All in one Dynamic Financial Reports v14

by
Odoo 17

$ 108.23

v 14.0 Third Party 650
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 9590
Technical Name account_dynamic_reports
LicenseOPL-1
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 9590
Technical Name account_dynamic_reports
LicenseOPL-1
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0

Financial Reports

Odoo 14 Dynamic Financial Reports for Community Edition

  • General Ledger
  • Trial Balance
  • Ageing Report
  • Partner Ledger
  • Profit and Loss
  • Balance Sheet
  • Cash Flow Statements

Features

  • User friendly view for reports without download it.
  • Interactive filters to compare and process.
  • Easy to debug interaction between reports will make accountant life easy.
  • Reports output option with beautiful Xlsx and Pdf formats
  • Drill down option enabled in reports to journal entry level
  • Company level configuration will make different report option based on company

General Ledger

  • check GL Report welcomes you with an interactive panel with useful filters.
  • check Available filters are
    • check Journals
    • check Accounts
    • check Account Tags
    • check Analytic Account
    • check Analytic Tags
    • check Extra options with initial balance and detailed sub line options
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Partner Ledger

  • check Available filters are
    • check Custom Date Range
    • check Account Type (Receivable Only / Payable Only)
    • check Reconciled Status
    • check Journals
    • check Accounts
    • check Partners
    • check Partner Tag
    • check Extra options with initial balance and detailed sub line options
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Trial Balance

  • check Available filters are
    • check Custom Date Range
    • check Journals
    • check Analytic Account
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Ageing Report

  • check Available filters are
    • check Custom Date Range
    • check Account Type (Receivable Only / Payable Only)
    • check Partner Type (Customer Only / Supplier Only)
    • check Partners
    • check Partner Tag
    • check Extra options to include sub lines
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Profit and Loss

  • check Available filters are
    • check Custom Date Range
    • check Comparison Date Range
    • check Journal
    • check Debit/Credit Option
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Balance Sheet

  • check Available filters are
    • check Custom Date Range
    • check Comparison Date Range
    • check Journal
    • check Debit/Credit Option
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Cash Flow Statement

  • check Available filters are
    • check Custom Date Range
    • check Comparison Date Range
    • check Journal
    • check Debit/Credit Option
    • check Excel and Pdf export options
  • check Extra wizard menu for generating reports.

Backend Configuration

  • check You can configure reports on company master as defaults and also on the fly.
    • check Default Date Range
    • check Default Ageing Buckets
    • check Strict range option for TB. Useful in case of auto closing financials
    • check Default financial year of the company (July-June/April-March/January-December)

Pdf and Xlsx Reports

General Ledger - Pdf

General Ledger - Xlsx

Partner Ledger - Pdf

Partner Ledger - Xlsx

Trial Balance - Pdf

Trial Balance - Xlsx

Trial Balance - Pdf-With Hierarchy

Trial Balance - Xlsx-With Hierarchy

Partner Ageing - Pdf

Partner Ageing - Xlsx

P and L - Pdf

P and L - Xlsx

Balance Sheet - Pdf

Balance Sheet - Xlsx

Any Queries?

For any help on this module or demo please contact us.

Email us

pycustech@gmail.com

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
the module is good but there is a problem in TB when you choose Custom Period Range the subtotal is wrong and the debit column gives wrong result
by
mina@kirilltech.com
on 3/18/22, 4:45 PM

the module is good but there is a problem in TB when you choose Custom Period Range the subtotal is wrong and the debit column gives wrong result

Re: the module is good but there is a problem in TB when you choose Custom Period Range the subtotal is wrong and the debit column gives wrong result
by
sujith s nair
on 5/26/22, 7:58 AM Author

Hi,

Could you please share the issues with more details to 'pycustech@gmail.com'? We will help you to sort this out.

