How to Use Project Reporting in Odoo 18: Complete Step-by-Step Guide
By Braincuber Team
Published on March 24, 2026
Modern project management requires more than just delegating tasks. To keep projects on track and clients satisfied, you need to monitor progress closely and respond quickly when issues arise. Odoo 18 provides robust reporting tools that help project managers visualize performance, identify bottlenecks early, and make data-driven decisions.
What You'll Learn:
- How to access and navigate the Task Analysis report in Odoo 18
- Using Graph and Pivot views for task visualization
- Customizing insights with Filters and Measures
- Creating bar, line, and pie charts for project data
- Enabling and configuring Customer Ratings for feedback
- Interpreting ratings to improve client satisfaction
Understanding Odoo 18 Project Reporting
Odoo 18 offers two powerful reporting features for the Project module: Task Analysis and Customer Ratings. Together, these tools give you a complete picture of both internal team performance and external client satisfaction.
| Feature | Purpose | Best For |
|---|---|---|
| Task Analysis | Visualize task progress, time management, and team performance | Internal project tracking |
| Customer Ratings | Collect automated client feedback on completed tasks | Client satisfaction monitoring |
How to Access Task Analysis in Odoo 18
The Task Analysis report provides a comprehensive view of all task-related data across your projects. Follow these steps to access it:
Open the Project App
Navigate to the Project app from your Odoo 18 dashboard. This is where all project management activities are centralized.
Navigate to Reporting Menu
Click on the Reporting option in the top menu bar of the Project app.
Select Task Analysis
From the dropdown menu, select Tasks Analysis. This opens the comprehensive task analysis dashboard.
Understanding the Graph View
When you first open the Task Analysis view, it displays a Graph view by default, providing a visual overview of task distribution across different stages, projects, or users. The graph view is particularly useful for quickly identifying trends and anomalies in your project data.
Using Filters for Targeted Analysis
The Task Analysis report includes powerful filtering options that allow you to focus on specific data subsets. You can filter by:
Project Filter
Focus on tasks within a specific project to understand individual project health and resource allocation.
Assigned User Filter
Analyze performance by specific team members to identify workload distribution and individual productivity.
Task Stage Filter
Filter by stages like To Do, In Progress, or Done to understand task pipeline status at a glance.
Deadline Filter
Identify overdue or upcoming tasks by filtering based on task due dates and deadline proximity.
Switching to Pivot View
If you prefer working with detailed numerical data, such as comparing planned hours versus hours spent, you can easily switch to the Pivot view using the view selector at the top right of the Task Analysis screen. The Pivot view makes it easier to analyze performance and time tracking in depth.
Locate the View Selector
Find the view type selector in the top-right corner of the Task Analysis screen.
Select Pivot View
Click on Pivot to switch from the default Graph view to a tabular matrix format.
Analyze Detailed Metrics
Now view and compare rows and columns of detailed task metrics in a spreadsheet-like format.
Customizing Metrics with Measures
In both Graph and Pivot views, Odoo 18 allows you to customize your insights using the Measures dropdown. This provides a range of metrics for evaluating task efficiency and timelines. Here are the available measures:
| Measure | Description |
|---|---|
| Planned Hours | Estimated time allocated for each task |
| Hours Spent | Actual time logged on tasks |
| Days to Deadline | Number of days remaining before task due date |
| Working Days to Assign | Working days taken to assign task after creation |
| Working Days to Close | Total working days to complete task from creation |
| Working Hours to Assign | Working hours taken to assign the task |
| Working Hours to Close | Actual working hours to close the task |
Pro Tip
Selecting different metrics through the Measures dropdown dynamically updates your report, giving you targeted insights into team performance and task flow. Combine multiple measures for comprehensive analysis.
Understanding Chart Types
Odoo 18's Graph view provides a highly visual way to interpret project and task performance. Once you have selected appropriate measures, you can switch between various types of graphs to analyze data from different angles.
Bar Chart
The bar chart is ideal when comparing metrics across different categories, such as projects, assignees, or task stages. For instance, if you are evaluating how many hours were spent on tasks in each project, a horizontal or vertical bar chart clearly displays the variation. This makes it easy to spot overburdened projects or uneven task distribution.
Line Chart
The line chart is best suited for analyzing trends over time. If you are tracking performance or workload progression, such as how total hours spent are changing month over month, this chart helps visualize increases or declines clearly. It is particularly useful for identifying seasonal peaks or workflow slowdowns.
Pie Chart
The pie chart gives you a quick view of proportions. If you want to see what percentage of total hours each team member or project contributes, a pie chart provides a fast, intuitive snapshot. It is best used when the focus is on distribution rather than time-based changes.
| Chart Type | Best Use Case | Data Pattern |
|---|---|---|
| Bar Chart | Comparing values across categories | Projects, users, stages |
| Line Chart | Tracking trends over time | Monthly, weekly progress |
| Pie Chart | Showing proportional distribution | Percentage breakdown |
Advanced Graph View Options
Odoo 18's Graph view offers additional customization options accessible from the chart toolbar. These enhance how your data is presented and interpreted.
