Features

• Budget Report grouped by analytic dimensions — the built-in Budget Report (account_budget_report) organises rows by analytic plans and accounts, with Forecast, Actuals, and Percentage columns.
• Sequence-based ordering — drag-and-drop sequence on account.analytic.account to control the exact display order inside each plan group.
• Flexible group positioning — set report_position on account.analytic.plan to place a plan's summary row before or after its children.
• Multi-currency budgets — assign a budget_currency_id and curr_rate to any budget.analytic record; planned, practical, and theoretical amounts are automatically converted and exposed as dedicated monetary fields.
• Analytic plan scoping — restrict a budget to specific plans via analytic_plan_ids; leave blank to report across all dimensions.
• Journal-level analytic control — no_create_analytic flag prevents automatic analytic distribution creation for selected journals.
• Seamless integration with account_budget and account_reports — adds a filter_budget and filter_budget_currency toggle directly on standard Odoo financial reports.

Configuration

After installing account_report_budget_group, complete the steps below before running budget reports.

1. Set Analytic Plan Report Position

Go to Accounting → Configuration → Analytic Plans and open each plan record.

• Set the Position in Report field (report_position on account.analytic.plan) to control whether the plan's group row appears Before or After its children in the Budget Report hierarchy.

2. Order Analytic Accounts by Sequence

Go to Accounting → Configuration → Analytic Accounts.

• In the list view, set the Sequence field (sequence on account.analytic.account) for each account.
• Lower numbers appear first. You can drag-and-drop rows to reorder them.

3. Configure Budgets for Multi-Currency Use

Go to Accounting → Accounting → Budgets and open or create a budget (budget.analytic).

• Budget Currency (budget_currency_id) — select the foreign currency in which planned amounts are entered.
• Current Rate (curr_rate) — enter the exchange rate to apply to planned amounts.
• Analytic Plans (analytic_plan_ids) — optionally restrict the Budget Report to specific analytic plans; leave empty to include all plans.

Budget lines will then expose planned_amount_currency, practical_amount_currency, and theoritical_amount_currency columns for the selected currency.

4. Journal — Disable Auto-Analytic Distribution (Optional)

If a journal should not generate analytic distributions automatically on posted entries, open Accounting → Configuration → Journals, select the journal, and tick No Create Analytic (no_create_analytic on account.journal).

5. Verify the Budget Report Menu

Confirm that Accounting → Reporting → Budget Report (menu_account_budget_report) is visible. If the account_budget models are not installed the report will display an error; ensure account_budget (enterprise edition for Odoo 17+) is active before accessing the report.

Installation

Prerequisites

Before using this module, ensure you have:

1. Required Modules:
   • analytic (automatically installed)
   • account_reports (automatically installed)
   • account_budget (enterprise edition for full functionality)
2. User Permissions:
   • Access to Accounting application
   • Budget management rights
   • Analytic accounting permissions

Installation Process

1. Update Apps List:

   • Go to Apps → Update Apps List
   • Wait for the update to complete

2. Install the Module:

   • Search for "Account - Budget Report Group"
   • Click Install button
   • Wait for installation to complete

How it works

Basic Configuration

Navigate to Accounting → Configuration → Analytic Account Groups

Configuration Guide

Analytic Account Groups Setup

1. Access Configuration:

   Accounting → Configuration → Analytic Account Groups
   

2. Configure Group Position:

   • For each analytic group, set the Position field:
     • Before: Group appears before its children (standard behavior)
     • After: Group appears after its children in reports

   

3. Set Display Sequence:

   • In the list view, use the Sequence field
   • Drag and drop to reorder groups in reports
   • Lower sequence numbers appear first

   

Budget Configuration

1. Create Budget:

   Accounting → Accounting → Budgets
   

2. Set Currency Options:

   • Select the Currency for budget amounts display
   • Define Exchange Rates for currency conversion
   • Set Rate Date for planned amount calculations

   

3. Budget Line Configuration:

   • Add budget lines with analytic account assignments
   • Set planned amounts in the selected currency
   • Configure date ranges for each budget line

Using the Budget Report

Accessing the Report

1. Navigate to Reports:

   Accounting → Reporting → Budget Report
   

   

2. Configure Report Options:

   • Date Range: Select the period for analysis
   • Analytic Groups: Choose which groups to include
   • Currency: Select display currency
   • Comparison: Enable period comparisons

   

Understanding the Report

The budget report displays:

• Hierarchical Structure: Analytic plans and accounts in sequence order
• Monthly Columns: Month-by-month breakdown of amounts
• YTD Columns: Year-to-date cumulative totals
• Variance Analysis: Planned vs actual comparisons
• Currency Conversion: Amounts in selected display currency

Advanced Usage

Multi-Currency Budgets

1. Setup:

   • Create budgets in different currencies
   • Configure exchange rates in Accounting → Configuration → Currencies

2. Rate Calculation:

   • Planned amounts: Use rates defined at budget creation
   • Actual amounts: Use rates from the last day of each month

3. Reporting:

   • Select display currency in report options
   • View converted amounts with rate information

Hierarchical Organization

1. Plan Structure:

   • Create parent-child relationships in analytic plans
   • Use sequence numbers to control display order

2. Group Positioning:

   • Set "Before" position for summary groups
   • Set "After" position for detail breakdown

3. Drag-and-Drop Ordering:

   • Use sequence field in list view
   • Reorder by dragging items up or down

Report Customization

1. Filter Options:

   • Date ranges (monthly, quarterly, yearly)
   • Specific analytic accounts or plans
   • Budget categories or types

2. Column Selection:

   • Show/hide monthly columns
   • Include/exclude YTD totals
   • Add variance columns

3. Export Features:

   • PDF for presentations
   • Excel for further analysis
   • CSV for data integration

Troubleshooting

Common Issues

1. Empty Report:

   • Cause: No budget data for selected period
   • Solution: Check date ranges and budget configuration

2. Incorrect Sequence:

   • Cause: Sequence numbers not properly configured
   • Solution: Update sequence in analytic group configuration

Performance Tips

1. Large Datasets:

   • Use specific date ranges instead of full year
   • Filter by relevant analytic groups only
   • Consider report caching for frequently used reports

2. Currency Conversion:

   • Ensure exchange rates are up to date
   • Use consistent rate dates across budgets

Best Practices

Budget Setup

• Create logical analytic group hierarchies
• Use meaningful sequence numbers (10, 20, 30...)
• Set up currency rates before creating budgets

Report Usage

• Start with summary reports, then drill down
• Use consistent reporting periods
• Export reports for offline analysis

Maintenance

• Regularly update exchange rates
• Review and adjust analytic group sequences
• Archive old budgets to improve performance

Versions

19.0.1.0.0 (2026-07-20)

• Changelog tracking starts at this release.