Report Builder Pro with Pivot, Drill-down and Excel Export

Report Builder Pro with Pivot, Drill-down and Excel Export. Nested pivot and cross-tab reports on any model, without code: follow links between records, add computed columns, highlight what matters, click any number to open its records, keep your own variants, export to Excel and PDF, email on a schedule. 40 ready reports and a daily history of balances. Odoo's pivot answers one question at a time and forgets the answer.

This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. In the next few minutes: report builder pro with pivot, drill-down and excel export, then what you get, then the gallery, then reading a report, then variants - your own way of looking, kept. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Reports then Reports then Schedules.

Report Builder Pro with Pivot, Drill-down and Excel Export. Odoo's pivot answers one question at a time and forgets the answer. This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. This page is the complete manual.

Read top to bottom, it takes you from install to a designed, scheduled report without contacting support. What you get Nested, cross-tab reports on any model - up to five row levels and two column levels, dates by day, week, month, quarter or year. Links followed without SQL - group order lines by the country of the customer of their order (Order ▸ Customer ▸ Country), with every access rule still in force. Numbers that are right at every level - sums, true averages, lowest, highest, filled-in counts, distinct counts, record counts.

Computed columns with total(), parent(), row() and prev() - the column before, for growth month on month. Period comparison - the same numbers for the period before, or the same period a year earlier, and the change in percent, next to every column. Fixed conditions the designer sets and readers can neither see nor lift. Share links - the report for somebody without a login, computed with your access, until the date you choose.

Highlights - rules and rank-based colour scales. The gallery. The list is not empty on the first day. Some forty reports are created for the apps you have installed - Sales, CRM, Accounting, Inventory, Purchase, Manufacturing, People, Project, Point of Sale - each one a working example you can open, bend and save under another name.

Install another app later and press Action ▸ Load the report gallery in the list view: the reports for the new app arrive, and nothing you already have is touched. A gallery report you do not want is archived, not deleted - a deleted one would come back with the next upgrade. Reading a report. Every reader counts only what their own access lets them read.

A salesperson who sees their own opportunities gets their own totals from the same report the sales manager opens. Fold and unfold a row with its arrow; Expand all and Collapse all are above the table. Click any number to open the records it counts - the cell's row, its column and every answer at the top of the screen are applied for you. Click a column heading to sort by it: largest first, smallest first, back to the labels.

Swap rows and columns turns the table on its side. The questions under the title (a period, a customer, a journal...) are the ones the designer chose to ask. A date question offers This month, Last quarter, Last 30 days and so on, or two dates of your own. Table / chart - the same definition as bars, lines or a pie: the first row level, one series per column.

Excel downloads what you see: your layout, your answers, the rows you folded left out. Nested rows arrive as Excel outline levels, so the workbook folds where the screen does, and the highlights come along. PDF prints the same table. Variants - your own way of looking, kept.

Change anything - the grouping, the period, the sort - and press Save variant. Give it a name; tick Share with everybody to offer it to your colleagues, and Open the report with it to make it your starting point. Variants are yours: nobody else can change or delete them, and saving under somebody else's shared variant makes a copy of your own. The report's standard layout, the one everybody starts from, is changed only by a Report Designer (Design ▸ Save as standard).

Designing a report. A Report Designer creates a report in three steps. 1. Reports ▸ New: a name, what it reads and, if not every record counts, a filter.

Pick the most detailed kind of record - order lines rather than orders - because a report can climb from a line to its order, the order's customer and the customer's country, but not down again. 2. Open Report, then Design. 3.

Build the layout in the panel on the right, press Apply to see it, and Save as standard when it is right. History - what the number was. Odoo knows what stock you hold and who owes you money today; it cannot tell you what either was on the first of last month. Tick Keep a Daily History on a report and every night its totals - the grand total and each first-level row - are written down, computed with the access of the user you name.

The clock button on the report then shows the total day by day, the eight largest rows beside it, as a chart and as a table. Several gallery reports keep a history out of the box: stock on hand, open receivables, open payables, the pipeline, delivered-not-invoiced, headcount. Write Today's History on the report form takes an entry at once. Reports by email.

