changes or reset a report’s customization to its default state? No Problem, just click on the “Reset Style” feature in the top left corner of the module to start report customization from the scratch.
Report email (send copy to)/watermark
A report will be sent preferentially if the global settings specify an email address for the email copy (send copy to)/watermark and the individual setting does not. Email addresses listed in the report/watermark settings will take precedence over global email addresses if they are listed in the local settings.
Business Benefits of using Odoo Custom Reports over the Default Odoo version for Report Customization
The biggest problem in Odoo arises when as soon as you get to realize that to make custom reports, you always have to code. There are only a few users who come from a technical background, so this is already a turn-off for many.
As a result, Ksolves offers the Odoo Custom Reports app, so everybody can customize reports easily. In this sub-section, we’ll read the business benefits of using Odoo Custom Reports over the default Odoo version to customize business reports.
Eye-Catching Templates -These excellent templates will surely astonish the audience with their clarity and detail.
Watermarks – There’s never been a simpler way to apply watermarks. Any way you wish, you can add watermarks of your choice!
E-Signatures – The app provides a simple way for you to create your own e-Signature.
Advertisements, Brochures, T&Cs, etc – Do you need additional content to complete your report? With the Odoo Custom Reports app, you can easily add extra content!
Easy Preview – Preview your report before you publish it to see your changes!
It’s easy to manipulate reports with Odoo Custom Reports, and you can customize them in a way that adds a lot to the presentation! In addition to being able to gather the key points at a glance, viewers can add additional content at their convenience.
Using Odoo ERP to customize reports is theoretically free but a not very handful solution when it comes to modern business needs involving mining, analyzing, and customizing reports.
In spite of its popularity, Odoo’s default version still takes a long time to customize reports, and it is inefficient in many ways. On the other hand, Odoo Custom Report App saves time, resources, and money.
Odoo Custom Report App helps a variety of business departments and facilitates the merging of content into a report with numerous report customization functionalities.
Adding an extra edge to that, Ksolves also offers free installation, free lifetime updates, and as well as free 120 days of tech support on each download of the Odoo Custom Report app.
Here is the list of commonly asked questions and answers about the Odoo Custom Report app by Ksolves.
1. How to show the company logo in the header of the report?
Simply update the company logo and enable “Show Company Logo” under “Report Header” and it will appear on the header.
2. How many types of reports are available in the app?
The Odoo Custom Report offers 7 types of reports Customization options including – Invoice, Sales Order, Payment Receipts, RFQs, Delivery Notes, and Packing Slips.
3. Is it possible to modify the graphical elements used in a report?
Yes, by using the “Modify Colors & Adjust Boldness” feature, you can simply change or bold the color of headings, company names, values, table contents, and payment history texts.
4. Is it possible to customize the report in Odoo’s default settings after downloading the application?
You must turn off the Custom layout option if you want to customize reports according to the default Odoo settings.