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Odoo Custom Report Builder Guide: Create, Export and Schedule Reports

Odoo 14.0 Odoo 15.0 Odoo 16.0 Odoo 17.0 Odoo 18.0 Odoo 19.0

Build reusable reports on your Odoo data-open them like normal screens, pivot and chart them, export to Excel or PDF, drill into details, and email them on a schedule.

By Akash Soni May 21, 2026

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Odoo Custom Report Builder Guide: Create, Export and Schedule Reports
Setup Advance Report Studio

For administrators: download the add-on, copy to addons, restart Odoo, update Apps, install, permissions, and verify menus-written for first-time setup.

Getting Started

After install: menus, User vs Manager, dependencies (Mail, xlsxwriter, PDF), and first demo report.

Opening & Running Reports

Open data, CSV/Excel/PDF from the list, search filters, Edit template, JSON export.

Building a Report Template

Full form walkthrough: source, access, window action, drills, exports, email.

Filters & Date Ranges

Domain editor, rolling month domains, Context (JSON), validation.

Pivot, Charts & Kanban

View modes, pivot rows/columns, graph measure, kanban group-by, calendar rules.

Export Columns & Downloads

Column lines, labels, max rows, generated list view, CSV/XLSX/PDF.

Drill-Down Links

Domain templates, {placeholders}, Run drill wizard, demo patterns.

Email & Scheduled Reports

Manual send, test email, daily/weekly/monthly cron, recipients.

Who Can See Your Reports

Company, owner, allowed groups/users, OR logic, record rules.

Quick Start & Demo Reports

[Studio demo] tutorials, presets, catalog, per-app requirements.

Backup & Share (JSON)

Portable export/import, format contents, staging → production.

Studio Settings

Allowed models whitelist, governance, rollout phases.

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Saved report templates

Define once which data, filters, and views to use-then open the report anytime from one menu.

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Pivot, graph & kanban

Summarize sales, contacts, or inventory with pivot tables, bar charts, and kanban boards-not only plain lists.

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CSV, Excel & PDF

Download the same filtered data with the columns you chose, up to your row limit.

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Drill-down links

Jump from a customer to their orders, or from an order to its lines, in one click.

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Scheduled email

Send PDF, Excel, or CSV attachments daily, weekly, or monthly to your team.

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Backup & move (JSON)

Export full report setups and import them in another database or after an upgrade.