How to Customize Your Financial Reports & Tax Reports With Odoo 17 ...

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How to Customize Your
Financial Reports & Tax
Reports With Odoo 17
Accounting
Enterprise

Introduction
Enterprise
The Accounting module in Odoo 17 is a complete tool designed to manage
all financial aspects of a ...

Enterprise
Possibilities of Customization in Odoo 17 Accounting Reports
● Flexible Report Template: Odoo 17 has customizab...

Enterprise
From the menu Reporting, there are many kinds of Accounting related Financial and
Tax Reports available
Each re...

Enterprise
Among these, the main reports are
● Balance Sheet: Provides a snapshot of the company’s financial position at a...

Enterprise
In order to understand the basic structure of any report, just take the example of Balance
sheet report from th...

Enterprise
On top of the report, we can see there are some inbuilt features available such as the type of
format we need t...

Enterprise
Understanding Account Calculation Formula
Make sure that the instance is running in developer mode to make the ...

Enterprise
We can see the Engine, Label, Formula, Subformula, and Value of the particular
accounting journal. After alteri...

Enterprise
Custom Reports Creation
With the Odoo's user-friendly reporting structure, we can make customized reports
after...

Enterprise
We’ll get a window like this, where we can see the already set reports. Click on ‘New’
button to create a new r...

Enterprise
Give a name for the report. Then, choose the Root Report for our new report. This
will be showing the list of a...

Enterprise
After that, we can choose the Availability of the report. This can be any of ‘Always’,
‘Country Matches’ or ‘Ch...

Enterprise
Clicking on ‘Add a line’ for the Lines tab, its shows as
We can give the details such as parent Line, Action, L...

Enterprise
Now, clicking on ‘Add a line’ for the Label to add the Expression,
Inside the ‘Definition’ field, edit the Form...

Enterprise
For each line we have added under the Lines tab, these can be re ordered by
clicking on the rightmost marked ic...

Enterprise
After setting the Lines tab for the report, let’s add the Columns for the report
then.
The Column names, expres...

Enterprise
At last, the third tab Options can be configured for our report on the board.
After enabling the required check...

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and tec...

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