Company report configuration

When Odoo is first installed, you are presented with a default template that will appear on many of the standard reports. Even if you don't plan to make a lot of major changes to the standard reports in Odoo, it is very likely that you will want to modify the headers and footers and other parts of your report template to be more unique to your company.

To begin editing Odoo headers and footers, it is best if you log in as an Odoo administrator. Furthermore, to access all of the report settings and configurations, you will need to go into Developer Mode, as described in Chapter 13, Customizing Odoo for Your Business. This is accomplished by going to the Settings menu and then clicking on the Activate Developer Mode link on the right-hand side of the form.

Once you have Developer Mode turned on, navigate to the Settings menu and click General Settings. At the top of the form, you will find the Business Documents area:

Business Documents area

Before we make any changes at all to our reports, let's go ahead and get a look at one of the default reports.

If you click Change Document Template, you will be taken to a form that allows you to choose the default template for your reports. You can see an example of what they look like by clicking Preview under one of the document templates at the bottom of the form:

Odoo will then process the report into a PDF and allow you to download it in your browser.

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