Horizontal Groups Odoo 18

Multi-company corporation preparing annual financial reports creates comparison nightmare: balance sheet showing all companies combined unable filtering by specific subsidiary making investor analysis impossible, CFO needing USA subsidiary balance sheet separately but standard report mixing all company data requiring manual Excel extraction 8 hours monthly, year-over-year comparison requiring side-by-side 2024 versus 2023 data but vertical report layout forcing manual spreadsheet creation, budget versus actual analysis needing horizontal comparison but report showing only single column preventing variance identification, and consolidated financial statements requiring company-specific filtering but no mechanism excluding specific subsidiaries from aggregated totals—generating investor reporting delays manual data manipulation errors executive decision delays stakeholder confusion and audit complications from inflexible financial report filtering without customizable horizontal grouping domain-based filtering and side-by-side comparison capabilities requiring advanced report customization features.

Odoo 18 Horizontal Groups enables advanced financial report customization through domain-based filtering applying conditions to report data display, horizontal layout arrangement presenting related data side-by-side in rows versus traditional vertical columns, company-specific filtering showing balance sheet profit loss for individual subsidiaries, year-based filtering comparing financial data across fiscal periods horizontally, multi-period comparison displaying 2024 2023 2022 columns simultaneously, budget versus actual layout showing planned versus realized figures side-by-side, custom field filtering using any model field for report segmentation, report template integration applying groups to balance sheet P&L cash flow statements, visual clarity improvement enhancing pattern recognition anomaly identification, and rule-based configuration defining filter logic through domain syntax—reducing report preparation time 75 percent through automated filtering eliminating manual Excel manipulation enabling executive decision-making through instant comparisons supporting investor relations via subsidiary-specific reporting and achieving audit compliance through accurate segmented financial statements providing flexible powerful report customization through systematic horizontal grouping implementation.

Horizontal Groups Concept

Understanding report organization:

Traditional vs Horizontal Layout:

What Horizontal Groups Do:

Accessing Horizontal Groups

Navigation:

1. Go to Accounting → Configuration → Accounting → Horizontal Groups
2. List of existing horizontal groups displayed
3. Shows:
   • Group name
   • Associated reports (Balance Sheet P&L)

Creating Horizontal Group

Configuration Steps:

1. In Horizontal Groups list click New
2. Configuration form opens
3. Fill details

Basic Configuration:

Adding Filter Rules:

Domain Syntax

Filter logic configuration:

Basic Domain Format:

[('field_name', 'operator', 'value')]

Common Operators:

Example: Company-Wise Filtering

Use Case:

Corporation with USA Europe Asia subsidiaries needing separate balance sheets per company.

Configuration:

Field Name: USA
Domain: [('company_id', '=', 1)]

Field Name: Europe
Domain: [('company_id', '=', 2)]

Field Name: Asia
Domain: [('company_id', '=', 3)]

Report Output:

Example: Year-Over-Year Comparison

Configuration:

Field Name: 2024
Domain: [('date', '>=', '2024-01-01'), ('date', '<=', '2024-12-31')]

Field Name: 2023
Domain: [('date', '>=', '2023-01-01'), ('date', '<=', '2023-12-31')]

Field Name: 2022
Domain: [('date', '>=', '2022-01-01'), ('date', '<=', '2022-12-31')]

Applying Horizontal Groups

Using in Reports:

1. Go to Accounting → Reporting
2. Select report:
   • Balance Sheet
   • Profit and Loss
   • Cash Flow Statement
3. Report displays with horizontal group selector
4. Choose horizontal group from dropdown
5. Report refreshes showing filtered columns

Report Display:

Benefits

Best Practices

Use Descriptive Field Names Enabling Immediate Column Recognition: Generic names Column1 Column2 equals confusion requiring legend. Descriptive names USA Europe Asia or 2024 2023 2022 equals instant understanding. Users immediately recognize data category without reference documentation improving report usability reducing interpretation errors.

Combine Company and Year Filters for Comprehensive Analysis: Single dimension filtering limits insights. Multi-dimensional horizontal group: Company + Year showing USA-2024 USA-2023 Europe-2024 Europe-2023 columns equals powerful comparison capability. Identify company-specific trends year-over-year performance geographic variations supporting strategic planning.

Export Horizontal Group Reports to Excel for Stakeholder Distribution: Odoo reports optimized internal use. Excel export maintains horizontal layout enabling stakeholder sharing board presentations investor relations audit submissions. Professional formatting preserved formulas calculable supporting downstream analysis without manual reformatting.

Conclusion

Odoo 18 Horizontal Groups enables advanced financial report customization through domain-based filtering horizontal layout arrangement company-specific filtering year-based filtering multi-period comparison budget versus actual layout custom field filtering report template integration visual clarity improvement and rule-based configuration. Reduce report preparation time through automated filtering eliminating manual Excel manipulation enabling executive decision-making through instant comparisons supporting investor relations via subsidiary-specific reporting achieving audit compliance through accurate segmented financial statements providing flexible powerful report customization and enhancing stakeholder communication through professional clear financial reporting achieving business intelligence operational efficiency strategic planning support through systematic horizontal grouping implementation transforming static vertical reports into dynamic comparative analysis tools.