Configuration
Every setting in Advanced Report Builder, and what each one changes.
Building a report
Reports > Reports > New
| Field | What it is |
|---|---|
| Name | What people will look for. "Overdue invoices by customer" |
| Based on | The model. Odoo's own plumbing (ir.*) is refused |
| Filter | An Odoo domain, applied on top of the reader's rights |
| Order | e.g. amount_residual desc. Stored fields only |
| Row limit | Between 1 and 20,000 |
| Group by | Optional, a stored field |
| Description | One line for the person who finds this in six months |
Columns
One row per column, in the order they appear.
- Field - a field on the model, or one hop through a relation: partner_id.country_id. Two hops are refused; a report that has to walk three models is a report about the wrong model.
- Label - the heading. Empty uses the field's own label.
- Total - sum, average, minimum or maximum on numeric columns. Shown under the column in the spreadsheet.
There is no expression field, deliberately. The moment a saved definition can carry code it becomes a way for one person to run something as another.
Sharing
Sharing tab. Leave the groups empty and every reader can see the definition - which still tells them nothing they are not allowed to read. Name groups to narrow it.
Scheduling delivery
Reports > Schedules > New
| Field | What it means |
|---|---|
| Report | Which definition to send |
| Run as | Whose access rights the rows are read with |
| Send to | Any partners with an email address |
| Interval | Daily, weekly (pick a day), or monthly (1st-28th) |
| Hour | Server time |
| Format | Spreadsheet, CSV, or a table in the email body |
| Send even when empty | Off by default |
Run as is the important field
Recipients see exactly what that person would see running the report by hand. Choose somebody whose view of the data is the one you mean to send. A person who cannot read the model is refused when you save the schedule, rather than producing an empty email at seven the next morning.
Why the 28th
Monthly schedules are capped at day 28. A report that silently skips February is worse than one that runs three days early.
Why empty reports are not sent
A weekly email that says nothing seven times is an email people stop opening - and the eighth one, the one that matters, goes to the same folder.
Testing a schedule
Send now on the schedule form sends it immediately to the real recipients. Use it once, with yourself as the only recipient, before adding the team.