Reports ▸ Schedules (Report Designers only). A schedule names reports, people and a rhythm: Send As: Excel workbook, PDF, or both. Each report goes out in its standard layout. Computed As: the reports are computed with this user's access, and the recipients receive what that user would see.

Choose somebody who may see everything the report counts, and recipients who may see it too. To Users, To Contacts, Other Addresses: anybody with an email address. Every day, every week on a weekday, or every month on a day from 1 to 28, not before an hour in the timezone you pick. An hourly scheduled action sends what is due.

A schedule sends once per period whatever happens - the day, week or month it last sent for is written on it - so a restarted server or a second cron run never doubles an email. Send Now ignores the rhythm. A report that cannot be computed is left out and noted in the schedule's chatter; the others still go. Troubleshooting.

"... is computed on the fly and cannot be grouped" The field is not stored in the database, so the database cannot group by it. Reach the same information through a stored link (for example Product ▸ Category instead of a computed Category shortcut). "A measure must be a stored field of ..." Numbers are added up by the database and must be stored fields of the model the report reads.

Read the more detailed model (lines, not documents), or one of Odoo's analysis models. Uninstalling. Uninstalling removes the reports, variants, schedules and histories this app created. It touches nothing else: no field is added to any of your models.

Now the part most videos leave out: what this does not do. A report is listed to the groups named under Visible To (everybody when empty). That decides who may open it. What it counts is decided by the reader's own access rights and record rules, every time: the same report gives a salesperson their own figures and the manager everybody's.

Nothing is computed with elevated rights except the nightly history and schedules, which run as the user you name on them. Variants are private to their owner unless shared; a shared variant is still changed and deleted by its owner alone. Computed columns accept arithmetic and six functions. They are parsed, not executed: there is no Python to inject.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Report Builder Pro with Pivot, Drill-down and Excel Export. Nested pivot and cross-tab reports on any model, without code: follow links between records, add computed columns, highlight what matters, click any number to open its records, keep your own variants, export to Excel and PDF, email on a schedule. 40 ready reports and a daily history of balances. Odoo's pivot answers one question at a time and forgets the answer.

This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. In the next few minutes: report builder pro with pivot, drill-down and excel export, then what you get, then the gallery, then reading a report, then variants - your own way of looking, kept. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Reports then Reports then Schedules.

Report Builder Pro with Pivot, Drill-down and Excel Export. Odoo's pivot answers one question at a time and forgets the answer. This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. This page is the complete manual.

Read top to bottom, it takes you from install to a designed, scheduled report without contacting support. What you get Nested, cross-tab reports on any model - up to five row levels and two column levels, dates by day, week, month, quarter or year. Links followed without SQL - group order lines by the country of the customer of their order (Order ▸ Customer ▸ Country), with every access rule still in force. Numbers that are right at every level - sums, true averages, lowest, highest, filled-in counts, distinct counts, record counts.

Computed columns with total(), parent(), row() and prev() - the column before, for growth month on month. Period comparison - the same numbers for the period before, or the same period a year earlier, and the change in percent, next to every column. Fixed conditions the designer sets and readers can neither see nor lift. Share links - the report for somebody without a login, computed with your access, until the date you choose.

Highlights - rules and rank-based colour scales. The gallery. The list is not empty on the first day. Some forty reports are created for the apps you have installed - Sales, CRM, Accounting, Inventory, Purchase, Manufacturing, People, Project, Point of Sale - each one a working example you can open, bend and save under another name.

Install another app later and press Action ▸ Load the report gallery in the list view: the reports for the new app arrive, and nothing you already have is touched. A gallery report you do not want is archived, not deleted - a deleted one would come back with the next upgrade. Reading a report. Every reader counts only what their own access lets them read.

A salesperson who sees their own opportunities gets their own totals from the same report the sales manager opens. Fold and unfold a row with its arrow; Expand all and Collapse all are above the table. Click any number to open the records it counts - the cell's row, its column and every answer at the top of the screen are applied for you. Click a column heading to sort by it: largest first, smallest first, back to the labels.

Swap rows and columns turns the table on its side. The questions under the title (a period, a customer, a journal...) are the ones the designer chose to ask. A date question offers This month, Last quarter, Last 30 days and so on, or two dates of your own. Table / chart - the same definition as bars, lines or a pie: the first row level, one series per column.

