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OE Reports: Excel Insights

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Odoo

$ 27.46

v 18.0 Third Party
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Lines of code 4235
Technical Name oe_excel_insights
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 4235
Technical Name oe_excel_insights
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: excel reporting, spreadsheet analytics, business intelligence, KPI dashboards, template driven exports, dynamic parameters, Odoo 12, reporting automation, finance analytics, controller insights
Odoo Engineering

OE Reports: Excel Insights

Build board-ready Excel workbooks with live Odoo data, governed parameters, and AI-assisted narratives

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Enhanced Features in This Version

Professional Capabilities for Your Business

Drag-and-Drop Workbook Designer

Compose tabs, pivot ranges, and charts with reusable block templates that render straight into Excel.

Live Data Connectors

Map any Odoo model or SQL view with secure read-only queries that refresh on-demand or on schedule.

Parameter Library

Expose filters, date windows, and entity selectors to business users without exposing raw domain syntax.

Template Versioning and Approvals

Keep audit-ready history of every Excel layout, approve updates, and roll back instantly when needed.

Workbook Scheduler

Automate weekly closes, flash reports, and month-end packs with distribution lists and delivery tracking.

Excel-Native Formatting

Preserve formulas, pivot tables, slicers, and conditional formatting by targeting named ranges with precision.

Narrative Intelligence

Generate management commentary for each tab using Treys.ai prompts powered by oe_ai_job_base.

Workbook Governance

Enforce role-based access, trace every export, and automatically archive signed-off files to Documents.

Key Features & Capabilities

Everything you need for professional operations

Drag-and-Drop Workbook Designer

Compose tabs, pivot ranges, and charts with reusable block templates that render straight into Excel.

Live Data Connectors

Map any Odoo model or SQL view with secure read-only queries that refresh on-demand or on schedule.

Parameter Library

Expose filters, date windows, and entity selectors to business users without exposing raw domain syntax.

Template Versioning & Approvals

Keep audit-ready history of every Excel layout, approve updates, and roll back instantly when needed.

Workbook Scheduler

Automate weekly closes, flash reports, and month-end packs with distribution lists and delivery tracking.

Excel-Native Formatting

Preserve formulas, pivot tables, slicers, and conditional formatting by targeting named ranges with precision.

Narrative Intelligence

Generate management commentary for each tab using Treys.ai prompts powered by oe_ai_job_base.

Workbook Governance

Enforce role-based access, trace every export, and automatically archive signed-off files to Documents.

What's Included

Core Features

  • Visual workbook designer with reusable sections
  • Parameter engine with safe domain validation
  • Scheduler for automated refresh and delivery

Additional Components

  • Treys.ai narrative prompts with oe_ai_job_base integration
  • Sample workbook templates for finance, sales, and operations
  • Security groups, record rules, and access audits

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_excel_insights" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Activate starter templates and define default storage locations for exports

Basic Usage

  1. Create your first workbook: Open Excel Insights -> Workbook Templates -> click Create and choose your base layout
  2. Configure data sources: Add sections that point to Odoo models or SQL views and assign parameter placeholders
  3. Using key features: Preview the workbook, validate parameter prompts, and enable AI narration if desired
  4. Exporting results: Click Generate Workbook to export XLSX/XLSM files or queue a scheduled delivery

Tips & Best Practices

  • Establish parameter naming standards so finance, sales, and ops teams speak the same language
  • Store approved template versions before month-end close to ensure consistency
  • Leverage the scheduler instead of emailing files manually every week
  • Log every delivery in Documents for retention and compliance

Important Notes

Requires base, web, mail, document, and oe_ai_job_base. Tested on Odoo Community and Enterprise. Multi-company and multi-currency ready.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12.0 through 19.0 Community and Enterprise. Requires base, web, mail, document, and oe_ai_job_base (included in the bundle).

Q: How do I enable AI narratives?

A: Install oe_ai_job_base (already in our suite), then open any workbook template and click "Generate Narrative" to queue the Treys.ai story.

Q: Can I customize workbook templates and delivery flows?

A: Yes. Extend workbook templates, parameter definitions, and automation flows with standard XML/JS inheritance. All components follow Odoo best practices.

Launch Demo Instance

Explore OE Reports: Excel Insights in a live environment

Try It Now

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 Reports: Excel Insights today and experience the difference quality makes.

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Professional Odoo modules built with excellence in the USA.

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