The report you need is rarely the report that ships. Odoo's built-in views answer the questions Odoo anticipated; the ones that matter to your business tend to cut across modules in a way no standard view does.
So people export to Excel and rebuild it by hand every month. That works until the person who built the spreadsheet is on holiday, or until someone asks what changed.
CodeCobra takes the question in business terms — margin by product line, orders at risk of missing their date, revenue against target by rep — and either pulls it as a spreadsheet you can send straight on, builds it as a dashboard, or puts it into Odoo as a proper saved view your team can reach themselves.
The distinction matters. A one-off question wants a spreadsheet. A question you'll ask every Monday wants building into Odoo, where it stays live and nobody has to remember the steps.
What people asked, and what came back
Real production requests, condensed and with anything identifying removed.
OwnerManufacturing
Can you build me a dashboard where I can see the cost of finished products against my price lists, and the margin if I sell at each price?
What happened: Built the margin dashboard in Odoo. When a pivot showed impossible values on zero-stock rows it found the bug, fixed it, and verified exactly 39 cells changed with the pivots untouched.
ControllerManufacturing
Please send me a list of customers that owe money above 90 days.
What happened: Generated the overdue receivables list straight out of the live ledger.
ControllerDistribution
The follow-up report should let me choose which report goes in the email body, multi-select the detail reports as attachments, and send PDF, Excel or both.
What happened: Built the whole configurable wizard, added a regression test, and verified all four attachment files appear — with a screenshot.
OperationsDistribution
Create a month-to-month business health analysis for the last two years.
What happened: Pulled the ledger, built the month-over-month view, and wrote the read-out in plain language.
OperationsDistribution
101701 110200 110300 110400 49100
What happened: Understood the GL codes from context alone and exported the year's journal entries for each account into one spreadsheet.
ControllerManufacturing
I need a commission report like we had in the past — easy to read, scoped to one salesperson's accounts.
What happened: Rebuilt the report in the old readable format, scoped to that salesperson, with the landed-cost breakdown included.
OwnerManufacturing
Create a manufacturing yield dashboard broken down by raw coil.
What happened: Built the yield dashboard against live production data.
More requests in this category
188 more real requests in this job, grouped by the part of Odoo they touch.
Accounting
A monthly commission report of every invoice paid in full in the previous month.Owner · Distribution
Any transactions on the card from April or March that haven't cleared the bank yet?Controller · Manufacturing
Can you add invoice aging to the aged receivable, statement and follow-up reports? We'll need custom report engines for it.Consultant · Manufacturing
Can you check whether payments received from a customer stay on the follow-up report only until they're reconciled, or always?Controller · Manufacturing
Can you compare staging and production's profit and loss and balance sheet? I want to see what changed.Consultant · Distribution
Can you create me a list of accounts with a lot of unreconciled credit notes? Group them: those who are owed money, those who owe us money, and those who have both.Operations · Distribution
Can you give me a report of my assets — raw and finished material, boxes, receivables and sales?Owner · Manufacturing
Can you give me an export of my general ledger for 2025 in Excel?Consultant · Distribution
Can you make this one spreadsheet rather than many different ones, for all the journal entries on this account? Separate tabs for each month is fine, but make it one file.Operations · Distribution
Check the follow-up report in the dev instance and tell me whether the "filter by address" filter is there. If it is, show me where and explain how it works. If it isn't, say so.Consultant · Distribution
Consignment royalty review: show me what I owe my consignors and show me the maths. Don't create or post anything.Consultant · Publishing
Create a report of all customers with all their information and their account balance.Operations · Small business
During the day the finance team needs a clear projection of how much cash is actually there and how much is committed but not yet through the bank, so they can make informed decisions.Consultant · Events
Export all vendor bills over $5,000 from Q2 into a spreadsheet with their PO numbers.Controller · Distribution
For the customers below I need a commission report with the customer name, item, sale price, profit, and commission at 30%. Include drafted landed costs, and a breakdown of the landed cost.Controller · Manufacturing
For these three companies I need a detailed Excel on one sheet, by invoice number: the invoice number, date, item, sale price and profit, plus separate detail for ocean freight cost and duties.Controller · Manufacturing
