Project Reporting in Odoo 18
By Braincuber Team
Published on January 14, 2026
Your development team has 47 active tasks across 5 projects. The client calls asking about the website redesign—when will it finish? You need to know which tasks are behind schedule, who's overloaded, and whether the team is actually hitting their estimated hours. Checking each task individually would take hours. You need a reporting dashboard that shows task analysis at a glance.
Odoo 18's Project Reporting provides powerful analytics for project managers. The Task Analysis report visualizes task progress, time tracking, and team performance with graph and pivot views. Filter by project, user, stage, or deadline. Analyze planned hours versus actual hours spent. Track how quickly tasks get assigned and closed. The Customer Ratings feature collects client satisfaction feedback automatically when tasks complete. Together, these tools help you spot issues early, optimize workloads, and keep clients happy.
Project Reporting in Odoo 18: Task Analysis for tracking progress, time management, and team performance. Customer Ratings for automated client feedback. Graph views (bar, line, pie) and pivot tables provide visual insights. Multiple measures track assignment speed, completion time, and deadline proximity.
Two Key Reporting Features
Task Analysis
Analyze task distribution, time tracking, stages, and team performance with graphs and pivot tables.
Customer Ratings
Automatically collect client satisfaction ratings when tasks complete. Track service quality over time.
Accessing Task Analysis
Open Project Module
- Go to Apps from main dashboard
- Open the Project app
Navigate to Reporting
- Click Reporting in top menu
- Select Tasks Analysis
- Default view shows graph visualization
Task Analysis Measures
TASK ANALYSIS MEASURES IN ODOO 18 ═══════════════════════════════════════════════════════════ NAVIGATION: Project → Reporting → Tasks Analysis Click "Measures" dropdown to select metrics TIME TRACKING MEASURES ─────────────────────────────────────────────────────────── Planned Hours Estimated hours for task completion Set when creating/editing tasks Example: 8 hours planned for "Build Login Page" Hours Spent Actual hours logged via timesheets Compare to planned hours for efficiency Example: 12 hours spent (4 hours over estimate) DEADLINE & TIMING MEASURES ─────────────────────────────────────────────────────────── Days to Deadline Days remaining until task due date Negative = overdue Example: 5 days to deadline (on track) Example: -3 days (3 days overdue!) Working Days to Assign Business days from task creation to assignment Measures how fast tasks get assigned Example: 2 working days (good responsiveness) Working Days to Close Business days from creation to completion Total task lifecycle duration Example: 15 working days for complex feature HOURLY TIMING MEASURES ─────────────────────────────────────────────────────────── Working Hours to Assign Hours from creation to assignment Fine-grained assignment tracking Example: 4 hours (same-day assignment) Working Hours to Close Total working hours to complete task Detailed completion timing Example: 120 hours over 3 weeks Count Number of tasks (for aggregation) Used with Group By for counts Example: 47 total tasks in project PRACTICAL MEASURE COMBINATIONS ═══════════════════════════════════════════════════════════ EFFICIENCY ANALYSIS ─────────────────────────────────────────────────────────── Measure: Planned Hours vs Hours Spent Purpose: