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Group By: Analytic Distribution in the Sales report

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Abdallah Mahmoud

Hi Everyone,

I need to group the Sales report in Odoo by Analytic Distribution

Has anyone implemented this before

  • Is there any standard Odoo solution that allows grouping by Analytic Distribution in the Sales report?
  • If not, does it require customization
  • If a customization is needed, could someone share the approach or sample code to achieve this

Any guidance would be greatly appreciated

Thank you

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Codesphere Tech
Best Answer

Hello,
Grouping by Analytic Distribution in the standard Odoo sale.report is not natively supported.
The primary challenge is that analytic_distribution is stored as a JSON field on the sale.order.line. Because this field contains dynamic keys  and values within a single record, Odoo’s SQL-based reporting viewcannot perform standard grouping on these values.
Since a single order line can have multiple analytic accounts, a simple field addition won't work for group-by functionality. You need to create a bridge or relational table that links sale order line to anlaytic account.
This is a high-complexity customization.
Hope this helps you
Thanks

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Zehntech Technologies Inc.
Best Answer

Hello Abdallah,

By default, Odoo's Sales Report does not provide a standard Group By Analytic Distribution option. This is mainly because Analytic Distribution can contain multiple analytic accounts with percentage allocations, making it more complex than a regular field.

If your reporting requirement is to analyze sales based on analytic allocations, a customization is usually required. The common approach is to extend the Sales Report model/view and expose the analytic distribution data in a way that supports grouping and reporting.

The exact implementation depends on how you want the distributed values to appear in the report (per analytic account, split amounts, percentages, etc.).

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion.

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com

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