Periodic Reporting and Reminders v.11

The tool to generate and periodically send reports and reminders

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~~198€~~ 178€

Buy in the Odoo Apps Store

The price is valid till December, 15 (according to the promo campaign November-December 2024).

The tool does not require extra dependencies beside standard Odoo apps.

Current version: 11.0.1.0.7

Enterprise

Community

Odoo.sh

Model read access is required for model reminder

Reverse Polish Notation for complex Odoo domains

Many users prefer simple lists to Odoo dynamic interfaces. Sometimes it is truly comfortable to open a set of documents and process them one by one without extra clicks. It is even better if the system prepares such a list for you regularly. Besides external partners usually do not have an access to objects, while certain statistics should be available and carefully shared. For such situations this tool serves. It let you configure automatic reminders for any Odoo document type in a form of lists, where each record will satisfy criteria you have chosen, will suit pre-defined time frames, and will contain only the data you would like to share.

Any Odoo documents' reporting

The tool might be configured to send periodic reports and reminders for any Odoo documents.

Look at popular use cases

The tool works for any Odoo document type. It might be sale or purchase orders, leads or tasks, activities or meetings, deliveries or manufacturing operations, thus, generally all models which exist in your system. The module is mostly used:

To send periodical statistics for managers
To forward to-do lists for certain actions
To plan forthcoming events and actions
To notify customers or suppliers of done jobs.

Please find below a few typical examples.

Pipeline results --> to get leads closed the previous month for a team manager

Choose Lead/Opportunity as a model
Define a period as Closed Date in the last month
Make a filter Sales Channel > Sales Channel contains 'Europe', where 'Europe' is your sales team
As columns define Display Name, Salesperson > name, Salesperson > phone, Tags, Expected Revenue
Subscribe a sales team manager for this reminder
Send a list each month, on the first Monday.

Similar lists might be configured for sale orders, deliveries, purchase orders, manufacturing operations, etc.

Daily to-do list --> to get activities which should be done today or previously

Choose Activity as a document type
Define a period as Due Date in the last 10000 days including this (to get even the eldest activities)
Make a filter Assigned to > Name contains 'John Brown', where 'John Brown' is a user to notify
As columns apply Display name, Category, Due Date, Note
Subscribe a John Brown for this reminder
Send a list everyday.

Similar reminders are usually prepared for project tasks, opportunities, planned deliveries or incoming shipments, etc.

To prepare the same reminder for another user: duplicate this one, update the filter to a new employee and subscribe him/her

Planned events --> to get events which will happen in forthcoming periods

Choose Event as an object for this reminder
Define a period as Start Date the last week, including this (it would be 'this week'), or the next 3 weeks
Make no filters
As columns apply Event name, Location, Start Date, End Date
Subscribe a John Brown for this reminder, where John Brown is an event department head
Send a list on Mondays.

Similar reminders are Okay for activities, tasks, leads, deliveries, incoming shipments, etc.

Customer project statistics --> to notify customers about their tasks

Choose Task as a target model
Define a period as Create Date in the last year
Make 2 filters: Customer > Parent name is 'Agrolait' or Customer name is 'Agrolait', where 'Agrolait' is project customer
As columns apply Display name, Deadline, Description, Last Stage Update, Stage > display name
Subscribe a John Brown for this reminder, where John Brown is a managing partner of Agrolait
Send a list on the 10th of January each year.

Similar statistics is frequently forwarded by support tickets, paid invoices, done sale orders, etc.

Configurable statistic and appearance

Lists' appearance is configurable and let you select columns to show.
Send a table right in an email or/and as Excel (xlsx) table.

Reminder view features

Reminders' and attached tables' appearance is configurable, and let you select only essential and valuable data:

The tool allows choosing an unlimited number of columns for this document. It might be any field of a target model of the following types: char, text, html, integer, float, selection, boolean, date, datetime and relations to other documents (many2one, one2many, many2many). The set includes even computed fields
For relational fields you might choose the second level precision. For example, you might show a phone of a customer for a sales orders' reminder or tags' colors for tasks
It is possible to adapt column names. By default a field description is stated (on the language of this reminder), but users are allowed to change them
Optionally attach an xlsx table for reminders. It would have the same columns as a reminder itself. It is also possible to exclude a list from email and leave only an xlsx table
Include or exclude links to Odoo objects. References are great in case of internal reminders, but they are harmful in case of external ones
Introduce any greeting text for a notification
Choose reminders' language
Do not change email template manually. It will break all styles. Look at the Configuration tab

Screenshots

Configure list columns and reminder appearance

Followers regularly receive lists on their email

The Excel (xlsx) table is optionally attached

Filtering and periods for analysis

Select topical documents based on relative periods: last or next days, weeks, months, years.
Apply any sort of filters to include only required documents.

