How to Create a New Report Through Studio Odoo 17

Aug 28, 2024Download as pptx, pdf0 likes928 views

This slide will represent the creation of a new report through studio module. Odoo Studio module in the enterprise edition allows for the creation and refinement of unique applications based on functional requirements, all on a low-code platform.

How to create a new report
through studio odoo 17
Enterprise

Introduction
Enterprise
This slide will represent the creation of a new report through
studio module. Odoo Studio module in the enterprise edition
allows for the creation and refinement of unique applications based
on functional requirements, all on a low-code platform. This feature
enhances operational management within the company by crafting
personalized reports and refining data.

Enterprise
We can go to the studio by clicking on the icon highlighted.

Enterprise
To create a new report, we can click on the Report menu.

Enterprise
We can create new report, by clicking on New button.

Enterprise
We can choose the external Reporting option for the new report

Enterprise
From here we can customise the report template. In the Report menu,
users have the flexibility to choose the report title, paper format, and
set visibility restrictions. Additionally, users can print generated
reports directly from the same window by clicking on the PRINT
PREVIEW button.

Enterprise
We can add new fields, different structure, table, code etc to the
template by typing ‘/’ and choose the desired option from the
dropdown menu.

Enterprise
If we click on the Print Preview button, we can preview and verify the
template without closing the current window.

Enterprise
This is the sample of the report we have designed and we can
customise it according to our requirements.

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

The document discusses how to insert a pipeline view into articles and spreadsheets in Odoo 17 CRM. First, go to the CRM settings and select "Knowledge" then "Insert view in article" to select an article for the pipeline view. Second, go to settings again and select "Spreadsheet" then "Insert List in spreadsheet" to add leads from the pipeline to a spreadsheet for tracking. This allows pipelines and leads to be viewed and managed directly within articles and spreadsheets for improved CRM workflow in Odoo.

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