Excel downloads what you see: your layout, your answers, the rows you folded left out. Nested rows arrive as Excel outline levels, so the workbook folds where the screen does, and the highlights come along. PDF prints the same table. Variants - your own way of looking, kept.

Change anything - the grouping, the period, the sort - and press Save variant. Give it a name; tick Share with everybody to offer it to your colleagues, and Open the report with it to make it your starting point. Variants are yours: nobody else can change or delete them, and saving under somebody else's shared variant makes a copy of your own. The report's standard layout, the one everybody starts from, is changed only by a Report Designer (Design ▸ Save as standard).

Designing a report. A Report Designer creates a report in three steps. 1. Reports ▸ New: a name, what it reads and, if not every record counts, a filter.

Pick the most detailed kind of record - order lines rather than orders - because a report can climb from a line to its order, the order's customer and the customer's country, but not down again. 2. Open Report, then Design. 3.

Build the layout in the panel on the right, press Apply to see it, and Save as standard when it is right. History - what the number was. Odoo knows what stock you hold and who owes you money today; it cannot tell you what either was on the first of last month. Tick Keep a Daily History on a report and every night its totals - the grand total and each first-level row - are written down, computed with the access of the user you name.

The clock button on the report then shows the total day by day, the eight largest rows beside it, as a chart and as a table. Several gallery reports keep a history out of the box: stock on hand, open receivables, open payables, the pipeline, delivered-not-invoiced, headcount. Write Today's History on the report form takes an entry at once. Reports by email.

Reports ▸ Schedules (Report Designers only). A schedule names reports, people and a rhythm: Send As: Excel workbook, PDF, or both. Each report goes out in its standard layout. Computed As: the reports are computed with this user's access, and the recipients receive what that user would see.

Choose somebody who may see everything the report counts, and recipients who may see it too. To Users, To Contacts, Other Addresses: anybody with an email address. Every day, every week on a weekday, or every month on a day from 1 to 28, not before an hour in the timezone you pick. An hourly scheduled action sends what is due.

A schedule sends once per period whatever happens - the day, week or month it last sent for is written on it - so a restarted server or a second cron run never doubles an email. Send Now ignores the rhythm. A report that cannot be computed is left out and noted in the schedule's chatter; the others still go. Troubleshooting.

"... is computed on the fly and cannot be grouped" The field is not stored in the database, so the database cannot group by it. Reach the same information through a stored link (for example Product ▸ Category instead of a computed Category shortcut). "A measure must be a stored field of ..." Numbers are added up by the database and must be stored fields of the model the report reads.

Read the more detailed model (lines, not documents), or one of Odoo's analysis models. Uninstalling. Uninstalling removes the reports, variants, schedules and histories this app created. It touches nothing else: no field is added to any of your models.

Now the part most videos leave out: what this does not do. A report is listed to the groups named under Visible To (everybody when empty). That decides who may open it. What it counts is decided by the reader's own access rights and record rules, every time: the same report gives a salesperson their own figures and the manager everybody's.

Nothing is computed with elevated rights except the nightly history and schedules, which run as the user you name on them. Variants are private to their owner unless shared; a shared variant is still changed and deleted by its owner alone. Computed columns accept arithmetic and six functions. They are parsed, not executed: there is no Python to inject.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Report Builder Pro with Pivot, Drill-down and Excel Export. Nested pivot and cross-tab reports on any model, without code: follow links between records, add computed columns, highlight what matters, click any number to open its records, keep your own variants, export to Excel and PDF, email on a schedule. 40 ready reports and a daily history of balances. Odoo's pivot answers one question at a time and forgets the answer.

This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. In the next few minutes: report builder pro with pivot, drill-down and excel export, then what you get, then the gallery, then reading a report, then variants - your own way of looking, kept. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Reports then Reports then Schedules.

Report Builder Pro with Pivot, Drill-down and Excel Export. Odoo's pivot answers one question at a time and forgets the answer. This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. This page is the complete manual.

