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Financial Reports - PDF, Excel — A build-to-order Odoo module that exports your accounting financial reports — Balance Sheet, — 1/1उदाहरणात्मक पूर्वावलोकन

A build-to-order Odoo module that exports your accounting financial reports

— Balance Sheet, Profit & Loss, General Ledger, Trial Balance and more — to print-ready PDF and fully-formatted native Excel. Scoped, built, installed and supported by ECOSIRE.

Financial Reports - PDF, Excel क्या है?

A build-to-order Odoo module that exports your accounting financial reports — Balance Sheet, Profit & Loss, General Ledger, Trial Balance and more — to print-ready PDF and fully-formatted native Excel. Scoped, built, installed and supported by ECOSIRE. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

प्रमुख सुविधाएँ

QWeb PDF export (`report_type='qweb-pdf'`) rendered through your `res.company` letterhead, fonts and branding
Native `.xlsx` export built with `xlsxwriter` — real cells and number formats, not an HTML table renamed to Excel
Live SUM/subtotal formulas written into the Excel output so accountants can keep pivoting and reconciling in-sheet
Balance Sheet, Profit & Loss, General Ledger, Trial Balance, Aged Receivable/Payable and Cash Flow report definitions
Comparative-period columns (this year vs last year, period vs period, budget vs actual) configurable per report
Data-driven report lines via a `financial.report.line` style model with `@api.depends` computes for hierarchy and subtotals
Reads directly from `account.move.line` / `account.account` with posted-only and date/fiscal-period filtering
Multi-currency aware — company currency plus optional secondary-currency columns and correct rounding
Frozen header rows, outline grouping levels and per-column number/currency formatting in the workbook
Access controlled by `ir.model.access.csv` plus record rules scoped to accounting/finance security groups
Multi-company respected through standard company record rules so users only export their allowed companies
Optional `ir.cron` automated action to generate and email a scheduled report pack (e.g. monthly management set)
Export invocable programmatically over the XML-RPC / JSON-RPC API for BI tools or external schedulers
Built and versioned for your target — `__manifest__.py` pinned to Odoo 17.0, 18.0 or 19.0, Community or Enterprise

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

  1. 1

    आप ऑर्डर करते हैं

    एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

  2. 2

    हम बनाते और इंस्टॉल करते हैं

    ECOSIRE इसे आपके Odoo पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

  3. 3

    लाइव + समर्थन

    आप लगभग एक कार्य सप्ताह में लाइव हो जाते हैं, गो-लाइव के बाद दो सप्ताह के समर्थन के साथ। हमारे द्वारा दिए गए कोड की खामियाँ निःशुल्क ठीक की जाती हैं।

तकनीकी विनिर्देश

Odoo संगतता
Odoo 17, Odoo 18, Odoo 19
संस्करण
Enterprise और Community
लाइसेंस
लाइसेंस की पुष्टि आवश्यक है
Python आवश्यकता
Python 3.10+
डेटाबेस
PostgreSQL 12+

इस उत्पाद के बारे में

Finance teams running Odoo hit the same wall every month-end: the built-in accounting reports render on screen and drill down beautifully, but the moment you need to hand a Balance Sheet to an auditor, circulate a P&L to non-Odoo stakeholders, or pivot a General Ledger in a spreadsheet, the native export options run out of road. In Odoo Community the accounting reporting engine (account.report) is Enterprise-only, so Community users have almost no structured export at all; and even on Enterprise the standard PDF/XLSX output is fixed — you cannot easily add your letterhead, restructure column groups, embed live formulas, or match the exact layout your board or regulator expects. The result is hours of manual copy-paste into Excel each period, and PDFs that do not look like they came from your finance department.

