Create Your Own Reports Using Odoo BI View Editor

In this tutorial, we will learn how to create your own reports combining data from existing sources using the powerful Odoo OCA BI View Editor. In this guide, you will discover how to merge multiple datasets quickly, build custom reports in minutes, and integrate information from different modules. We use clear, active sentences and smooth transition words to walk you through the process step by step. You can download more details about the tool at the Odoo BI View Editor shop.

Introduction

Creating custom reports has never been easier. Today, you can create your own reports combining data from existing sources without needing technical expertise. First, you gain access to a user-friendly interface, and then you follow a clear process that uses drag and drop functionality. Next, you merge data from modules such as Sales, Inventory, and Accounting. Finally, you produce reports that empower you to make informed decisions based on integrated insights. In addition, you will see key examples and real-world use cases that illustrate how this powerful tool drives operational efficiency.

This tutorial explains every step in a logical order. You will read clear instructions that help you combine different types of information smoothly. Throughout the tutorial, we use the key phrase “create your own reports combining data from existing sources” and its synonyms to reinforce your learning. Moreover, we use simple words and step-by-step directions that ensure even beginners can follow along easily.

Setting Up Your Environment

Before you start building custom reports, you must prepare your environment properly. First, you need to install the necessary modules and verify that your Odoo instance meets the requirements. Next, you set up your workspace so that you can focus on learning the BI View Editor’s features.

Prerequisites and Installation

You must follow these steps to set up your environment:

1. Prepare Your Odoo Instance
   First, confirm that you run a compatible version of Odoo (such as Odoo 17), as the BI View Editor is optimized for modern versions. Then, update your instance to ensure you have the latest patches and features.
   • Always back up your data before making significant changes.
   • Verify that your server has enough resources to handle the new module.
2. Install the BI View Editor Module
   Next, install the BI View Editor from the official Odoo store or your local repository. This tool helps you create your own reports combining data from existing sources quickly. Follow these steps:
   • Log in to your Odoo dashboard.
   • Go to the “Apps” section and search for “BI View Editor.”
   • Click the “Install” button and wait until the module installs completely.
   • Restart your Odoo server if required.
3. Connect with External Data Sources
   Then, ensure you can access various data sources within Odoo. The BI View Editor connects to your Sales, Inventory, Accounting, and CRM modules without additional configuration. As a result, your reports will show integrated insights from many streams.

Verifying the Installation

After you install the module, verify that it appears in your dashboard. You should see a dedicated menu for BI View Editor. This module plays a central role in letting you create custom reports by combining data from multiple sources. Additionally, you can check for updates periodically to secure the best performance.

Understanding the Odoo BI View Editor Interface

Next, you must familiarize yourself with the user interface. The interface is designed for non-technical users, ensuring that you can create reports by simply following a visual guide.

Key Features of the Interface

The BI View Editor interface comprises several key elements that help you create and customize your reports:

• Dashboard Overview:
  You see a clean layout showing your available data objects. The dashboard makes it easy to identify which modules and data sets you can combine. Transitioning between these objects is seamless and efficient.
• Drag and Drop Functionality:
  You can easily select and move fields from the data sources into your report. Therefore, you actively engage in the creation process while the system auto-updates your layout.
• Customizable Layouts:
  The editor provides different view types such as tables, charts, and pivot grids. By selecting a specific layout, you can enhance readability and highlight key performance indicators.
• Filter and Sorting Options:
  You set filters to refine the data shown in the report. Consequently, you see only the relevant information that meets your business criteria.
• Preview and Export Tools:
  You preview your report layout before finalizing it. Finally, you export the final report in various formats such as PDF, Excel, or CSV for further analysis.

Navigation and Key Areas

First, you click on the Reports tab located in your Odoo dashboard. Then, you open the BI View Editor where the interface clearly labels the available objects and fields. As you navigate through the menu, you notice intuitive icons and helpful tooltips that guide you in selecting the right fields.

By taking time to study the interface, you reduce the learning curve and build a strong foundation for custom report creation. Hence, you can fully utilize the flexibility and depth of the BI View Editor.

Step-by-Step Tutorial: Creating Your Own Reports

Now that you have set up your environment and understood the interface, you are ready to create your own reports combining data from existing sources. The following sections provide a detailed walkthrough of each essential step.

