Skip to Content

Great Odoo Reporting Should Not Require a Developer

27 July 2026 by
Jonathan Wilson
| No comments yet

Odoo is a powerful business platform. It gives organisations access to an enormous amount of useful information, from sales and invoices to projects, stock, timesheets and customer activity.

Dashboards, lists and pivot views are excellent for monitoring what is happening in the business. They help managers spot trends, track key numbers and investigate issues quickly.

But there is still a very important place for a well-designed report.

A dashboard is useful for looking at live information. A report is often what you need when that information has to be presented, shared, sent to a customer, discussed in a meeting or kept as a record.

The problem is that creating or changing professional reports in Odoo can quickly become technical. A request that sounds quite simple—such as adding a watermark, including product images, changing a layout, or producing a clear transaction report with subtotals—can end up requiring developer time.

For many Odoo implementers and functional consultants, that feels unnecessarily difficult.

Reports are still important

There is a lot of discussion about dashboards, real-time data and visualisation—and rightly so. They are valuable tools. But reports are not old-fashioned, and they are not going away.

They simply do a different job.

A report is often better in a meeting

Not every meeting is best conducted by passing a laptop around or pointing at a screen.

Sometimes it is more useful to give people a clear, relevant report that they can read, annotate and take away with them. This may be a management meeting, a project review, a customer discussion or an on-site visit.

A dashboard can help identify that something needs attention. A report can provide the detailed information needed to discuss it properly.

Customer-facing documents need to look professional

Invoices, statements, order confirmations, project reports and transaction summaries are often part of a customer’s day-to-day experience of a business.

These documents should be easy to read, well laid out and consistent with the company’s branding and standards. They may need logos, watermarks, product images, clear totals, useful links and sensible formatting.

A customer should receive a document that looks deliberate and professional—not a raw list of system data.

This is especially important because reports are often shared outside the business. A customer may forward an invoice to their accounts department, save a statement for their records or use a project report in an internal meeting. A well-presented PDF makes that process easier and reflects well on the company that produced it.

Not everyone who needs information has access to Odoo

Odoo users may be comfortable working with dashboards and list views, but customers, suppliers and external stakeholders generally do not have access to the system.

They need information in a format they can open, save, print and forward.

For example, a customer may need:

  • A well-formatted invoice with product images

  • A statement of outstanding invoices

  • A list of transactions for a particular period

  • A project task or progress report

  • A document that clearly shows totals, subtotals and supporting detail

In these situations, a professional PDF report is often the best answer.

Reports provide a point-in-time record

Dashboards are live. That is one of their greatest strengths—but it also means the information changes constantly.

Sometimes you need to capture a moment in time: what was outstanding at month-end, what was sent to a customer, what was discussed in a project review, or what figures were presented to management.

A report provides that snapshot. It can be filed, emailed, reviewed later and used as part of a business record.

Detail still matters

Dashboards simplify information so that people can see the overall picture quickly. But sometimes the detail is the important part.

A dashboard might show that overdue invoices have increased. A detailed report can show which invoices are overdue, the customer, the amount, the due date and the relevant transaction history.

The dashboard helps identify the question. The report often provides the detail needed to answer it.

The challenge for Odoo implementers

Odoo’s reporting capabilities are powerful, but producing a polished report can involve technical work that is outside the comfort zone of many functional consultants and implementers.

This creates a familiar situation.

A customer asks:

“Can we add product images to the invoice?”

Or:

“Can we add a watermark to our pro-forma invoices?”

Or:

“Can we have a transaction report that is easier to read, with alternating lines, subtotals and totals?”

These are reasonable business requirements. Yet they can turn what should be a straightforward functional change into a development task.

That adds time, cost and dependency. It can slow down an implementation, delay a customer request and mean that a developer is needed for relatively small changes to a business document.

Great reporting should be within reach of functional users

I believe Odoo implementers and functional consultants should be able to create professional reports without needing to become report developers.

They understand their customer’s business. They know what information needs to be shown, what the document should look like and how it will be used. They should have practical tools that let them turn that understanding into useful reports.

That does not replace developers. Complex reporting, custom logic and specialised requirements will always benefit from development expertise.

But many everyday reporting needs should be easier to handle.

Why I built Report Writer

This is the reason I created my Odoo Report Writer app.

The aim is to help implementers and functional users create professional, customer-ready documents without every report request becoming a technical project.

It is designed for documents such as:

  • Branded invoices

  • Invoices with product images

  • Documents with watermarks

  • Reports containing useful links

  • Detailed transaction reports

  • Reports with alternating coloured lines for readability

  • Reports with subtotals and totals

  • Customer-facing PDF documents that are clear and easy to run

The goal is not to replace dashboards. Dashboards and reports work well together.

Dashboards help people monitor and explore live data. Reports help people communicate, present, share and retain that data in a professional format.

A better experience for implementers and customers

When an implementer can respond quickly to a reporting request, the customer benefits too.

They receive clearer documents. Their reporting requirements can be handled more quickly. Their business data can be presented in a way that is useful, professional and consistent with their organisation.

That is why I believe great Odoo reporting should not require a developer for every change.

Try the free version

My Report Writer app is now available on the Odoo Apps Store, including a free version.

If you are an Odoo implementer, consultant or functional user who has ever had a simple report request turn into a development task, I would be very interested in your feedback.

Try it on a real reporting requirement and let me know: what report feature would make the biggest difference to you or your customers? Links:

Banded Report Writer - free:https://apps.odoo.com/apps/modules/19.0/banded_report_writer

Banded Report Writer library - free:https://apps.odoo.com/apps/modules/19.0/banded_report_library

Banded Report Writer Pro -https://apps.odoo.com/apps/modules/19.0/banded_report_writer_pro

Demo host:https://brw-demo.wilsonworks.com.au/

Tutorials to help get you started:https://www.youtube.com/@WilsonWorks-e8n

Sign in to leave a comment