Are estimates accurate? Example output: ┌────────────────────────────────────────────────────────┐ │ Project │ Planned │ Spent │ Variance │ │ ├────────────────────────────────────────────────────────┤ │ Website Redesign │ 200 hrs │ 245 hrs│ +22.5% │ Over │ │ Mobile App │ 150 hrs │ 140 hrs│ -6.7% │ Under │ │ API Integration │ 80 hrs │ 78 hrs │ -2.5% │ Good │ └────────────────────────────────────────────────────────┘ Insight: Website project has estimation problems RESPONSIVENESS ANALYSIS ─────────────────────────────────────────────────────────── Measure: Working Days to Assign Group By: Assignee Example output: ┌────────────────────────────────────────────────────────┐ │ Team Lead │ Avg Days to Assign │ ├────────────────────────────────────────────────────────┤ │ Sarah (PM) │ 0.5 days (excellent) │ │ John (Tech Lead) │ 1.2 days (good) │ │ Mike (Manager) │ 3.4 days (needs improvement) │ └────────────────────────────────────────────────────────┘ Insight: Mike's team has assignment bottleneck DEADLINE HEALTH CHECK ─────────────────────────────────────────────────────────── Measure: Days to Deadline Filter: Days to Deadline < 0 (overdue only) Result: 8 tasks are overdue Action: Escalate or reassign these tasks
Graph View Visualizations
GRAPH VIEW TYPES IN TASK ANALYSIS
═══════════════════════════════════════════════════════════
Switch between chart types using icons in top-right toolbar
BAR CHART
───────────────────────────────────────────────────────────
Best for: Comparing values across categories
Use when:
• Comparing hours by project
• Comparing task counts by assignee
• Comparing stages across projects
Example: Hours Spent by Project
Hours
300 ┤ ████
│ ████ ████
200 ┤ ████ ████ ████
│ ████ ████ ████ ████
100 ┤ ████ ████ ████ ████
│ ████ ████ ████ ████
0 └────────────────────────────
Web Mobile API CRM
Insight: Web project consuming most hours
LINE CHART
───────────────────────────────────────────────────────────
Best for: Tracking trends over time
Use when:
• Hours spent month over month
• Task completion trends
• Workload progression
Example: Monthly Hours Spent Trend
Hours
400 ┤ ∙───∙ Peak
│ ∙───∙
300 ┤ ∙───∙
│ ∙───∙
200 ┤
│
100 ┤
0 └────────────────────────────
Jan Feb Mar Apr May Jun
Insight: Workload increasing monthly—hire more?
PIE CHART
───────────────────────────────────────────────────────────
Best for: Showing proportions/distribution
Use when:
• Task distribution by stage
• Hours percentage by team member
• Project share of total workload
Example: Hours by Team Member
┌─────────────────────┐
│ John (35%) │
│ /───────── │
│ / Sarah │
│ │ (25%) │ │
│ Mike / │
│ ──(20%)──/ │
│ Lisa (15%) Amy 5% │
└─────────────────────┘
Insight: John handling 35% of workload
STACKED VIEW
═══════════════════════════════════════════════════════════
Toggle "Stacked" to combine values within bars
Example: Hours by Project + Stage (Stacked)
Hours ████ Done
300 ┤ ▓▓▓▓ ▓▓▓▓ In Progress
│ ░░░░ ▓▓▓▓ ▓▓▓▓ To Do
200 ┤ ████ ░░░░ ▓▓▓▓ ▓▓▓▓
│ ████ ░░░░ ████ ████
100 ┤ ████ ████ ████ ████
│ ████ ████ ████ ████
0 └────────────────────────────
Web Mobile API CRM
Shows stage breakdown within each project
SORTING OPTIONS
───────────────────────────────────────────────────────────
Ascending: Smallest to largest (find lowest performers)
Descending: Largest to smallest (find top consumers)
Pivot View Analysis
