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Excel Template Export

by
Odoo

$ 56.55

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 508
Technical Name qlx_excel_export
LicenseOPL-1
Websitehttps://www.qulix.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 508
Technical Name qlx_excel_export
LicenseOPL-1
Websitehttps://www.qulix.com

* Current price is a special introductory price for early adopters.

The full price of the module is going to be €70.

QOdExc: Excel Report Generator

Fill any Excel template with Odoo data

Odoo 19 Enterprise & Community Automated Reporting

Why You Need It

Common challenges this module solves

The Problems:

Standard Odoo exports are not enough.

✔You still manually adjust Excel files

✔Reports don’t match your company templates

✔Teams rely on Excel for final reporting

✔Automation is limited or requires development

Result: time loss, errors, and constant manual work

The Solution:

✔QOdExc transforms Excel reporting in Odoo into a fully automated, configurable process - without coding.

✔Upload your Excel templates, map Odoo data, and generate ready-to-use reports instantly.

What You Can Do

📋
Use Your Own Excel Templates

✓ Work with real .xlsx files - no need to rebuild layouts.

🔀
Map Data with Precision

✓Fill specific cells (totals, headers, metadata)

✓Generate dynamic tables (orders, invoices, transactions)

✓Use related and computed fields

📊
Build Complex Reports

Combine multiple Odoo models in one file:

✓Company

✓Sales

✓Accounting

✓Inventory

🔄
Automate Everything

✓Manual or scheduled generation

✓Daily, weekly, monthly reports

✓Fully repeatable workflows

📧
Send Reports Automatically

✓Email reports to stakeholders

✓Use Odoo email templates

✓Automate distribution

🔎
Control Data with Filters

✓Generate reports by period, company, partner

✓Reuse filter logic across reports

Here's a brief demo from our team

Real Use Cases

📈 Financial reports (P&L, reconciliations)

📊 Sales analytics and summaries

🚚 Logistics and operational reporting

📋 Customer-ready Excel documents

Why QOdExc

⏱️

Reduce Manual Work

  • No manual formatting
  • No rebuilding templates
  • No rebuilding templates
✅

Key Benefits

  • Save hours of manual work
  • Eliminate Excel errors
  • Standardize reporting
  • Keep Excel — fully automated
⚙️

Technical Highlights

  • Works with Odoo Community
  • No Excel installation required
  • Multi-sheet templates supported
  • Handles large datasets
👥

Perfect For

  • Finance teams
  • Operations teams
  • Odoo integrators
  • Businesses with complex reporting

Final Thought

QOdExc is not a simple export tool.

It’s your Excel reporting engine inside Odoo.

Have any questions or suggestions? Please contact us at odoo@qulix.com

Excel Export

A universal tool in Odoo that allows users to upload their own Excel templates (in corporate formats), configure Odoo data mapping to specific Excel cells or ranges, and then automatically generate final Excel files on button click or on a schedule. Table of contents

Installation

  1. Download the module from the Odoo App Store for Odoo

  2. Place the module in your addons folder and extract if necessary

  3. Install Python dependencies for XLSX support:

    pip install -r addons/qlx_excel_export/requirements.txt

  4. From the home screen, go to Apps → Update Apps List

  5. Search for "Excel Template Export" and click Install

Configuration

  1. Set up access rights group for your preferred users. By default all admin users have full access to the module, while regular users can only view reduced data for templates and manually generate template file

    Settings -> USer & Companies -> Users -> (Specific User page) -> Services section -> Export Templates

  2. Export Templates "Admin" permission allows full unrestricted access to all module functionality, like
    1. Creating and updating Templates
    2. Manual generation of template files
    3. Enabling a setting to send generated file via Email
    4. Access to Scheduled Reports menu to set up automated rules for generating reports, using existing templates
  3. Export Templates "User" permission allows limited access to the Templates page
    1. Users have readonly access to existing templates
    2. Users see limited fields of said templates
    3. Users can only manually generate file for the existing template
    4. Users don't have ability to send generated files using Email
  4. You might want to set up your custom date periods, that may be used in the report configurations, like Repeat time of scheduled reports or generated Reports lifetime
    1. Go to "Templates -> Configuration -> Periods" and create your own custom periods. Available types of periods are "Hours/Days/Weeks/Months"

  5. Also please, make sure, that you've configured SMTP Mail server, if you're going to use the "Send Email" functionality

Usage

Templates Menu

  • Templates menu allows to create and configure a template, that will be used to export Odoo data into

  • Upload your template file and save the document, this will analyze structure of your .xlsx template file and prepare necessary data for future mappings

