Skip to Content

How to Customise your Professional Report Templates in Odoo13

September 27, 2023 by
How to Customise your Professional Report Templates in Odoo13
Harshiv Joshi

This App important when need Different type of reports in Odoo, In ERP reporting format and type essentials which many different reports such as Accounting reports, sales reports, payroll reports , Stock Inventory & Warehouse Reports. Easily Customizable Report Template for Quotation/Sale Order/Sales, Invoice, Picking/Delivery Order,RFQ/Purchase Order/Purchases. There are many Features of Odoo and they provide various Professional Report Templates like A Odoo Standard PDF Report Template, Modern PDF Report Template, Fancy PDF Report Template, Classic PDF Report Template.

Also user can able to Set the Report Template in Company Configuration.

Why Professional Report Templates Are Important in Odoo

Professional business documents create a strong impression on customers, vendors, and partners. In every organization, reports such as quotations, invoices, purchase orders, and delivery orders represent the company’s brand identity. Using attractive and properly structured PDF report templates helps businesses improve document presentation and maintain professional communication.

Odoo report templates help businesses generate clean, organized, and visually appealing documents directly from the ERP system. Companies can customize report layouts according to their branding requirements and business standards without requiring complicated development work.

Improve Business Branding with Custom PDF Reports

Every business wants its documents to look professional and unique. Using customizable report templates in Odoo allows companies to include their logo, company details, bank information, tax information, and branding elements directly in reports.

With professional PDF report templates, businesses can:

  • Improve customer trust and brand image
  • Maintain consistent document formatting
  • Generate professional quotations and invoices
  • Enhance readability of business documents
  • Reduce manual formatting work

This helps organizations maintain a better professional image while communicating with customers and vendors.

Multi-Company Report Management in Odoo

Many businesses operate multiple companies under a single Odoo database. Managing separate report designs for each company can be difficult without proper customization options.

This module allows users to configure different report templates for different companies. Each company can have its own:

  • Report design
  • Header and footer
  • Company logo
  • Bank details
  • Tax information
  • Company registration details

This feature is especially useful for organizations managing multiple brands or business entities.

Advantages of Using Professional Report Templates in Odoo

  • Easy report customization
  • Multiple professional layouts
  • Company-wise template configuration
  • Improved document readability
  • Better branding opportunities
  • Professional customer communication
  • Time-saving report generation
  • Suitable for all business industries
  • Improved ERP document management
  • Faster business document processing

Feature

1) Odoo Standard PDF Report

      You can configure the Odoo Standard template for specific reports. Easily customize Standard Report Templates for Quotation/Sale Orders, Invoices, Picking/Delivery Orders, RFQ, Purchase Orders, and Purchases. This template provides a clean and simple professional layout suitable for everyday business operations. 

2) Fancy PDF Report

      You can configure the Fancy template for specific reports. Easily customize Fancy Report Templates for Quotation/Sale Orders, Invoices, Picking/Delivery Orders, RFQ, Purchase Orders, and Purchases. This template provides a more stylish and visually attractive report design for businesses that want a modern presentation. 

3) Modern PDF Report

      You can configure the Modern template for specific reports. Easily customize Modern Report Templates for Quotation/Sale Orders, Invoices, Picking/Delivery Orders, RFQ, Purchase Orders, and Purchases. The modern design improves readability while maintaining a professional business appearance.

4) Classic PDF Report

      You can configure the Classic template for specific reports. Easily customize Classic Report Templates for Quotation/Sale Orders, Invoices, Picking/Delivery Orders, RFQ, Purchase Orders, and Purchases. This layout provides a traditional business reporting format preferred by many organizations. 

5) Individual Template For Each Company

      Users can select separate report templates for individual companies. This feature is especially useful for multi-company environments where each company requires different branding and report styling. 

6) Useful for All type of Industries

      This module is useful for all types of industries including Manufacturing, Retail, Trading, Healthcare, Education, Hospitality, and Service-Based Businesses. Any organization using professional business documents can benefit from customizable report templates. 

7) User Configuration

      Users can easily configure report templates from company settings without requiring technical knowledge. The configuration process is simple and user-friendly. 

8) Send Mail

      Users can easily send emails with various report templates directly from Odoo. Professional PDF reports can be attached automatically while sending quotations, invoices, purchase orders, or delivery documents.


You Can Goto > Settings > Companies

You can set the Template in company Configuration.

You can set the template and set bank account information, Tax id, Company Registry number  

How to Customise your Professional Report Templates in Odoo13

Send Mail

Users can easily send emails with various template reports directly from Odoo. Professional PDF reports can automatically be attached while sending quotations, invoices, purchase orders, delivery orders, and other business documents.

This feature improves customer communication and helps businesses maintain a professional document-sharing process with clients and vendors.

Send Mail

Fancy Report Template

The Fancy Report Template provides an elegant and modern report design suitable for businesses that want visually attractive documents with better presentation and formatting.  

Fancy Report Template

Delivery Order Fancy Report

The Fancy Delivery Order Report helps businesses generate visually organized delivery documents for warehouse and logistics operations.

Delivery Order Fancy Report

Purchase Order Fancy Report

The Fancy Purchase Order Report improves vendor communication by generating professional and well-structured purchase documents.

Purchase Order Fancy Report

Invoice Fancy Report

The Fancy Invoice Report provides a clean and professional invoice format that improves customer experience and payment communication.

Invoice Fancy Report

Classic Report Template

The Classic Report Template provides a traditional and business-friendly document layout preferred by many organizations for standard reporting requirements.

Classic Report Template

Purchase Order Classic Report

The Classic Purchase Order Report helps businesses maintain traditional and organized purchasing documentation.

Purchase Order Classic Report

Modern Report Template

The Modern Report Template provides a clean, stylish, and contemporary business document design with better formatting and readability.

Modern Report Template

Purchase Order Modern Report

The Modern Purchase Order Report provides a professional purchasing document format with a modern business appearance.

Purchase Order Modern Report

Odoo Standard Template

 The Odoo Standard Template provides the default Odoo-style report format with a clean and structured professional layout.

Odoo Standard Template

Purchase Order Standard Report

The Standard Purchase Order Report helps businesses generate organized and professional purchasing documents using the default Odoo reporting structure.

Purchase Order Standard Report


Benefits of Professional Report Templates

Using professional report templates in Odoo helps businesses:

  • Improve branding and document presentation
  • Maintain professional communication
  • Generate attractive PDF reports
  • Improve readability of business documents
  • Save time in report formatting
  • Manage company-wise report customization
  • Enhance customer and vendor experience
  • Standardize business document generation across departments

These customizable report templates make Odoo reporting more flexible, professional, and suitable for all types of industries and business operations.