PIVOT VIEW IN TASK ANALYSIS ═══════════════════════════════════════════════════════════ Switch to Pivot View using icon in top-right toolbar PIVOT TABLE STRUCTURE ─────────────────────────────────────────────────────────── Rows: Categories to analyze (Project, User, Stage) Columns: Time periods or secondary grouping Values: Measures (Hours, Count, Days) EXAMPLE: HOURS BY PROJECT AND STAGE ═══════════════════════════════════════════════════════════ ┌──────────────────────────────────────────────────────────┐ │ │ To Do │ Progress │ Done │ TOTAL │ ├──────────────────────────────────────────────────────────┤ │ Website │ 35 │ 80 │ 130 │ 245 hrs │ │ Mobile App │ 25 │ 60 │ 55 │ 140 hrs │ │ API Integration│ 10 │ 28 │ 40 │ 78 hrs │ │ CRM Update │ 15 │ 45 │ 62 │ 122 hrs │ ├──────────────────────────────────────────────────────────┤ │ TOTAL │ 85 │ 213 │ 287 │ 585 hrs │ └──────────────────────────────────────────────────────────┘ Insights: • 287 hours already completed (49% of total) • 85 hours still in To Do (14%) • Website project most hours overall EXAMPLE: TASK COUNT BY ASSIGNEE AND PROJECT ═══════════════════════════════════════════════════════════ ┌──────────────────────────────────────────────────────────┐ │ │ Website │ Mobile │ API │ CRM │ TOTAL │ ├──────────────────────────────────────────────────────────┤ │ John Smith │ 12 │ 5 │ 3 │ 2 │ 22 │ │ Sarah Jones │ 5 │ 8 │ 4 │ 3 │ 20 │ │ Mike Chen │ 3 │ 2 │ 6 │ 8 │ 19 │ │ Lisa Park │ 4 │ 6 │ 2 │ 6 │ 18 │ ├──────────────────────────────────────────────────────────┤ │ TOTAL │ 24 │ 21 │ 15 │ 19 │ 79 │ └──────────────────────────────────────────────────────────┘ Insights: • John has most tasks (22)—potential overload • Website has 24 tasks (most complex project) • Workload fairly balanced across team EXAMPLE: PLANNED VS ACTUAL BY PROJECT ═══════════════════════════════════════════════════════════ ┌──────────────────────────────────────────────────────────┐ │ Project │ Planned │ Spent │ Difference │ Status │ ├──────────────────────────────────────────────────────────┤ │ Website │ 200 │ 245 │ +45 │ Over │ │ Mobile App │ 150 │ 140 │ -10 │ Under │ │ API │ 80 │ 78 │ -2 │ On Trk │ │ CRM │ 100 │ 122 │ +22 │ Over │ ├──────────────────────────────────────────────────────────┤ │ TOTAL │ 530 │ 585 │ +55 │ 10% ▲ │ └──────────────────────────────────────────────────────────┘ Insights: • Overall 10% over estimates—adjust future planning • Website has biggest estimation gap • Mobile App team estimates accurately PIVOT CUSTOMIZATION ─────────────────────────────────────────────────────────── Add/Remove dimensions: Click + / - icons to expand/collapse groupings Flip rows/columns: Click flip icon to swap axes Export data: Download to Excel for further analysis
Customer Ratings
Customer Ratings automatically collects client satisfaction feedback when tasks complete—no manual follow-up required.
Enable Customer Ratings
- Go to Project → Configuration → Settings
- Find Customer Ratings option
- Enable it and click Save
Configure Per Project
- Open project settings
- Enable Customer Ratings for that project
- Choose when to send rating request (on task completion)
How It Works
- Task moves to Done stage
- Customer receives automated email with rating form
- Customer selects star rating (1-5) and optional comment
- Rating saved and visible in reports
CUSTOMER RATINGS IN ODOO 18
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AUTOMATED FEEDBACK COLLECTION
───────────────────────────────────────────────────────────
Trigger: Task marked as "Done"
↓
Email sent to customer automatically
↓
Customer clicks rating link
↓
Selects 1-5 stars + optional comment
↓
Rating saved to task record
No manual follow-up needed!