Read top to bottom, it takes you from install to a designed, scheduled report without contacting support. What you get Nested, cross-tab reports on any model - up to five row levels and two column levels, dates by day, week, month, quarter or year. Links followed without SQL - group order lines by the country of the customer of their order (Order ▸ Customer ▸ Country), with every access rule still in force. Numbers that are right at every level - sums, true averages, lowest, highest, filled-in counts, distinct counts, record counts.

Computed columns with total(), parent(), row() and prev() - the column before, for growth month on month. Period comparison - the same numbers for the period before, or the same period a year earlier, and the change in percent, next to every column. Fixed conditions the designer sets and readers can neither see nor lift. Share links - the report for somebody without a login, computed with your access, until the date you choose.

Highlights - rules and rank-based colour scales. The gallery. The list is not empty on the first day. Some forty reports are created for the apps you have installed - Sales, CRM, Accounting, Inventory, Purchase, Manufacturing, People, Project, Point of Sale - each one a working example you can open, bend and save under another name.

Install another app later and press Action ▸ Load the report gallery in the list view: the reports for the new app arrive, and nothing you already have is touched. A gallery report you do not want is archived, not deleted - a deleted one would come back with the next upgrade. Reading a report. Every reader counts only what their own access lets them read.

A salesperson who sees their own opportunities gets their own totals from the same report the sales manager opens. Fold and unfold a row with its arrow; Expand all and Collapse all are above the table. Click any number to open the records it counts - the cell's row, its column and every answer at the top of the screen are applied for you. Click a column heading to sort by it: largest first, smallest first, back to the labels.

Swap rows and columns turns the table on its side. The questions under the title (a period, a customer, a journal...) are the ones the designer chose to ask. A date question offers This month, Last quarter, Last 30 days and so on, or two dates of your own. Table / chart - the same definition as bars, lines or a pie: the first row level, one series per column.

Excel downloads what you see: your layout, your answers, the rows you folded left out. Nested rows arrive as Excel outline levels, so the workbook folds where the screen does, and the highlights come along. PDF prints the same table. Variants - your own way of looking, kept.

Change anything - the grouping, the period, the sort - and press Save variant. Give it a name; tick Share with everybody to offer it to your colleagues, and Open the report with it to make it your starting point. Variants are yours: nobody else can change or delete them, and saving under somebody else's shared variant makes a copy of your own. The report's standard layout, the one everybody starts from, is changed only by a Report Designer (Design ▸ Save as standard).

Designing a report. A Report Designer creates a report in three steps. 1. Reports ▸ New: a name, what it reads and, if not every record counts, a filter.

Pick the most detailed kind of record - order lines rather than orders - because a report can climb from a line to its order, the order's customer and the customer's country, but not down again. 2. Open Report, then Design. 3.

Build the layout in the panel on the right, press Apply to see it, and Save as standard when it is right. History - what the number was. Odoo knows what stock you hold and who owes you money today; it cannot tell you what either was on the first of last month. Tick Keep a Daily History on a report and every night its totals - the grand total and each first-level row - are written down, computed with the access of the user you name.

The clock button on the report then shows the total day by day, the eight largest rows beside it, as a chart and as a table. Several gallery reports keep a history out of the box: stock on hand, open receivables, open payables, the pipeline, delivered-not-invoiced, headcount. Write Today's History on the report form takes an entry at once. Reports by email.

Reports ▸ Schedules (Report Designers only). A schedule names reports, people and a rhythm: Send As: Excel workbook, PDF, or both. Each report goes out in its standard layout. Computed As: the reports are computed with this user's access, and the recipients receive what that user would see.

Choose somebody who may see everything the report counts, and recipients who may see it too. To Users, To Contacts, Other Addresses: anybody with an email address. Every day, every week on a weekday, or every month on a day from 1 to 28, not before an hour in the timezone you pick. An hourly scheduled action sends what is due.

A schedule sends once per period whatever happens - the day, week or month it last sent for is written on it - so a restarted server or a second cron run never doubles an email. Send Now ignores the rhythm. A report that cannot be computed is left out and noted in the schedule's chatter; the others still go. Troubleshooting.

"... is computed on the fly and cannot be grouped" The field is not stored in the database, so the database cannot group by it. Reach the same information through a stored link (for example Product ▸ Category instead of a computed Category shortcut). "A measure must be a stored field of ..." Numbers are added up by the database and must be stored fields of the model the report reads.

