Accounting Reports Toolkit
Clearer reports, faster analysis, and a smoother Odoo accounting workflow.
A focused companion for Odoo Enterprise Accounting Reports that improves performance, navigation, comparison analysis, profitability insight, and Partner Ledger filtering without replacing the standard reporting experience.
Practical improvements for everyday reporting
Keep the familiar Odoo interface while removing common friction from large reports, drill-down investigations, period comparisons, and Partner Ledger reviews.
Report performance
Batch compatible analytic-account columns in Profit and Loss and avoid a forced full General Ledger unfold when drilling down from the Balance Sheet.
New-tab navigation
Open report buttons, audit cells, line actions, and caret drill-down actions in a new browser tab so the original report stays available.
Decision-ready analysis
Add meaningful totals to period comparisons and display percentage-of-revenue lines beneath the key profitability totals in Profit and Loss.
Partner Ledger control
Exclude configured partners at query level before their move lines are loaded, with a report option to restore the complete Partner Ledger when needed.
Keep large investigations controlled
Standard Odoo can force General Ledger into an Unfold All state when users drill down from the Balance Sheet. On a large ledger, that can request far more detail than the user needs immediately.
The toolkit opens the destination report folded and clears stale unfolded-line data. Users can then expand only the sections they actually want to inspect.
Review the high-level balances first.
Move to detailed accounting data without an automatic full unfold.
Keep large investigations deliberate and manageable.
More context beside the numbers that matter
Profitability as a percentage of revenue
Profit and Loss receives percentage-of-revenue lines for:
- Gross Profit
- Operating Income
- Net Profit
- Net Profit after Allocations and Withdrawals
Each percentage uses the standard report's existing revenue and total lines, and zero-division cases remain clean.
A useful Total column for comparisons
Relevant period comparisons receive a Total column that aggregates numeric report expressions across the selected periods.
- One total for each report expression
- Consistent formatting for positive, negative, and zero values
- Shown only where summing periods has accounting meaning
- Compatible with folded and unfolded report sections
Faster analytic-account analysis
When Profit and Loss contains multiple compatible analytic-account columns, the toolkit evaluates them together instead of repeating the same report work for every account.
Separate columns, periods, domains, detailed lines, interactive expansion, and native exports are preserved. Unsupported layouts safely continue through standard Odoo logic.
Individual analytic columns remain separate
Comparison periods keep their own date context
Fold and unfold behaviour stays available
Standard Odoo fallback remains in place
A cleaner Partner Ledger
Mark partners that should not appear in Partner Ledger. The toolkit adds the exclusion to the report domain before move lines are queried instead of hiding rows after loading them.
Mark partners
Choose which partners should be excluded.
Filter at query level
Avoid fetching unnecessary Partner Ledger rows.
Control from report options
Disable the filter whenever a complete view is required.
One toolkit for a smoother reporting workflow
Designed for finance teams that rely on Odoo Enterprise Accounting Reports and want faster investigation, clearer analysis, and less disruption to their existing workflow.
Contact the developer
WhatsApp LinkedIn EmailOdoo 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.
Please log in to comment on this module