Thank you

Hello
by
Maher Khalil
on 1/31/21, 3:14 PM

Cash flow report always has no data
even i checked it with odoo demo database but still Cash flow report  has no data

we need you to fix it as soon as possible

Re: Hello
by
sujith s nair
on 1/31/21, 11:40 PM Author

Hi,

You have to configure the cash flow report by choosing 'Cash flow type' in cash accounts master. Then only it will get reflect under 'Cash Flow' reports. Please configure it and run the report again. Please share your email id, I will send you the steps if you need them.

Thank you

Odoo 17
by
Sophanon Nun
on 1/10/24, 2:20 AM Confirmed Purchase

Hello:

I am looking for the update of Version 17. Could you pls contact me personally on my Skype: live:sophanonnun07? Looking forward to here from you soon

Best Regard 

Sophanon

by
Sentra Herbal
on 10/1/23, 1:28 AM

But the problem is actually: when I did exporting to XLS the report from company B, the XLS values contain figure from company A, eventhough the active company is company B. 

by
Sentra Herbal
on 9/24/23, 5:42 PM

Which configuration should I edit? 

Re:
by
sujith s nair
on 9/30/23, 10:58 PM Author

Try to optimize cpu time limit. You have large amount of data to export I think. The value depends on other parameters. Thank you



by
Sentra Herbal
on 9/23/23, 3:25 AM

I'm currently running multi company in Odoo CE v14, and I have problem :

  1. when exporting the report to Excel, the values is not coming from selected company. However, in the view mode the values are correct (coming from selected company).
  2. when exporting the report to PDF, the below error show up : 414 Request - URI Too Large

Regards,

Amin


Re:
by
sujith s nair
on 9/24/23, 10:01 AM Author

Hi, please check the server configuration. Large pdfa nd xlsx report need more memory to load. Thank you





Demo
by
Axel
on 9/8/23, 3:10 PM

Hi,

I need a demo.

Thank you.

demo
by
Eduardo Lecuna
on 5/8/23, 4:49 PM Confirmed Purchase

Please demo, thanks!

Question
by
Eduardo Lecuna
on 5/8/23, 3:57 PM Confirmed Purchase

Hi i have a app that add branch . you think your reports work whit this?


thanks!

deference between balance sheet and GL
by
High Integration
on 9/10/22, 10:29 AM Confirmed Purchase

in V14

I bought this module yet having an error
by
Ahmed Ghareeb
on 8/10/22, 12:39 PM Confirmed Purchase 
when I click "View" to show the TB it gives me this error

Traceback:
Error: QWeb2: Template 'DynamicTbMain' not found
    at Object.exception (http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4406:7)
    at Engine._render (http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4451:103)
    at Engine.render (http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4447:151)
    at Class.renderElement (http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4976:775)
    at Class.renderElement (http://sys.aljafarigroup.com/web/content/6922-9afc0cf/web.assets_backend.js:484:381)
    at prototype.<computed> [as renderElement] (http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4644:488)
    at http://sys.aljafarigroup.com/web/content/6371-e0e6677/web.assets_common.js:4986:6
Re: I bought this module yet having an error
by
sujith s nair
on 8/10/22, 11:24 PM Author

Hi,

Please restart the server after copied the module to the add-ons path.

Thank you

by
ridwanaulia14@gmail.com
on 7/21/22, 6:38 PM

hallo

by
ridwanaulia14@gmail.com
on 7/21/22, 6:37 PM

hallo,

i got this error,

You are not allowed to create 'General Ledger Reports' (ins.general.ledger) records. No group currently allows this operation. Contact your administrator to request access if necessary

how to handle,

Thanks

by
Hartomo
on 6/29/22, 2:20 AM

Hi, can i get database demo for this?

my email is fahrulsaid123@gmail.com
thanks in advance

by
Andreas R
on 6/22/22, 2:39 AM

Hi, can i get demo for this?

my email is andreas134696@gmail.com
thanks in advance

Re:
by
sujith s nair
on 6/22/22, 10:07 AM Author

Demo credentials shared. Please check your inbox.

