| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 1257 |
| Technical Name |
arcivo_activity_reporter |
| License | OPL-1 |
| Website | https://arcivo.odoo.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 1257 |
| Technical Name |
arcivo_activity_reporter |
| License | OPL-1 |
| Website | https://arcivo.odoo.com/ |
See Every Activity.
Answer in 10 Seconds.
Consolidated cross-model activity reporting for sales managers — CRM, Contacts, Sale Orders and more, unified in one view with KPI dashboard, Excel/PDF export, and automatic digest emails.
View for all models
To answer "what did my team do?"
External dependencies
Languages included
Your Sales Team's Activity Command Centre
Everything a sales manager needs to track, report and act on team activity — automated, consolidated, fully inside Odoo.
Cross-Model
Activity List
CRM, Contacts, Sale Orders — all activities in one filterable view.
KPI Dashboard
per Salesperson
Done / Scheduled / Overdue bar chart and pivot table — daily snapshots.
Excel & PDF
Export
One-click export. Excel rows colour-coded by state. PDF via Odoo QWeb.
Automatic
Digest Email
Daily or weekly HTML digest delivered to configured managers automatically.
Kanban &
Calendar Views
Kanban grouped by salesperson. Calendar shows activity density per day.
Drill-Down to
Source Record
Click any row to jump directly to the lead, contact, or order behind it.
From Scattered Notes to Clear Insight
Configured once, reports automatically — your Monday morning review done in seconds.
Select Your Models
Open Configuration, pick the models to include, add manager recipients, choose daily or weekly digest.
One Consolidated View
Activities from every configured model appear in one list. Filter by salesperson, date, type, or state.
Export & Digest
Export to Excel or PDF. Managers get a digest email automatically. Click any row to open the source record.
Up & Running in 5 Minutes
Follow these steps after installation to start consolidating your team's activity data.
First — Assign User Access
After installation, go to Settings → Users, open each user who needs access, and assign them the
Activity Reporter User or Activity Reporter Manager role.
Without this step the Activity Reporter menu will not be visible.
User — can view activities and export | Manager — can also configure settings and send digests
Configure the Report
Go to Activity Reporter → Configuration. Select which Odoo models to include, set digest frequency, and add manager recipients.
Review the Activity Report
Open Activity Reporter → Activities. All configured model activities appear together. Filter by Overdue, group by salesperson, or switch to Kanban view.
Check the KPI Dashboard
Go to Activity Reporter → KPI Dashboard. See the bar chart of planned vs overdue per salesperson. Switch to Pivot for a date × user breakdown.
Export & Send Digest
Open Activity Reporter → Export, set a date range and format, and download. To test the digest, open any Configuration record and click Send Digest Now.
xlsxwriter: pip install xlsxwriter on the Odoo server.
Need to send the digest immediately?
Open Activity Reporter → Configuration, open a configuration record, and click Send Digest Now. A wizard lets you set a custom date range before sending.
See It in Action
Real screenshots from a live Odoo 18 instance.
All Activities.
One List.
CRM leads, contacts, sale orders — every scheduled activity consolidated in a single view. Overdue rows are highlighted in red, today in yellow, so nothing slips through.
- Filter by salesperson, date, type
- Open Record button drills into the source
- Switch between List, Kanban and Calendar
Who is On Track.
Who Needs Help.
Bar chart and pivot table of planned, done, and overdue counts per salesperson — updated daily by a scheduled cron. Spot problems before your Monday review.
- Bar, line, pie and pivot views
- Filter by date range or user
- Trend analysis with daily snapshots
Excel or PDF.
Your Choice.
Set a date range, filter by salesperson or model, pick Excel or PDF, and export. Excel rows are colour-coded by state. PDF renders via Odoo's standard QWeb engine.
- Excel: red rows for overdue, yellow for today
- Filter by Overdue / Planned toggle
- Model filter for targeted exports
Configured Once.
Runs Forever.
Pick your digest frequency, day, and recipient managers. Select which models to include. Click Send Digest Now to test immediately — no need to wait for the cron.
- Daily or weekly digest schedule
- Per-configuration recipient list
- Send Digest Now button for instant test
Verify Your Installation
Run these scenarios in a staging database to confirm everything works before going live.
Install Check
SMOKEWhat to do: Install the module. Assign Manager role. Navigate to Activity Reporter.
Expected result: Menu appears. Demo data loaded (3 config records, 5 snapshot records). No errors in server log.
Activity Appears in Report
INTEGRATIONWhat to do: Create an activity on a CRM lead (due yesterday, today, and next week). Open Activity Reporter → Activities.
Expected result: All three appear. Overdue row is red. Today row is yellow. Clicking Open Record jumps to the lead.
Kanban View Loads
UIWhat to do: In Activity Reporter → Activities, click the Kanban view icon.
Expected result: Cards load grouped by user. Overdue cards show red border. No OWL error in browser console.
Excel Export
EXPORTWhat to do: Activity Reporter → Export. Set a 30-day range, leave filters empty, choose Excel. Click Export.
Expected result: An .xlsx file downloads. Overdue rows have a red background. Headers are purple. All columns populated.
KPI Dashboard Snapshot
CRONWhat to do: Settings → Technical → Scheduled Actions → Arcivo: Take Daily Activity Snapshot → Run Manually. Then open KPI Dashboard.
Expected result: Bar chart appears with at least one user bar. Switch to Pivot to see the date × user breakdown.
Security — User Cannot Access Configuration
SECURITYWhat to do: Create a user with only the Activity Reporter User role. Log in as that user.
Expected result: Configuration sub-menu is hidden. Activities and KPI Dashboard are accessible. Send Digest Now button is not visible.
Digest Email Send
EMAILWhat to do: Open Configuration, add your email as a manager recipient. Click Send Digest Now. Set a date range and click Send.
Expected result: HTML email arrives with a table of salesperson rows, planned/done/overdue counts, overdue values highlighted in red.
Testing Best Practices
Always test in a staging database — never in production. Create a few test activities across different models (CRM lead, a contact, a sale order) to verify the cross-model list correctly aggregates them. To test the overdue state, set an activity deadline to yesterday. Trigger the snapshot cron manually from Settings → Technical → Scheduled Actions → Run Manually to populate the KPI dashboard immediately.
Built for Simplicity.
Engineered for Insight.
Design
Standard ORM, views, and security. No monkey-patching.
Tested
Validated on Odoo 18 Community and Enterprise. Demo data included.
Setup
Install, select models, assign users — reporting starts immediately.
Support
Arcivo support team responds within 24 hours, always.
Need Support?
Contact us for any questions or support needs. The Arcivo team is here to help you get the most from your activity reporting.
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