Overview

sm_financial_pivot_reports adds native Odoo pivot reports for accounting analysis.

The module provides Balance Sheet, Profit and Loss, and General Ledger pivot views based on journal items, so accountants can group financial data by account, section, partner, journal, company, and period.

Covered Reports

The module adds these reports under Accounting / Reporting:

• Balance Sheet Pivot
• Profit and Loss Pivot
• General Ledger Pivot

Features

• Native Odoo pivot, list, and graph views.
• Debit, credit, raw balance, report balance, and foreign currency measures.
• Balance Sheet grouping for assets, liabilities, and equity.
• Profit and Loss grouping for income and expenses.
• General Ledger analysis across all journal items.
• Filters for posted entries, draft entries, dates, companies, journals, accounts, partners, sections, and report types.
• Uses standard Odoo pivot export and spreadsheet insertion features.
• Lightweight SQL view based on account.move.line.

Technical Scope

Installation

1. Copy sm_financial_pivot_reports into an Odoo addons path.
2. Restart Odoo.
3. Update the Apps list.
4. Install Financial Pivot Reports.

Command-line install or update:

python3 /path/to/odoo-server \
   -c /path/to/odoo.conf \
   -d <database_name> \
   -u sm_financial_pivot_reports

Dependencies

The module depends on:

• account

Usage

1. Open Accounting.
2. Go to Reporting / Financial Pivot Reports.
3. Open Balance Sheet Pivot, Profit and Loss Pivot, or General Ledger Pivot.
4. Use pivot groups and filters to analyze financial figures by account, section, partner, journal, company, and period.
5. Export or insert the pivot into spreadsheets using native Odoo controls.

Compatibility

• Odoo 18.0
• Community and Enterprise editions

Changelog