Step 1: Choosing Your Data Sources

First, decide which data sources you want to use in your custom report. You might choose sales orders, purchase orders, or customer data. Consider the following actions:

Identifying Business Objects

You identify the business objects that contain the information you require. For example, if you want to create a sales report, you select the Sales Order object, Inventory elements, and Customer records. Next, you determine how these objects relate to each other. Consequently, you gather all necessary data for comprehensive reporting.

Linking Multiple Data Sources

Then, you link different data sources together by using relationships that exist in your Odoo instance. For example, the system automatically connects sales orders with customer details. In addition, the BI View Editor allows you to create custom joins that combine information from disparate tables. This process produces reports that merge data seamlessly.

Step 2: Designing the Report Layout

After connecting your data sources, you design the layout of your report. It would help if you always planned the structure of your report logically so that the information appears organized and easy to interpret.

Creating a Visual Structure

First, sketch a rough diagram of your report layout. Then, decide whether you want a tabular format, a graphical chart, or a combination of both. Thereafter, use the drag and drop functionality to position the key fields on the canvas. As a result, you see an immediate preview of your custom report’s design.

Using Predefined Templates

Next, you might explore predefined templates provided by the BI View Editor. These templates offer standard report layouts that you can quickly modify. Additionally, templates help you adhere to best practices in data visualization and design. Consequently, they save you time and ensure consistency in your report style.

Step 3: Adding Key Fields and Indicators

Now, you must add the essential fields in your report. Here, you incorporate data such as sales volume, transaction dates, customer names, and more. As you drag and drop each field, the system automatically updates your layout.

Selecting and Configuring Fields

First, locate the field list on the sidebar. Then, drag each relevant field into the reporting canvas. Next, configure the fields by setting labels, data formats, and calculation formulas. For instance, you might add a field that calculates the total sales amount by summing the individual order totals. Moreover, you adjust the font style and size to enhance readability.

Implementing Aggregations and Metrics

After placing the fields, implement aggregations such as sums, counts, and averages. Next, you define key performance indicators (KPIs) that matter most to your business. As a result, your report instantly shows a high-level summary and detailed breakdowns of data. Furthermore, you use conditional formatting to highlight critical metrics.

Step 4: Configuring Filters and Sorting Options

To make your report useful, you must allow users to filter and sort data. Doing this ensures that you create your own reports combining data from existing sources in an intuitive way.

Setting Up Filters

First, identify which data fields require filtering. Then, apply conditions such as date ranges, region filters, or status conditions (e.g., pending, completed). Consequently, you empower your report to focus on the areas of importance. Moreover, the BI View Editor offers dynamic filtering options that update in real time.

Sorting and Data Grouping

Next, you configure sorting options to arrange your data logically. For instance, sort customer orders by date or total amount. Then, group the data based on common attributes such as product category, sales team, or geographic region. As a result, you provide a clear narrative in your report that boosts clarity and insight.

Step 5: Previewing and Finalizing the Report

After you have added all key components, you must preview your report. This step is crucial as it ensures accuracy and visual appeal.

Reviewing the Report Layout

First, click the “Preview” button. Then, check each section to ensure that the layout meets your design standards. Next, verify that the data appears correctly and that all fields are correctly aligned. As a result, you identify any errors or misconfigurations early in the process.

Making Adjustments and Saving

Once you review the report, refine the layout if needed. Next, adjust the spacing of columns, tweak the filters, and reconfigure the aggregations. Finally, save your report so that you can share it with colleagues or use it for business decisions. Moreover, you can export the final report into PDF, CSV, or Excel format with a single click.

Advanced Customizations and Optimization

After you master the basics of creating your own reports combining data from existing sources, you can explore advanced customizations. These techniques allow you to extend the functionality of your reports and make them even more relevant.

Enhancing Report Visuals

First, you customize the report visuals using styles and themes. Then, you integrate charts, graphs, and pivot tables that visualize trends and patterns. Next, you use tools like conditional formatting to highlight outliers and significant metrics. For example, you might set thresholds for low inventory levels or flag orders that exceed a maximum value. As a result, you create reports that are clear and visually appealing.

Integration with Other Odoo Modules

Moreover, you can integrate the BI View Editor with other Odoo modules. First, the editor seamlessly connects with Sales, CRM, Inventory, and Accounting modules. Then, you extract additional fields from these modules to enrich your reports further. In addition, you link reports to the project management module, which helps you monitor performance across different divisions.