Demo Database
by
moamenelhanafy@gmail.com
on 5/26/22, 5:39 AM

Dears

Kindly i need a demo  database for testing before buying it for prduction.

could you share it with my mail moamenelhanafy@gmail.com

Problem with partner ledger
by
Saad
on 2/8/22, 7:00 AM

Problem with partner ledger which is it does not show all partners.

email sent to pycustech@gmail.com which attached photos

Re: Problem with partner ledger
by
sujith s nair
on 2/8/22, 7:17 AM Author

Received your email and replied with the steps to solve it.

Thank you

Awesome Report!!!!!! Works brilliantly!!!!
by
CrossRoads Insurance Brokers
on 1/26/22, 3:52 AM

Exceeds the expectation!!! All the reports work perfectly with excellent UI.

by
joelhenribig89@gmail.com
on 12/28/21, 12:58 PM

    Hi

I need a demo for testing before buying it for prductuion .If it is posible here is th mail:

joelhenribig89@gmail.com


Re:
by
sujith s nair
on 12/28/21, 9:26 PM Author

Hi,

Demo DB credentials have been shared with your Email. Please have a look.

Thank you

by
Kannika Wasukan (Aoi)
on 12/22/21, 12:05 AM

Hi

Do you have a test server?

Re:
by
sujith s nair
on 12/23/21, 8:31 PM Author

Yes. Please write us to 'pycustech@gmail.com' for test credentials.

Thank you

Please press these three keys, Ctrl + Alt + L, to beautify the code
by
gavinguo
on 12/2/21, 3:41 AM

odoo14 community:
1. This module is great, but it has some shortcomings, especially the JS calendar. You can't use the official calendar.
2. in pycharm, please these three keys: Ctrl + Alt + L, Beautify the code, 
3. Current code is not standard, there are JS file calendar, it is best to use the official calendar,  (Date Range) the date of the report can be translated into the Other languages.

it is recommended to use the official calendar.(odoo14-Report)
by
gavinguo
on 11/29/21, 10:11 PM

1.This is a great module, it is recommended to use the official calendar, otherwise it cannot be translated into non-English languages, and you cannot use non-English country date formats such as YYY-MM-DD.
2.An error occurs when exporting Excel from a non-English speaking country，The method is not allowed for the requested URL. 'gbk' codec can't encode character.

by
ahmad aldaher
on 11/4/21, 4:51 AM Confirmed Purchase

Hi 

I purchased this module but I cant download it 

Please tell how I can download it

Re:
by
sujith s nair
on 11/4/21, 5:58 AM Author

After successfully purchase of the module, you will be receiving an E-mail from Odoo with the download link.

Thank you

Sujith

I did...but you did not reply. Check email from muhamad.algamal@gmail.com...The problem is this CF statement has no transaction descriptions under each group (operation, investing, financing). If this CF is not improved, it will be useless for user.
by
PT. Ceas Mitra Analitika
on 11/3/21, 11:09 PM


Have you improve CF statement?
by
PT. Ceas Mitra Analitika
on 11/3/21, 4:57 AM


Re: Have you improve CF statement?
by
sujith s nair
on 11/3/21, 6:02 AM Author

Hi.

Please share the improvements you need to incorporate with this application to 'pycustech@gmail.com'

Thank you

Sujith

Request Demo v.14
by
lelyhd
on 10/27/21, 3:38 AM

Hello, 

Do you have a demo for Odoo v.14? I want to try the demo before purchasing this module.

If possible, you can share to lelyhidaaryant@gmail.com

Thank you in advance,

Regards


Re: Request Demo v.14
by
sujith s nair
on 10/27/21, 4:39 AM Author

Hi,

Demo credentials sent to 'lelyhidaaryant@gmail.com'. Please have a look.

Thank you

Email Id
by
sumato
on 9/29/21, 4:14 AM

sumato66@outlook.com

trial balance
by
sumato
on 9/28/21, 8:29 AM

Is it possible to get a trial balance in multi company mode in the community version?

