Export your first file in 2 minutes. This guide shows where to find the tool and how to run a quick export.
Overview
Advanced Export Pro helps you take data out of Odoo in a clean, usable way — for reporting, sharing, backups, or sending to another system. It works with almost any area in Odoo (Customers, Invoices, Sales Orders, Products, Inventory, Projects, and more).
Think of it like building a report file: you decide what data to export, which columns to include, and which rows should be in the result. Before you generate the final file, you can preview a sample so you don’t waste time exporting the wrong thing.
Example: Finance needs “Posted Invoices for last month” with Customer Name, Invoice Date, and Total — exported to Excel and emailed every Monday.
How It Works
- Open the Export Wizard from your Odoo menu.
- Choose the app (for example: Invoices).
- Select the fields (columns) you want.
- Apply filters and preview the results.
- Pick a file format and click Export.
Step-by-Step Guide
- Go to Odoo → Data Tools → Advanced Export.
- Click New to create an export configuration.
- In Source Model, pick the app you want (e.g., Account Move for invoices).
- Click Select Fields and tick the columns you need (e.g., Number, Date, Customer, Total).
- Use Filters to narrow the data (e.g., Date is last 30 days).
- Click Preview to see sample rows.
- Choose File Format (CSV or Excel is common).
- Click Export. If Delivery is Download, your file is ready instantly.
Fields Table
| Field Name | Description | Example |
|---|---|---|
Source Model |
Which Odoo app to export from. |
Account Move (Invoices) |
Selected Fields |
The columns that will appear in your file. |
Number, Date, Customer, Total |
Filters |
Conditions to include only matching records. |
Status is Posted; Date is last 30 days |
File Format |
Type of file to generate. |
CSV, Excel, XML, JSON, PDF, ODS |
Delivery Method |
How you receive the file. |
Download, Email, Cloud, FTP/SFTP, API |
Field Explanations
Source Model
Pick the Odoo app (Customers, Invoices, etc.).
Selected Fields
Choose only the columns your report needs.
Filters
Keep your file light and relevant by limiting rows.
Preview
Check your selection before exporting.
File Format
Choose CSV/Excel for spreadsheets; JSON/XML for systems.
Delivery Method
Decide where the file goes: download, cloud, etc.
Tips
- Start with the minimum fields. You can add more later.
- Use filters to keep files small and easy to open.
- Save your configuration to reuse it anytime.
Common Mistakes
- Exporting all columns “just in case” — leads to heavy files.
- No filters — may include drafts or canceled documents.
- Wrong model — invoices live under Account Move, not Payments.