For these three customers, can you make me a report for May line by line — the invoice date, invoice number, customer name, the item, and the profit per item?Controller · Manufacturing
For this vendor I need an Excel sheet with every payment made and which bills it was applied to — a payment of $17,726.30 was applied $7,250 to one invoice, $1,500 to another, and so on.Controller · Manufacturing
How much is my total accounts payable?Operations · Distribution
How much money do we have outstanding over 90 days — not based on the due date, based on the invoice date?Controller · Manufacturing
I made a payment of $112,651.96. Can you share an Excel with the reference numbers and amounts for each invoice?Controller · Manufacturing
I need a commission list for July for the customers where this person is the salesperson. I need it per item in Excel: the invoice number, the customer and the item.Controller · Manufacturing
I need a custom invoice report — I'll share the format, take the fields you need from the invoice model.Operations · Small business
I need a list of customers with the invoices and amounts that are over 365 days old — don't include customers who also have current invoices.Controller · Manufacturing
I need a report of all service bills and purchase orders, including the item name and sorted by it — every bill or PO that isn't entered as a landed cost but goes into an interim account.Controller · Manufacturing
I need a report of all the payments entered by one user on a particular date — don't use the payment date, use the created date.Owner · Import & wholesale
I need a report of total sales — invoices that shipped to New Jersey between 1 March and 30 June. We went live in May, so do the invoices before that also have the ship-to?Controller · Manufacturing
I need a statement for this customer covering only open invoices, with a column for the PO numbers, the sales order numbers, and our old invoice numbers.Controller · Manufacturing
I need to export all the journal entries that make up the general ledger for 2025. It's too large for me to export from Odoo, and I need it to hand the year over to the accountant.Operations · Distribution
I need to work out why the accounting dashboard is so slow to load in the connected environment.Consultant · Events
I need total sales for invoices shipped to one state from March to June — we went live in May, do the earlier invoices carry the ship-to?Controller · Manufacturing
I posted several invoices for a customer that weren't 100% accurate. Now I've received four correct ones, so I want to post the correct ones and discard the old ones.Owner · Manufacturing
I want a dashboard in Odoo that shows my invoice data as charts — the invoice total for each month, in chart form.Developer · ERP consulting
I want to add a logo to my customer follow-up and statement report.Consultant · Manufacturing
I'd like you to look through all the bank transactions, and for each one you find that's a transfer to another internal account, create an internal journal entry in an Excel sheet.Owner · Import & wholesale
I'm trying to pull a report of invoices that haven't been sent yet, but without the historical ones. What are my steps?Controller · Manufacturing
If I give you a list of cheque numbers, can you give me an Excel sheet ready to upload to the bank for positive pay? These are the four columns — you can leave the fourth blank.Controller · Manufacturing
My 3/31 profit and loss shows receivables of $11M and it should be over $13M. Can you check why it's off — was anything changed?Controller · Manufacturing
On my 31 March balance sheet, how does retained earnings get to that number? I'm a little off when I subtract the owner's draw.Controller · Manufacturing
On my balance sheet accounts payable is $6.4M. Can you give me a list of all the vendors and amounts?Controller · Manufacturing
On my July profit and loss, the sum of all the analytic accounts doesn't equal my total balance on two of the accounts. Can you identify which records aren't classified?Consultant · Import & wholesale
On the attached list, please add a column for how much insurance we have on each — the partner limit — and a column with all outstanding sales, invoices plus open orders.Controller · Manufacturing
Payout on customer invoices usually happens around the event date, so it's important to run the aged receivable report by event date, to present to the bank.Consultant · Events
Please export the statement to Excel so Odoo can read it, and make sure no transactions are missing.Controller · Manufacturing
Please give me an expense report for this year, in a decent sheet.Consultant · Distribution
Stock interim received was $1.3M as of 30 June. Can you list me a few big bills sitting in interim received that were taken out later — meaning we entered the bill before it delivered?Controller · Manufacturing
Tell me which of these invoices aren't entered in Odoo, or where the amount entered is less than it should be.Controller · Manufacturing
The base amount shows what the commission is earned against, but on a margin-based commission the base is the profit.Consultant · Manufacturing