ANALYZING RATINGS
═══════════════════════════════════════════════════════════
Navigate: Project → Reporting → Customer Ratings
VIEW ALL RATINGS
───────────────────────────────────────────────────────────
List shows:
• Task name
• Project
• Assigned user
• Rating (1-5 stars)
• Customer comment
• Date received
EXAMPLE RATINGS DATA
┌──────────────────────────────────────────────────────────┐
│ Task │ Project │ User │ Rating │ Date │
├──────────────────────────────────────────────────────────┤
│ Homepage redesign │ Website │ John │ ⭐⭐⭐⭐⭐ │ Jan 12│
│ Login bug fix │ Mobile │ Sarah │ ⭐⭐⭐⭐ │ Jan 11│
│ API documentation │ API │ Mike │ ⭐⭐⭐ │ Jan 10│
│ Report feature │ Website │ John │ ⭐⭐⭐⭐⭐ │ Jan 9 │
│ Payment gateway │ Mobile │ Lisa │ ⭐⭐ │ Jan 8 │
└──────────────────────────────────────────────────────────┘
FILTERING OPTIONS
───────────────────────────────────────────────────────────
By Project:
See ratings for specific project only
By User:
Track individual team member performance
By Date:
Analyze ratings for specific time periods
By Rating Score:
Filter low ratings (≤3) to identify issues
RATINGS ANALYSIS USE CASES
═══════════════════════════════════════════════════════════
1. TEAM PERFORMANCE REVIEW
Filter by team member
Calculate average rating per person
Example:
John: 4.8 avg (excellent)
Sarah: 4.3 avg (good)
Mike: 3.2 avg (needs coaching)
2. PROJECT QUALITY TRACKING
Filter by project
Track rating trends over time
Example:
Website project: 4.5 avg
Mobile project: 3.8 avg (investigate)
3. LOW RATING INVESTIGATION
Filter: Rating ≤ 3
Review customer comments
Identify common issues
Example issues found:
- Slow response times
- Incomplete deliverables
- Communication gaps
4. CLIENT SATISFACTION TRENDS
Group by month
Track if satisfaction improving/declining
Example:
Oct: 3.8 avg
Nov: 4.1 avg
Dec: 4.4 avg (improving!)
RATINGS BENEFITS
───────────────────────────────────────────────────────────
✓ Automated - no manual surveys
✓ Task-level - specific feedback per deliverable
✓ Actionable - identifies exact issues
✓ Timely - collected when work is fresh
✓ Trackable - trends over time
Practical Reporting Scenarios
Deadline Monitoring
Filter by "Days to Deadline < 0" to find overdue tasks. Escalate or reassign before they impact project.
Workload Balancing
Group by assignee to see task distribution. Redistribute if someone is overloaded.
Assignment Speed
Track "Working Days to Assign" to ensure tasks don't sit unassigned. Target: under 1 day.
Estimation Accuracy
Compare Planned Hours vs Spent to improve future estimates. Track variance by project.
Quality Assurance
Monitor customer ratings to catch quality issues early. Investigate low ratings immediately.
Trend Analysis
Use line charts to track hours and ratings month-over-month. Identify patterns and seasonality.
Best Practices
✅ Project Reporting Best Practices:
- Check reports daily: Quick scan of overdue tasks and workload
- Compare planned vs actual: Improve estimation accuracy over time
- Track assignment speed: Tasks should be assigned within 1 day
- Monitor customer ratings: Address low ratings immediately
- Save favorite reports: Create reusable views for weekly reviews
- Use stacked charts: See stage breakdown within project totals
- Export for presentations: Download pivot data for stakeholder meetings
- Act on insights: Reports are only valuable if you take action
Conclusion
Odoo 18's Project Reporting transforms raw task data into actionable insights. Task Analysis provides graph and pivot views to visualize progress, time tracking, and team performance. Choose from multiple measures—planned hours, hours spent, days to deadline, assignment speed, and completion time. Use bar charts for comparisons, line charts for trends, and pie charts for distribution. The pivot view enables detailed cross-tabulation of projects, users, and stages. Customer Ratings automatically collects client feedback when tasks complete, helping you track satisfaction without manual surveys. Together, these tools help project managers spot issues early, balance workloads, improve estimates, and deliver better client outcomes.
🎯 Key Takeaway: Task Analysis (graphs + pivot) for hours, deadlines, and assignments | Customer Ratings for automated satisfaction feedback | Bar/Line/Pie charts | Stacked + sorted views | Save favorites for recurring reports | Act on insights to improve delivery.