SDLC Financial Reports

v 19.0 Third Party 9

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	3184
Technical Name	`sdlc_financial_reports`
License	LGPL-3
Website	https://sdlccorp.com/

You bought this module and need support? Click here!

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	3184
Technical Name	`sdlc_financial_reports`
License	LGPL-3
Website	https://sdlccorp.com/

Odoo 19 8 Financial Reports PDF & Excel Zero Config

SDLC Dynamic Financial Reports

Comprehensive Financial Reporting for Odoo 19

General Ledger · Partner Ledger · Trial Balance · Aged Partner Balance · Profit & Loss · Balance Sheet · Cash Flow · Analytic Report

Get on Odoo Apps Contact Us

SDLC Dynamic Financial Reports is a comprehensive financial reporting solution for Odoo 19 Community Edition. This module provides 8 essential accounting reports with advanced filtering, interactive list views, and seamless PDF/Excel export capabilities — all within a unified, professional interface.

Designed for accountants, finance teams, and business managers, this module delivers real-time financial insights with drill-down capabilities, customizable date ranges, and professional report formatting. Whether you need transaction-level details or high-level summaries, SDLC Dynamic Financial Reports has you covered.

Zero Configuration One-Click PDF Excel Export Multi-Company Running Balance Date Presets Account Grouping Interactive Views

SDLC Dynamic Financial Reports - 8 comprehensive accounting reports for Odoo 19

Core Capabilities

Why Choose SDLC Dynamic Financial Reports

All 8 essential reports in one module — no manual configuration, no complexity.

8 Complete Reports

General Ledger, Partner Ledger, Trial Balance, Aged Partner, P&L, Balance Sheet, Cash Flow, Analytic.

Interactive List Views

Sortable, groupable views with real-time calculations, sum totals, and drill-down.

PDF & Excel Export

One-click professional PDF and XLSX with formatted tables, frozen headers, auto-widths.

Zero Configuration

Works out of the box with your existing Odoo accounting data. No setup needed.

All-in-One Module

8 Essential Financial Reports

From transaction-level details to high-level financial statements.

Transaction-Level Reports

General Ledger — Complete transaction history by account with running balance
Partner Ledger — Receivables and payables breakdown by partner
Aged Partner Balance — Aging analysis with customizable period buckets
Analytic Summary — Analysis by analytic accounts with debit, credit, balance

Financial Statements

Trial Balance — Summary of all account balances with debit/credit columns
Profit & Loss — Automatic income statement from account types
Balance Sheet — Assets, Liabilities, and Equity with sub-sections
Cash Flow Statement — Operating, Investing, and Financing activities

Feature Details

Complete Feature Coverage

General Ledger Report

Complete transaction history by account with running balance, initial balance, and totals. Supports account grouping and date range filtering.

Partner Ledger Report

Receivables and payables breakdown by partner with initial balance tracking. Filter by partner type (customer/supplier).

Trial Balance Report

Summary of all accounts with initial balance, period debit/credit, and ending balance. Supports hierarchy view and comparison periods.

Aged Partner Balance

Aging analysis with customizable buckets (0-30, 30-60, 60-90, 90-120, 120+ days). Not due, overdue, and total per partner.

Profit & Loss Report

Automatic P&L from account types. Shows income and expense sections with account details and totals. Net profit/loss automatically.

Balance Sheet Report

Automatic balance sheet with Assets, Liabilities, and Equity sections. Sub-section grouping (Current Assets, Fixed Assets, etc.).

Cash Flow Statement

Operating, Investing, and Financing activities breakdown. Auto-calculated from account movements with net cash change.

Analytic Summary Report

Analysis by analytic accounts with debit, credit, and balance. Filter by specific analytic accounts, partners, and plans.

PDF Export

Professional PDF reports with company header, formatted tables, and page numbers. One-click from list view or wizard.

Excel Export

XLSX files with frozen headers, formatted numbers, and automatic column widths. Professional formatting preserved.

Advanced Filters

Filter by journals, accounts, partners, analytic accounts, tags, date ranges, and posted/draft entries.

Multi-Company Support

All reports support multi-company environments. Generate reports for any company in your Odoo instance.

Production Ready

Built for Real Accounting Workflows

Interactive list views with sortable, groupable columns and real-time sum totals

Running balance column for transaction-level reports (General & Partner Ledger)

Initial balance toggle for General Ledger and Partner Ledger reports

Account grouping with expandable/collapsible rows

Quick date presets: Today, This Month, This Year, Last Month, Custom Range

Filter by journals, accounts, partners, analytic accounts, and tags

Posted or All entries filtering for each report

Clean, modern UI fully integrated into Odoo 19 backend

Visual Tour

Screenshots

See the module in action — every wizard, report view, and export option.

