Custom Reports in Odoo18

Odoo involves a active and smooth-to-use newsgathering foundation. This power plant permits you to construct new reviews, tax reports, balance sheets, and profits assertions accompanying singular groupings and layouts. To generate a new document, visit Accounting ‣ Configuration ‣ control: Accounting reports. From right attending, you manage two together design a root report or a variant. here is how to create custom reports in Odoo18

Custom Reports in Odoo18

Root reports in Odoo18

Root reviews are commonly happening, noncommittal bookkeeping reviews. They function models on that surroundings bookkeeping custom reports in Odoo18 reports are erected. If a file lacks a root file, it’s far thought-out a root file itself.

when you form a new root file, you need to found a cuisine part for it. To manage that, open the report and therefore, at which point equal file, click on activity ‣ Create Menu object. Refresh the page; the record is immediately vacant under Accounting ‣ Reporting.

Variants

Variations are country-particular differences of root reports and forever discuss accompanying a root record. To build a alternative, select a standard (root) file inside the Root report region while forging a new report. as long as you open a root report from individual of the bookkeeping app’s main cards, all allure editions are presented inside the translation selector in the top right corner of the view.

Lines

Once you form a document (either root or variant), you need to fill it accompanying lines. you keep two together forge a new individual through clicking on transfer flattery or alter an present line by utilizing clicking on it. traces demand a call and grant permission have an non-required supplementary Code (of your desire) if you wish to use their cost in formulas.

Expressions

Every line can include individual or referring to a specifically known amount of verbalizations. Expressions be a part of substitute-variables cherished accompanying the aid of a report line. To generate an verbalization, click on transfer data to a server flattery inside flattery report. as long as you form an verbalization, you should characteristic a label used to concern that verbalization. therefore, it bear designate few of the verbalizations of each line. each a Computation Engine and a expression bear be marked. The turbine delimits by means of what your parts(s) and subformula(s) are elucidated. you commit blend verbalizations the use of distinguishing calculation tools below the alike line if essential.

Odoo Domain Engine

With this engine, a parts is elucidated as an Odoo district intend report.flow.line articles. The subformula admits you to delimit in what way or manner the flow strains corresponding the rule are used to calculate the advantage of the verbalization.

• sum: The end result is the total of all of the balances of the doubled move lines.
• sum_if_pos: The result is the total of all the balances of the doubled pass strains if the amount is favorable. in some additional case, it is 0.
• sum_if_neg: The result is the total of all the balances of the doubled flow traces if the portion is bad. alternatively, it is 0.
• count_rows: The result is the range of substitute-traces concerning this verbalization. If the figure line has a group-indirect advantage, this commit pertain the number of specific arrangement solutions inside the doubled flow lines. alternatively, it will be the range of doubled flow traces.

You can furthermore arranged a – signal in the beginning of the subformula to reverse the sign of the result.

Tax Tags engine

A structure fashioned for this weapon involves a name used to athletic tax tags. If aforementioned tags do immediately not lie while you constitute the verbalization, they’ll perform. while you judge the verbalization, the verbalization calculation can about be signified as: (amount of the pass strains accompanying + tag) – (batch of the flow lines accompanying – tag).

Aggregate Other Formulas engine

Use this power plant while you need to act mathematics movements at the amounts seized for various verbalizations. expression right in this place are collected of citations to verbalizations divided by way of individual of the four natural arithmetic drivers (adding +, deduction -, area /, and duplication *). to confer an verbalization, type in allure person line’s rule followed by way of a event . and the verbalization’s label (ex. rule.label).

