This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Configuring reports

Open ERP has two distinct report types:

  • Statistical reports: these are calculated data, often represented in the form of lists or graphs. These reports are dynamic and you can navigate through the data that comprise the figures through the client interface.

  • Report documents: they're used to print system documents. The result is usually a PDF generated by a selection made on the screen. Furthermore, Open ERP enables you to open these reports in to edit in any changes you want before sending them to your customer.

Because of the power of the Open ERP engine, these two types of report can be created or modified without needing any development and this can be done directly in the client interface of Open ERP or from

Managing statistical reports

Many reports are configured in advance in Open ERP. You can find them in the Reporting submenus under each main menu entry.

You can also install more new reports using various different modules whose name usually starts with report_ .

Modeling a new report

Open ERP gives you the possibility of developing your own analyses to meet your specific needs. To define a new analysis of the system's data you should install the module base_report_creator . This enables you to create complex queries on the database, in a simple and visual way.

Once the module is installed, create a new report using the menu Dashboards ‣ Configuration ‣ Custom Reports.

Give a Report Name to your new report and select the objects that you're going to analyze. For example, select the three following objects: Partner, Sale Order, Sale Order line.

Then turn to the second tab View parameters to select the views that you want in your report. Select Tree in the First View and Graph in the Second View. You can choose the type of graph displayed using the Graph View fields. You could also select Calendar as a view if you were going to add the Date field in your report.


The MS Excel plug-in

The Microsoft Excel plug-in enables you to connect to Open ERP and automatically extract the selected data. You can then apply formulas and graphs to make your own dashboards of measures directly in Excel. The .xls file can be saved and, when it is reopened, it reconnects to Open ERP to refresh the different lists and graphs with live data.


Fields selected for the analysis of sales by customer and by product (plugin_excel.png)

In the third tab Fields to Display you can add filters on all the fields of the selected objects (Filters on Fields). To do that, use the button Add Filter at the top of the form. For the moment, don't add a filter.

In the fourth tab you must indicate which of the fields in the list you want to be shown in your report (Fields to Display). Complete the screen along the lines of the figure below.

  1. The Sequence field gives the order of the fields displayed.

  2. Field the second column enables you to select a field from any of the three objects you selected in the first tab.

  3. Grouping Method the third column lets you to determine the grouping operation that is to be applied to this field:

    • Grouped : Enables you to group document entries with the same value in this


    • Sum : Gives the sum of values in this field.

    • Minimum : Gives the minimum of all the values that appear in this field.

    • Maximum : Gives the maximum of all the values that appear in this field.

    • Average : Gives the arithmetic average of all the values in this field.

    • Count : Gives the count of all the values in this field.

  4. Graph Mode the fourth column, determines if the field will appear in the graph view and, if so, on which axis (X or Y).

  5. Calendar Mode the fifth column, enables you to specify if the field can be the basis of a calendar view.

You can now Save the report you defined. Click on the Open Report button to the right of the form to get the requested analysis.


Analyzing sales by partner and by product in list view


Analyzing sales by partner and by product in graph view

Configuring the dashboards

A dashboard is a selection of reports previously defined in Open ERP. You can choose from hundreds of predefined reports and, for each report, indicate its position on the dashboard.




Once the dashboard has been defined through the menu Dashboards ‣ Configuration ‣ Dashboard definition you can use the Create Menu button to create a menu entry for your dashboard anywhere in the menu system.

Managing document templates with

To configure your printable documents in Open ERP, use the module base_report_designer.


The Writer plug-in

You can create your own reports in just a few minutes using the Writer plug-in. This tool can give your team a big productivity improvement. Using it, you can create templates for all of your company's documents, reducing the work of creating and laying out data and customer documents. The plug-in can be downloaded from

The system is both simple and powerful, because it gives you the benefits of all of the layout facilities offered by Writer as well as all of the data and calculation provided by Open ERP. You could create or modify reports directly from and then use them in Open ERP.




Once the document templates have been defined the users don't need it to carry out their normal work. They can use either Microsoft Office or as they choose.

The plug-in enables you to search for fields in Open ERP and integrate them into your document templates. You can use data loops in tables or sections, enabling you to attach several lines to an order, for example.

Once the new report has been defined it appears directly in the Open ERP client for the system users.


  • 用选择的记录数据生成报表产生一个PDF文档(比如开票)

  • 用选择的记录数据生成报表,在OpenOffice.org中打开进行修改。这让你在发送给客户前能够修改这个文档(比如报价单)

The personalized reports are stored in the Open ERP database and are accessible to everyone who has rights to use your database without any need for the installation of on their own computers. The document modifications are applied to a single database.