Stacked View
Combines values within the same bar with different colored sections. Shows how totals are composed.
Ascending Sort
Sorts bars or lines from smallest to largest value for easy identification of low performers.
Descending Sort
Sorts bars or lines from largest to smallest value to quickly spot top performers.
Project: Website Redesign
- To Do Stage: 8 hours (blue)
- In Progress: 12 hours (orange)
- Done: 20 hours (green)
Total: 40 hours
Stacked view shows task time breakdown by stage
within each project bar for detailed analysis.
Setting Up Customer Ratings in Odoo 18
Beyond internal task analysis, Odoo 18 helps you measure client satisfaction through its Customer Ratings feature. This allows you to automatically collect feedback from clients when a task is marked as completed, providing direct insight into service quality without manual follow-up.
Enabling Customer Ratings
Go to Project App Configuration
Open the Project app and navigate to the Configuration menu in the top navigation.
Access Settings
Click on Settings from the Configuration dropdown menu.
Enable Customer Ratings
Scroll down to find the Customer Ratings option and toggle it to enabled. Save the settings.
How Customer Ratings Work
Once activated, Odoo 18 automatically sends a rating request to the customer when a task linked to them is moved to the Done stage. The customer receives an email with a simple rating form where they can select a star rating and add a comment if they wish.
Automated Emails
Rating requests are sent automatically when tasks reach the Done stage. No manual intervention required.
Star Ratings
Customers can provide 1-5 star ratings with optional comments to give detailed feedback.
Filtering Customer Ratings
You can filter the ratings list by multiple criteria to focus on specific teams, projects, or time periods:
| Filter | Use Case |
|---|---|
| Project | Review ratings for specific projects |
| User | Evaluate individual team member performance |
| Date | Analyze ratings within specific time periods |
| Rating Score | Focus on high, low, or specific rating levels |
Business Impact
Customer Ratings provide direct insight into how your work is received by clients. Over time, this data helps identify patterns, such as which projects consistently receive high praise or where customers are less satisfied.
Using Rating Data to Improve
The feedback collected through Customer Ratings should be actively used to improve your service delivery. Here is how to leverage this data effectively:
Identify High-Performing Projects
Review ratings to determine which project types or services consistently receive positive feedback. Use these as models for future projects.
Address Recurring Issues
Analyze low ratings and comments to identify patterns. If multiple clients mention similar concerns, prioritize fixing those areas.
Improve Communication
Use client feedback to enhance communication processes. Clearer updates and proactive engagement often improve satisfaction scores.
Benefits of Project Reporting in Odoo 18
Odoo 18 helps you manage projects better by combining internal performance tracking with external client feedback. Together, these reporting features enable continuous improvement and higher client satisfaction.
Track Progress in Real-Time
Monitor task status, hours spent, and deadlines with dynamic dashboards and customizable views.
Gather Client Feedback
Automatically collect ratings and comments to understand client satisfaction without manual outreach.
Spot Delays Early
Identify bottlenecks and overdue tasks before they impact project timelines or client relationships.
Data-Driven Decisions
Use visual reports and metrics to make informed decisions about resource allocation and project planning.
Frequently Asked Questions
How do I access the Task Analysis report in Odoo 18?
Go to the Project app, click on the Reporting menu at the top, and select Tasks Analysis from the dropdown. This opens the comprehensive reporting dashboard with graph and pivot view options.
What is the difference between Graph view and Pivot view in Task Analysis?
Graph view provides visual charts like bar, line, and pie charts for quick pattern recognition. Pivot view displays detailed numerical data in a spreadsheet-like format, ideal for comparing planned hours versus actual hours spent.
How do I enable Customer Ratings in Odoo 18?
Navigate to Project app, go to Configuration, then Settings. Scroll down to find the Customer Ratings option and toggle it to enabled. Save the settings to start collecting automated client feedback.
When are Customer Rating emails sent to clients?
Customer rating requests are sent automatically when a task linked to a customer is moved to the Done stage. The customer receives an email with a star rating form and optional comment field.
What metrics are available in the Task Analysis Measures dropdown?
Available measures include Planned Hours, Hours Spent, Days to Deadline, Working Days to Assign, Working Days to Close, Working Hours to Assign, and Working Hours to Close. These can be combined for comprehensive task analysis.
Need Help with Odoo 18 Project Configuration?
Our Odoo experts can help you set up project reporting, configure Task Analysis dashboards, enable Customer Ratings, and optimize your entire project management workflow.