Analytic Dynamic Financial Accounting Reports with Graph | All in One Financial Account Reports with Graphs | Dynamic Financial Accounting Reports | Dynamic Financial Accounting | Dynamic Financial Reports
by Varanval IT Solutions$ 85.00
Analytic Dynamic Financial Accounting Reports with Graph
Interactive dynamic financial reporting dashboard for Odoo 19 with 7 chart visualizers, graph-embedded QWeb PDFs, styled Excel exports, and email cron scheduling.
The Analytic Dynamic Financial Accounting Reports module is an advanced client action dashboard built for Odoo 19. It integrates eight key financial statements (General Ledger, Partner Ledger, Trial Balance, Aged Partner Balance, Profit & Loss, Balance Sheet, Cash Flow, and Analytic Reports) into a unified OWL view interface. Users can switch between data preview grids and interactive charts, including Bar, Line, Pie, Doughnut, Polar Area, Radar, and Horizontal Bar charts. The module features graph-embedded QWeb PDFs, styled XLSX spreadsheet downloads, and an email scheduler rule manager backed by Odoo Cron to automatically deliver reports.
Key Advantages
Dynamic OWL UI
Responsive left sidebar menu to switch between accounting reports and mail configurations with zero lag.
7 Visual Chart Types
Bar, Line, Pie, Doughnut, Polar Area, Radar, and Horizontal Bar chart formats to easily visualize data.
QWeb PDF with Graph
Automatically converts frontend ChartJS canvas into an image snapshot and embeds it directly in the QWeb PDF.
XLSX Spreadsheet Prints
Download structured XLSX worksheets formatted with accounting headers, underlines, and double decimals.
Automated Cron Mailer
Set daily, weekly, or monthly scheduler rules to compile and email PDF attachments to stakeholders.
Fixed Headers Layout
Keep date and entries filters pinned at the top while scrolling down through dense reports tables.
Autocomplete Selectors
Instantly search and add multiple Journals, Accounts, or Partners values inside filter tags.
Dynamic Filters Display
Filter selectors show and hide dynamically based on the active report type to simplify input configuration.
Dynamic Date Offsets
Schedulers support offsets (e.g. Last Month, This Year) that adjust dates automatically on execution.
Collapsible Hierarchy
Click on account group rows to expand or collapse individual ledger records on the fly.
Include Initial Balance
Toggle calculation of opening account balances prior to selected start dates in ledger reports.
Target Move Selection
Limit report calculations to Posted journal entries only or include unposted drafts as well.
Accounts Filter States
Filter reports to show all accounts, only those with movements, or only those with non-zero balances.
Multi-Company Ready
Dynamic active company selection filter with respective currency symbol conversions.
Fast SQL Executions
Optimized ORM search domains compile thousands of invoice rows in milliseconds.
Unified Reporting
Custom reporting menus located directly inside standard Invoicing module navigation panel.
Email Recipient Lists
Bind multiple partner recipient IDs to schedulers for collective weekly status updates.
Out of Box L10n
Multi-language ready template translation structure matching native Odoo i18n locales.
Generated Financial Accounting Reports
This module is engineered to compile and generate the following key financial accounting statements in both data table and chart visualization formats:
- ✔ General Ledger: Detailed transaction logs grouped by account.
- ✔ Partner Ledger: Customer and vendor ledger logs showing balances.
- ✔ Trial Balance: Account summaries with openings, movements, and closing balances.
- ✔ Aged Partner Balance: Receivable and payable aging buckets (0-120+ days).
- ✔ Profit & Loss: Real-time statement summarizing revenues against expense accounts.
- ✔ Balance Sheet: Statement tracks asset, liability, and equity classifications.
- ✔ Cash Flow Statement: Analyzes cash inflows/outflows across operations, investing, and financing.
- ✔ Analytic Reports: Expense/income lines mapped directly to cost centers and analytic accounts.
Installation Guide
- 1 Extract Module: Unzip/Extract the downloaded module folder into your Odoo custom addons directory.
- 2 Restart Server: Restart your Odoo server service to load the new addon path.
- 3 Developer Mode: Log in to your Odoo database and activate the Developer Mode from the Settings dashboard.
- 4 Update Apps List: Go to the Odoo Apps app, click on "Update Apps List" menu, and click Update.
