Reports that design, schedule, and deliver themselves
Build a no-code report against any Odoo model, decide who gets it and how often, and let scheduled reminders handle the rest — with governance, delivery tracking, and zero-result handling built in.
The problem
Overdue invoices, low-stock alerts, and weekly summaries all rely on someone remembering to run a report, export it, and email it by hand. When that person is busy or on leave, the reminder that should have gone out never does — and native scheduled actions require developer-level configuration to fill the gap.
The solution
Reminder Designer & Periodic Reporting lets any business user pick a model, choose columns, set plain-language filters, and schedule automatic delivery by email or in-app activity — with per-report send permissions, a who-gets-what preview, and a delivery log so nothing goes out unnoticed or ungoverned.
Everything you need to automate a report
Every capability below is implemented in the module.
No-Code Report Designer
Pick any Odoo model and build the columns, filters, and layout of a report without writing a line of code.
Plain-Language Filters
Conditions read as sentences, such as “Due Date is less than 30 days ago,” with relative-date support and a live count of matching records.
Grouping & Subtotals
Group rows by any field and get per-group subtotals plus a grand total, so long reports stay scannable.
Multi-Format Delivery
Send the report as an email body, an Excel attachment, a PDF file, or any combination of the three.
Flexible Scheduling
Run manually or automatically on a daily, weekly, monthly, or custom interval, down to the hour of day.
Conditional Recipient Routing
Route each record to its own contact, salesperson, or user automatically, instead of sending one flat report to everyone.
Governed Sending
An explicit allow-list of groups controls who is authorized to send each report, closing the “anyone can email anything” gap.
Preview Before You Send
See exactly who will receive what, and how many records matched, before a report ever goes out.
Delivery Status & Zero-Result Handling
Every run is logged with counts and errors, the owner is notified on failure, and empty reports can be skipped or sent as “nothing to report.”
How it works
Pick a model & columns
Choose any Odoo model and the fields you want to appear as report columns.
Set filters & recipients
Add plain-language conditions, pick who receives the report, and turn on routing if needed.
Schedule & preview
Choose a cadence, then preview exactly who will get what before the report goes live.
Deliver & track
Reports send automatically by email and/or activity, and every run is logged for you to review.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Any model you have access to. Pick the model, then choose which fields become report columns — the designer is not limited to a single app or data type.
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.
Reminder Designer & Periodic Reporting
A no-code report designer with plain-language filters and governed, multi-channel periodic reminders on any Odoo model.
Buy on Odoo App Store