Required Apps |
Invoicing (account)
|
Lines of code | 10218 |
Technical Name |
ks_dynamic_financial_report |
License | OPL-1 |
Website | https://store.ksolves.com/ |
Also available in version | v 13.0 v 12.0 v 14.0 |
Required Apps |
Invoicing (account)
|
Lines of code | 10218 |
Technical Name |
ks_dynamic_financial_report |
License | OPL-1 |
Website | https://store.ksolves.com/ |
Also available in version | v 13.0 v 12.0 v 14.0 |
Dynamic Financial Report


Hot Features
-
Robust Overview Of Various Reports
One can easily view every aspect of a report to detect small shortcomings, understand the financial standing of the business and present them to relevant people.
-
Differentiate Feature
The differentiate filter helps in comparing or tallying a report with the previous reports of varying periods(month, quarter, etc). It will let you compare the results to visualize where the business is headed for..
-
Dynamic Financial Report-
It is a feature that helps you to create and customize your own reports with ease. You can create a report in a new format and incorporate it with an existing parent report.
-
Send Email(to user)
Using this feature, the user can send any report that is required to him/her email address. The pdf of that report is automatically generated and sent.


User Guide
Installation
1. Copy and paste it to your Add-ons folder.
2. Click on Update Apps list from the menu and now Dynamic Financial Report App will appear in App list.
3. Go to Apps menu, search for 'Dynamic Financial Report' and click Install button.
4. You are ready for use Dynamic Financial Report

Various Types Of Reports / Available Filters
- Profit and loss Report
- Balance Sheet Report
- Executive Summary Report
- Cash and Flow Report
- General Ledger Report
- Consolidate Journal Report
- Age Receivable Report
- Age Payable Report
- Trial Balance Report
- Tax Report Report

Available Filters
- Date Filter: It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- Differentiate Filter: The report can also be compared with the previous period or a custom period(defined by the user)
- Journal Filter: The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- Analytic Filter: Analytic accounting helps you to analyse costs and revenues whatever the use case. You can sell or purchase services, track time or analyse the production performance through analytical filters
- Partner Filter : One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed..
- Account Type Filter: The Account button allows the user to select from Payable and Receivable
- Option Filter: The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range and To Print Report With Details.


Profit and Loss Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Balance Sheet Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Executive Summary Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Cash Flow Statement Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

General Ledger Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Partner Ledger Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Account button allows the user to select from Payable and Receivable
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range, and To Print Report With Details.

Age Receivable Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Age Payable Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.


Trial Balance Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Consolidate Report
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Tax Report
- It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)