This is a made-to-order module that ECOSIRE builds for your specific chart of accounts and reporting needs. At its core it adds a reporting layer over the accounting data — reading account.move.line, account.account, and period/fiscal-year context through the ORM — and exposes an "Export" action on each configured report. The PDF path is a QWeb report (ir.actions.report with report_type='qweb-pdf') rendered through your company letterhead and res.company branding, with configurable sections, subtotals and comparative-period columns. The Excel path streams a genuine .xlsx workbook (built with xlsxwriter, not an HTML-table rename) that preserves number formatting, currency symbols, frozen header rows, grouping/outline levels, and — where you want them — live SUM formulas so accountants can keep working in the sheet. Report definitions are data-driven where practical (a financial.report.line style model with @api.depends computes) so new reports or restructured hierarchies do not always require code changes. Access is locked down with ir.model.access.csv plus record rules so only the finance/accounting groups can run and export, and multi-company data is respected through the standard company rules.

Because it is built to order, we start from your actual reports. During scoping we confirm which statements you need (Balance Sheet, Profit & Loss, General Ledger, Trial Balance, Aged Receivable/Payable, Cash Flow, Executive Summary, or bespoke management packs), your comparative-period and currency requirements, whether output must be triggerable via the XML-RPC/JSON-RPC API or a scheduled ir.cron automated action (e.g. email the monthly pack to management), and which Odoo edition and version you run. Everything is delivered as a clean, installable module with its own __manifest__.py, versioned for your target — we support Odoo 17.0, 18.0 and 19.0, and Community or Enterprise.

Delivery is build-to-order: this is not an instant download. After a short scoping call we confirm the exact report set and formatting, agree a fixed quote, then build, test on a staging copy of your database, run UAT with your finance team, and deploy with a rollback plan. Typical delivery is one working week from confirmed scope, depending on how many reports and how much custom layout work is involved. Pricing starts from $999 (indicative, single-company base scope covering the standard statements in PDF and Excel); additional statements, deep custom layouts, multi-company consolidation, and integration or scheduled-delivery work increase the quoted scope.

What you get

  • Installable, version-pinned module source code (your build) with a clean `__manifest__.py` for your Odoo 17/18/19 edition
  • Installation and configuration on your environment (staging first, then production) including security-group setup
  • Technical documentation — models, report definitions, security rules, and how to add or restructure a report
  • User guide plus a live training session for your finance/accounting team on running and exporting each report
  • UAT on a staging copy of your database with a documented rollback plan before any production deploy
  • Post-go-live support window for fixes and questions after launch
  • Git repository handover with tagged release so your team owns the source going forward

Who this is for

Finance Manager / Controller

Owns month-end and needs Balance Sheet and P&L that go straight to the board or auditor in the exact layout they expect — branded PDF for signing, formatted Excel for analysis — without hours of manual spreadsheet rework.

Odoo Community user without Enterprise reporting

Runs Odoo Community where the `account.report` engine and its exports are Enterprise-only, and needs a proper, structured way to produce and export financial statements without upgrading their whole subscription.

Accountant / Bookkeeper

Lives in spreadsheets and needs native `.xlsx` output with live formulas, frozen headers and correct number formats so they can reconcile, pivot and tie out figures instead of retyping data from an on-screen report.

CFO / Group finance at a multi-company group

Needs consistent, company-scoped and consolidated financial packs across entities, comparative periods and currencies, ideally scheduled and delivered automatically each period rather than assembled by hand.

How Financial Reports - PDF, Excel Compares

CriterionECOSIRECustom BuildCompetitorOdoo नेटिव
AvailabilityBuilt to order for your reports and version, delivered installableBuilt from scratch in-houseInstant download, generic layoutIncluded but export is limited
Excel output qualityNative .xlsx via xlsxwriter with live formulas and formattingDepends entirely on your developer's effortOften a basic or HTML-style exportEnterprise XLSX only, fixed layout
PDF brandingQWeb report through your letterhead and company brandingYou build the QWeb template yourselfFixed template, hard to rebrandStandard company header, minimal control
Community editionFully supported — reporting layer built for CommunityPossible but you own all the workVaries; many assume Enterpriseaccount.report engine is Enterprise-only
Custom layouts & comparativesScoped to your exact statements, columns and periodsWhatever you specify and buildOnly what the fixed module offersLimited to standard report structures
Automation & APIOptional ir.cron scheduling and XML-RPC/JSON-RPC exportPossible with extra build effortRarely includedNot built for scheduled export
Support & handoverPost-go-live support window plus git repo handoverInternal team maintains itVendor ticket queue, no source ownershipCovered by Odoo subscription, no customization
Total cost pathIndicative from $999, fixed quote after scopingHigh developer time and maintenance costLow upfront, limited fit, rework likelyNo extra cost but capability gaps remain