How to limit documents by relative periods

Take into account that if a related date is not set for a document, such a document is considered as always outside periods

To achieve lists' topicality, the tool let you set up intervals to search documents:

Restrict time frames by any date or datetime of a target document type. It might be deadline, create or close date, next activity day, etc.
If you wish, apply a few periods based on different dates. For instance, select this month closed leads which have been opened the last year. Records should satisfy all of the criteria, however if you selected the same date twice, records should be within any of those periods. For example, a deadline should be within the last 2 months OR the next month AND a close date should be within the last year
Periods are relative, so they are periods in comparison to today. E.g., 'this month', 'the last year', 'the next 5 weeks'
Intervals may both define previous time frames ('the last') and forthcoming periods ('the next')
As intervals select days, weeks, months, or years
Exclude or include a current period. For example, you might send a reminder on the first day of a month for a previous one. Vice versa, forward a list on the last day of this month for a current one
Test your settings according to a real-time-shown result below the table

How to filter documents under analysis

Apply filters thoroughly: make sure you are not forwarding confidential data to wrong partners

Not all, even topical, documents should be included into lists. There is no sense to inform a sales manager about leads of another team. Be especially attentive in case of reminders for external partners: make sure you filter by a related customer. The tool let you do that flexibly:

Filters are organized as a domain constructor: you may use the most of storable fields with any level of precision. The latter means, for example, you can filter sales orders by a related partner country or even by a state of a company of a related partner
Use both 'AND' ('all') and 'OR' ('any') operators to achieve a desired result
Check yourself by pressing the button 'Records': it would show all documents which at the moment satisfy your search criteria (and you have an access to)
If you feel confident to prepare Reverse Polish Notation domains, turn on the debug mode, and apply more complex expressions such as, for instance, ' category is child_of all'

Screenshots

Configure lists of records to be sent according to chosen periods

Filter Odoo records to be included into a list

Good at Odoo domains? Turn on the debug mode

Flexible recurrence

Send lists at any moment: everyday, each last Friday of a month, on a definite date of the year, and so on.

Which periodicity I may apply

Be cautious with a month or year exact date: if it didn't exist, a last month day would be applied: 31/09 --> 30/09

It doesn't look fine to send a reminder on Sunday? No problem at all, define regularity in a way you like:

Send a reminder every day, each 5 days, each 181 days
Notify by exact weekdays, e.g. on Mondays and Thursdays
For monthly reminders use:
- The first month day
- The last month day
- The exact date, e.g. the 16th
- A weekday, for instance, the first Monday, the last Friday, or the third Tuesday
Prepare a yearly statistics on an exact year day, e.g. on the first of September

Screenshots

Flexibly configure reminders frequency

Send reminders weekly on predefined weekdays

Define a month day for lists notifications

Make reminder monthly on predefined weekdays

Reminder for any Odoo partner

Any partner might be one of reminder recipients: internal or portal users, customers, suppliers, and even Odoo mail channels.

Screenshots

Remind to any user, customer, supplier or send lists to Odoo channels

Periodic reporting managers

Grant rights to configure reminders for any user.

User rights peculiarities

Make sure you trust a reminder manager. Such a user will be able to send some documents without a permission for those

In the most cases reminders should be prepared by the Odoo SuperAdmin, since it is the only one who has full rights for all models. Simultaneously, the tool let you grant an access to lists for any user:

To observe the reminders' menu and configure new notifications, select the right 'Lists Reminder Manager' in this user settings
Make sure you trust such a person. This user would be able to send any data by a document type to which he/she has a read access. It means, that if a user might read leads in general, but do not have rights to read the exact lead 'XXX', he/she would be able to send the data by the lead 'XXX' using the reminder
To configure a reminder by this document type, a user should have a read access to such a model. For example, an employee without the right 'Warehouse user' might not prepare a reminder by deliveries

Screenshots

Make any user prepare lists reminders

Reminder managers may configure lists only for documents they can read

Great and very useful app

First of all, the team behind this app is great, support is immediate, and response is fast. The application is very useful in managing any type of notification to keep you updated with all what's happening within your company.

— Amro Khamis in the Odoo Apps Store

Configuration and Installation Tips for Periodic Reporting and Reminders Odoo v.11

Python dependency

To provide the feature of dynamic Excel table generation, install the Python library xlsxwriter:

pip install xlsxwriter

Email template

The basic reminder appearance should not be configured through Odoo email templates. In the debug mode go to:

Settings > Technical > Email > Templates > Reminder

Do not change this template! Otherwise, its styles would be broken, and you would receive blank emails.

Have you broken everything? Not a problem, remove this template and update the module. The email appearance will be recovered.

Scheduled job (cron)

By default Odoo checks whether any reminder should be sent on a daily basis. You can change a frequency or time of check. In the debug mode go to:

Settings > Technical > Automation > Scheduled Actions > Lists Reminders

The situation for a higher frequency is when you have many reminders with a lot records to search. In that case the cron job might be not ready with all actions in time, and it is better to repeat the check. However, be cautious: do not make it too frequent. Otherwise, one job would not be fulfilled until another one, and Odoo would collapse until a reminder is sent.

The cron job interval should be bigger than your Odoo configured timeout. Sometimes it is required to increase a timeout, if a number of documents in a list accounts for a few thousands records.

The module is not aimed to export data from Odoo. Do not try to send everyday your whole database.

Configure the planned job for reminders

Bug Report Raise Question Share Features Ideas

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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