The cost breakdown widget shows cost before and after landed costs and adjustments. It would help to see the product's margin percentage there too.Consultant · Manufacturing
The follow-up report should let me choose which report is included in the body — open balance summary, aged balance summary, open balance detail, aged balance detail, or none at all.Consultant · Distribution
There's $129K against an unknown customer on the last line of the aged receivables. What is it, and why was it entered against a customer?Controller · Manufacturing
There's a commission recipient with seven customers — can't that recipient be deleted? Also, on my dashboard I have to approve a lot of the invoices before they show.Controller · Manufacturing
They have over 200 bank and credit card journals. Using a dashboard to view and manage the accounts isn't efficient at all — we should have a list view showing the journals instead.Consultant · Events
This is what I got from my customer. Can you make me a similar report of what we show open for them? If there's anything open on their side that we don't have, let me know.Controller · Manufacturing
Total sales by customer in Excel since go-live — only invoices entered in Odoo, not the migrated ones.Controller · Manufacturing
We need more flexibility in how the follow-up emails present outstanding balance information as part of collections. Different customers respond better to different formats.Consultant · Distribution
We've customised the aged receivable report grouping to go top parent, parent, shipping address, then the record. I want it to behave differently when the top parent is the same.Consultant · Distribution
What was the average sales invoice amount last year?Consultant · Events
Who were my top 20 customers by revenue this quarter, with their payment terms?Owner · Retail
Inventory & warehouse
A client says the models he orders are always out of stock or low. Review everything he's ordered since June and give me an Excel export.Owner · Import & wholesale
Are you able to tell me whether there are sales orders that pull this item in by scanning the barcode, or not?Operations · Distribution
Can you find me any active serial numbers with a quantity of more than one? Each serial should be one, but sometimes I find it says two.Operations · Events
Can you give me a list of products with no volume set up? Leave out imported items, and leave out anything with no sales orders.Controller · Manufacturing
Can you give me a report of all serial numbers showing as on rental but with no pending transfers? They should really be back in stock and they aren't.Operations · Events
Can you make me a live inventory spreadsheet of this vendor's products in stock, with the quantities in each warehouse, so I can share it with my customers?Operations · Distribution
Could I enter on each product how many units go on a pallet, and see the pallet amount on the inventory reports too?Owner · Manufacturing
Could you calculate my finished product inventory and give me the exact value according to the default pricelist?Owner · Manufacturing
Could you calculate the cost, including all landed costs, of the raw aluminium per ton for all the sizes I have? I'd like a template I can just refresh whenever I want.Owner · Manufacturing
From the day we went live I want to see how inventory was affected — what came in and what left the warehouse. Can you make me a saved search for each warehouse separately?Controller · Manufacturing
Get me a list of slow-moving items based on the rules below. Finalise the classification rule — I'd suggest only certain product tags, and only inventory, receipts and deliveries.Owner · Distribution
Give me a list of everything I need to replenish.Consultant · Import & wholesale
How many containers or batches do I have pending incoming?Consultant · Import & wholesale
How many negative items do I have?Operations · Small business
How many of this cartridge do we have in stock in black, and how many do we sell a month?Operations · Wholesale
How many of this product are out on rental this week?Consultant · Events
How many orders did this picker pick and pack in the last 10 days, and how many units per SKU?Operations · Import & wholesale
How many orders still need to be picked? Give me the list, and only the ones on that pricelist.Operations · Import & wholesale
How many types of black bag do you find in our products? List them with the description and item code.Controller · Distribution
I have stock on the higher shelves. Give me a list of everything we need to restock to the bottom level based on the next two weeks of sales.Operations · Import & wholesale
I need a list of orders from all third-party warehouses that weren't invoiced, whether they show ready to bill or just order confirmed. In the Excel I need the items for each sales order too.Controller · Manufacturing
I need a list of receipts and deliveries from any third-party warehouse that haven't been invoiced yet.Controller · Manufacturing
I need these reports in Odoo to export monthly. An inventory report of my current inventory as of the end of the month, including details like vendor and PO number.Consultant · Events
I want a filter on the moves report with this domain: incoming from customer, and outgoing to customer.Consultant · Publishing
