Installation
What Advanced Report Builder requires, how to install it, and how to check the install worked.
Requirements
- Odoo 18.0, Community or Enterprise
- Depends on base and mail only
- No external Python packages. xlsxwriter is used for spreadsheets and is already shipped with Odoo; if it is somehow missing, attachments fall back to CSV rather than failing
Install
- Put technovision_report_builder in your addons path.
- Update the apps list and install Advanced Report Builder.
- A Reports app appears, and one scheduled action is created.
The administrator who installs it is given the Designer role.
What installing it does not do
- It emails nobody. There are no schedules until you create one.
- It defines no reports. The list is empty.
Roles
| Role | Can |
|---|---|
| Reader | Run saved reports shared with them, and download the result |
| Designer | All of the above, plus create and edit definitions and set up scheduled delivery |
Neither grants access to any data. Every report is read with the person's own existing rights.
The split matters: the people who should be able to define a report that lands in twenty inboxes every Monday are not the same set as the people who should be able to open one.
The scheduled action
Report Builder: send scheduled reports runs every 15 minutes and sends whatever is due. It does nothing until a schedule exists.
Upgrading
Standard Odoo upgrade. Definitions, columns and schedules are preserved.
Uninstalling
Removes the module's own models and the scheduled action. Your business data is untouched - the module only ever read it.