Using Advanced Query Options

Next, advanced users can write custom queries that allow greater control over data extraction. Then, you use the built-in SQL editor to modify data views and create calculated fields. Consequently, you tailor your reports even more closely to your business needs. Moreover, you apply these advanced settings to automatically refresh your report when new data becomes available.

Automation and Scheduling

Furthermore, you take full advantage of report scheduling capabilities. First, establish a schedule that automatically generates and sends reports based on your preferred timing. Then, configure email alerts to notify teams when a report is ready. As a result, you streamline operational workflows and ensure all stakeholders receive up-to-date information without manual intervention.

Best Practices for Creating Custom Reports

In order to generate efficient and actionable reports, you must follow some best practices. First, you ensure that every report is consistent and easy to understand. Then, you verify that the key parts of your report appear in the right order and that data is distributed evenly.

Use Consistent Terminology and Layout

First, maintain consistent labels, scopes, and formats across all reports. Then, you adopt a standard template that reflects the key phrase and message—“create your own reports combining data from existing sources.” Next, use similar color schemes and fonts in all your reports. Consequently, your audience finds it easier to interpret information every time they view a report.

Distribute Key Phrases and Synonyms Evenly

Next, you must sprinkle key phrases and synonyms evenly throughout your report. For example, use variations such as “custom reports” or “tailored data views” in headings, subheadings, and within the text. Then, you reinforce the main ideas while keeping the language accessible. As a result, your report maintains focus and clarity from beginning to end.

Validate Data Accuracy and Timeliness

Then, always double-check that the data sourced in your report is accurate and up-to-date. First, use quality checks when linking multiple data sources. Next, run test reports to verify that all calculations and aggregations function correctly. Consequently, you prevent errors and support decision-making with reliable information.

Optimize for Performance and User Experience

Finally, optimize your report for speed and ease of use. First, use simple filters and minimalistic design elements. Then, avoid overloading the report with unnecessary data. Next, perform regular audits to remove outdated information. As a result, your report loads faster and brings clarity to your users.

Detailed Example: Creating a Sales Performance Report

To illustrate how to apply what you have learned, let’s build a detailed sales performance report step by step.

Step 1: Define the Scope and Objectives

First, determine the report’s objective. In our example, you want to create a sales performance report that compares data across different regions and time periods. You include key performance indicators such as total sales, number of orders, average order value, and sales trends over time. Next, you identify relevant fields in the Sales Order object.

Step 2: Select the Data Sources

Then, you choose the Sales Order, Customer, and Product objects as the primary data sources. You link these objects using existing relationships in Odoo. Consequently, you combine data that shows sales volume, customer demographics, and product performance.

Step 3: Design the Layout

Next, you design a clean and simple layout:

• Header Section:
  Include the company logo and report title (e.g., “Sales Performance Report—Custom Data View”). Then, add date filters to allow for custom time range selections.
• Body Section:
  Present a summary table that aggregates key metrics. Then, use a bar chart to compare total sales per region. Next, embed a pivot table that shows product-wise sales performance.
• Footer Section:
  Add report generation time and the contact information for follow-up inquiries.

Step 4: Configure Filters and Aggregations

First, set filters for the report. For example, apply a date filter that shows sales data for the current quarter. Then, configure field aggregations such as:

• Sum the total sales amount
• Count the number of orders
• Average the order value

Next, group data by region and sales team. As a result, you get a segmented view that highlights performance across various areas.

Step 5: Preview, Adjust, and Save

Next, preview the report to ensure that it meets your expectations. Then, make any necessary layout adjustments. Finally, save the report in your Odoo dashboard and export it for distribution if needed.

Step 6: Schedule Periodic Updates

Finally, automate the process by scheduling the report to run weekly. Then, configure email notifications so that stakeholders automatically receive the latest version. Consequently, you enhance efficiency and reduce manual workload.

Troubleshooting Common Issues

Even though the process is straightforward, you might encounter challenges. Therefore, follow these tips to address common issues:

Data Mismatch and Incomplete Reports

If your report displays mismatched or incomplete data, first check that all data sources are correctly linked. Then, verify that the filters do not exclude essential records. Moreover, review the aggregation formulas to ensure that calculations are correct. Consequently, recalibrate your settings and re-run the preview.