Frequently Asked Questions about Financial Reports - PDF, Excel

Is this a ready-made app I can download and install right now?

No. This is a build-to-order module. ECOSIRE builds it for your specific chart of accounts, report set and Odoo version after a short scoping call — it is not an existing instant-download app. You receive installable source once it is built, tested on staging and accepted.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The exact timeline depends on how many statements you need, how much custom PDF/Excel layout work is involved, and whether we add scheduled delivery or API/BI integration. We agree the timeline with you before starting.

How does pricing and scoping work?

Pricing starts from $999 (indicative, single-company base scope for the standard statements in PDF and Excel). It is not a firm fixed price — after a scoping call where we confirm the exact reports, layouts, editions and any integrations, we give you a fixed written quote. Extra statements, deep custom layouts, multi-company consolidation and integrations increase the quoted scope.

Which Odoo versions and editions do you support?

We build and version-pin for Odoo 17.0, 18.0 and 19.0, on both Community and Enterprise. This is especially useful on Community, where the native `account.report` reporting engine and its exports are Enterprise-only, so you may have little structured export today.

What about support and updates after go-live?

Every build includes a post-go-live support window for fixes and questions, and we hand over the git repository with a tagged release so you own the source. Beyond the included window we offer ongoing support and can port the module forward when you upgrade to a newer Odoo version, quoted separately.

Is the Excel a real spreadsheet or just an HTML export?

It is a genuine `.xlsx` workbook built with `xlsxwriter` — real cells, number and currency formatting, frozen headers, outline grouping, and optional live SUM/subtotal formulas. It is not an HTML table renamed with an .xlsx extension, so your team can pivot and reconcile directly in the file.

Can the reports run automatically or be pulled by another system?

Yes. We can add an `ir.cron` automated action to generate and email a report pack on a schedule (for example the monthly management set), and the export can be invoked over Odoo's XML-RPC / JSON-RPC API so BI tools or external schedulers can pull the PDF or Excel programmatically.

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कोटेशन का अनुरोध करें

Financial Reports - PDF, Excel

A build-to-order Odoo module that exports your accounting financial reports — Balance Sheet, Profit & Loss, General Ledger, Trial Balance and more — to print-ready PDF and fully-formatted native Excel. Scoped, built, installed and supported by ECOSIRE.

  • QWeb PDF export (`report_type='qweb-pdf'`) rendered through your `res.company` letterhead, fonts and branding
  • Native `.xlsx` export built with `xlsxwriter` — real cells and number formats, not an HTML table renamed to Excel
  • Live SUM/subtotal formulas written into the Excel output so accountants can keep pivoting and reconciling in-sheet
  • Balance Sheet, Profit & Loss, General Ledger, Trial Balance, Aged Receivable/Payable and Cash Flow report definitions

कोटेशन का अनुरोध करें

हमें Financial Reports - PDF, Excel के लिए अपनी ज़रूरतें बताएं और हम आपको कीमत, लाइसेंस विकल्प और एक अनुकूलित प्रस्ताव भेजेंगे — आमतौर पर एक कार्यदिवस के भीतर।

अभी कोई भुगतान नहीं। यह हमारी टीम को एक कोटेशन अनुरोध भेजता है — हम कीमत और अगले चरणों के साथ ईमेल द्वारा संपर्क करेंगे।