Odoo 18 Community & Enterprise . Tecspek
Tecspek AI Report Builder
Turn plain English into live business intelligence. Ask for reports, charts, KPIs, and full AI Dashboards - AI builds secure Odoo ORM queries. No SQL. No coding. No report designer. Your data never leaves your database.
In practice, this means anyone in your company can type a question the way they would ask a colleague - "show me unpaid invoices over 60 days" or "top selling products this quarter" - and receive a fully-formed table, chart, or KPI tile within seconds. Behind the scenes, the module translates that plain-language request into a safe, permission-checked Odoo query, so there is no risk of exposing records a user should not see, no risk of a malformed SQL statement, and no need to involve IT for routine reporting requests.
Designed for managers, finance teams, sales leaders, and operations - anyone who needs answers from Odoo without waiting for a custom report or developer ticket. Whether you run a single-company deployment or a multi-company group, the same natural-language interface adapts to each user's access rights, currency, and company context automatically.
By Tecspek | www.tecspek.in | help.tecspek@gmail.com
Why This Module Is Valuable for Your Organization
Most reporting tools force users to learn filters, pivot tables, or SQL. Tecspek AI Report Builder understands what you mean, picks the right Odoo model, builds the query safely, chooses the best visualization, and can assemble an entire executive dashboard from a single multi-line prompt - in seconds. That means faster decisions, less IT dependency, and consistent answers for every department.
Traditional Odoo reporting usually means one of three paths: waiting for a developer to build a custom report, exporting data to Excel and rebuilding pivots by hand, or learning the technical field names behind each model. Each of those paths costs time and introduces room for error. Tecspek AI Report Builder removes all three obstacles at once - it reads your question, maps it to the correct Odoo model and fields using its schema-aware engine, executes the query through Odoo's own secure ORM layer (respecting every access right and record rule already configured), and renders the result as a chart, table, or KPI card automatically. The same engine can also be pointed at a whole list of business questions at once to generate a complete, ready-to-use dashboard, so a manager preparing for a Monday review does not need to build eight separate reports - they simply describe what the meeting needs to see.
AI Dashboard Builder
Describe the KPIs you need once. The module creates widgets, runs live queries, and lays out a ready-to-share board - ideal for Monday reviews and management meetings. Instead of manually placing charts one by one, you write a short list of business questions and the builder handles model selection, query generation, chart-type selection, and grid layout for the entire board in a single pass - turning a task that once took hours in a report designer into a two-minute exercise.
Data Stays Inside Odoo
AI only returns a JSON report specification. Execution uses search_read & read_group with your ACL and record rules - critical for finance, HR, and regulated industries. The AI provider never sees your actual customer, financial, or HR records - it only receives your question and returns instructions for what to fetch. Odoo itself then runs the query, meaning every existing access right, record rule, and multi-company restriction you already rely on stays fully in force, with no separate security model to configure or audit.
Smart Visualizations
Bar, line, pie, funnel, radar, bullet, map view and more. AI picks a sensible default; your users can switch chart types without regenerating the report. The engine reads the intent behind your wording - a trend question becomes a line chart, a composition question becomes a pie or doughnut, a ranking question becomes a bar chart - so most reports look right the first time. If a user prefers a different view, they can switch chart types instantly from existing data, without re-asking the AI or waiting for a new query to run.
Works Without API Key
Start immediately with the built-in rule engine and 50+ templates. Add OpenAI, Gemini, Claude, Azure, Ollama, or OpenRouter later when you want richer language understanding. This lets you trial and deploy the module on day one, at zero external cost, on air-gapped or offline networks if required, and only introduce a paid or self-hosted AI provider once your team is asking more complex, multi-condition questions that benefit from deeper language understanding.
Replace waiting days for a custom pivot or spreadsheet with answers in seconds - so teams act while the opportunity is still open. A sales manager who notices a slowdown can ask "show sales by region this week" during the meeting itself, rather than requesting a report and revisiting the topic days later once the moment for action has passed.
Business users self-serve common reports. Developers stay focused on products and integrations instead of one-off reporting tickets. Every "can you build me a quick report" request that used to land in a developer's queue can instead be answered by the requester directly, freeing technical staff to spend their time on higher-value projects rather than recurring, low-complexity reporting work.
Everyone reads the same live Odoo data - with company, access rights, and audit trail built in - not scattered Excel exports. Because every report reads directly from your live Odoo database at the moment it is requested, there is no risk of two departments arguing over which spreadsheet snapshot is correct - the number on screen is always the current number in the system.
AI Dashboard Creation
Build executive dashboards without dragging widgets manually. Write a Creation Prompt with one report per line - click Generate with AI - and the system creates widgets, runs live queries, arranges a responsive 12-column grid, and opens a full-screen dashboard viewer. Perfect for CEOs, finance controllers, and department heads who want a living board - not a PDF that is already outdated.
