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PDF reports

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Odoo Studio lets you edit existing PDF reports, such as invoices and quotations, or create new ones, without writing code. The overall look of every report, including logo, colours and paper format, is set once at company level and applied everywhere.

How to configure the default layout

  1. Go to Settings > Companies > Configure Document Layout.
  2. Choose a Layout style (Light, Boxed, Bold, Striped, Bubble, Wave or Folder), a Background, a font, your Company logo, Colors, Address, Tagline, Footer and Paper format (A4 or US Letter).

How to create a new report

  1. Open the model the report belongs to (for example Sales Orders), click Toggle Studio, then Reports > New.
  2. Choose a type: External shows the logo, address and tagline; Internal shows the date, company name and address with no footer; Blank has no header or footer.

How to edit an existing report

  1. Open Studio > Reports and select a report.
  2. Duplicate it first: hover over the report, click the vertical ellipsis, then Duplicate, so the original stays available.

From the options panel you can change the Report name, Paper format, whether it shows in the Print menu, whether it should Reload from attachment (required for legal documents like invoices), which groups can see it, Edit sources in XML, Reset report to the standard version, or generate a Print preview.

Using the report editor

Add content using the slash command menu for fields, tables, images, banners or columns. Static text is entered directly, dynamic fields appear as highlighted placeholders replaced with real data, and conditional blocks show as dashed rectangles whose logic can only be edited in XML.

Tables can be static, with fixed rows and columns, or dynamic, expanding to show related records from a One2many or Many2many field. Use the toolbar for formatting, and Ctrl+Z or Ctrl+Y to undo or redo changes.

Advanced editing

Experienced users can edit the underlying XML directly through Edit sources, though this should be done carefully to avoid conflicts with future upgrades. Editing a report’s header or footer affects every report that uses the same layout.

Frequently asked questions

Where do I change the logo and colours for all reports?

Go to Settings > Companies > Configure Document Layout; these settings are company-wide and apply to every report.

Should I edit a standard report directly?

No, duplicate it first so the original stays intact and can be used to reset or compare against your changes.

Need help?

Need help customising PDF reports in Odoo Studio? Contact support@thoughtlogik.com or see our Odoo implementation services.

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