Read the more detailed model (lines, not documents), or one of Odoo's analysis models. Uninstalling. Uninstalling removes the reports, variants, schedules and histories this app created. It touches nothing else: no field is added to any of your models.

Now the part most videos leave out: what this does not do. A report is listed to the groups named under Visible To (everybody when empty). That decides who may open it. What it counts is decided by the reader's own access rights and record rules, every time: the same report gives a salesperson their own figures and the manager everybody's.

Nothing is computed with elevated rights except the nightly history and schedules, which run as the user you name on them. Variants are private to their owner unless shared; a shared variant is still changed and deleted by its owner alone. Computed columns accept arithmetic and six functions. They are parsed, not executed: there is no Python to inject.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Report Builder Pro with Pivot, Drill-down and Excel Export. Nested pivot and cross-tab reports on any model, without code: follow links between records, add computed columns, highlight what matters, click any number to open its records, keep your own variants, export to Excel and PDF, email on a schedule. 40 ready reports and a daily history of balances. Odoo's pivot answers one question at a time and forgets the answer.

This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. In the next few minutes: report builder pro with pivot, drill-down and excel export, then what you get, then the gallery, then reading a report, then variants - your own way of looking, kept. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Reports then Reports then Schedules.

Report Builder Pro with Pivot, Drill-down and Excel Export. Odoo's pivot answers one question at a time and forgets the answer. This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. This page is the complete manual.

Read top to bottom, it takes you from install to a designed, scheduled report without contacting support. What you get Nested, cross-tab reports on any model - up to five row levels and two column levels, dates by day, week, month, quarter or year. Links followed without SQL - group order lines by the country of the customer of their order (Order ▸ Customer ▸ Country), with every access rule still in force. Numbers that are right at every level - sums, true averages, lowest, highest, filled-in counts, distinct counts, record counts.

Computed columns with total(), parent(), row() and prev() - the column before, for growth month on month. Period comparison - the same numbers for the period before, or the same period a year earlier, and the change in percent, next to every column. Fixed conditions the designer sets and readers can neither see nor lift. Share links - the report for somebody without a login, computed with your access, until the date you choose.

Highlights - rules and rank-based colour scales. The gallery. The list is not empty on the first day. Some forty reports are created for the apps you have installed - Sales, CRM, Accounting, Inventory, Purchase, Manufacturing, People, Project, Point of Sale - each one a working example you can open, bend and save under another name.

Install another app later and press Action ▸ Load the report gallery in the list view: the reports for the new app arrive, and nothing you already have is touched. A gallery report you do not want is archived, not deleted - a deleted one would come back with the next upgrade. Reading a report. Every reader counts only what their own access lets them read.

A salesperson who sees their own opportunities gets their own totals from the same report the sales manager opens. Fold and unfold a row with its arrow; Expand all and Collapse all are above the table. Click any number to open the records it counts - the cell's row, its column and every answer at the top of the screen are applied for you. Click a column heading to sort by it: largest first, smallest first, back to the labels.

Swap rows and columns turns the table on its side. The questions under the title (a period, a customer, a journal...) are the ones the designer chose to ask. A date question offers This month, Last quarter, Last 30 days and so on, or two dates of your own. Table / chart - the same definition as bars, lines or a pie: the first row level, one series per column.

Excel downloads what you see: your layout, your answers, the rows you folded left out. Nested rows arrive as Excel outline levels, so the workbook folds where the screen does, and the highlights come along. PDF prints the same table. Variants - your own way of looking, kept.

Change anything - the grouping, the period, the sort - and press Save variant. Give it a name; tick Share with everybody to offer it to your colleagues, and Open the report with it to make it your starting point. Variants are yours: nobody else can change or delete them, and saving under somebody else's shared variant makes a copy of your own. The report's standard layout, the one everybody starts from, is changed only by a Report Designer (Design ▸ Save as standard).

Designing a report. A Report Designer creates a report in three steps. 1. Reports ▸ New: a name, what it reads and, if not every record counts, a filter.

Pick the most detailed kind of record - order lines rather than orders - because a report can climb from a line to its order, the order's customer and the customer's country, but not down again. 2. Open Report, then Design. 3.