Subformulas can be one of the following

• if_above(CUR(amount)): The worth of the arithmetic verbalization maybe back plainest if it’s far extra than the supplied certain. in some additional case, the result maybe 0.
• if_below(CUR(amount)): The profit of the arithmetic verbalization maybe lower back best if it’s far inferior the provided certain. alternatively, the result maybe nothing.
• if_between(CUR1(amount1), CUR2(amount2)): The wage of the arithmetic verbalization grant permission be repeated handiest if it is rigidly betwixt the supplied bounds. in some added case, it is make use of be led lower back to the tightest bound.
• if_other_expr_above(LINE_CODE.EXPRESSION_LABEL, CUR(quantity)): The price of the arithmetic verbalization maybe lower back handiest if the price of the verbalization designated accompanying the aid of the given line law and verbalization label is higher in amount the provided bound. in some added case, the result maybe nothing.
• if_other_expr_below(LINE_CODE.EXPRESSION_LABEL, CUR(quantity)): The worth of the arithmetic verbalization will be back plainest if the cost of the verbalization meant by way of the supplied line law and verbalization label is decrease than the supplied certain. alternatively, the result grant permission be nothing.
• CUR: is the bills law in capital memorandums, and amount is the portion of the sure meant on account of dealings in foreign money.
  you concede possibility too use the cross_report subformula to methodical an verbalization found in additional document.

Prefix of Account Codes engine

This transformer suits quantities created on services due utilizing the designations of those debts’ codes as variables in an arithmetic verbalization. it’s too practicable to avoid an growth of substitute-affixes. you can practice substitute-winnowing on credits and debits the use of the C and D affixes. In this position, an report will most active pass away into concern if allure title suits, and if the overall balance of the flow traces fashioned on this report is credit/entry. Prefix exclusions grant permission be argue the C and D affixes.

To suit the memo C or D in a affix and immediately unoccupied it as a affix, use an empty expulsion (). apart from utilizing law names to circumscribe reports, you keep more methodical ruling class accompanying report tags. this is for the most part advantageous, as an instance, if your United States of America of united states of america lacks a patterned chart of bills, place the equal designation maybe secondhand for unique purposes across parties. If the tag you citation is specified in a clues document, an xmlid concede possibility be secondhand in consideration of the similarity. you can still use mathematics verbalizations accompanying tags, seemingly joining bureaucracy accompanying adjunct selections. C and D affixes maybe secondhand inside similarly accompanying tags. Prefix forbiddance furthermore everything accompanying tags.

External Value engine

The extrinsic cost tool refers to guide and balance principles. those principles are not stocked the custom of report.flow.line, still accompanying report.document.outside.cost. each of these objects straightforwardly determinants to the verbalization it impacts, so little or no needs expected finished about their collection in this place. formulas maybe individual of the following:

• sum: If the result need expected the total of all the outside principles inside the ending.
• most_recent: If the result concede possibility be the cost of the era outside cost in the event.
  also, you commit use subformulas in two habits:
• rounding=X: changeful X accompanying a range of instructs turning the come to X unit of the mathematical system.
• editable: implies this verbalization concede possibility be rewrote manually, prompting the display of an image inside the file, consenting the consumer to complete activity this motion.

You concede possibility join each subformulas accompanying the aid of consistency separate bureaucracy accompanying a .

Custom Python Function engine

Developers use this appliance to present practice computing of verbalizations on a case-indirect-case endowment. The parts is conclusion of a python characteristic to call, and the subformula is a key to carry inside the glossary back by this function. Use it best for fear that you are making a rule piece of your individual.

Columns

Custom Reports in Odoo18 will have an vague roomy type of processions to display. each pillar gets allure principles from the verbalizations asserted on foul line. the area verbalization_label of the line offers the label of the verbalizations whose worth is presented. If flattery has no verbalization on account of subject, therefore emptiness shows for it in this place line. if you demand diversified processions, you need to use unique verbalization labels.

When you work the ending corresponding characteristic situated beneath the alternatives ticket of an bookkeeping record, all lines are periodic in and for each event.

Custom reports in Odoo18 powers gonna bring efficiency to your business insights. UAE businesses can generate accurate financial statements, tax reports, or detailed dashboards with Odoo18.

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