Odoo 18 Enterprise Book: Accounting

32. Horizontal Groups

The Odoo 18 Accounting module offers the Horizontal Group, which allows users to add horizontal groups to reports for a more tailored and efficient analysis of business data. This feature is particularly useful when you need to quickly generate reports based on specific criteria. By using horizontal groups, you can easily customize and review reports according to your specific needs.

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To begin creating balance sheet reports for a company, navigate to the Configuration menu within the Accounting module and select Horizontal Groups from the Accounting tab. This will lead you to a list of previously configured horizontal groups, where you can see each group's name and associated reports. To create a new horizontal group, click the New button, which opens a configuration window where you can enter the group’s name.

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In the configuration window, you can specify the reports to which this horizontal group will be added. By clicking the Add a Line button, you can define the domain and field name of the new horizontal group.

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A pop-up window will appear where you can write rules, specify the field’s name, and set the field’s domain. Once done, click the Save & Close button to include this field in the horizontal group.

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After setting up the horizontal group, you can generate a Report by going to the Reporting menu. The Horizontal Group option will now be available in the report, where you can select from various horizontal groups.

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