Build the layout in the panel on the right, press Apply to see it, and Save as standard when it is right. History - what the number was. Odoo knows what stock you hold and who owes you money today; it cannot tell you what either was on the first of last month. Tick Keep a Daily History on a report and every night its totals - the grand total and each first-level row - are written down, computed with the access of the user you name.

The clock button on the report then shows the total day by day, the eight largest rows beside it, as a chart and as a table. Several gallery reports keep a history out of the box: stock on hand, open receivables, open payables, the pipeline, delivered-not-invoiced, headcount. Write Today's History on the report form takes an entry at once. Reports by email.

Reports ▸ Schedules (Report Designers only). A schedule names reports, people and a rhythm: Send As: Excel workbook, PDF, or both. Each report goes out in its standard layout. Computed As: the reports are computed with this user's access, and the recipients receive what that user would see.

Choose somebody who may see everything the report counts, and recipients who may see it too. To Users, To Contacts, Other Addresses: anybody with an email address. Every day, every week on a weekday, or every month on a day from 1 to 28, not before an hour in the timezone you pick. An hourly scheduled action sends what is due.

A schedule sends once per period whatever happens - the day, week or month it last sent for is written on it - so a restarted server or a second cron run never doubles an email. Send Now ignores the rhythm. A report that cannot be computed is left out and noted in the schedule's chatter; the others still go. Troubleshooting.

"... is computed on the fly and cannot be grouped" The field is not stored in the database, so the database cannot group by it. Reach the same information through a stored link (for example Product ▸ Category instead of a computed Category shortcut). "A measure must be a stored field of ..." Numbers are added up by the database and must be stored fields of the model the report reads.

Read the more detailed model (lines, not documents), or one of Odoo's analysis models. Uninstalling. Uninstalling removes the reports, variants, schedules and histories this app created. It touches nothing else: no field is added to any of your models.

Now the part most videos leave out: what this does not do. A report is listed to the groups named under Visible To (everybody when empty). That decides who may open it. What it counts is decided by the reader's own access rights and record rules, every time: the same report gives a salesperson their own figures and the manager everybody's.

Nothing is computed with elevated rights except the nightly history and schedules, which run as the user you name on them. Variants are private to their owner unless shared; a shared variant is still changed and deleted by its owner alone. Computed columns accept arithmetic and six functions. They are parsed, not executed: there is no Python to inject.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Report Builder Pro with Pivot, Drill-down and Excel Export. Nested pivot and cross-tab reports on any model, without code: follow links between records, add computed columns, highlight what matters, click any number to open its records, keep your own variants, export to Excel and PDF, email on a schedule. 40 ready reports and a daily history of balances. Odoo's pivot answers one question at a time and forgets the answer.

This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. In the next few minutes: report builder pro with pivot, drill-down and excel export, then what you get, then the gallery, then reading a report, then variants - your own way of looking, kept. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Reports then Reports then Schedules.

Report Builder Pro with Pivot, Drill-down and Excel Export. Odoo's pivot answers one question at a time and forgets the answer. This app builds reports: tables that nest as deep as you like, run a second field across the top, follow links from one record to the next, work columns out from other columns, highlight what matters, open the records behind any number - and that every reader can bend and keep as a variant of their own. This page is the complete manual.

Read top to bottom, it takes you from install to a designed, scheduled report without contacting support. What you get Nested, cross-tab reports on any model - up to five row levels and two column levels, dates by day, week, month, quarter or year. Links followed without SQL - group order lines by the country of the customer of their order (Order ▸ Customer ▸ Country), with every access rule still in force. Numbers that are right at every level - sums, true averages, lowest, highest, filled-in counts, distinct counts, record counts.

Computed columns with total(), parent(), row() and prev() - the column before, for growth month on month. Period comparison - the same numbers for the period before, or the same period a year earlier, and the change in percent, next to every column. Fixed conditions the designer sets and readers can neither see nor lift. Share links - the report for somebody without a login, computed with your access, until the date you choose.

Highlights - rules and rank-based colour scales. The gallery. The list is not empty on the first day. Some forty reports are created for the apps you have installed - Sales, CRM, Accounting, Inventory, Purchase, Manufacturing, People, Project, Point of Sale - each one a working example you can open, bend and save under another name.

