Customization of Odoo17 Existing Reports

Odoo17 is an efficient and flexible ERP tool that enables businesses to streamline their operations across multiple modules, including accounting, HR, stock, and sales One of Odoo’s distinctive strengths is its strong reporting skills, which enable it to create unique reports tailored to unique customer preferences Customizing current reports in Odoo17 helps you get new ones from your data and high-quality offerings to suit your company needs. In this blog, we will take you through the process of preparing Odoo17 existing reports.

The Basics of Odoo17 Existing Reports

Most Odoo17 existing reports are developed in combination of QWeb (Odoo’s xml based templating engine), Python, and the way to call those templates using a library functions provided by base odoo framework These reports can accessed from different modules and there are crucial for you to take a valuable decision based on your data. before carrying out any customizations You have to understand the architecture of these reports

Models – or Define the model and business logic.
Views – Decide how information is shown to the user.
QWeb Templates – Manage the design and appearance of the reports.

How to find the Existing Reports in Odoo17

To change a report, you must first find it in Odoo. All reports and their information are available in the Technical section of Odoo settings. From there, you can see the template name and code.

The screenshot shows above the report menu. Clicking displays a list of all report templates in Odoo17 Existing Reports

Sequencing and modifying existing reports in Odoo17

If you want to modify an existing report, you must inherit it in your custom module. Here is an example of how this is done

1. Create a new XML file in the views directory of your custom module.
2. Use the template tag to access the properties of an existing report template and make your own changes

For example, add a new field for the customer address in the res.partner model and add this field to the invoice template.

class ResPartner(models.Model):
 """Inheriting res partner for adding customer code for all customers"""
 _inherit = 'res.partner'
 customer_code = fields.Char(string='Customer ID',
 help='Unique Identification number for partners')

Don’t forget to add the field to all invoice PDF reports, and inherit the template for the invoice PDF report.

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Inheriting invoice pdf reports for adding customer code along with the address of customer -->
 <template id="report_invoice_document" inherit_id="account.report_invoice_document">
 <xpath expr="//div[@name='address_same_as_shipping']//t[@t-set='address']" 
position="inside">
 <div t-if="o.partner_id.customer_code">
Customer ID: <span t-out="o.partner_id.customer_code"/>
</div>
</xpath>
<xpath expr="//div[@name='address_not_same_as_shipping']//t[@t-set='address']" 
position="inside">
 <div t-if="o.partner_id.customer_code">
Customer ID: <span t-out="o.partner_id.customer_code"/>
 </div>
</xpath>
<xpath expr="//div[@name='no_shipping']//t[@t-set='address']" position="inside">
<div t-if="o.partner_id.customer_code">
 Customer ID: <span t-out="o.partner_id.customer_code"/>
 </div>
</xpath>
</template>
</odoo

Here you will see how the Odoo invoice pdf template customized to include a customer code in address section. It works by making XPath expressions and template inheritance, guaranteeing that the client code appears correctly no matter how we configure our address

Odoo17 comes with the option of creating new reports, customizing the existing report which helps you to customize the ERP system according to your business workflow. and you can create module from scratch inherit & overwrite reports using the presently existing steps with dynamic changes being implemented using Python. By making a proper planning and testing you can always increase your reports in Odoo that will give more insight on how the business is going. for more Odoo ERP blogs or personalized advice visit our blog page