This is the module's flagship capability because it compresses a task that traditionally requires a report designer, a developer, or hours of manual widget placement into a single short prompt. Instead of building each chart individually, an administrator or manager lists the questions the dashboard needs to answer - one per line - and the module handles model selection, secure query generation, widget-type selection, and grid arrangement for the whole board automatically. The result is a live, interactive dashboard that always reflects current data, rather than a static export that goes stale the moment it is created.
How Dashboard Generation Works
- Write your prompt - one line per widget, for example: "Top customers by invoice", "Monthly revenue trend", "Unpaid invoices", "PO by vendor". You describe the business question in everyday language, exactly as you would say it out loud to a colleague, with no special syntax or field names to memorize.
- AI parses each line - matches prompt templates, infers the best widget type (chart vs list vs KPI tile), and generates a secure ORM specification for that line. Each line is treated as an independent widget request, so a five-line prompt becomes a five-widget dashboard without any further input from the user.
- Fast batch execution - all reports run in optimized fast mode with caching, so large boards still open quickly when the team meets. Repeated widgets and recently-run queries are served from cache, which keeps even an eight- or ten-widget board responsive instead of forcing the user to wait on every single query in sequence.
- Auto Layout - widgets are placed on a 12-column responsive grid by type (charts wider, KPIs compact) so the board looks professional on desktop and tablet, with no manual resizing needed before the first share.
- Refresh anytime - one click reloads live data from your database, so leadership always discusses current figures rather than numbers captured at some earlier point in time.
- Pin to any menu - expose dashboards under Sales, Accounting, Inventory, or AI Reports so users open insights where they already work, turning the dashboard into a natural part of daily navigation rather than a separate tool to remember to open.
You go from "we need a sales board for next week" to a living, branded dashboard in minutes - without Studio projects or custom JS development.
Predefined Dashboards (Ready on Install)
Five starter dashboards ship with real data patterns - each includes 8 different widget types (not eight copies of the same chart). Use them as-is or as a blueprint for your own boards, so a new company can see working, department-relevant dashboards the moment the module is installed, without waiting for someone to design the first board from scratch:
| Dashboard | What your team sees |
| Account | Total invoiced tile, revenue line chart, top customers bar, unpaid list, payment pie, vendor horizontal bar, area trend, doughnut split - ideal for AR / cash meetings |
| Purchase | PO value tile, vendor bar, monthly horizontal bar, recent PO list, status pie, trend line, funnel, top products doughnut - for procurement & supply chain |
| Sales | Sales tile, monthly line, salesperson bar, team pie, orders list, top customers horizontal bar, area chart, status doughnut - for pipeline & performance reviews |
| Stock | Qty tile, location bar, product horizontal bar, stock list, category pie, map view, polar area, bullet chart - for warehouse health |
| Product | Catalog value tile, category bar, type pie, product list, price horizontal bar, doughnut, radar, flower chart - for product & pricing teams |
Purchase & Stock dashboards appear when those apps are installed. Use Action -> Install Predefined Dashboards after upgrade if you need to reinstall starters.
AI Dashboard Viewer
This is the day-to-day experience for leadership and department owners. Each board opens full-screen with KPI tiles, Chart.js graphs, list tables, map-style bars, and a scrollable layout that gracefully handles eight or more widgets.
What you can do here: scan overall health at a glance, hover tooltips for exact amounts, open any widget's source report for drill-down, refresh live data before a meeting, and keep every chart currency-aware and labeled with readable field names.
One shared screen replaces multiple spreadsheets and emails. Sales, finance, and operations discuss the same numbers from Odoo - improving alignment and reducing "whose Excel is correct?" debates.
Dashboard Creation Form
Power users and power analysts design boards here. Enter a multi-line creation prompt, click Generate with AI, then fine-tune the resulting widget list: types, colors, grid positions, and optional menu pinning.
Who uses this: BI owners, Odoo administrators, and managers who want a curated board for their team - without writing code or inviting a consultant for every layout change.
17+ Dashboard Widget Types
Switch any widget between types after creation - table data can convert to chart data without regenerating the AI query. Customize colors, currency display, legends, and grid placement so each board matches how your team reads information.
Charts & Graphs
Line Chart . Bar Chart . Horizontal Bar . Area Chart . Pie Chart . Doughnut . Polar Area . Flower . Funnel . Radial . Radar . Scatter . Bullet Chart - cover trends, rankings, mix, and funnels without extra apps. This means finance can show a revenue trend as a line, sales can rank top performers as a bar chart, and operations can visualize a conversion funnel - all from the same underlying reporting engine, with no separate charting add-on to purchase or configure.
