PDF reports

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Introduction

Odoo Studio lets you edit existing PDF reports (e.g., invoices, quotations) or create new ones without coding.
The overall layout (logo, colors, background, paper format, etc.) is managed at the company level through Settings → Companies → Configure Document Layout and applies to all reports.

You can:

Adjust the default layout for all company reports.
Create external, internal, or blank
Edit report content visually or via XML for advanced customization.

Step-by-Step Instructions

1. Configure Default Layout

Go to Settings → Companies → Configure Document Layout.
Choose:
1. Layout style (Light, Boxed, Bold, Striped, Bubble, Wave, Folder).
2. Background (blank, demo logo, custom image).
3. Font (Lato, Roboto, Open Sans, etc.).
4. Company logo (uploaded here, also updates company record).
5. Primary & secondary colors.
6. Address and tagline.
7. Footer
8. Paper format (A4 or US Letter; other formats may be available via installed apps).

2. Create a New Report

Open the model (e.g., Sales Orders).
Click Toggle Studio → Reports → New.
Select type:
1. External: Shows logo, address, tagline (in header or footer depending on layout).
2. Internal: Shows date/time, company name/address, page number.
3. Blank: No header/footer.
Click to create and start editing.

3. Edit an Existing Report

Open Studio → Reports.
Select a report.
Recommendation: Duplicate the report first.
1. Hover over report → ⋮ (options) → Duplicate.
Adjust options:
1. Report name
2. Paper format
3. Show in print menu
4. Reload from attachment (for legally fixed docs like invoices)
5. Limit visibility to specific groups
6. Edit sources (XML)
7. Reset report (to standard version)
8. Print preview

4. Use the Report Editor

Add content with / command menu (fields, tables, images, banners, columns).
Static text: Normal text in editor.
Dynamic fields: Blue-highlighted placeholders replaced with real data.
Conditional blocks: Dashed rectangles with if/else logic (conditions editable only in XML).

Tables:
- Static table: Fixed rows/columns for labels or fixed fields.
- Dynamic table: One2many/many2many fields that expand based on related records.
Formatting: Use toolbar for bold, italics, alignment, etc.
Undo/Redo with Ctrl+Z / Ctrl+Y.

5. Advanced Editing

Edit XML directly via Edit sources (use with caution to avoid upgrade conflicts).
Copy XML changes to upgraded DB if issues occur after updates.

Tips

Always duplicate standard reports before customizing.
Use Print preview to check formatting.
Dynamic tables are ideal for order lines, invoice lines, etc.
For structured text without a table, use columns
Editing header/footer affects all reports using that layout.
Conditional content is powerful for multilingual or customer-specific output.

Key Benefits

No-code or low-code report customization.
Consistent company branding across all reports.
Flexible content: static info, dynamic data, conditional logic.
Ability to handle both internal and customer-facing report needs.
Integrated with Odoo models — no external reporting tool needed.

PDF reports

Introduction