Odoo AI 101 - reporting & data analysis with AI Agents

Creating reports and analyses in your ERP can be a hassle.

You have to remember specific menu paths and master complex filters while figuring out how to configure pivot tables just right. 

This takes time and deters many users from ever trying to make sense of their data.

Odoo’s AI Agent changes this. See how it lets you visualise your data easily, just as you need.

Odoo AI becomes your personal data analyst

Complex reporting often requires data analysis expertise or even programming skills.

If you don’t know where the specific menu is hidden in a dashboard, or how to toggle the right groupings, your data remains locked away.

Odoo AI lets you simply describe what you want to see in natural language. The AI Agent acts as your personal data analyst, translating your request into the correct technical steps.

It lets you:

• Save time in reporting: You can create complex analyses in seconds instead of minutes
• Democratise data: Every employee can create reports, not just power users or IT
• Keep your data integrated: The AI works directly in the system, so there’s no need to switch to external tools or export to spreadsheets.

How to generate reports with Odoo AI Agents

Here is how the Odoo AI Agent transforms a simple question into a comprehensive and interactive report.

Ask your question and provide context to the AI Agent

Instead of hunting for Sales Orders and clicking through filters, just open your Odoo AI chatbot at the top of your screen.

Simply type your request as if you were talking to a colleague. 

We asked Odoo AI for the total revenue for one of our customers, revenue breakdowns by year, and sales attributed to each sales agent in a pivot table.

Let the AI Agent work its analytical magic

The AI understands the context of your request and performs the technical actions for you. It automatically:

1. Gets the data from your Sales module (e.g. calculating total and yearly revenue per customer)
2. Switches the display to the requested views (e.g. pivot table, graphs, etc.)
3. Sets the correct groupings (e.g., customers in the rows and sales representatives in the columns).

Tweak the results to your needs

The result is not a static image or a rigid answer. The generated pivot table is fully interactive and can be turned into other graph types.

As a user, you can expand the data as usual, add further dimensions, or export the final result to other formats for your presentation.

Odoo AI automates reporting like a BI expert across all apps

The AI Agent works across all apps - each one has specific use cases, but all can make the most of Odoo’s intelligent reporting.

Filter data instantly

In CRM, you can ask Odoo AI to "Show me all confirmed leads from this month”and it will give you instant results.

Change between visualisation types

Switch between Kanban, List, or Graph views using only your voice or text.

Spot data trends

Ask for comparisons between different time periods without manually setting date filters.