Introduction

Financial analysis becomes more powerful when you can drill down into specific business segments. Whether you are tracking different departments, projects, cost centers, or branches, analytic accounts help you understand profitability at a granular level.

However, these three reports (Profit & Loss, Balance Sheet, and General Ledger) are not available in the Odoo Community Edition, which is why we developed this module.

Why We Built This Module

Many businesses rely on analytic accounting to track revenue and expenses by department, project or product line. But when reviewing core financial statements, users often face challenges:

  * You cannot filter P&L, Balance Sheet or General Ledger by analytic account.
  * Comparing the financial performance of different business units becomes difficult.
  * Manual Excel work is required to split and analyze data.

This module was built to simplify financial comparison, remove manual work and provide clarity to management teams using analytic accounts.

Key Features

1. Analytic Account Filter for Profit & Loss

The module adds an analytic filter directly inside the Profit & Loss report.
You can instantly view revenue, expenses, and profits related to a specific department, project, or branch.
Menu Path: Invoicing → Reporting → Profit & Loss

2. Analytic Account Filter for Balance Sheet

Analyze assets, liabilities, and equity for a selected analytic account.
This helps businesses that track project-based assets or liability allocations.
Menu Path: Invoicing → Reporting → Balance Sheet

3. Analytic Account Filter for General Ledger

Track GL entries specific to any analytic account for accurate reconciliation and audit.
This makes it easier for accountants to validate project-level transactions.
Menu Path: Invoicing → Reporting → General Ledger

4. Seamless UI Integration

  * Analytic filter appears as a dropdown in all three report screens.
  * No technical knowledge required just select the analytic account and apply.

Business Benefits

  * Better Decision-Making
  * Clear Profitability Insights
  * Reduced Manual Work
  * Accurate Project Accounting
  * Ideal for SMEs and Enterprises

Get the Filter Financial reports by Analytic Account module now on the Odoo App Store:

https://apps.odoo.com/apps/modules/15.0/skit_account_analytic_report

Conclusion

The Filter Financial reports by Analytic Account addon is a simple yet powerful enhancement for accountants, financial controllers, and business owners who rely on analytic accounts. By enabling analytic filtering in Profit & Loss, Balance Sheet, and General Ledger, the module ensures clearer financial insights and smarter decision-making all from Odoo’s native reporting interface.

If you are looking to strengthen your analytic accounting capabilities, this module will save time, reduce errors, and give you the visibility your business needs.