-
5
Install Module: Search for
vits_financial_account_reportsorAnalytic Dynamic Financial Accounting Reportsin the Apps, and click Activate.
Installation and Activation of the Module
Easily locate and activate the financial accounting reports module within your Odoo Apps database to initiate the setup.
Navigate to Invoicing, Open Reporting, and Access Dynamic Reports Dashboard
Open the standard Invoicing application menu, find the Reporting drop-down list, and click on Dynamic Reports to launch the main workspace.
Interactive Dynamic Financial Reports Dashboard
Enjoy a unified client-side dashboard panel equipped with a responsive sidebar and a high-speed filters layout to manage all reports.
Generate General Ledger Report with Advanced Query Filters
Select dates, choose targeted entries, filter accounts by movement status, and select multiple journals or partners before loading entries.
Collapsible General Ledger Grid alongside Interactive Graph Analysis
Analyze ledger transactions in a structured, collapsible grid alongside clean multi-color charts displaying debit and credit comparisons.
Comprehensive Profit and Loss Income and Expense Statement
Examine dynamic summaries of revenue accounts and expenses to compute net profit margins during any selected fiscal period.
Detailed Trial Balance Statement with Openings and Closings
Compare opening balances, current period movements, and final closing totals across all active chart of accounts codes.
Aged Partner Balance with Receivable and Payable Aging Buckets
Track vendor and customer debt distributions categorized dynamically across standard 30-day interval buckets.
Balance Sheet Audit Statement tracking Assets, Liabilities, and Equity
Audits company asset values balancing perfectly against cumulative liability entries and equity holdings in real-time.
Consolidated Partner Ledger Report displaying Ledger Balances
List all posted transactions grouped by partner to review outstanding balances and running ledger balances.
Cash Flow Statement categorized by Operating, Investing, and Financing flows
Analyze cash movements categorized by cash flow source areas to trace liquidity trends.
Mail Configuration Interface to Manage Automatic Reporting Rules
Review, enable, disable, or delete active email cron rules to automate financial statement delivery.
Create Scheduled Email Rule backed by automated Odoo Cron Scheduler
Configure a new report scheduling rule, set your date offsets, and list email recipients to distribute automated PDF updates.
Professional Print Sample of QWeb PDF Document
Print clear, formatted accounting sheets matching professional corporate layouts for manual reporting.
Structured Spreadsheet Export Sample of XLSX Document
Export raw data rows to structured Excel workbooks featuring aligned decimals, bold headers, and subtotal formats.
Printed QWeb PDF Report containing Embedded Graph Snapshot
Generate QWeb PDF printouts that automatically capture and embed active frontend chart panels directly into document pages.
Detailed Walkthrough Video demonstrating Full Module Features and Workflow
Watch a comprehensive screen-recording demo video showcasing the complete navigation, generation, and scheduling flow.
General Ledger Statement
Full accounting entries list grouped by account code with balance rollups.
Partner Ledger Statement
Consolidated journal lines grouped by partner with running balance calculations.
Trial Balance Statement
Summarizes opening debit/credit, period activity, and closing totals per account.
Aged Partner Balance
Buckets outstanding receivables/payables into 0-30, 30-60, 60-90, 90-120, and 120+ days.
Profit & Loss Statement
Dynamic grouping of Income and Expense accounts to calculate Net Profit/Loss.
Balance Sheet Statement
Tracks asset, liability, and equity classifications to verify audit balance.
Cash Flow Statement
Analyses cash transactions categorized by Operating, Investing, and Financing activities.
Analytic Reports
Detailed cost centers mapping that filters and lists lines grouped by analytic accounts.
Interactive Chart Visualizer
Interactive tooltips and 7 chart format toggles to quickly analyze accounts distributions.
Automate Email Scheduler
Rule configuration forms in Mail Config to establish daily, weekly, or monthly delivery.
QWeb PDF Engine
Standard Odoo printable reports layout styled using clean custom CSS rules.
Formatted Excel Engine
Utilizes Python xlsxwriter package to output ready-to-present accounting spreadsheets.
Multi Language Translation Available
We've included several languages out of the box. If your language is missing, simply contact us
and we'll provide a professional translation for free. We are committed to making our
tools accessible to everyone!
Drop us an email at: markvaranval@gmail.com
Chinese
French
German
Russian
Spanish
Arabic
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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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