Financial Dynamic Reports
A complete financial reporting suite with modern OWL dashboards, powerful filters, drill-down to journal entries, and professional PDF / Excel export. Built for accountants who need clarity, speed, and control.
Why this module?
Standard Odoo Community accounting is powerful, but day-to-day financial analysis often needs faster filters, clearer aging logic, and export-ready layouts. Financial Dynamic Reports gives your finance team a clean, interactive workspace for the reports they use every day.
Live interactive UI
Modern OWL interface with instant filter apply, expandable lines, and clear totals.
Accountant-ready filters
Filter by date, journals, accounts, partners, analytic accounts, and posted/draft entries.
Export in one click
Generate polished PDF and Excel files with the same columns and period labels shown on screen.
Included reports
Nine production-ready reports covering ledgers, statements, aging, P&L, and tax.
Partner Ledger
Partner balances with opening, debit, credit and closing figures. Switch between summary view and full partner statement layout.
General Ledger
Account-level movement with drill-down to every journal item. Ideal for audit trails and account investigation.
Aged Partner Balance
Receivable and payable aging with Current, 1-30, 31-60, 61-90 and 90+ buckets. Age by Accounting Date or Maturity Date. Open residual amounts with payment matching details.
Trial Balance
Opening balance, period debit/credit and closing balance per account. Perfect for period closing and reconciliation checks.
Profit and Loss
Income, cost of goods sold and expense sections with clear totals and optional comparison periods.
Balance Sheet
Assets, liabilities and equity structured for management review, with drill-down into account move lines.
Cash Flow
Operating, investing and financing cash movements summarized for liquidity analysis.
Analytic Report
Analytic plan and analytic account balances for project, department or cost-center reporting.
Tax Report
Sales and purchase tax summary with net tax position, tax group details and drill-down to tax lines.
Report experience
Explore filters, aging options, expandable partner lines and export actions in a single interactive screen.
Key features
- Native Odoo options wizard for period, journals, accounts, partners and analytic accounts.
- Drill-down navigation from summary lines to journal entries and residual amounts.
- Aged Partner Balance supports Accounting Date vs Maturity Date aging basis.
- Comparison periods for previous period, last year or custom date ranges.
- Zero-balance control to include or hide empty lines.
- PDF & XLSX export with consistent headers, period labels and monetary formatting.
- Partner Statement mode for customer/vendor statements from Partner Ledger.
- Tax Sales / Purchases / Net presentation for clearer VAT analysis.
How it works
Install the module
Install Financial Dynamic Reports. Dependency: account and report_xlsx.
Open any report from Accounting
Use the dedicated Financial Reports menu to open Partner Ledger, Aged Partner Balance, P&L and more.
Set filters and analyze
Choose dates, journals, partners and accounts, then expand lines for full move-line detail.
Export when ready
Download PDF for presentation or Excel for further analysis — same data, same structure.
Technical information
Compatibility
Odoo 19.0 Community Edition
Dependencies
account, report_xlsx
License
GNU Affero General Public License v3.0 (AGPL-3)
Support & contact
Need help with installation, customization, or a new report layout? Reach out and we will assist you quickly.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 4351 |
| Technical Name |
financial_dynamic_reports |
| License | AGPL-3 |
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