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OE Finance: Advanced Reports

by
Odoo

$ 262.05

v 17.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
• Employees (hr)
• Project (project)
Community Apps Dependencies
Lines of code 13274
Technical Name oe_advanced_reports
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
• Employees (hr)
• Project (project)
Community Apps Dependencies
Lines of code 13274
Technical Name oe_advanced_reports
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0
Keywords: oe_advanced_reports, advanced reports, accounts receivable, cash receipts, sales tax, route profitability, Odoo analytics, Odoo finance, month-end close, AI financial health
Odoo Engineering

OE Finance: Advanced Reports

Close the books faster with AR, cash, and profitability intelligence designed for accounting leaders, powered by the oe_advanced_reports suite.

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Enhanced Features in This Version

Professional Capabilities for Your Business

Accounts Receivable Aging and Summary with credit exposure and unapplied cash

Cash Receipts Recap, Invoice Recap, Sales Tax, Refund, Deposit reports

Route Profitability Excel workbook with formulas and styles

One-click email delivery of PDFs to selected recipients

Smart buttons on customers to open AR Aging and Summary instantly

Multi-company selection with optional subsidiary consolidation

Quick KPIs (Open Balance, Overdue %, Top Debtors) surfaced in wizards

Optimized datasets with caching to speed repeated runs

AI financial health job for executive dashboards

Month-end close accelerators and bundled reporting

What's Included

Core Features

  • AR Aging & Summary reports with credit exposure tracking
  • Cash Receipts Recap with deposit and refund ledgers
  • Invoice Recap and Sales Tax reports
  • Route Profitability Excel workbook with data definitions
  • One-click email PDF delivery to selected recipients
  • Smart buttons on customer forms for instant report access
  • Multi-company consolidation with subsidiary selection
  • KPI dashboard (Open Balance, Overdue %, Top Debtors)
  • Cached datasets for faster repeated report runs

Additional Components

  • Route Profitability Excel workbook with data definitions
  • Refund & Adjustment detail ledgers with approval trails
  • AI financial health job for executive dashboards

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_advanced_reports" -> Click Install
  2. Configure permissions: Assign the OE Advanced Reports menus to accounting and operations managers
  3. Review report defaults: Open each wizard to confirm company-specific default ranges and filters

Basic Usage

  1. Creating reports: Launch a wizard, choose a quick date preset, and export to PDF or Excel
  2. Managing filters: Narrow results by customer, product, service type, or driver before exporting
  3. Using AI insights: Click the AI Analysis button on invoices or schedule the ai.job method for company-wide metrics
  4. Sharing results: Attach generated reports to Odoo activities or email them to stakeholders directly

Tips & Best Practices

  • Schedule recurring exports for AR and cash reports to share with collections and treasury
  • Use Rolling 90 Day presets to smooth seasonal spikes before presenting to leadership
  • Map refund and adjustment reason codes to analyze leakage drivers in quarterly reviews
  • Pair route profitability exports with Field Operations data for precision scheduling

Important Notes

Ensure the required dependencies (account, sale, report_xlsx, oe_ai_job_base) are installed. For best route profitability results, include oe_fieldoperations_core/PT so service counts remain accurate across drivers.

Frequently Asked Questions

Q: Which Odoo editions and versions are supported?

A: oe_advanced_reports is available for Odoo 12 through 19 Community and Enterprise. Dependencies include account, sale, report_xlsx, and oe_ai_job_base. Field Operations helpers are optional but recommended for route profitability.

Q: How often can reports be generated or scheduled?

A: Reports are generated on demand, and you can leverage Odoo automation to schedule exports daily, weekly, or monthly. Each wizard stores default ranges so recurring exports require only a single click.

Q: Can the reports be customized to our chart of accounts or KPIs?

A: Yes. All report templates are written using Odoo views and can be extended by inheriting the XML/QWeb. Our team can also provide turnkey customization services if you prefer a done-for-you approach.

Launch Demo Instance

Explore OE Finance: Advanced Reports in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Finance: Advanced Reports today and experience the difference quality makes.

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© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

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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