Overview of Reporting in Odoo 18 Project
By Braincuber Team
Published on January 15, 2026
Running projects successfully requires more than just assigning tasks—it demands constant visibility into progress, time utilization, and team efficiency. Are your projects consistently meeting deadlines? Is the workload distributed evenly? Are your clients satisfied with the results? Odoo 18's Project Reporting features answer these questions with data-driven precision.
Odoo 18 offers robust analytics tools designed to help project managers track performance and optimize workflows. From the versatile Task Analysis report—which visualizes workload, time spent, and efficiency metrics—to the automated Customer Ratings system that captures real-time client feedback, you have everything you need to keep projects on track and clients happy. This guide explores how to leverage these reporting tools to gain actionable insights into your project operations.
Project Reporting in Odoo 18: A suite of analytical tools including Task Analysis (Graphs & Pivot Tables) and Customer Ratings. Visualize task progress, track time efficiency, identify bottlenecks, and measure client satisfaction automatically to improve project outcomes.
Key Reporting Features
Task Analysis
Analyze task distribution, time spent vs. planned, and completion rates using dynamic graphs and pivot tables.
Efficiency Metrics
Track "Days to Deadline," "Working Hours to Close," and other critical time-based performance indicators.
Customer Ratings
Automate feedback collection with email surveys when tasks are completed to measure client satisfaction.
Trend Analysis
Use line charts to visualize performance trends over time, such as monthly hours spent or task completion rates.
Pivot Tables
Drill down into data with customizable pivot tables for detailed numerical analysis of project metrics.
Accessing Task Analysis
Navigate to Reporting
- Open the Project app.
- Click on Reporting in the top menu.
- Select Tasks Analysis from the dropdown.
Choose Your View
- Graph View (Default): Visual representation of data (Bar, Line, Pie). Ideal for improved trends and comparisons.
- Pivot View: Detailed data grid. Best for numerical analysis and exporting data. Switch using the view icons in the top right.
Task Analysis Metrics
Odoo Provides a variety of measures to analyze your data. Understanding these metrics is key to interpreting reports correctly.
TASK ANALYSIS MEASURES ═══════════════════════════════════════════════════════════ TIME & PLANNING ─────────────────────────────────────────────────────────── • Planned Hours: Total hours allocated to tasks. Useful for capacity planning. • Hours Spent: Actual time recorded on tasks. Compare with 'Planned Hours' to check accuracy. • Remaining Hours: (Planned Hours - Hours Spent). Shows work left to do. EFFICIENCY INDICATORS ─────────────────────────────────────────────────────────── • Days to Deadline: Number of days remaining until the task due date. Negative values indicate overdue tasks. • Working Days to Assign: Number of working days taken to assign a task after creation. Measures triage speed. • Working Days to Close: Total working days taken to complete a task from creation. Key metric for turnaround time. • Working Hours to Assign: Same as above, but measured in working hours. • Working Hours to Close: Actual working hours accumulated to close the task. COUNT ─────────────────────────────────────────────────────────── • Count: Number of tasks. Useful for analyzing workload distribution (e.g., tasks per user).
Visualizing Data with Graphs
Bar Charts
Best for comparing values across categories.
- Use Case: Compare "Hours Spent" by Project or "Task Count" by Assignee.
- Configuration: Group by 'Project' or 'User'. Measure: 'Hours Spent'.
Line Charts
Best for analyzing trends over time.
- Use Case: Track how "Hours Spent" changes month-over-month.
- Configuration: Group by 'Date' (Month). Measure: 'Hours Spent'.
Pie Charts
Best for showing proportions/percentages.
- Use Case: See the percentage of total tasks assigned to each team member.
- Configuration: Group by 'Assignee'. Measure: 'Count'.
Pro Tip: Use the Stacked option in Bar charts to see sub-groups (e.g., Tasks by Project, stacked by Stage). Use Ascending/Descending sort to quickly identify top performers or bottlenecks.
Analyzing Customer Ratings
Customer satisfaction is the ultimate measure of project success. Odoo's automated rating system helps you keep a pulse on client sentiment.
SETUP CUSTOMER RATINGS ═══════════════════════════════════════════════════════════ ENABLE THE FEATURE ─────────────────────────────────────────────────────────── 1. Go to Project → Configuration → Settings. 2. Scroll to the "Analytics" section (or search "Ratings"). 3. Check the box for "Customer Ratings". 4. Click Save. HOW IT WORKS ─────────────────────────────────────────────────────────── • Trigger: When a task is moved to the "Done" stage (or a specific configured stage). • Action: Odoo sends an email template to the customer linked to the task. • Customer Experience: Customer clicks a link in the email to rate service (Satisfied, Neutral, Dissatisfied) and leave a comment. • Result: Rating is recorded on the task and in the project reporting dashboard. VIEWING RATINGS ─────────────────────────────────────────────────────────── • Navigate to Project → Reporting → Customer Ratings. • View as Kanban (cards), List, or Graph. • Filter by Project, Employee, or Rating Value (e.g., show only 'Dissatisfied' to address issues).
Practical Reporting Scenarios
Identify Bottlenecks
Report: Task Analysis (Pivot)
Group By: Stage > User
Measure: Working Days to Close
Insight: Find which stage tasks get stuck in or which user takes longest to close.
Workload Balancing
Report: Task Analysis (Bar Chart)
Group By: Assignee
Measure: Hours Spent vs. Planned Hours
Insight: See who is overloaded and who has capacity.
Project Profitability
Report: Task Analysis (Pivot)
Group By: Project
Measure: Remaining Hours
Insight: Identify projects consuming more hours than planned, risking budget overruns.
Client Happiness
Report: Customer Ratings (Kanban)
Filter: Last 30 Days
Insight: Review recent feedback comments to spot service trends or urgent issues.
Best Practices
✅ Reporting Best Practices:
- Regular Reviews: Check Task Analysis weekly to spot trends before they become problems.
- Actionable Ratings: Respond to every negative customer rating immediately to recover the relationship.
- Accurate Time Logs: Encourage the team to log time accurately; reports are only as good as the data entered.
- Save Favorites: Save your most used filter/group configurations (e.g., "My Team's Workload") as Favorites for quick access.
- Share Insights: Export Pivot tables to share project status updates with stakeholders.
Common Pitfalls to Avoid:
- Ignoring "Draft" Tasks: Ensure tasks are moved through stages correctly so "Days to Close" metrics are accurate.
- Overlooking Outliers: Investigating extreme values (e.g., a task taking 100 hours) often reveals process errors.
- Static Analysis: Don't just look at totals; use measures like "Days to Assign" to optimize *process* speed, not just output.
Conclusion
Odoo 18's Project Reporting tools are powerful assets for any project manager. By mastering Task Analysis and Customer Ratings, you move beyond simple task tracking to true project intelligence. You can visualize team performance, identify process inefficiencies, ensuring resource optimization, and maintain high client satisfaction standards. Start with the basic graphs, explore the detailed pivot tables, and configure automated ratings today to transform how you manage projects.
🎯 Key Takeaway: Use **Task Analysis** for internal performance metrics (time, workload, speed) and **Customer Ratings** for external validation (satisfaction). Combine both for a 360-degree view of project health.