  • Create mappings to specify, what Odoo data you want to see in your template

    1. Sheet field displays the list of sheet names from your template

    2. Cell Position field stores initial position of a cell in the Excel file, that will be used to populate data into. If multiple records are exported, records would be populated in the next row after specified cell

      If you've selected cell "b3", next value would be placed in the "c3" cell

      If at some point module would encounter a merged cell, when populating your template, the module will return an error message, preventing further export, because of the specifics of how Excel work with merged cells internally

    3. Model to Export - a dropdown with the list of available Odoo models to export. Hit "Search more" for a popup screen with enhanced search

    4. Model field - a list of fields, that is filtered, based on the selected model from the previous field. Also has enhanced search popup window

      Here You can select fields from the related models, but please note, that, if current record has multiple related models (multiple products in a single order), only value from the first linked record would be used. This is done in order to control the amount of records to export using "Records Limit" field and to prevent 5 records bloating into 25 lines

      If you have 5 Orders with 5 Products in each one and want to display 25 Order names with duplicates, use Product as the main Model to Export and navigate upwards, i.e. select Order.Name as a Model field

    5. Records limit - explicitly specify a limit of values to be exported. "0" by default, which means that all available records of specified model would be exported

  • You can also specify filters for the selected mappings. You can use it to export specific records, like Users with specific emails or Sales after a certain date

  • You can also add filters on the template itself, it will act like a global filter for exported values and would be applied on every exported model on top of the specific mapping filters

  • If multiple models have the same field and it's used on the global filter, it would apply only to the mode that you've specified in the filter modal

  • Each template also has the "Send Email" checkbox, if you'll enable it, you'll be able to select an Email Template for module to use as well as the list of recipients

  • All actions on the Templates menu are manual, meaning that template would be populated with data and be sent by Email only if you'll do it by hand

Scheduled Reports Menu

  • Scheduled Reports menu contains two submenus: Reports and Runs
  • Reports menu is used for setting up automation rules for automatic generation of reports and the Runs menu is used to display all generated report runs
  • Reports details page uses following fields to configure automations:
    1. Name - name of the report record
    2. Start Date - date, when Odoo's internal automation job engine would pick up this report and start generating jobs for it
    3. Repeat - field, that uses pre-defined values from the Configuration -> Periods menu. This field used to define, how often jobs for this report would be generated.
    4. Reports Lifetime - also Period type field. This one configures lifetime of the generated reports, meaning how long generated jobs would be stored. If left empty, generated reports would not be cleaned up at all.
    5. Due Date - date, when Odoo's internal automation job engine would stop generating jobs for this template. Acts like the "end date" for the "Start Date" field
    6. Last/Next Execution Date - readonly fields, that module used to determine, when the next job should be generated
    7. Template - select existing Template, that would be used for automated report generation
    8. Send Email - the same functionality as in the Templates menu. Settings from the Report menu would override the ones used in the Templates menu, meaning that is the template has enabled Email sending, but the Scheduled Report is not, during automated generation the emails WOULD NOT be sent
    9. Email Template - rules from the previous field are applied for this one as well
    10. Recipients - rules from the previous field are applied for this one as well
    11. Filters - if set, filters from the Scheduled Report would be used as global filters for exported models. If not set, filters from the Template would be used
    12. Runs - list of generated jobs for this specific Scheduled job
  • During automated report generation, module would try to populate template file with values from the system and also send an Email, if that feature was enabled in the Scheduled Job
  • In case if any error would occur during report generation, it would be logged in the related Run record in the right-side Chatter section
  • Runs menu is almost identical to the Template details page, except for it also contains fields for related Schedule Report and used Template
  • Each Run record stores data, that was used for automatic report generation. All fields are editable, so you can change them at will, but please, note that changes in the specific Report Run would not affect neither the Template, nor the Scheduled Job

Scheduled Actions

  • Module uses 2 Cron jobs to trigger automations, you can find them in the Settings -> Technical -> Scheduled Actions menu by the "Excel Template:" name prefix
  • "Excel Template: Generate Scheduled Report" job is used to trigger automations for the Scheduled Report records. It runs every hour
  • "Excel Template: Cleanup Generated Scheduled Report Runs" job is used to cleanup generated Scheduled Report Runs, based on the "Report Lifetime" field of a Report. It runs once every day

Compatibility

  • Odoo Editions: Enterprise & Community
  • Version: 19.0 (fully compatible with latest Odoo frameworks)

Maintainers

This module is maintained by Qulix.

Qulix Logo

Qulix is a global provider of end-to-end Odoo solutions that help businesses streamline, automate, and optimize their operations.

For questions or support, please contact: odoo@qulix.com

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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