Short answer: Odoo can’t email an Excel export on a schedule out of the box. Its Scheduled Actions run Python code, and its reports render as PDF or HTML. To email any Odoo list as an Excel file, a CSV file or a table in the email body, daily, weekly or monthly, install Scheduled Reports by Vayasoft. You pick a model, a filter and the columns, and Odoo sends the file on schedule. No code and no developer mode.
What does Odoo offer by default?
Odoo has Scheduled Actions, but they’re built for developers:
- They default to Python code; there’s no point-and-click option.
- There’s no Excel or CSV output, because reports render only as HTML or PDF.
- A hand-built “send an email” action can fail silently.
- There’s no record of what was sent, to whom, or when.
Odoo Scheduled Actions vs. Scheduled Reports
| Need | Odoo Scheduled Actions | