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Reminder Designer and Periodic Reporting

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Required Apps Discuss (mail)
Technical Name total_notify
License OPL-1
Also available in version 17.0 16.0
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Technical Name total_notify
License OPL-1
Also available in version v 17.0 v 16.0

Introduction

This Odoo module enables automated generation and delivery of custom report lists and reminders for any document type, based on flexible scheduling and filters. It saves time and improves oversight by regularly sending document summaries—such as sales orders, tasks, or maintenance logs—in your preferred format.

Key Features

  • Configure periodic reminders for any Odoo document model (including custom ones)

  • Define flexible filters based on date ranges, fields, or complex conditions

  • Choose data columns including relational and computed fields, with aggregation support

  • Deliver lists directly in email body and/or as attached XLSX files

  • Set custom schedules such as daily, weekly, monthly, or specific dates

  • Select recipients including internal users, customers, suppliers, or mail channels

  • Manage report access with role-based reminder visibility

Benefits

  • Automates routine reporting tasks across any document type

  • Reduces manual effort in tracking and oversight with scheduled alerts

  • Improves decision-making through timely and customized data delivery

  • Enhances transparency by specifying recipients and controlling report detail

  • Increases operational efficiency via reusable reminder configurations

Compatibility & Technical Details

  • Technical Name: total_notify

  • License: AGPL-3 (Community or Enterprise usage depending on setup)

  • Required Modules: Include mail/discussion framework for alerts

  • Installation Steps:

    1. Ensure the mail/discussion system is active in your Odoo environment.

    2. Install the periodic reminders module.

    3. Set up reminder definitions: select document types, filters, schedules, recipients, and output formats.

    4. Enable and monitor scheduled jobs to automatically run reports and deliver reminders as configured.

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.