Re: trial balance
by
sujith s nair
on 9/28/21, 9:09 AM Author

Hi,

Please share your Email id to discuss this in detail.

Thank you

by
Mann+Hummel Filtration Technology Venezuela
on 9/23/21, 7:52 AM

Hi, do the reports you generate have the facility to show it in various currencies?

Thank you

Re:
by
sujith s nair
on 9/23/21, 8:10 AM Author

Hi. Sorry, this report will show only one currency(company currency) at a time. In GL and Partner ledger it shows the foreign currency as well.

Thank you

by
Tony Al Saiegh
on 7/29/21, 3:27 PM

tony.naief@gmail.com

by
Tony Al Saiegh
on 7/29/21, 3:27 PM

I need a demo please

by
Islam Salah
on 7/26/21, 6:35 PM

Error when export item to excel . 



Please install a free module "dynamic_xlsx".You can get it by contacting "pycustech@gmail.com". It is free


need this module please send to 

eslamsalah147@gmail.com

Re:
by
sujith s nair
on 7/26/21, 11:08 PM Author

Hi,

Please check your inbox. The required module has been shared.

Thank you

by
Abdulrahman Mohammed
on 6/22/21, 4:06 AM

Trial Balance report isn't correct from finance side, because the initial balance isn't reading from the opening journal entry accounts.


Re:
by
sujith s nair
on 6/22/21, 7:20 AM Author

Hi,

Please share the issue with 'pycustech@gmail.com'. We will help you to sort this out.

Thank you

Sujith

DEMO V13
by
GIT Administrator
on 6/12/21, 12:13 AM

Hi,

Do you have a demo...

Thank you..

Regards

Re: DEMO V13
by
sujith s nair
on 6/12/21, 1:08 AM Author

Hi, 

Please share your email address to pycustech@gmail.com for demo credentials. 

Thank you

Sujith

fine but have one bug
by
Mr Islam Gaber
on 5/7/21, 11:41 PM

partner ledger ignore partner opening balance if the partner have no move after the opening balance date.   

demo 13
by
Dickson tabora
on 4/27/21, 4:33 PM

demo need do you have

Re: demo 13
by
sujith s nair
on 4/28/21, 12:11 AM Author

Please check your Email inbox. We have sent you the demo instance credentials.

Thank you

by
Natalia Kate
on 4/13/21, 10:05 AM

Hi!

Can I try demo before purchasing this module? Nk5448494@gmail.com

 Thank you in advance!

Natalia

Re:
by
sujith s nair
on 4/13/21, 11:03 AM Author

Please check your inbox for demo DB access. Thank you

by
Bastiyan
on 3/12/21, 12:42 PM


by
Bastiyan
on 3/12/21, 12:42 PM


this report is not suitable for odoo 14
by
Maher Khalil
on 2/14/21, 5:47 PM Confirmed Purchase

this report is not suitable for odoo 14

the cash flow reports does not work with new payment creteria of outstanding payments which is new features in odoo 14

even report several times to support but no action

by
Ibrahem el Nahas
on 2/11/21, 6:58 AM

hi,


I want to try demo before purchasing this module.

please advise.

Thank you!

Re:
by
sujith s nair
on 2/11/21, 7:22 AM Author

Hi,

Please write us at 'pycustech@gmail.com'. We will provide you the demo link to try this.

Thank you

comparison dose not working in proft and loss
by
Khaled
on 2/11/21, 2:55 AM

hello ,

i have purchase your module . i try comparison between to period . but it give only one period result

Re: comparison dose not working in proft and loss
by
sujith s nair
on 2/11/21, 3:15 AM Author

Hi,

Please share the details to 'pycustech@gmail.com'. We will help you to sort this out.

Thank you

Sujith

Need this app usable for both enterprise and community
by
fahd aizaz
on 2/3/21, 12:33 AM

Hi,

Looking really nice app.

