Lead and opportunity reports, reimagined for your CRM pipeline.
Filter, preview, and export lead and opportunity reports in PDF or Excel — then save the setup as a template and let it run itself, right inside Odoo CRM.
The problem
Every Monday review or board meeting means rebuilding the same lead and opportunity report from scratch: filtering by salesperson, stage, and date range in Odoo's pivot and graph views, then copying the numbers into a document leadership can actually read. There is no preview, no way to reuse yesterday's filter set, and no self-service access for managers or team leads — every report request routes back through an administrator running a disconnected wizard.
The solution
CRM Leads & Opportunity Report Suite puts a full reporting workflow inside the CRM app itself. Filter by date range, salesperson, stage, and team, preview the exact records before committing, then export a polished PDF or Excel file with the columns you choose. Save the setup as a reusable template, schedule it to email itself out, and keep every past export in a searchable, re-downloadable history — no administrator required.
Everything a lead report needs
Every capability below is implemented in the module.
Filter and preview wizard
Scope a report by date range, lead type, salesperson, stage, and sales team, then preview the matching records — with live counts and expected revenue — before generating anything.
PDF and Excel export
Produce a print-ready PDF or a spreadsheet-ready XLSX file from the same filtered data set, with per-section tables and totals in the PDF layout.
Custom column selection
Choose exactly which fields appear in each export, so recipients get a report built for their audience instead of a fixed, one-size-fits-all column set.
Saved report templates
Save a filter set — date logic, salesperson, stage, team, columns, and format — as a named template, such as "Weekly Pipeline by Rep", and rerun it in one click.
Scheduled email delivery
Attach a delivery interval and recipient list to any template so the weekly or monthly report generates and emails itself — no manual run required.
Report history and audit trail
Every generated report is logged with its filters, format, and recipients, and can be re-downloaded later without regenerating it from scratch.
In-CRM summary dashboard
A pivot and graph view of lead and opportunity activity lives right inside the CRM app, so summary metrics are always one click away.
Role-based self-service access
Salespeople, "all leads" users, and managers each get an appropriate reporting scope, so managers and team leads can self-serve without an administrator.
Multi-company aware
The active company is auto-filled into every filter and report, so multi-company deployments get correctly scoped data without extra setup.
How it works
Set your filters
Open the report wizard from the CRM menu and choose a date range, lead type, salesperson, stage, and team.
Preview the results
Review matching records, counts, and expected revenue on screen before committing to a file.
Export or save
Export a PDF or Excel file with your chosen columns, or save the whole setup as a reusable template.
Schedule and revisit
Add a delivery schedule to any template and revisit past exports anytime from the report history.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The wizard lets you pick exactly which fields appear in the PDF or Excel export, so each report matches the audience it is built for instead of shipping a fixed set of columns.
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.
CRM Leads & Opportunity Report Suite
Filterable, previewable lead and opportunity reports in PDF and Excel, with custom columns, saved templates, scheduled email delivery, an in-CRM summary dashboard, report history and role-based self-service.
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