How to Customize Report Using Studio in Odoo 17

How to Customize Report Using Studio in Odoo 17

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  How to customizereport using studio in odoo 17 Enterprise
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  Introduction Enterprise This slide willshow 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.
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  Enterprise ● Let’s explorethe functionalities offered in the reports section. ● Go to the studio module and navigate to the Report section.
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  Enterprise ● Here youcan 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.
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  Enterprise ● Click onthe New button for creating new report for model. ● Select the reporting type whether it is a External, Internal, or Blank Reports.
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  Enterprise ● Depending onthe 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.
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  Enterprise ● The reportconfiguration section is opened based on the selected report type.
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  Enterprise ● In theReport 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.
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  Enterprise ● The componentscan be selected from the dropdown menu by typing '/' and choosing the desired option.
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  Enterprise ● To expandthe 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.
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  Enterprise ● You cancustomize the report by adding more columns and data according to your application type and specific requirements.
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  Enterprise ● You canpreview and verify activities by selecting the PRINT button and editing the Print Preview.
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  Enterprise ● Let’s goto the Sale order and open a sale order. ● Under print action you can view the report.
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  Enterprise ● You canbe 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.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com