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Dynamic Financial Report

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Required Apps Invoicing (account)
Discuss (mail)
Community Apps Dependencies oi_excel_export
oi_pdf_viewer
oi_action_file
Technical Name oi_financial_report
License OPL-1
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Technical Name oi_financial_report
License OPL-1

Introduction

Elevate your financial analysis with our comprehensive Financial Reports module for Odoo. This powerful tool is designed to provide businesses with dynamic, customizable, and detailed accounting reports directly within the Odoo environment. Move beyond standard reporting and gain the flexibility to generate in-depth financial statements such as the Balance Sheet, Profit and Loss, and General Ledger. By offering advanced filtering, drill-down capabilities, and easy exporting options, this module empowers you to get a clearer, more accurate picture of your company's financial health, facilitating smarter, data-driven decisions.

Key Features

  • Generate a wide range of dynamic financial reports, including Balance Sheet and Profit and Loss.

  • Create detailed General Ledger, Partner Ledger, and Aged Partner Balance statements.

  • Produce comprehensive Trial Balance and Cash Flow Statement reports.

  • Utilize advanced drill-down features to inspect data from the report down to the journal entry.

  • Apply powerful filters by date range, journals, accounts, partners, and analytic dimensions.

  • Seamlessly export all financial reports to both PDF and XLSX formats for analysis or distribution.

  • Compare financial data across different periods to track performance and identify trends.

  • Configure and save custom report templates to streamline your reporting workflow.

Benefits

  • Achieve a deeper understanding of your company's financial performance.

  • Accelerate data analysis and improve the accuracy of your financial insights.

  • Save significant time by automating the generation of complex accounting reports.

  • Enhance strategic decision-making with access to comprehensive and flexible data.

  • Centralize all your essential financial reporting within a single, integrated solution.

  • Increase efficiency by exporting clean, professional reports in universally used formats.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail)

  • License: OPL-1

  • Technical Name: oi_financial_report

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Activate developer mode, navigate to the "Apps" menu, and click "Update Apps List".

  5. Locate the module and click "Install" to complete the setup.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.