odoo-report

name	odoo-report
description	Use when building dashboards, analyzing business data, or creating reports — KPI definition, SQL analytics, dashboard creation

Odoo Reports & Analytics

Guide dashboard creation, data analysis, and business reporting.

When to Use

• User asks "how are sales?" or similar analysis questions
• User wants to build a dashboard or report
• User wants KPIs or metrics tracked
• User asks about business performance

Process

1. Understand What to Measure

Ask about:

• What business question are you trying to answer?
• What time period? (this week, month, quarter, year)
• Compare to what? (previous period, target, other segments)
• Who will see this? (management, team, specific role)

2. Analyze Data

Delegate to the odoo-analyst agent for complex queries:

• The analyst uses SQL for aggregations and joins
• The analyst translates Odoo data into business insights
• The analyst recommends dashboards based on the data

For quick answers, query directly:

odoo_db_run_sql(db_name="db", query="SELECT ... FROM sale_order WHERE ...")
odoo_record_search(db_name="db", model="sale.order", domain=[...], count_only=True)

3. Build Dashboards

For persistent dashboards in Odoo:

odoo_create_dashboard(
    db_name="db",
    name="Sales Dashboard",
    metrics=[
        {"model": "sale.order", "measure": "amount_total", "group_by": "date_order:month"},
        {"model": "sale.order", "measure": "__count", "domain": [["state", "=", "sale"]]}
    ]
)

4. Create Custom Reports

For QWeb reports:

odoo_report_list(db_name="db", model="sale.order")
odoo_report_modify(db_name="db", report_name="...", xpath="...", content="...")

Common Business Metrics

Metric	Model	Measure	Filter
Total Revenue	sale.order	amount_total	state = 'sale'
Open Orders	sale.order	__count	state = 'draft'
New Customers	res.partner	__count	create_date >= this_month
Products Sold	sale.order.line	product_uom_qty	via sale order
Outstanding Invoices	account.move	amount_residual	state = 'posted', payment_state != 'paid'
Stock Value	stock.valuation.layer	value	current
Employee Count	hr.employee	__count	active = True

Key Principles

• Business language — say "revenue" not "amount_total", "customers" not "res.partner"
• Context matters — always include time period, comparison, and what "good" looks like
• Actionable insights — don't just show numbers, suggest what to do about them
• Read-only — analysis should never modify data