We need this app usable for both enterprise and community version. Please advise.

gccvat12@gmail.com

Re: Need this app usable for both enterprise and community
by
sujith s nair
on 2/3/21, 3:30 AM Author

Please check your email inbox for the demo credentials. Thank you

Hello
by
Maher Khalil
on 2/1/21, 4:41 AM Confirmed Purchase

I set the cash flow type but it gives only net cash (= initial balance)  but no details in the report

Re: Hello
by
sujith s nair
on 2/1/21, 5:22 AM Author

Hi,

Please share the access to the test DB to 'pycustech@gmail.com'. I will check from my end for the issue.

Thank you

Hello
by
Maher Khalil
on 2/1/21, 4:35 AM Confirmed Purchase

so I have to do that for each cash and bank account ?

hello
by
Maher Khalil
on 2/1/21, 4:34 AM Confirmed Purchase

do you mean in chart of account, i have to set cash flow type, mostly should be operation right?


Analytical Accounting?
by
Miguel
on 1/20/21, 11:28 AM

Hi, Is this module available for Community Edition v13 and up?

Also in Community Edition, are all the reports able to bring and filter data by analytic accounts?

Thanks in advance.

Re: Analytical Accounting?
by
sujith s nair
on 1/20/21, 11:54 PM Author

Yes. The module is available for v10, v11, v12, v13, and v14.  Also, it supports analytic account-based filter options. Please write us to 'pycustech@gmail.com', if you need a demo instance.

Thank you

ًWorking very nice
by
bassam mannaa
on 1/10/21, 1:22 AM Confirmed Purchase

I am very happy really

The reports are great however support is ugly
by
khalid.omari@hotmail.com
on 1/7/21, 3:38 AM

I like this product, the financial reports are clear and handy.
we faced a problem in exporting them to exel and we experienced the worst customer support ever!

very unprofessional, hard to reach, broken promises. 2 weeks and still we have the problem they didn't get back to us!

Re: The reports are great however support is ugly
by
sujith s nair
on 1/7/21, 4:14 AM Author

Hi,

The team will get in touch with you soon. Thank you for your patience.

Best Regards

by
Mazmur
on 12/18/20, 11:06 PM Confirmed Purchase

Can this module work for multi company ?

solved
by
Maher Khalil
on 12/15/20, 11:09 AM Confirmed Purchase

solved

alot of problems
by
Maher Khalil
on 12/15/20, 8:16 AM Confirmed Purchase 
Traceback:
Error: QWeb2: Template 'DynamicGlMain' not found
exception@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4385:7
_render@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4430:103
render@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4426:151
renderElement@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4938:734
renderElement@http://localhost:8069/web/content/416-55ec1ef/web.assets_backend.js:480:381
OdooClass.extend/</prototype[name]</<@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4620:488
_widgetRenderAndInsert/<@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4948:6
Re: alot of problems
by
sujith s nair
on 12/15/20, 10:51 AM Author

A simple restart of the server will solve this. Please let me know if you need any more assistance. Thank you

some preferences does not work
by
Maher Khalil
on 12/15/20, 8:15 AM Confirmed Purchase 
Traceback:
Error: QWeb2: Template 'DynamicGlMain' not found
exception@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4385:7
_render@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4430:103
render@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4426:151
renderElement@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4938:734
renderElement@http://localhost:8069/web/content/416-55ec1ef/web.assets_backend.js:480:381
OdooClass.extend/</prototype[name]</<@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4620:488
_widgetRenderAndInsert/<@http://localhost:8069/web/content/407-41240aa/web.assets_common.js:4948:6
Re: some preferences does not work
by
sujith s nair
on 12/15/20, 10:50 AM Author

A simple restart of the server will solve this. Please let me know if you need any more assistance. Thank you

some preferences does not work
by
Maher Khalil
on 12/13/20, 7:01 AM Confirmed Purchase

some preferences does not work such as boxed view does not work.

also sum of groups appears in the top not in the bottom which is not suitable for these kinds of reports