I want to run my valuation report by warehouse and by date, so I know what value I held in each warehouse on a specific day.Consultant · Manufacturing
In our warehouse, location A is the highest and the further up the alphabet the lower the location. It's easier to pick from the lower ones.Operations · Import & wholesale
List all rental orders from today onward that have a confirmed order but no outbound transfer.Operations · Events
Make me a list of items that have a landed cost against them — even if it's only drafted — where the item's volume isn't set up.Controller · Manufacturing
Please share an inventory report from Odoo as of the end of June.Controller · Manufacturing
Review the consignment filter on the moves history report. We need to add returns from the customer to the filter to make the consignment report complete.Consultant · Publishing
They package products in small inner packs of a few pieces, and then a group of inners goes into a master pack. Occasionally they ship one or the other.Consultant · Wholesale
We have items that get dropshipped but use a separate trucker for freight. We need a way to get a landed cost onto those dropshipped items to adjust the margin on that sales order.Operations · Distribution
We made the reordering app work with multiple locations. But here's a thought: the raw materials warehouse doesn't have sales, it's used for manufacturing.Consultant · Import & wholesale
Which products haven't sold a single unit in six months but still hold stock?Buyer · Wholesale
Which tablecloth was taken out the most today?Operations · Events
Sales & quoting
Can you get me the total square feet of the flat pavers, the square footage of the wall, and the linear feet of edging, caps and pool coping, from these drawings?Operations · Distribution
Can you send me an Excel sheet with the sales for each of the customers in the attached list, May and June separately? Review it carefully — no mistakes.Controller · Manufacturing
Every customer has a salesperson field. List the customers where it isn't filled in, active since November.Controller · Manufacturing
Give me a CRM lead for every customer who has bought over $20k but hasn't purchased in over a year, and tell me what kind of products each one bought.Operations · Distribution
Give me a list of every contact related to a customer with an active project in the last three months, including the database ID.Consultant · ERP consulting
Give me a list of my customers: the active ones we're working with recently, and the old ones.Consultant · ERP consulting
Give me a list, per product, of how much I've sold so far today.Owner · Manufacturing
Give me an Excel sheet of customers who bought last year but not this year, with the amounts and the potential sales lift.Operations · Import & wholesale
How is expected margin % on a product configured, and what is it best used for?Operations · Distribution
How many delivery sales orders do we do in a month?Operations · Distribution
How many orders were created in the past three days?Owner · Small business
How many sales did I make this month? Report it by customer and by sales rep.Consultant · Distribution
How many sales did we make today?Consultant · Distribution
How many unconfirmed sales orders do I have?Consultant · ERP consulting
How much do customers owe us?Consultant · ERP consulting
How much does this customer's discount total annually? Group all his orders into monthly segments from day one, with a column for his price and another for the list price.Controller · Import & wholesale
How much profit did we make from this performer between August 2024 and August 2025?Consultant · Events
I need a report of this customer's orders in Excel with these columns: customer reference, sales order number, order date, scheduled date and invoice date.Owner · Import & wholesale
In August, how much value of sales orders went on credit hold and was then force-confirmed?Consultant · Distribution
List me all the orders or quotations I have on credit hold.Controller · Distribution
Please export one Excel file from Odoo covering the last six completed months, with these columns: invoice or sale date, salesperson, customer.Operations · Wholesale
Pull last quarter's sales by region.Consultant · ERP consulting
Pull me a list of sales orders that delivered but where the cylinders, freight or any service doesn't show as delivered or billed yet.Controller · Manufacturing
Purchasing & vendors
Are there any service purchase orders entered where the landed cost hasn't been applied?Controller · Manufacturing
Are there any vendors with no terms set up or no payment type? And are there vendor payments against bills that don't actually relate to them?Controller · Manufacturing
Can you check whether there are any open purchase orders delivering to this address, and whether they're linked to a specific customer or sales order? Don't touch anything, just read.Controller · Manufacturing
Can you give me a list of all purchase orders from this vendor scheduled to arrive in July? I need to know which items are already sold and scheduled for outbound delivery, as an Excel file.Controller · Import & wholesale