Functionalities
- Print(Pdf):- To print pdf of existing report.
- Export(XLSX):- To Print Excel report of existing report
- Send Email:- To send the pdf attached mail to the user for current report
Dynamically Creating Financial Reports
- Go to the configuration menu present in the navigation bar. Click on the Dynamic Financial Reports. On clicking, a form is opened.
- Fill in the fields that are required:
- Report Name- Provide a name to the report
- Report Menu- Choose the menu of the report where you wish to see the Report Menu For example If you choose Accounting->Reporting->Generic Statements then the name of the report will be shown in the Reporting Section of the Navigation Bar. Parent- If you want to keep the report in the existing reports menu, then you can accordingly choose the Type. There are 5 types to create the reports
- Total- if we choose Total as a type then our report will be shown or created as a sum of the records
- Subtraction- If you choose subtraction as a type, then the report will be created which displays the difference of the records.
- Accounts- If you choose Accounts as a type, then the report will be created according to the selected accounts
- Account Type- If you choose Account type as a type then, the report will created according to the selected accounts type.
- Report Value- If you choose Report Value as a type then the report will be made on the basis of values like operating income , assets etc.
Our Releases
Latest Release 15.0.1.3.0
■ Multi Company Feature
Release 15.0.1.2.2
■ Minor code changes related to the tax report.
Release 15.0.1.2.1
■ Minor code changes related to the Partner/General ledger.
Release 15.0.1.2.0
■ Improvement- Provide the configuration to manage the initial balance for income/expense account in the trial balance report.
■ Improvement - Provide the configuration to manage the initial balance in the partner/general ledger report.
Release 15.0.1.1.0
■ Enhancement - Showing filter drop-down while selecting multiple options.
Release 15.0.1.0.1
■ Fix - Report filter drop-down UI issue.
Frequently Asked Question
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
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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.
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Any abuse of this reporting system will be penalizedit's the best on financial report and it works good with RTL language
Re:
Hi Sander,
Thank you for the 5 star rating & encouraging feedback.
Look forward to a long-term association. We would request you to explore the latest Apps, Themes & Odoo services from Ksolves and share your valuable reviews. Regards,
Team Ksolves
The best application for financial reports and support is more than wonderful
Re:
Hi Makki,
Thank you for the 5 star rating & encouraging feedback.
Look forward to a long-term association. We would request you to explore the latest Apps, Themes & Odoo services from Ksolves and share your valuable reviews. Regards,
Team Ksolves
Arabic Language not translatable
Hello,
its amazing module and working with RTL, But when i switch to Arabic language, the reports still in English in Columns Names and Labels and also get the Accounts from Chart of accounts which written in English not the translatable Accounts name .
so, how can i fix this issue ?
Re: Arabic Language not translatable
Hello Alaa,
Please find below the reply to your query. In order to update the Dynamic Financial Report or any other Odoo Custom app translation in Arabic language you need to first export the PO file of the Dynamic Financial Report or the app that you want to translate into the Arabic language. Edit the Po file and update the translated terms, then import the file again in the Odoo environment, that will generate the translation for all the fields that you have updated in the PO file.
Please find the below steps for your reference: Go to the Setting >Translation> Export Translation, change the file format CSV to PO file and select app Dynamic Financial Report, Export the PO file and change the translation in PO file and now place that PO File in "i18n" folder of Dynamic Financial Report and restart the server and update the Dynamic Financial Report app or you can just import that PO file.
If you have any other concerns or queries, please feel free to reach out to us odoo.helpdesk@ksolves.in
Regards,
Team Ksolves!
Hello Maher,
please find the below response for your suggestion accounting group for COA.
Thanks for your suggestions.
Surely we check the feasibility for the same and add the same in future releases. If you have any other concerns or queries, please feel free to reach out to us odoo.helpdesk@ksolves.in. Thanks,
Team Ksolves !
account group
it would be better to add accounting group for COA
Re: account group
Hi Maher,
We have received your query. Kindly mark your query to odoo.helpdesk@ksolves.in along with the SO No. and the version for us to raise a ticket.
As we can check with our tech development team on the possible solutions. We shall reply soon with the update there.
Regards,
Team Ksolves
Very useful app
Re: Very useful app
Hi Adil,
Thank you for the encouraging feedback. Look forward to a 5 star rating & long-term association. We would request you to explore the latest offerings from Ksolves and share your valuable reviews.
Regards,
Team Ksolves
it gives wrong result in some reports such as profit and lose
Re: it gives wrong result in some reports such as profit and lose
Hello Maher,
Please write to us on sales@ksolves.com . Our Team will get in touch with you to understand your requirement & help you for all required information. Also please share some more information regarding it along with screen shot or video.
Thanking you.
Regards,
Team Ksolves
There are some errors to correct
1 unfortunately there are some errors in this report and you still having work on it
2 for the exemple above: the report gives you a wrong result: this net profit is not true
3 the initial balance should not be reported for expenses and incomes account from a fiscal year to another
Re: There are some errors to correct
Hi Adil,
We have received your query. Kindly mark your query to odoo.helpdesk@ksolves.in referring the SO No. and the version for us to raise a ticket along with video or screen shot of error if any.
We shall reply soon there with the update
Regards,
Team Ksolves
is it support RTL ?
Re:
Hello Ahmed,
Yes, its support to RTL. For any further queries feel free to write us sales@ksolves.com
Regards,
Team Ksolves !
Great quick response from support team.
Re: Great quick response from support team.
Hi ,
Thank you for the encouraging feedback.
Look forward to star based ratings & long-term association. We would request you to explore the latest apps & themes from Ksolves and share your valuable reviews.
Regards,
Team Ksolves
demo
can I see demo?
Re: demo
Hello Maher,
We have received your query.
Kindly mark your query to odoo.helpdesk@ksolves.in & sales@ksolves.in. Share a email along with the So. No. and the version for validation as you have confirmed purchase.
We will be happy to connect you and arrange demo for you also please share your availability.
Regards,
Team Ksolves
Hello Abu,
Please write to us on sales@ksolves.com . Our Team will get in touch with you & help you for all required information.
Thanking you.
Regards,
Team Ksolves
Available filter Analytic Tags, Analytic Account in GL Report?
Re:
Hello Abu!
Yes, we have given the feature to filter your reports using Analytic Tags and Analytic Account in the Dynamic Financial report module.
So yes you can filter your GL Report by Analytic Tags and Analytic Account.
Please find the attached screenshot for your reference.
Team Ksolves !