Reporting & Dashboard · Multiple clients

Odoo Reporting

A library of custom Odoo reports delivered across multiple clients: financial statements, aged balances, inventory valuation, sales analysis and branded documents, exportable to PDF and Excel and emailed on schedule.

Client
Multiple clients
Category
Reporting & Dashboard
Platform
Odoo 15–17 (QWeb, XLSX, SQL views)
Duration
Ongoing programme
Team
3 specialists
Odoo Reporting

0+

custom reports delivered

0%

less manual Excel work

0x

faster heavy reports

The system

Bilingual, branded statements generated by Odoo and delivered on schedule.

Northline Trading W.L.L.

Statement of profit or loss · 1 Jan – 30 Sep 2026

نورثلاين للتجارة ذ.م.م

قائمة الأرباح والخسائر

Description20262025البيان
Revenue12,482,30010,931,450الإيرادات
Cost of sales(8,114,190)(7,207,880)تكلفة المبيعات
Gross profit4,368,1103,723,570إجمالي الربح
Operating expenses(2,190,420)(2,054,300)المصروفات التشغيلية
Depreciation(312,800)(298,100)الاستهلاك
Net profit1,864,8901,371,170صافي الربح

Generated by Odoo · Page 1 of 1

Scheduled delivery

  • Management pack1st of month · 07:00
  • Aged receivablesMondays · 08:00
  • Daily sales flashDaily · 07:30
  • Stock valuation1st of month · 09:00

Illustrative view with representative data.

The challenge

Clients regularly asked for reports Odoo didn't provide out of the box: localised financial statements, consolidated multi-company views, landed-cost valuations, branded invoices in Arabic and English, and management packs.

Teams were exporting raw data to Excel and rebuilding the same reports every month, with inconsistent results.

Problems & solutions

Problem 1

Heavy reports timing out

Year-long reports over millions of move lines exceeded server time limits.

How we fixed it

We built PostgreSQL views and materialised summaries for heavy reports, and moved large exports to background jobs that email a download link when ready.

Problem 2

Bilingual, branded documents

Invoices and statements needed Arabic and English side by side with correct RTL layout and tax QR codes.

How we fixed it

A reusable QWeb layout system handles bilingual columns, RTL text, company branding and compliance QR codes across all documents.

Problem 3

Report sprawl

Every client wanted slightly different versions of the same report.

How we fixed it

Reports are parameterised (filters, groupings, columns), so one well-tested report serves many variations.

What we delivered

  • Financial statements: P&L, balance sheet, cash flow, trial balance
  • Aged receivables/payables and customer statements
  • Inventory valuation, ageing and movement reports
  • Sales, purchase and margin analysis
  • Bilingual branded invoices, quotations and delivery notes
  • Scheduled email delivery of PDF/XLSX packs

How the system flows

  1. 1Requirement mapped
  2. 2Data model optimised
  3. 3Report designed
  4. 4Validated with finance
  5. 5Scheduled delivery
  6. 6Self-service filters
Impact

Key operating metrics before the project and after go-live.

Monthly reporting effort

-87%
Before24 hrs
After3 hrs

Annual GL report runtime

-83%
Before180 sec
After30 sec

Report errors found by audit

-92%
Before12
After1

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