Compare the two and let me know which purchase orders from the goods-received bills still to enter aren't on the purchase order sheet.Controller · Manufacturing
How do I make a report of open purchase orders that are ready to bill, and include only services?Controller · Manufacturing
How many purchase orders has this person placed or confirmed?Operations · Distribution
How much money have I spent with this vendor so far this year?Consultant · Manufacturing
I need a KPI report on lead time and turnaround time for orders from this vendor.Owner · Import & wholesale
Is it possible to give me a report of purchase orders that were billed at a different cost — specifically billed higher than the purchase order — created or confirmed by a particular user?Operations · Distribution
Please review this prepared purchase order, analyse the current sales trend, compare with the same time last year, and tell me whether the order is well forecast or needs adjusting.Owner · Import & wholesale
The factory I order from is closing for a month and I want to get ahead of my purchasing. How do I see a report that accounts for needing to order another 320 days of stock?Consultant · Import & wholesale
We're updating the cost-with-freight fields, working only in staging, and only on items whose primary vendor is this one.Buyer · Distribution
Manufacturing
If I use one ton of raw material, how many full-size deep pans could I get out of it?Owner · Manufacturing
Make me a spreadsheet dashboard of manufacturing yield. Specifically I want to see how many cases I get out of one metric ton of raw coil.Consultant · Manufacturing
Show me a list of all products with a bill of materials that have no inventory.Consultant · Import & wholesale
Show me scrap rates by work center for the last 90 days.Operations · Manufacturing
Where in Odoo can I tell how many cases I can produce per ton of raw coil?Consultant · Manufacturing
Reports & dashboards
Add an owner filter and a date range filter to the search view, so users can filter the records and group by employee and date range, with three default date filters.Consultant · ERP consulting
An important user is complaining about speed in Odoo. The main concern is the moves history report — it's slow to load the page and slow when filtering.Consultant · Distribution
Build a saved view of deliveries scheduled this week, grouped by route.Operations · Distribution
Can you give me a month-by-month analysis comparing last year with this year — sales, invoiced, receivables, payables, and how many transfers by operation type — with a decent visual?Operations · Distribution
Can you make me a dashboard or spreadsheet in Odoo where I can see the cost of the finished product category against price and pricelists? I want to see the margins there too.Consultant · Manufacturing
Can you make me a spreadsheet of all my products and variants with their vendors, purchase price, cost with freight, and all their pricelists, costs and sale prices?Operations · Distribution
Create a dashboard showing gross margin per SKU. I want to group by category and filter by date.Operations · Import & wholesale
Export this to Excel and import it into Odoo — let me know if it all comes through.Controller · Manufacturing
Give me a list of the modules available in my repository.Consultant · ERP consulting
Give me a monthly gross-margin report by product category for this year.Controller · Manufacturing
Give me the sales for each department separately, comparing the same period last year with this year. By department I mean by trading name.Operations · Import & wholesale
How would I best set up a report in Odoo that shows quantity sold over a week for products, grouped by brand? No development — just out of the box.Consultant · Retail
I need a pivot of all sales quantities of table bases, with the table size as rows and the month of sale as columns — label the month and year.Owner · Import & wholesale
I need a summary of all sales on this attribute year to date, by quantity. Do a data view chart, and a visual of quantity against customer.Operations · Import & wholesale
I need an analysis of all clients' year-to-date sales this year versus last, in a table and as a visual. I'd also like to see who's up and who's down by brand.Owner · Import & wholesale
I want a report of every user's commission — earned, drawn and available — and I want to see it as of a given day.Consultant · Manufacturing
I want a report of last week's sales grouped by brand, as an Excel file.Consultant · Retail
I want an analysis on this variant — two separate reports: month-on-month sales of the variant per model, and month-on-month sales of it to one customer.Controller · Import & wholesale
I want to build an analytics dashboard based on my sales in Odoo.Operations · Small business
I'd like a camper stats view — a pie chart of every task relevant to a camper with the percentage they actually completed.Consultant · Small business
I'd like a weekly and a monthly comparison of sales orders across three years, based on the Jewish calendar, plus a year-on-year visual in monthly segments.Owner · Import & wholesale
