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Financial Reports Percentage

by
Odoo

$ 50.39

v 18.0 Third Party 17
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Accounting (accountant)
• Invoicing (account)
• Discuss (mail)
Lines of code 380
Technical Name az_financial_report_percentage
LicenseLGPL-3
Websitehttp://www.azka.tech
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Accounting (accountant)
• Invoicing (account)
• Discuss (mail)
Lines of code 380
Technical Name az_financial_report_percentage
LicenseLGPL-3
Websitehttp://www.azka.tech
Versions 15.0 16.0 17.0 18.0

Introduction

This module displays the percentage of the amount on each line relative to the total of the section in financial reports.

Key Features

  • A new Field called Percentage will be added which will work as the field Formula where the user can put the Formula, he wants to know the percentage from which section they are coming, and this field shown with a % sign and rounded to two digits

How it Works

  • Install the module az_financial_report_percentage 8
  • Go to Accounting Module
  • Enable the “%” column in the financial report:
    • Go to “Accounting Reports”(Accounting>>Configuration>>Accounting Reports) and choose which report we need to add a percentage and total to it
      • 8
    • A new tab with three new boolean fields has been added to the financial report configuration page “Show Total”&” Show Total Percentage”&” Show Percentage”.
      • 8
    • After the New fields are checked, we should go to the columns tab and add percentages and total columns
      Note that the Expression Lable for new columns should be:
      • percentage for the normal Percentage column
      • total_percentage for the Total Percentage column
      • total for the Total column
      • 8
    • Go to the Lines tab and choose the line you want to show its’ Percentage and Total and Total Percentage columns, and then add new lines as below:
      • 8
    • Add percentage line:
      • Set name as “percentage” and Computation Engine as “Aggregate Other Formulas” and set formula based on other lines' code
      • 8
  • When saving the line a new column will be added to the report as below
    • 8
  • Add total percentage line:
    • Set name as “total_percentage” and Computation Engine as “Aggregate Other Formulas” and set the formula based on the line code you want to get the total percentage based on it
    • 8
  • When saving the line go to report and set the comparison rule two new columns will be added to the report “Total” and Total Percentage”
    • 8

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it will work if it's grouped by ?
by
YAHLA REDA
on 7/25/25, 3:23 AM Confirmed Purchase

Hi,

Will it work if it's grouped by account_id ? for example the breakdown of operating income by account_id , each line will have % of income .? 

kind regards

Re: it will work if it's grouped by ?
by
Shadi Moadad
on 8/3/25, 6:33 AM Author

Dear Yahla,

This module works via formulas you define in new fields. Thus, most likely it works. Since it gets the value of each line and divide but another