Odoo Reporting Engine: Every Report Type Explained

Report Types in Odoo

QWeb PDF Reports

# Standard printed documents:
# - Invoices, Credit Notes
# - Quotations, Sale Orders
# - Delivery Slips, Packing Lists
# - Purchase Orders
# - Manufacturing Orders
# - Barcodes, Labels
# - Custom reports

# Generated by: QWeb template → HTML → wkhtmltopdf → PDF
# Customize: inherit report template via XPath
# Create new: ir.actions.report + QWeb template

Pivot Tables

# Interactive multi-dimensional analysis:
# Rows: Product Category
# Columns: Month
# Values: Revenue (sum), Quantity (sum), Margin (%)

# How to use:
# Any list view → switch to Pivot view
# Drag fields to rows/columns
# Click cells to drill down
# Export to Excel for further analysis

# Example: Sales by region by quarter
# Rows: Country → State
# Columns: Quarter
# Measure: Total Amount

Graph Views

# Chart types:
# - Bar chart (comparison)
# - Line chart (trends over time)
# - Pie chart (proportions)

# Any list view → switch to Graph view
# Configure: measure, group by, chart type
# Stacked or grouped bars
# Multiple measures on same chart

# Example: Revenue trend by month
# Type: Line
# Measure: Amount Total
# Group By: Order Date (Month)

Spreadsheet (Enterprise)

# Odoo Spreadsheet = Google Sheets inside Odoo:
# - Pull live data from Odoo with formulas
# - ODOO.PIVOT() — insert pivot table data
# - ODOO.LIST() — insert list view data
# - Regular formulas: SUM, VLOOKUP, IF
# - Charts from Odoo data
# - Share with team members
# - Auto-refresh with live data

# Example formula:
# =ODOO.PIVOT(1, "amount_total", "product_id", 42)
# Returns: total amount for product ID 42 from pivot #1

Dashboard (Enterprise)

# Executive KPI overview:
# - Revenue this month vs target
# - Orders today
# - Open support tickets
# - Inventory value
# - Cash position

# Create: Dashboards → Add Block
# Block types: graph, pivot, KPI, cohort
# Real-time data from Odoo
# Role-based: different dashboards per user/team

Custom SQL Reports

# For complex aggregation beyond standard views:

# Method 1: Database view (read-only model)
class SaleReport(models.Model):
    _name = 'sale.report'
    _auto = False  # No table created

    def init(self):
        self.env.cr.execute("""
            CREATE OR REPLACE VIEW sale_report AS (
                SELECT
                    so.id,
                    so.date_order,
                    so.partner_id,
                    SUM(sol.price_subtotal) as total,
                    COUNT(sol.id) as line_count
                FROM sale_order so
                JOIN sale_order_line sol ON sol.order_id = so.id
                GROUP BY so.id, so.date_order, so.partner_id
            )
        """)

# Then create standard views (list, pivot, graph) on this model
# Users interact normally — it's just a SQL view underneath

Which Report to Use

DeployMonkey

DeployMonkey's AI agent helps create reports: QWeb templates for documents, pivot configurations for analysis, and SQL views for complex metrics. Or just ask the AI — it queries your data and returns answers in plain language.