| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 652 |
| Technical Name |
azk_financial_report_scheduler |
| License | OPL-1 |
| Website | https://azka.tech |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 652 |
| Technical Name |
azk_financial_report_scheduler |
| License | OPL-1 |
| Website | https://azka.tech |
Email Schedule Financial Report
Configure financial reports to be sent by email periodically with selected filters — fully automated, per-user, and covering every financial report in Odoo.
Introduction
Stop manually exporting and forwarding financial reports. This module lets every accountant or manager configure a recurring email delivery for any Odoo financial report — straight from the report's own interface. Set the period, recipients, and format once; Odoo handles the rest automatically on every scheduled run.
The schedule captures the exact filter state you configured on the report — journals, currency, analytic dimensions, comparison periods — and replays those options at each send, recalculating date ranges relative to the run date so you always receive the correct period without touching any settings.
Covered reports include (but are not limited to):
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- General Ledger
- Trial Balance
- Partner Ledger
- Aged Receivable
- Aged Payable
- Executive Summary
- Custom / third-party reports
Key Features
account.report
record in Odoo, including enterprise financial statements and custom reports.
How it Works
-
1 Open any financial report and click the gear (⚙) icon
Navigate to any financial report — Profit & Loss, Cash Flow, Balance Sheet, General Ledger, or any other. Apply the filters you want (date range, journals, analytic dimensions, comparison period, currency). Then click the gear icon in the report toolbar to reveal two new actions: Schedule this Report and Scheduled Reports.
The gear dropdown on any financial report exposes the two scheduling actions.
-
2 Configure the schedule — frequency, format, and recipients
Clicking Schedule this Report opens a dialog pre-filled with the current report and all its active filter options. Set the recurrence (daily, weekly, monthly, quarterly, or yearly with day/weekday precision), choose PDF and/or XLSX, add CC recipients, and optionally set an Ends On date. Use Test Send to verify delivery immediately without waiting for the cron.
The schedule dialog — all options are pre-filled from the live report filters.
-
3 Access all your schedules from the Reporting menu
All schedules are accessible under Accounting → Reporting → Scheduled Reports. The list opens pre-filtered to your own schedules; admins can clear the filter to see schedules across all users.
Quick access to scheduled reports from the Reporting menu.
-
4 Manage all report schedules in one list
The schedule list shows every active, paused, and expired schedule at a glance. Rows are colour-coded: amber for schedules that have reached their Ends On date, grey for manually paused (inactive) schedules. Click Test Send or History inline without opening the record.
The schedules list — name, report, frequency, next run, expiry, owner, and send count.
-
5 Review the send history for each schedule
Every send attempt — whether triggered by the cron or by Test Send — is recorded with a timestamp, success/failure badge, and the list of recipients. Failed runs include the full error message to help diagnose delivery issues. History records older than 90 days (configurable) are cleaned up automatically.
Send history per schedule — green for success, red for failed with error details.
User Groups & Access Rights
After installation, assign users to one of the two groups below from Settings → Users → <User> → Access Rights.
Standard User
- Create, edit, and delete their own report schedules.
- View only their own schedules in the list — other users' schedules are invisible through record rules.
- Trigger Test Send and view the history of their own schedules.
- Access Accounting → Reporting → Scheduled Reports (pre-filtered to their own schedules).
- Requires the base Accounting / User role (implied automatically).
Administrator
- All standard user permissions, plus:
- View, edit, and delete schedules belonging to any user.
- See the Owner column in the schedules list to identify who created each schedule.
- Access the full Send History log across all users (Accounting → Report Schedules → Send History).
- Delete old history records.
Note: The Odoo administrator account is automatically added to the Admin group on module installation.
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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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