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Excel Report Designer

by
Odoo

$ 20.00

v 18.0 Third Party
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Lines of code 2672
Technical Name zehntech_excel_report_designer
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 2672
Technical Name zehntech_excel_report_designer
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0

Excel Report Designer

In this Excel Report Designer module, we can create reports in XLSX or PDF format for any model with any fields in the model and fully customizable reports in Excel (XLSX) and PDF formats. Features include dynamic data selection, real-time preview, date-based filtering, multi-sheet support, and automated scheduling with email delivery.

User Guide :- https://web.kopyst.com/sharedoc/s3uvc9

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Key Features

  • Fully Customizable Report Generation
  • User Preferences: Fixed Report Style Settings
  • Flexible Date Range Filtering
  • Customizable Report Naming
  • Print Report from Configuration Form
  • Action Menu Integration for Report Generating
  • Real-Time Report Preview
  • Generate Reports in PDF & XLSX Formats
  • Multi-Sheet Report Generation
  • Scheduled Reports with Email Delivery
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Key benefits

About Zehntech

We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.

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FAQs

Effortlessly Design and Generate Custom Excel & PDF Reports in Odoo

1. Why Choose Excel Report Designer App?

The Excel Report Designer app is a powerful and flexible reporting tool that allows users to create professional reports in Excel (XLSX) and PDF formats. With its dynamic field selection, users can customize reports based on any model and data fields within Odoo. The date-based filtering feature ensures accurate data retrieval, helping businesses generate meaningful insights.The module supports multi-sheet reports, making it easy to organize and categorize data effectively. Users can also schedule automatic report generation and email delivery to streamline reporting workflows. The real-time preview feature helps users validate data before finalizing the report, reducing errors. Additionally, reports can be printed directly from the configuration form or action menu for quick access.With its user-friendly interface, seamless integration, and advanced customization options, the Excel Report Designer app is an essential tool for businesses looking to enhance their reporting capabilities in Odoo.

Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.

Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.

Feel free to send us an email at odoo-support@zehntech.com with your questions, and we will get back to you as soon as possible.

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Excel Report Designer

The Excel Report Designer Odoo module enables the creation of professional Excel and PDF reports with customizable fields, dynamic date filters, and multi-sheet support. It offers real-time preview, print functionality, and flexible report delivery options, including automated scheduling and email delivery. Users can generate fully customizable reports in XLSX or PDF formats for any model, ensuring dynamic data selection and date-based filtering.

Table of contents

Key Features

  • Fully Customizable Report Generation: Design and generate Excel or PDF reports with complete flexibility. Select data, customize formatting, and choose specific fields based on the selected model to create reports tailored to your needs.
  • User Preferences: Fixed Report Style Settings: This section allows users to define their preferred report styling options, including font size, font color, background color, and border color. These preferences will be applied consistently across all generated reports, ensuring a uniform and personalized report appearance.
  • Flexible Date Range Filtering: Easily refine reports by selecting a specific date field and applying custom date ranges. This allows users to analyze data within a defined timeframe, ensuring more relevant insights for better decision-making.
  • Customizable Report Naming: This feature allows users to assign personalized names to your reports, allowing you to easily organize, identify, and manage own reports.
  • Print Report from Configuration Form: Easily generate and print reports directly from the configuration form, enabling quick access to custom reports immediately after setup.
  • Action Menu Integration for Report Generating: Generate reports directly from the Action menu of a specific model, allowing users to quickly create customized reports for selected records with ease.
  • Real-Time Report Preview: View a live preview of your report layout with data during configuration, enabling adjustments before generating the final version for accuracy and better insights.
  • Generate/Share Reports in PDF & XLSX Formats:Easily generate reports in both PDF and Excel (XLSX) formats, providing flexibility for downloading, previewing, and analyzing data as needed.
  • Multi-Sheet Report Generation: This feature allows users to create excel reports that consist of multiple sheets, with each sheet representing different model data (e.g., sales, inventory), making the report more organized and comprehensive.
  • Scheduled Reports with Email Delivery: Schedule report generation to be automatically sent to recipients via email on a recurring basis (minutes , hourly , daily, weekly, or monthly), ensuring timely delivery.

Summary

Excel Report Designer Odoo App helps you to create professional Excel and PDF reports with customizable fields, dynamic date filters, and multi-sheet support. Features include real-time preview, print functionality, and automated scheduling with email delivery.

Installation

  1. Download the module from the Odoo App Store or clone the repository.
  2. Place the module in your Odoo addons directory.
  3. Update your Odoo instance to include the new module.
  4. Install the module through the Odoo interface.

How to use this module:

  1. Go to Settings in your Odoo dashboard.
  2. Click Excel Report Designer Menu: Locate the "Excel Report Designer" option and click it.
  3. Navigate to create a generate report with report type need to create reports in XLSX or PDF format for any model with any fields in the model(e.g., Sales, Inventory, Purchases).
  4. Manage Select Fields Columns/Rows: - On the Fields selection choose model field want to print in report with date range filter showing interface. - Easily and edited or remove fields selection in model chosen.
  5. Stylishing Report: - You can set styling report format like font size , color font , background color your needs.
  6. Save Configurations: - Save the form after view the report after click on Generate Excel Report or Generate PDF Report.
  7. Action Menu Integration for Report Generating: - Generate report from the configuration form and also add as a action menu.
  8. Print Report From Action Menu: - Generate report from the action menu of corresponding model after selecting the records
  9. Confirmation Wizard: - Confirmation wizard for download or preview the generate report.
  10. Real-Time Report Preview:
  • View a live preview of your report layout with data during configuration, enabling adjustments before generating the final version for accuracy and better insights.
  • Adjust selections dynamically and ensure accuracy before download.
  1. Generate Reports in PDF & XLSX Formats:
  • Easily generate reports in both PDF and Excel (XLSX) formats, providing flexibility for downloading, previewing, and analyzing data as needed.
  1. Multi-Sheet Report Generation:
  • Users to create excel reports that consist of multiple sheets, with each sheet representing different model data (e.g., sales, inventory), making the report more organized and comprehensive.
  1. Scheduled Reports with Email Delivery:
  • Automate report generation at scheduled intervals.
  • Receive reports via email without manual intervention.

Change logs

[1.0.0]

  • Added [01-05-2025]- Initial release of the Excel Report Designer module.

Support

Zehntech Technologies

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.

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