Financial reports, finally clear and connected.
Generate a dynamic Balance Sheet and Profit and Loss straight from your journal items, with period comparison, drill-down to source entries, and multi-company consolidation, all inside Odoo.
The problem
Odoo's native balance sheet covers the basics, but comparing periods, tracing a summary line back to its journal entries, or consolidating multiple companies means exporting to spreadsheets and reconciling by hand. Assembling an audit-ready financial position takes too many manual steps and too many disconnected screens.
The solution
Dynamic Balance Sheet Report generates the Balance Sheet and Profit and Loss on the fly from journal items, with a built-in comparison column, one-click drill-down to the underlying ledger, and multi-company consolidation, all from two clearly placed menus under Accounting > Reporting.
Built for accountants who need answers fast
Every capability below is implemented in the module.
Dynamic Balance Sheet
Generate a cumulative-to-date Balance Sheet for any as-of date, built live from posted journal items instead of a static snapshot.
Profit and Loss Statement
Run a Profit and Loss statement for any date range, with Income and Expense broken out and a Net Profit total.
Three-Level Hierarchy
Every report groups accounts by section, account type, and individual account, with clear indentation so the structure reads at a glance.
Period Comparison & Variance
Add one comparison column — previous period, previous year, or a custom range — and see the variance and variance percent next to every line.
Drill-Down to Journal Items
Click any line, from a single account up to a full section total, to open the exact Journal Items behind that figure.
Multi-Company Consolidation
Select multiple companies and see a single consolidated report, summed across all of them in one currency.
Posted, All-Entries & Journal Filters
Switch between posted-only and all entries, hide zero-balance lines, and narrow the report to specific journals.
QWeb PDF Export
Export any report to a formatted PDF, ready to hand to auditors, banks, or ownership, alongside the interactive on-screen view.
Findable, Dedicated Menus
Balance Sheet and Profit and Loss each get their own clearly labeled entry under Accounting > Reporting, so the reports are easy to find from day one.
How it works
Open the Wizard
Go to Accounting > Reporting and choose Balance Sheet or Profit and Loss.
Set Your Parameters
Pick the date, companies, journals, and an optional comparison period.
Review On-Screen
View the hierarchical report and drill down into any line to see the underlying journal items.
Export to PDF
Print a polished PDF report for auditors, lenders, or management whenever you need it.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It runs alongside them as a dedicated Balance Sheet and Profit and Loss report with comparison, drill-down, and multi-company consolidation built in from a single wizard.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Dynamic Balance Sheet Report
Balance Sheet and P&L generated live from journal items, with a comparison column, three-level hierarchy, drill-down to the underlying entries, and multi-company consolidation.
Buy on Odoo App Store