Install another app later and press Action ▸ Load the report gallery in the list view: the reports for the new app arrive, and nothing you already have is touched. A gallery report you do not want is archived, not deleted - a deleted one would come back with the next upgrade. Reading a report. Every reader counts only what their own access lets them read.

A salesperson who sees their own opportunities gets their own totals from the same report the sales manager opens. Fold and unfold a row with its arrow; Expand all and Collapse all are above the table. Click any number to open the records it counts - the cell's row, its column and every answer at the top of the screen are applied for you. Click a column heading to sort by it: largest first, smallest first, back to the labels.

Swap rows and columns turns the table on its side. The questions under the title (a period, a customer, a journal...) are the ones the designer chose to ask. A date question offers This month, Last quarter, Last 30 days and so on, or two dates of your own. Table / chart - the same definition as bars, lines or a pie: the first row level, one series per column.

Excel downloads what you see: your layout, your answers, the rows you folded left out. Nested rows arrive as Excel outline levels, so the workbook folds where the screen does, and the highlights come along. PDF prints the same table. Variants - your own way of looking, kept.

Change anything - the grouping, the period, the sort - and press Save variant. Give it a name; tick Share with everybody to offer it to your colleagues, and Open the report with it to make it your starting point. Variants are yours: nobody else can change or delete them, and saving under somebody else's shared variant makes a copy of your own. The report's standard layout, the one everybody starts from, is changed only by a Report Designer (Design ▸ Save as standard).

Designing a report. A Report Designer creates a report in three steps. 1. Reports ▸ New: a name, what it reads and, if not every record counts, a filter.

Pick the most detailed kind of record - order lines rather than orders - because a report can climb from a line to its order, the order's customer and the customer's country, but not down again. 2. Open Report, then Design. 3.

Build the layout in the panel on the right, press Apply to see it, and Save as standard when it is right. History - what the number was. Odoo knows what stock you hold and who owes you money today; it cannot tell you what either was on the first of last month. Tick Keep a Daily History on a report and every night its totals - the grand total and each first-level row - are written down, computed with the access of the user you name.

The clock button on the report then shows the total day by day, the eight largest rows beside it, as a chart and as a table. Several gallery reports keep a history out of the box: stock on hand, open receivables, open payables, the pipeline, delivered-not-invoiced, headcount. Write Today's History on the report form takes an entry at once. Reports by email.

Reports ▸ Schedules (Report Designers only). A schedule names reports, people and a rhythm: Send As: Excel workbook, PDF, or both. Each report goes out in its standard layout. Computed As: the reports are computed with this user's access, and the recipients receive what that user would see.

Choose somebody who may see everything the report counts, and recipients who may see it too. To Users, To Contacts, Other Addresses: anybody with an email address. Every day, every week on a weekday, or every month on a day from 1 to 28, not before an hour in the timezone you pick. An hourly scheduled action sends what is due.

A schedule sends once per period whatever happens - the day, week or month it last sent for is written on it - so a restarted server or a second cron run never doubles an email. Send Now ignores the rhythm. A report that cannot be computed is left out and noted in the schedule's chatter; the others still go. Troubleshooting.

"... is computed on the fly and cannot be grouped" The field is not stored in the database, so the database cannot group by it. Reach the same information through a stored link (for example Product ▸ Category instead of a computed Category shortcut). "A measure must be a stored field of ..." Numbers are added up by the database and must be stored fields of the model the report reads.

Read the more detailed model (lines, not documents), or one of Odoo's analysis models. Uninstalling. Uninstalling removes the reports, variants, schedules and histories this app created. It touches nothing else: no field is added to any of your models.

Now the part most videos leave out: what this does not do. A report is listed to the groups named under Visible To (everybody when empty). That decides who may open it. What it counts is decided by the reader's own access rights and record rules, every time: the same report gives a salesperson their own figures and the manager everybody's.

Nothing is computed with elevated rights except the nightly history and schedules, which run as the user you name on them. Variants are private to their owner unless shared; a shared variant is still changed and deleted by its owner alone. Computed columns accept arithmetic and six functions. They are parsed, not executed: there is no Python to inject.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.