How to Customize Report Using Studio in Odoo 17

This slide will show how to customize report using studio in odoo 17.
The Odoo platform offers features for filtration and grouping within the ‘Reports’ menu. Each report created using the Odoo platform is defined on this page.

1. How to customize report using studio in odoo 17 Enterprise

2. Introduction Enterpr ise This slide will show how to customize report using studio in odoo 17. The Odoo platform offers features for filtration and grouping within the ‘Reports’ menu. Each report created using the Odoo platform is defined on this page. Additionally, users have the flexibility to customize the Search, Filtering, and Group by options to suit their needs.

3. Enterprise Let’s explore the functionalities offered in the reports section. Go to the studio module and navigate to the Report section.

4. Enterprise Here you can access all reports. To edit specific details of a report, records must be available in your application database. Once records are accessible, you can edit the report specifies by clicking on the displayed card.

5. Enterprise Click on the New button for creating new report for model . Select the reporting type whether it is a External, Internal, or Blank Reports.

6. Enterprise Depending on the Report Type chosen, you will be presented with the settings menu, where you can configure all the necessary information for the Translate View menu. Selecting any of these options will trigger the opening of the corresponding report configuration form.

7. Enterprise The report configuration section is opened based on the selected report type.

8. Enterprise In the Report menu, users have the flexibility to choose the report title, paper format, and set visibility restrictions. Additionally, users can print generated reports directly from the same window by toggling on the PRINT PREVIEW button. Furthermore, visibility can be restricted to specific user groups by enabling the "Limit Visibility to Groups'' option, allowing for separate access rights. We can create the report template by inserting various tools and components.

9. Enterprise The components can be selected from the dropdown menu by typing '/' and choosing the desired option.

10. Enterprise To expand the desired area in your report template, you can utilize blocks such as Text, Field, Title Block, Field and Label, Image, and Address Block . You can define tables through the Reporting menu, including components such as Data Table, Field Column, Text in Cell, Field in Cell, Subtotal, and Total etc. Column types can also be used to establish two or three columns within the report design.

11. Enterprise You can customize the report by adding more columns and data according to your application type and specific requirements.

12. Enterprise You can preview and verify activities by selecting the PRINT button and editing the Print Previ ew.

13. Enterprise Let’s go to the Sale order and open a sale order . Under print action you can view the report.

14. Enterprise You can be download the report in PDF format. You can also customize the existing report by using these components. This is how we can customize the reports using studio in Odoo 17.

15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com