Reporting
MIS, Budget & Executive Reporting
MIS packs with budget variance and prior-year comparison, dynamic budget drill-down and management Excel reports.
View solutionReports & Dashboards
Reporting your leadership can rely on
Executives need numbers they trust, in the format they use. We build reports on top of posted Odoo data, so every figure can be traced back to its transactions.
The business challenge
Why organisations come to us
When reporting depends on exports and manual consolidation, it is late, inconsistent and difficult to audit.
- Monthly management packs are assembled manually in Excel.
- Budget versus actual is not available by period or analytic account.
- Customers ask for statements that do not match the ledger.
- Different teams produce different figures for the same metric.
- Reports are slow or time out on large databases.
What we provide
Scope of the service
01
MIS reporting
Period-based management reports with actual, budget, variance and prior-year comparison.
02
Dynamic budget reports
Foldable row hierarchies and drill-down period columns with Excel export.
03
Statements of account
Customer statements generated from the same calculation used in the portal and PDF.
04
Operational reports
Sales registers, collections, overdue summaries, payroll and gratuity reports.
05
Secure document output
Password-protected PDF output for sensitive documents where required.
06
Dashboards
Odoo dashboards and spreadsheet views for key indicators.
Capabilities
Technical and functional capabilities
- QWeb PDF reports and branded document layouts
- XLSX reports with grouping and formulas
- Analytic accounting and budget integration
- Monthly, quarterly, half-yearly and yearly periods
- Drill-down from summary to source document
- Scheduled report delivery by email
Relevant Odoo applications
- Accounting
- Budgets
- Sales
- Payroll
- Spreadsheet Dashboards
We work with Odoo Community and Odoo Enterprise and advise on the implications of each.
Our approach
How we deliver this service
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01
Define
Agree metrics, definitions and source data for each report.
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02
Prototype
Build a sample with real data for review.
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03
Build
Develop the report with filters, grouping and exports.
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04
Reconcile
Tie report totals back to the ledger.
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05
Roll out
Train report users and schedule distribution.
Benefits
What your business gains
Timely insight
Reports are available on demand, not after the close.
Single definition
One agreed calculation per metric.
Traceability
Drill-down to the underlying transactions.
Less manual work
No monthly rebuilding of spreadsheets.
Related work
Solutions and case studies
Finance
Collections, PDC & Late-Payment Penalties
Post-dated cheque management, multi-instrument receipts, collection follow-up and automated late-payment penalties.
View solution
Client delivery
MIS & Dynamic Budget Reporting
Management information reports with budget variance and prior-year comparison, and a dynamic drill-down budget report with Excel export.
- Odoo 19
- Python
- OWL
FAQ
Frequently asked questions
Yes, subject to the company and currency structure, reports can consolidate or compare entities.
Yes. Most management reports we build include an XLSX export.
Discuss your Reports & Dashboards project
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Let's discuss your requirements, your current systems and what you want to achieve.