Financial Reports Menu

Access all 8 financial reports from a convenient dropdown menu in the Invoicing module.

General Ledger Wizard

Configure report parameters: company, date range, target moves, display options, and filters for journals, accounts, partners, analytic accounts, and tags.

General Ledger Report with Running Balance

Interactive list view grouped by account. Shows initial balance, all transactions with running balance, and account totals. Xlsx and Pdf buttons for instant export.

Partner Ledger Wizard

Filter by partner type (Receivable/Payable accounts), date range, target moves, and include initial balance option.

Partner Ledger Report

Grouped by partner with expandable transaction details. Shows initial balance, running balance per transaction, and partner totals.

Aged Partner Balance Wizard

Configure aging buckets (30, 60, 90, 120 days), select partner type, as-of date, and target moves.

Aged Partner Balance Report

Aging analysis by partner: Not Due, 0-30, 30-60, 60-90, 90-120, Over 120, and Total columns.

Trial Balance Wizard

Configure display accounts (all/with movements), hierarchy option, comparison period, and journal/account filters.

Trial Balance Report

All accounts with code, name, initial balance, debit, credit, and balance. Sum totals verify debits equal credits.

Profit & Loss Wizard

Company, date range, target moves, and optional comparison period for period-over-period analysis.

Profit & Loss Report

Automatic P&L grouped by section (Income/Expense). Account code, name, amount. Net profit/loss calculated automatically.

Balance Sheet Wizard

Company, as-of date, and target moves. Auto-generated from account types — no manual template needed.

Balance Sheet Report

Assets, Liabilities, Equity with sub-section grouping (Current Assets, Fixed Assets, Current Liabilities, etc.).

Cash Flow Statement Wizard

Company, date range, and target moves. Cash flow auto-calculated from account movements.

Cash Flow Statement Report

Operating, Investing, and Financing activities with detailed breakdowns. Net cash change with section totals.

Analytic Summary Report Wizard

Filter by company, date range, target moves, and specific analytic accounts for project-based cost analysis.

Analytic Summary Report

Analytic accounts with code, partner, plan, company, debit, credit, balance. Export to Xlsx or Pdf.

Easy Setup

Zero Configuration Required

Install and start generating reports instantly.

All reports accessible from Invoicing → Financial Reports dropdown menu

Each report has a wizard form with filters and options

Click "View Report" to see the interactive list view

Click "Print PDF" or "Export XLSX" buttons in the wizard to export

Click "Xlsx" or "Pdf" buttons in the list view for quick export

Optional: Configure default date range in Configuration → Settings → Dynamic Financial Reports

Technical Info

Compatibility

Odoo Version	Odoo 19 Community Edition
Dependencies	account, analytic
License	LGPL-3
Author	SDLC Corp

Lifetime Guarantee

Free Lifetime Support

We stand behind our module. Get free lifetime bug-fix support with every installation — no hidden charges, no expiry.

Free Bug Fixes

Any bugs found in the module will be fixed free of charge for the lifetime of your installation.

Free Version Updates

Receive future updates and compatibility patches as new Odoo versions are released.

Dedicated Support

Reach our technical team via Email, Phone, or WhatsApp for any questions or assistance.

Lifetime free bug-fix support	No hidden charges or renewal fees
Quick response from technical team	Compatible with future Odoo updates
Multi-channel support (Email, Phone, WhatsApp)	Documentation and setup guidance included

What We Do

Our Services

SDLC Corp provides end-to-end Odoo services for businesses of all sizes.

Odoo Customization

Tailor Odoo modules and workflows to match your exact business requirements.

Odoo Implementation

Complete end-to-end Odoo setup, configuration, data migration, and go-live support.

Odoo Support & Maintenance

Ongoing technical support, bug fixes, performance tuning, and maintenance plans.

Odoo Integration

Connect Odoo with third-party platforms, APIs, payment gateways, and external systems.

Hire Odoo Developer

Dedicated Odoo developers available for short-term or long-term project engagements.

Odoo Migration

Seamless migration from older Odoo versions or other ERPs with data integrity and zero downtime.

Get in Touch

Need Help or Have Questions?

If you need help with setup, compatibility, customization, or have any questions, feel free to contact us.

sales@sdlccorp.com

Phone

+1 415-594-0097

+91 89209 44210

Free consultation	Customization and workflow automation
Compatibility review	Enterprise and multi-company planning
Pre-sales questions	Priority support and advanced requirements
Setup and implementation guidance

Visit SDLC Corp Install on Odoo Apps

Please log in to comment on this module

The author can leave a single reply to each comment.
This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.