Generate Excel & PDF Report of Activity for Specific Users in Odoo
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Why tracking user activity in Odoo needs a better reporting tool
Odoo's built-in activity system is excellent for assigning tasks, logging calls, scheduling meetings, and setting follow-up reminders. But when a manager needs to review what their team has been working on which activities are overdue, which are due this week, how a specific salesperson's pipeline follow-ups are progressing the standard Odoo interface offers no clean way to pull that data into a structured, shareable format.
You can scroll through the activity view, filter by user, or dig into chatter logs one record at a time. But none of that gives you a consolidated report you can analyse, share in a meeting, or file for a performance review. If your team runs on activities and in most Odoo deployments, they do the absence of a dedicated activity report is a real gap. The Activity Report module by Creyox fills that gap directly. It adds a dedicated report wizard to Odoo that lets you filter user activities by type, due date, and date range, then export the results instantly as a formatted Excel spreadsheet or a clean PDF in a few clicks, from a single screen.
Overview
The Creyox Activity Report module extends Odoo 17.0 with a purpose-built reporting wizard accessible directly from the Sales menu. Once installed, users with the appropriate access can open the Activity Report wizard, apply up to four filters Activity Type, Due Date, Date Range, and User and generate a fully formatted Excel or PDF report of matching activity records on demand. The wizard is simple and focused: four fields, two output buttons, and immediate results. There is no complex configuration, no custom dashboard to set up, and no reliance on Odoo's standard reporting engine. The output is a clean, structured document containing the filtered activity data, ready to download, share, or archive. It is designed for sales managers, team leads, and operations supervisors who need regular visibility into their team's activity pipeline without having to navigate Odoo's views manually or export raw data and format it themselves.
Features
- Goal is to generate Excel and PDF report of Activity of User based on Due Date, Type of Activity and Range.
- Easily generate the Excel or PDF report of activity of user.
- An ability to easily get follow-up of user's Activity in PDF or Excel Formate.
Generate Excel & PDF Report
- Click on menu named Sales under Main menu.
- Under Action menu user will see menu named as Activity Report.
- On clicking on it user will see a wizard containing 4 Fields asking Activity Type, Due Date, Range and User Id followed with 3 button name Excel Report, PDF Report and Cancel.
- When user fills all asked details and on clicking Excel Report or PDF Report button user will have a Excel Report or PDF Report Downloaded with data.
