Odoo Advance Report Layouts User Guide

Introduction:

“Get Attractive Reports for Customers with Odoo Advance Reports Layouts!”

Odoo Advance Report Layouts help the business convenience to manage reports efficiently. With this module, Business admins can create an attractive and informative report configuration that will be followed for every report generation.

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Features:

1. The Admin can Add a Watermark and Signature to reports
2. The module allows the Enable/Disable option for Header and Footer in the report.
3. Admin can use Changeable font style, color, and size for reports.
4. They can Add a Logo and a Footer Logo.
5. It allows Various types of Reports for customization
6. The module allows to management of company information and configures it with the report layouts.
7. Admin can create many layout types for use.
8. The module provides an Enable/Disable option for Displaying the Amount in words and displaying Product Images in the report.
9. Preview Options for configured types of reports are available for the business admin.
10. Theme and Color Schemes can be added to reports with the help of the module.
11. Requires one-time configuration for mass report generation.

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Installation:

1. After purchasing the module, a link will be provided to download a zip file.
2. Extract the file and a folder named ‘wk_advance_reports’ will be visible.
3. Copy the folder to the Odoo add-ons path.
4. Open the Odoo app, and click on settings. Then, Click on Developer Mode.
5. Now, open the Apps Menu and click ‘Update Module List’.
6. At the search bar, remove all filters and search ‘wk_advance_reports’.
7. And Click on Install for Installation.

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Workflow:

Configuration:

1. After the Successful installation of Odoo Advance Report Layouts. We Need to route to “Odoo Settings >> User & Companies >> Report Layouts“.

2. You can view already created Layouts. To Create a new layout click on “New”, The page will be redirected to the Report Layout configuration page.
3. Fill in the required Configurations for the Report to be generated. Add the report type from Option “Model Report Type” and Click on add a line button.

4. Now a pop page saying “Create Layout Page” will Appear and we need to add configurations as required. Click on Save and Close. If you want to continue making more Layout types click on Save and New.

5. To use the Configured reports with Company information. We need to create/Configure Companies for the report.
6. To Create a company navigate to “Odoo Settings >> User & Companies >> Companies”. Click on “New” to create a new Company configuration.

7. Fill in the required details for the company and Select the report Type with Report Template (which We have already created from points number 2 to 4). Click on the Save button.

8. To preview All configurations and designs on the report, route to “Odoo Settings >> User & Companies >> Report Layouts”. Open the created Report Layout.
9. You can see the Model Report Layout and click on the Preview option on any of the configured report types.

NEED HELP?

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If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

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