Data & KPI Widgets
Tile / KPI . List View . Table . Pivot . To-do Item . Map View (bar-style geographic breakdown) - combine headline numbers with detail lists for action owners. A KPI tile gives an at-a-glance headline figure, while a paired list widget shows the exact records behind it, so whoever owns the follow-up action already has the detail they need without opening a second screen.
Per-Widget Customization
Primary & secondary colors . color palette . currency format . decimal places . legend . grid lines . chart subtitle . background color . grid position (12-col x/y/w/h) . Auto Layout - brand boards to your company style. Because every setting is adjustable per widget, one board can carry your corporate colors and currency conventions consistently, so dashboards look intentionally designed rather than generated by default settings.
Widget Customization & Chart Types
After generation, refine each widget: change chart type, colors, currency, and placement. This keeps boards visually consistent for executives while still allowing analysts to answer new questions quickly.
Pin Dashboards to Any Menu
Adoption fails when insights live in a separate tool. Menu pinning puts your board one click away from Sales, Accounting, Inventory, or any parent menu - with optional group-based visibility so only the right roles see each board.
Business benefit: higher daily usage, fewer forgotten bookmarks, and department dashboards that feel native to Odoo - not like a bolted-on BI app.
AI Report Studio
The interactive workspace for ad-hoc analysis. Type a prompt, see results as a table or chart, refine with follow-up questions, export, save, and schedule. Ideal when a dashboard widget is not enough and someone needs to dig into "why" behind a number.
Ask "Show sales this month", "Top customers by revenue", or "Unpaid invoices over 60 days". The engine resolves date ranges, models, group-bys, and chart type - so non-technical staff get usable answers without training courses.
Chain prompts: "Show sales" â "Only USA" â "Group by salesperson" â "Show as chart". Context stays in the conversation thread, mirroring how people actually explore data in meetings.
Every dashboard widget links to its source report. Click Open Report to drill down, refine filters, or export the underlying rows - closing the gap between overview and action.
Empower analysts and managers to answer follow-up questions live during discussions - without booking a developer or rebuilding a report definition from scratch.
AI-Generated Charts & Graphs
Reports and dashboard widgets use Chart.js for polished, interactive visuals. AI recommends a chart type from your wording (trend â line, mix â pie, ranking â bar) while you remain free to override. Tooltips show readable field labels and properly formatted amounts - so executives trust what they hover.
Supported Chart Types in Reports
Cover trend, composition, comparison, and ranking needs across departments:
- Bar Chart
- Horizontal Bar
- Line Chart
- Area Chart
- Pie Chart
- Doughnut
- Polar Area
- Radar
- Scatter
- Funnel
- Bullet Chart
- Stacked Bar
Smart Chart Behavior
- Auto chart from table - switch a list widget to a bar chart without regenerating; data converts automatically.
- Currency formatting - amounts display with your company currency on axes and tooltips.
- Human-readable labels - selections show "Not Paid" not
not_paid; measure names show "Total" instead of technical field codes. - Grouped & trend reports - by month, salesperson, customer, vendor, stage, warehouse.
- Top N rankings - "Top 10 customers", "Best selling products" with correct sort order for leadership packs.
Conversational Reporting
Explore data the way you speak in meetings. Multi-turn conversations keep full history, so refinements like "exclude cancelled" or "compare with last quarter" build on the previous answer. Threads can be revisited later - useful for recurring reviews, audits, and handing analysis between teammates.
Reduces back-and-forth emails asking "can you also filter by region?" because the same conversation continues until the question is answered - with an audit-friendly trail of what was asked.
Predefined Prompt Templates
Not every user wants to invent the perfect prompt. A library of ready-made templates covers Sales, Purchase, Inventory, Accounting, CRM, HR, Manufacturing, and more. Pick a template, optionally adjust wording, and generate a reliable report in a few clicks - ensuring consistent metrics across sites and countries.
New users get productive on day one. Templates act as training material - showing how good prompts are written.
Standard questions (overdue invoices, stock by warehouse, pipeline by stage) produce comparable outputs for every subsidiary.
Audit Log
When AI touches business data, transparency is essential. The audit trail records who generated a report, which prompt was used, how long execution took, what was exported, and related errors. Managers and compliance teams can review usage, investigate unexpected results, and demonstrate control to auditors.
Supports internal control policies, ISO-style continuous improvement reviews, and finance teams that must prove how a figure on a board was produced - without opening the database.
AI Reports Home
Your launch pad after opening AI Reports. See totals for generated reports, favorites, quick links to AI Dashboards, recent activity, and which Odoo models are used most. New users understand the product surface immediately; power users jump to the last board or report without hunting through menus.
Configuration & AI Providers
Administrators choose how smart the language layer should be. Run fully on the built-in rule engine (no external API), or connect OpenAI, Gemini, Anthropic Claude, Azure OpenAI, Ollama (on-premise), or OpenRouter. Tune row limits, caching, insights, suggestions, and audit switches so the module fits your security and cost profile.