I'd like to analyse the historical lead time of order fulfilment — how many days from the order date to the fulfilment being validated.Owner · Import & wholesale
In our forecasting app we go through the sales of a particular item and calculate a forecast for every customer who bought it, based on how much they bought last year.Consultant · Wholesale
In the tabletop category, review all the sales including bills of materials from table sets, and summarise last year's sales by glass type.Owner · Import & wholesale
On the commission recipient list I want to show their related figures specifically — potential, earned, drawn and available to draw.Consultant · Manufacturing
Please make me a pivot view for this customer — rows the month, columns the year, showing total ordered value by month.Owner · Import & wholesale
The recipient dashboard should show product, sales amount and margin percentage columns, with totals — and margin percentage on the all-commissions list too.Consultant · Manufacturing
This is more of an R&D question than a code question. We have a task reports page — a pivot table of points totals that can be filtered by details of the task and the sheet.Consultant · Small business
We used to have specific customers who wanted compliance reports for their items, listing every lab and test a product had been through in the last year.Consultant · Wholesale
What are the total sales today?Owner · Publishing
Documents & email
How do I get a report of all the failed emails from a particular user?Operations · Distribution
Integrations
Can you let me know if there are any internal users who haven't connected their calendar to the Odoo calendar?Operations · Distribution
Data & imports
Are there any duplicate sales orders in my Odoo 18 staging?Operations · Distribution
Are there any duplicate sales orders in Q1 of 2025? I want to know in staging and in production, and I want the differences between the two environments.Operations · Distribution
Are you able to tell me whether a product and its variants have pictures?Buyer · Distribution
Give me a list of the items, quantities and pricing from this PDF as a table.Consultant · Publishing
How many products do I have that I buy from this vendor, and how many of them are missing the secondary material attribute?Owner · Retail
I mastered this in the staging environment, but the export template in the live environment is missing the ID. I tried adding "ID" from the list and it didn't work.Consultant · Import & wholesale
In staging first, can you get me all the alternate SKUs of the products and product variants?Operations · Distribution
List all the categories and recommend which ones are duplicates that could be merged.Operations · Wholesale
We're setting up the second session of data. I'm giving you an Excel with two tabs, one for groups and one for classes — here's what needs to happen for each.Consultant · Small business
Projects & tasks
Analyse the implementation of these two modules. Don't start implementing anything — first do a complete analysis of what exists.Consultant · ERP consulting
Every time a camper's rank increases they get a special prize, and the admin needs to keep track of that.Consultant · Small business
How many project hours are remaining here?Consultant · ERP consulting
Review the write-up and logs attached. Fact-check the claims and the proposed solutions against your own analysis of the flow on their server, taking into account how they actually work.Consultant · Food service
Delivery & dispatch
Can you send me a list of all the shipping methods that aren't mapped to a route?Owner · Food service
How many delivery slips have gone out to customers with our internal notes printed on them?Operations · Distribution
I need a delivery driver's manifest listing all the stops and package counts, with the customer name, delivery address, delivery phone contact and total package count.Operations · Import & wholesale
Point of sale
Give me a sales report as a downloadable Excel file from production, for the past seven days, based on confirmed point of sale orders.Consultant · Retail
I'm giving a demo to a grocery customer. I want to show multiple locations, each with its own analytic account, each running a POS for a day, and how that comes through in the reports.Consultant · Small business
People & payroll
I want a report that shows my employee productivity.Consultant · ERP consulting
Make me a PowerPoint to present to management summarising all employees and their productivity this year.Consultant · ERP consulting
Make me a report of all employees with their timesheets in May.Consultant · ERP consulting
Do I get a spreadsheet or something inside Odoo?
Whichever you ask for. A spreadsheet is a snapshot you can circulate immediately. A saved view or report inside Odoo stays live and your team can reach it without you. If you're going to want it repeatedly, build it into Odoo.
Can it produce real Excel files, not CSV?
Yes — .xlsx workbooks with real formulas, number formatting and multiple sheets. Totals recalculate when you edit them.
What if the numbers look wrong?
Ask in the same conversation. It still has the connection it built the report from, so it can go back to the source records and explain a specific line.