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
Reporting solution
MIS, Budget & Executive Reporting
MIS packs with budget variance and prior-year comparison, dynamic budget drill-down and management Excel reports.
The problem
What organisations struggle with
Leadership needs management accounts by period with budget and prior-year comparison, but standard reports rarely match the board pack format.
The solution
How we solve it in Odoo
Management reports generated from posted accounting and budget data: MIS reports by monthly, quarterly, half-yearly or yearly periods, and a dynamic budget report with foldable rows and drill-down period columns, both exportable to Excel.
Workflow
How the process flows
A simplified representation of the end-to-end workflow.
- 1 Postings
- 2 Budgets
- 3 Report parameters
- 4 Analysis
- 5 Export & share
Key features
What the solution includes
- Actual, budget, variance and variance percentage
- Same period previous-year comparison
- Monthly, quarterly, half-yearly and yearly periods
- Foldable hierarchy: budget, budget line, GL account, analytic
- Year to quarter to month column drill-down
- Sales, collection, overdue and outstanding summaries
- Invoice tracker and payroll registers in Excel
- Password-protected PDF output for sensitive reports
Odoo applications
- Accounting
- Budgets
- Analytic Accounting
- Sales
- Payroll
Integrations
- Excel export
Built on MRM modules
- MIS Report
- Special Budget Dynamic Report
- Sale Registration & Summary Reports
- Invoice Tracker
- Password Protected PDF
Business benefits
The value for your organisation
Board-ready
Reports in the format leadership uses.
Traceable
Figures come from the ledger.
Timely
Run any time, not only at month-end.
Flexible
Drill from summary to detail.
Related services
Services that deliver it
See also
Case studies and related solutions
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.