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Odoo 16 Dynamic Financial Reports

A Module for accounting reports

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Overview Learn more about this module
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Screenshots View screenshots for this module

Overview

The Financial Reports module helps in accessing the various reports in the Odoo Community edition, which supports a dynamic view. You can use the Filters and Group by tools to get the data according to your requirement. Moreover, the reports which can be accessed are Dynamic Accounting General Ledger, Trial Balance, Balance Sheet, Profit and Loss, Cash Flow Statements, Partner Ledger, Partner Ageing, Daybook, Bankbook, and Cashbook Reports in Odoo 14 community edition. Additionally, the users can also print the reports in PDF and XLSX Format.

Features

Various Filters to Compare Option to compare report values with various filtering tools available.
Print reports in PDF and XLSX Format You can print the reports in both the PDF and XLSX format.
Access the Journal Entries Easy access to the corresponding journal entries directly from the dynamic report view.
Configurable Financial Reports Backend configuration for financial reports, you can configure the hierarchy of financial reports.
Drill-down Approach in Reports The user can drill down from the main report to the journal entries. You can open the form view of each journal entry and view the complete details here.

Screenshots

Dynamic Financial Reports Menu

Financial Reports Configuration

General Ledger

General Ledger Drill-Down View

Filters in General Ledger

(Custom Date Range, Journals, Accounts, Analytic Accounts, Analytic Tags & Target Move)

Option to view source move in General Ledger

General Ledger Journal Entry

Trial Balance Report

General Ledger view from Trial Balance

General Ledger Wizard with Drill-down view

Filters Applied in Trial Balance

Custom Date Range, Journals & Target Move )

Journal Entry from Trial Balance

Trial Balance PDF Report

Trial Balance XLSX Report

Balance Sheet

View General Ledger from Balance Sheet

General Ledger Wizard with Drill down view

Filters Applied in Balance Sheet

(Custom Date Range, Journals, Accounts, Account Tags, Analytic Accounts, Analytic Tags & Target Move)

Balance Sheet PDF Report

Balance Sheet XLSX Report

Profit and Loss Account

View General Ledger from Balance Sheet

Filters Applied in Profit and Loss

(Custom Date Range, Journals, Accounts, Account Tags, Analytic Accounts, Analytic Tags & Target Move)

View General Ledger from Profit and Loss

View Source Move from General Ledger Wizard

Profit and Loss PDF Report

Profit and Loss XLSX Report

Partner Ledger Report

Partner Ledger Drill Down view

Filters in Partner Ledger

(Custom Date Range, Partner, Accounts, Account Tags, Analytic Accounts, Analytic Tags & Target Move)

View Source move from Partner Ledger

Journal Entry from Partner Ledger

Partner Ledger PDF Report

Partner Ledger XLSX Report

Aged Partner Balance Report

Aged Partner Balance Drill Down

Filters in Partner Ageing Report

(Custom Date Range, Partners, Partner Tags, Account Type, & Target Move)

View source move from Partner Ageing

Partner Ageing PDF Report

Partner Ageing XLSX Report

Cash Flow Statements Report

Cash Flow Statements Drill Down view

Filters in Cash Flow Statement

Cash Flow Statement PDF Report

Cash Flow Statement XLSX Report

Cash Book Report

Filters in Cash Book Report

(Custom Date Range, Accounts, Journals, Analytic Accounts, Anlaytic Tags & Target Move)

Cash Book Report Drill Down view

Journal Entry from Cash Book Report

Cash Book PDF Report

Cash Book XLSX Report

Bank Book Report

Filters in Bank Book Report

(Custom Date Range, Accounts, Journals, Analytic Accounts, Anlaytic Tags & Target Move)

Bank Book Report Drill Down view

View Source move from Bank Book Report

Journal Entry from Bank Book Report

Bank Book PDF Report

Bank Book XLSX Report

Day Book Report

Filters in Day Book Report

Day Book Report Drill Down view

View Source move from Day Book Report

Journal Entry from Day Book Report

Day Book PDF Report

Day Book XLSX Report

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