- Manage export list with custom domain,export them to Excel and Email it.Exporting the data from Odoo has never been easy before!
With this module you can see your custom export list in a separate menu under Reporting >> Export Data >> Export. You can modify your predefined export list by changing the sequence and header of your columns, add more fields or set the domain. Clicking on "Export Data" button will export your data according to the applied domain with beautiful formating in Excel.Example of how to manage custom defined export list
Go to any list view and search the records with custom search criteria in search view. Select the records and click on Export option at the top of screen under selection box "More". Save your custom export list and it will be available at Reporting >> Export Data >> Export.Example of how to manage custom defined export list
Here you can see all fields which you have selected at web pop up. You can modify field label which you want to have in Excel file. You can modify the domain as well by adding more specific search criteria. Also you can change the sequence of the fields to be exported into Excel file.Export latest records in Excel file or download file from history
You will see 2 buttons "Export Data" & "Export and email" in specific Form or Kanban view. By clicking on Export data button you will see 2 options. "Latest & Save" will pull the data from ERP system into Excel file & that file will be saved as latest attachment into that record. In case if you think there is no change in data then this module gives option to export last exported file from attachment. So there will be no unnecessary load on system to pull the data from database.Send exported file via email
Clicking in "Export by email" button will open email pop up with latest file in attachment. You can send exported Excel file to your contacts directly from Odoo.Configure your own Export data email template
After installation of this module, you will find a new email template under the menu Setting >> Technical >> Emails >> Templates. You can define your custom subject and body for the email.