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All in One Excel Report
The All in One Excel Report module for Odoo enables users to generate comprehensive and well-structured Excel reports for key business documents such as invoices, purchase orders, and sales orders. By consolidating critical financial and transactional data into organized multi-sheet spreadsheets, the module simplifies reporting, enhances data analysis, and improves record-keeping efficiency.
Features
Multi-Sheet Reports for Structured Insights
This module allows users to create detailed Excel reports that include multiple sheets within a single file, covering invoices, purchase orders, and sales orders. Each sheet is structured to present relevant data clearly, making it easy to review and analyze different business operations in one place.
Downloadable Reports in Professional Formats
Export Excel reports instantly in well-designed and visually appealing formats that are ready for sharing and presentation. The module ensures that exported files maintain clarity, readability, and a professional look without requiring additional formatting.
Organized Data with Smart Categorization
Access all orders categorized by sheet names and statuses, ensuring that information is logically grouped and easy to locate. This eliminates the need to manually create or rearrange sheets, as the system automatically structures the data.
Simple and Quick Report Generation
Generate and download Excel reports effortlessly without manual data entry or complex steps. The module simplifies the reporting process, enabling users to produce detailed Excel sheets with just a few clicks.
Comprehensive Coverage of Business Documents
Each order, bill, and invoice is included and detailed within dedicated Excel sheets, providing complete visibility into business transactions. This ensures that no critical data is missed during reporting.
Consolidated Data Management in One File
Maintain all financial and transactional data within a single Excel file, combining multiple reports into one centralized document. This approach reduces file clutter and simplifies data storage and sharing.
Screenshot
1.) Menu for Download
Displays the menu option for generating the invoice payment report. and Click on the "Action" dropdown and select "Invoice Payment Excel Report" to download the report.
Navigation : Invoicing → Customers → Invoices
2.) Overview
Illustrates the multi-sheet layout containing invoice details, organized by different sheets within the report.
3.) Menu in Invoice Form View
Shows the action button in the invoice form for downloading the report. and Open any invoice, click the "Action" button, then select "Invoice Payment Excel Report" to download the report.
4.) Details
Provides comprehensive invoice details in the generated Excel report.
5.) Menu for Download
Displays the menu option for generating the purchase order report. and Click on the "Action" dropdown and select "Purchase Order Excel Report" to download the report.
Navigation : Purchase → Orders → Request for Quotation
6.) Overview
Illustrates the multi-sheet layout containing purchase order details, organized by different sheets within the report.
7.) Menu in Purchase Form View
Shows the action button in the purchase form for downloading the report. and Open any purchase order, click the "Action" button, then select "Purchase Order Excel Report" to download the report.
8.) Details
Displays comprehensive details of the selected purchase order.
9.) Menu for Download
Displays the menu option for generating the sale order report. and Click on the "Action" dropdown and select "Sale Order Excel Report" to download the report.
Navigation : Sale → Orders → Quotations
10.) Overview
Illustrates the multi-sheet layout containing sale order details, organized by different sheets within the report.
11.) Menu in Sale Form View
Displays the menu option for generating the sale order report. and Open any sale order, click the "Action" button, then select "Sale Order Excel Report" to download the report.
12.) Details
Provides comprehensive details of the selected sale order, including an action button for downloading the report.
User Guide