Installing the module


  • the module base_report_designer – first in your Open ERP installation if it's not already there, and then in the Open ERP database, you want to use it in.

  • OpenERP的OpenOffice扩展,使用前面一节中 另存为的 插件:设置 openerp_report_designer.zip文件 (译注:base_report_designer模块的安装目录的plugin子目录存有此文件)。

You start by installing the module base_report_designer just like all the other Open ERP modules.

To install the extension, look for the file supplied with the Report Designer distribution. Check that is properly installed on your computer and that you have administration rights for installation.

/doc_static/5.0/_images/tinyreport.png Writer 中的 “OpenERP Report”菜单

Start Writer, select Tools ‣ Package Management... to open the Package Management dialog box and then search for the file to install it. Then close the application and restart Writer: a new menu appears in the top menu bar – Tiny Report or OpenERP Report.

Connecting to Open ERP

Select OpenERP Report ‣ Server parameters in the top menu of Writer. You can then enter your connection parameters to the Open ERP server. You must select a database demo_min in which you've already installed the module sale. A message appears if you've made a successful connection.

Modifying a report


  • modify existing reports which will then replace the originals in your Open ERP database,

  • 重新选择对象并创建新报表.

To modify an existing report, select OpenERP Report ‣ Modify Existing Report. Choose the report:menuselection:Request for Quotation in the Modify Existing Report dialog box and then click Save to Temp Directory.


修改文档模板 然后为你打开报表进入编辑模式,你能使用 Writer的标准字处理功能修改它。

The document is modified in its English version. It will be translated as usual by Open ERP's translation system when you use it through the client interface, if you've configured your own setup to translate to another language for you. So you only need to modify the template once, even if your system uses other languages – but you'll need to add translations as described earlier in this chapter if you add fields or change the content of the existing ones.


Older reports

The older reports may not all have been converted into the new form supported by Open ERP. Data expressions in the old format are shown within double brackets and not in fields.

You can transform an old report format to the new format from the menu OpenERP Report ‣ Convert Bracket–Fields.

From the OpenERP toolbar in it's possible to:

  • connect to the Open ERP server: by supplying the connection parameters.

  • add a loop: select a related field amongst the available fields from the proposed object, for example Order lines . When it's printed this loop will be run for each line of the order. The loop can be put into a table (the lines will then be repeated) or into an section.

  • add a field: you can then go through the whole Open ERP database from the selected object and then a particular field.

  • add an expression:输入一个python语言表达式 从选择对象的任意字段计算数值。


Python 表达式

Using the Expression button you can enter expressions in the Python language. These expressions can use all of the object's fields for their calculations.


‘%.2f’ % (amount_total * 0.9,)

In this example, amount_total is a field from the order object. The result will be 90% of the total of the order, formatted to two decimal places.

You can check the result in Open ERP using the menu Sales Management ‣ Sales Orders ‣ All Orders.

Creating a new report

The general template is made up of loops (such as the list of selected orders) and fields from the object, which can also be looped. Format them to your requirements then save the template.

已有的报表模版构成了丰富的示例。 你能开始通过增加循环和几个字段来创建一个最小的模版。

When the report has been created, send it to the server by clicking OpenERP Report ‣ Send to server, which brings up the Send to server dialog box. Enter the Technical Name of sale.order , to make it appear beside the other sales order reports. Rename the template as Sale Order New in Report Name, check the checkbox Corporate Header and finally click Send Report to Server.

To send it to the server, you can specify if you prefer Open ERP to produce a PDF when the user prints the document, or if Open ERP should open the document for editing in Writer before printing. To do that choose PDF or SXW (a format of documents) in the field Select Report Type.

Creating common headers for reports

When saving new reports and reports that you've modified, you're given the option to select a header. This header is a template that creates a standard page header and footer containing data that's defined in each database.

The header is available to all users of the Open ERP server. Its template can be found on the file system of the server in the directory addons/custom and is common to all the users of the server. Although reports attach information about the company that's printing them you can replace various names in the template with values from the database, but the layout of the page will stay common to all databases on the server.

If your company has its own server, or a hosted server, you can customize this template. To add the company's logo you must login to the Open ERP server as a user who's allowed to edit server files. Then go to the addons/custom directory, copy your logo across (in a standard graphical file format), then edit the file corporate_rml_header.rml in a text editor. Text in the form <image file="corporate_logo.png" x="1cm" y="27.4cm" width="6cm"/> should be put after the line <!--logo--> to pick up and display your logo on each page that uses the corporate header.For any kind of troubleshooting problems kindly mai us at