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Sales Analysis Report, Invoice Analysis Report, Customer Payment Analysis Report, Delivery Analysis Report

by
Odoo

$ 30.06

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 2739
Technical Name sales_analysis_report_omax
LicenseOPL-1
Websitehttps://omaxinformatics.com/
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 2739
Technical Name sales_analysis_report_omax
LicenseOPL-1
Websitehttps://omaxinformatics.com/
Versions 15.0 16.0 17.0 18.0

Supported for Community Enterprise Odoo.sh

Sales Analysis Report

OMAX INFORMATICS

Overview

This unified module delivers an end-to-end analysis suite for comprehensive Sales, Invoice, Recevied Payment, Delivery Analysis Reports. Generate professional PDF and Excel reports with advanced filtering and grouping capabilities for better business insights and decision making.

Features

  • Comprehensive analysis for Sales Orders & Invoices.
  • Customer Payments analysis.
  • Stock Deliveries analysis.
  • Advanced filtering by date, status, company etc.
  • Excel export with summary + detailed sheets reports for individual record.
  • PDF export with summary + detailed sheets reports for individual records.
  • Integrated across Sales, Accounting & Inventory Reporting menus.
  • Data grouped by company with customizable arrangements.

How It Works

Sales Analysis Report Menu


Sales → Reporting → Sales Analysis Report


Sales Analysis Wizard


Sales Analysis Wizard Configuration

  • Date Range: Start date must be greater than end date for proper filtering
  • Status: All sale order statuses are selectable (default: Sales Order, blank = all statuses)
  • Companies: Multiple selection field listing current allowed companies
  • Sales Team: Single selection field for team filtering
  • Salesperson: Multiple selection (domain: selected sales team or all)
  • Report Type: PDF or Excel format (default: PDF)
  • Grouped Report: If enabled, data arranged as Companies → Sales Team → Sales Person (default: True)
  • Detailed Report: Includes detailed report for each sale order (default: False)

The demo screenshots below showcase the various report formats generated from these configurations.



Sales Analysis PDF Report








If the Detailed Report is checked, a report for each sales order will be added. Below is a demo screenshot from one of the sales orders.


Sales Analysis Excel Report




If the Detailed Report is checked, a sheet for each sales order will be added. Below is a demo screenshot from one of the sales orders.



Invoice Analysis Report Menu


Invoicing / Accounting → Reporting → Invoice Analysis Report


Invoice Analysis Wizard


Invoice Analysis Wizard Configuration

  • Date Range: Start date must be greater than end date for proper filtering
  • Status: All invoice statuses are selectable (default: Posted, blank = all statuses)
  • Companies: Multiple selection field listing current allowed companies
  • Sales Team: Single selection field for team filtering
  • Salesperson: Multiple selection (domain: selected sales team or all)
  • Report Type: PDF or Excel format (default: PDF)
  • Grouped Report: If enabled, data arranged as Companies → Sales Team → Sales Person (default: True)
  • Detailed Report: Includes detailed report for each invoice (default: False)

The demo screenshots below showcase the various report formats generated from these configurations.



Invoice Analysis PDF Report








If the Detailed Report is checked, a report for each invoice will be added. Below is a demo screenshot from one of the Invoices.


Invoice Analysis Excel Report




If the Detailed Report is checked, a sheet for each invoice will be added. Below is a demo screenshot from one of the Invoices.



Delivery Analysis Report Menu


Inventory → Reporting → Delivery Analysis Report


Delivery Analysis Wizard


Delivery Analysis Wizard Configuration

  • Date Range: Start date must be greater than end date for proper filtering
  • Status: All delivery statuses are selectable (default: Empty = all statuses)
  • Companies: Multiple selection field listing current allowed companies
  • Report Type: PDF or Excel format (default: PDF)
  • Detailed Report: Includes detailed report for each delivery (default: False)

The demo screenshots below showcase the various report formats generated from these configurations.



Delivery Analysis PDF Report




If the Detailed Report is checked, a report for each delivery order will be added. Below is a demo screenshot from one of the Delivery Orders.


Delivery Analysis Excel Report




If the Detailed Report is checked, a sheet for each delivery order will be added. Below is a demo screenshot from one of the Delivery Orders.



Recevied Payment Analysis Report Menu


Invoicing / Accounting → Reporting → Recevied Payment Analysis Report


Recevied Payment Analysis Wizard


Recevied Payment Analysis Wizard Configuration

  • Date Range: Start date must be greater than end date for proper filtering
  • Companies: Multiple selection field listing current allowed companies
  • Report Type: PDF or Excel format (default: PDF)
  • Detailed Report: Includes detailed report for each Recevied payment (default: False)
  • Journal: Single selection field for journal filtering (default: Empty = all journals)
  • Payment Type: Receive (Readonly: True)
  • Payment Method: Multiple selection field for payment methods (default: Empty = all methods)
  • Customers: Multiple selection field for customers (default: Empty = all customers)

The demo screenshots below showcase the various report formats generated from these configurations.



Recevied Payment Analysis PDF Report




If the Detailed Report is checked, a report for each payment will be added. Below is a demo screenshot from one of the Payments.


Recevied Payment Analysis Excel Report






Free Support

    You will get 100 Days free support incase any bugs or issue (Except data recovery).

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For support, query and question contact us.
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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).

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LGPL, MIT, or proprietary licenses similar to this one).

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