Performance Lag

If the report loads slowly, then simplify your design. First, remove unnecessary fields and filters. Next, optimize relationships between tables to speed up data retrieval. Finally, consider upgrading your hardware or server resources if needed.

Interface Navigation Issues

If you struggle to navigate the BI View Editor interface, then use the built-in help and tooltips. First, read the documentation provided within the tool. Then, watch tutorial videos available online. In addition, visit the Odoo Community Forum for tips and troubleshooting advice. Consequently, you will become more confident and proficient in using the tool.

Advanced Techniques for Data Integration

After you are comfortable with the basics, you can explore several advanced techniques that further enhance your reports.

Custom SQL Queries

For technical users, the BI View Editor allows you to write custom SQL queries. First, open the SQL editor within the tool and write specific queries to fetch and join data from multiple sources. Then, integrate these queries with your visual report. As a result, you tailor your data retrieval process and produce even more granular reports.

Dynamic Data Refresh

Next, you implement dynamic data refresh options. First, adjust the report settings so that the data updates automatically when new records are added. Then, schedule periodic refresh intervals that match your business cycle. Consequently, your reports always display the most current data, which boosts decision-making accuracy.

Embedding Reports in Dashboards

You can also embed your custom reports within a broader Odoo dashboard. First, create a new dashboard view. Then, add a widget that displays your report directly. Next, configure the widget settings to fit seamlessly with other dashboard elements. As a result, you create a unified view of your business metrics that is accessible at a glance.

Best Practices for Long-Term Success

Following these best practices will ensure that you can continuously create your own reports combining data from existing sources for ongoing business success.

Document Your Process

First, document every step you take while creating a report. Then, maintain a log for each version of your reports and the decisions you made. By doing so, you make it easier to troubleshoot issues and implement improvements in the future.

Train Your Team

Next, share this knowledge with your colleagues. First, organize training sessions or workshops to demonstrate the steps involved. Then, provide a written guide that includes screenshots and examples. Consequently, you empower your team to create custom reports and distribute the workload.

Regularly Update Templates

Then, update your standard templates to accommodate new data fields or changes in business requirements. First, review your report templates quarterly. Next, integrate feedback from end users to improve usability and insights. As a result, you maintain relevance and improve the quality of every report.

Monitor Performance Metrics

Finally, monitor how your reports impact decision-making and adjust your strategy accordingly. First, collect feedback from users across departments. Then, incorporate usage statistics to tweak filters and aggregations. Consequently, you produce reports that not only combine data effectively but also drive actionable insights.

Conclusion

In summary, you now know how to create your own reports combining data from existing sources using the Odoo OCA BI View Editor. First, you set up your environment and install the module. Then, you familiarize yourself with the intuitive interface that lets you drag and drop key fields. Next, you follow a series of steps to select data sources, configure fields, apply filters, and customize report layouts. Finally, you learn advanced customization techniques including dynamic data refresh, custom SQL queries, and embedding reports in dashboards.

By following these clear and active steps, you ensure that your reports remain efficient, accurate, and tailored to your business needs. Moreover, you use transition words to guide your progress through each section, making the entire process both educational and engaging. Additionally, you have learned best practices for troubleshooting common issues and for long-term success in data integration.

Remember to revisit the Odoo BI View Editor shop for regular updates and further enhancements. Embrace this tool, and you will soon transform raw data into informative, user-friendly reports that drive smarter business decisions.

We hope this detailed tutorial empowers you to dive deep into report creation and data integration. By using the strategies outlined above, you will continuously improve your reports—and in doing so, you will help your organization become more data-driven and agile.

Feel free to share your experiences and ask questions in the comments section below. Happy reporting, and enjoy the journey of turning your data into actionable insights!

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Additional Resources:
For further reading and advanced techniques, check out our detailed guides on data visualization and analytics. Also, join the Odoo Community Forum to connect with other users and get expert advice.

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This tutorial has explained every step clearly. We began with installation, navigated the interface, walked you through creating a new report step by step, discussed advanced options, and shared best practices. By following these active and concise instructions, you now have a comprehensive roadmap to create your own reports combining data from existing sources using the Odoo BI View Editor. Enjoy your new skills and keep exploring as you build more insightful, custom reports for your business!

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By using simple, familiar words and clear transitions, you now have everything you need to master the power of Odoo’s reporting capabilities. Remember, the key to effective reporting is consistency, regular updates, and user-friendly design. Now, go ahead and create your own custom reports that drive business success!