Rule-based mode means you can demo and go live without purchasing an LLM plan - perfect for trials and offline networks. Many customers run in this mode indefinitely because the built-in templates already cover their most common questions.
Add a cloud or self-hosted model when complex multi-metric prompts become common - without changing how end users ask for reports. Switching providers is a settings-level change made by an administrator, so end users keep the same experience throughout.
Complete Feature List
Everything included in Tecspek AI Report Builder for Odoo 18 - built for daily business use, not just demos.
AI Dashboards
Everything you need to describe, generate, brand, and maintain a living executive dashboard:
- Multi-line creation prompt â auto-generate 8+ widgets
- 17+ widget types: tile, line, bar, horizontal bar, area, pie, doughnut, funnel, radar, scatter, bullet, map, polar, flower, list, todo
- Predefined dashboards: Account, Purchase, Sales, Stock, Product
- 12-column responsive CSS grid with Auto Layout
- Per-widget colors, palette, currency, legend, grid lines
- Pin dashboard to any Odoo menu with group access control
- Chart-from-table: switch list â bar chart without re-running AI
- One-click Refresh for live data
- Open Report link from every widget to Report Studio
- Shared dashboards across users
AI Reporting Engine
The core translation layer that turns everyday questions into safe, executable Odoo queries:
- Natural language â secure ORM spec (search_read, read_group)
- 50+ built-in prompt templates by department
- Rule-based mode - no API key required
- OpenAI, Gemini, Claude, Azure, Ollama, OpenRouter
- Conversational follow-up with context memory
- AI insights, anomaly hints, recommendations
- Suggested follow-up questions
- Spec sanitization - invalid fields never crash reports
- Query caching with configurable TTL
- Fast mode for dashboard batch generation
Report Types & Studio
Flexible output formats and grouping options that match how each department already thinks about its data:
- Table, Pivot, Graph, KPI Cards, Summary, Dashboard
- Interactive Report Studio client action
- Grouped reports: by month, customer, vendor, stage, warehouse
- Date presets: this month, last quarter, last 7 days, this year, last 12 months
- Relative date parsing in natural language
- Multi-company domain filtering
- Selection field label formatting
- Regenerate, favorite, share reports
Export, Schedule & Security
Governance and distribution controls that let IT and compliance teams trust the module for daily production use:
- Export: Excel, CSV, PDF, HTML, JSON, XML
- Scheduled reports via cron (daily, weekly, monthly)
- Saved reports with layout persistence
- Prompt template library with categories
- Full ACL + record rules on every query
- Audit log: prompts, duration, exports, errors
- Manager vs User security groups
- Blocked models and sensitive fields protection
Works With All Odoo Apps
Schema-aware AI reads installed modules and models the current user can access. As you roll out new apps (CRM, MRP, Helpdesk), new prompts and dashboards unlock automatically - without reinstalling Tecspek AI Report Builder. This means the module grows with your Odoo footprint: install a new app today, and the reporting engine already understands its models and fields tomorrow, so you never need to wait for an update or a new version of Tecspek AI Report Builder just to report on a newly added application.
Sales CRM Accounting Purchase Inventory Manufacturing POS Project Helpdesk HR Website Custom / Studio
Example Prompts
Copy-paste inspiration for dashboards and Studio - start simple, then refine in conversation. Use any line below on its own in Report Studio for a single answer, or combine several lines into one multi-line Creation Prompt to generate a complete departmental dashboard in one step.
Top customers by invoice
Monthly revenue trend
Unpaid invoices
Invoices by payment status
Top vendors by bills
Use as a multi-line creation prompt to generate a finance / AR board in one click.
Show sales this month as chart
Top selling products
Stock valuation by warehouse
Delayed purchase orders
Great for weekly S&OP or sales stand-ups.
Outstanding invoices
CRM pipeline by stage
Expected revenue by salesperson
Vendor bills not paid
Cash collection and pipeline visibility without Spreadsheet exports.
AI Business Intelligence for Odoo 18
The reporting module that speaks your language - from a single prompt to a full AI dashboard with 17 chart types, live data, menu pinning, and bank-grade security. No SQL. No external data leaks. Just ask.
Whether you are validating cash collection, reviewing sales performance, or giving each department a pinned board, Tecspek AI Report Builder turns Odoo into a self-serve BI platform your whole organization can trust.
From first install with the free rule engine to a fully AI-powered, multi-department rollout across Sales, Accounting, Inventory, and beyond, the module scales alongside your business - so the investment you make today keeps paying off as your reporting needs grow.
www.tecspek.in | help.tecspek@gmail.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
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| Lines of code | 5992 |
| Technical Name |
tecspek_ai_report_builder |
| License | OPL-1 |
| Website | https://www.tecspek.in |
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