How does Odoo Report Designer Enhance the Information Reporting System? - PowerPoint PPT Presentation

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How does Odoo Report Designer Enhance the Information Reporting System?

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It’s difficult to maintain specific reports for all your business activities with your Odoo based store that comes with pre-packaged software. Therefore, here’s the Odoo report designing tool, especially for Odoo based e-store owners. They can now have a professional looking report that creates an easy understand and help you to make important decisions. – PowerPoint PPT presentation

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Title: How does Odoo Report Designer Enhance the Information Reporting System?


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How does Odoo Report Designer Enhance the
Information Reporting System?
It is the MIS reports that help the business
owners to evaluate their daily activities. They
are able to resolve the problems that arise, make
decisions, and track the progress. So, proper
reporting on every activity in the e-store
becomes inevitable. But, the pain for every Odoo
e-commerce merchant is that they remain stuck
with default reports pre-packaged with the
software. This software forbids professional
look to the reports and customization options.
This leads to poor information reporting. To
resolve this problem, you can search for Odoo
Reporting module. This module helps the business
owners in decision-making. It also provides
customization options and report designs that
make all types of reporting
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way better. Now, let us have a glance at
different ways we can customize different
reports. Multiple Report Template A business
undergoes many activities like purchase, sales,
payment history, invoice, delivery, etc. To keep
information related to all these activities in
just one book may lead to confusions and look
messy. Therefore, an Odoo report designer avails
you to select template designs for each of these
activities and jot down the information related
to each separately. Admin can opt for any
template themes from all in one report templates
like - contemporary, elegant, creative,
professional, advanced, and exclusive. So, now
set default templates for purchase order, sales
order, delivery report, etc. and allow yourself
to view the reports clearly creating an easy
understanding. Configuration of Report
Fields The Odoo report customization provides
customization options. With the help of this, it
is possible to add watermark, set default color
and so much more. It also enables us to modify
certain fields in the report like template base,
template text, company name and address, customer
name and address, company logo and more. For
that, admin has to first choose a standard
template configuration. Thereafter, they can
change the configuration settings as and when
needed. For example - the option of displaying
the company name in bold or with a different
color is available. Customer Specific
Configuration
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How will you find specific customer in your big
customer report book? Therefore, the Odoo custom
report module helps you in identifying some of
your regular customers. As it allows you to
highlight customer name and address with
specific color of your choice. This helps in
customizing the customer information. You can
provide a detailed information about your
customer and save it. For example - the
languages they know, their contact number and
more. You can even provide a designer template
for each and every customer. Moreover, theres a
color picker with the help of which you can
choose any color for the editable text fields.
Now, customize all the fields of your reports
right from company name to customer
address. Client Quotation Forms Businesses
offer services to their clients. So, when clients
get an interest in their services, they are
ready to strike a deal. But before that, they ask
for price quotations. Most business people take
it as a simple quotation. Therefore, dont pay
attention to give it a professional look. And
that is where they break the impression of the
enterprise. So, heres an Odoo based report
designer that enables you to assign a template
design to the quotation form. The quotation form
should include whole about the time period for
the project, the reason behind the project price
and the necessary information. Apart from
template design, the admin can change the font,
logo, company name in Bold, colors, etc. So,
start using it right there and make your
impression. The Odoo custom report module has an
option to save the report in the PDF form and
get it printed. It also allows you to keep track
of your payment history. Now make your Odoo
store report to look professional with these
features and customization options.
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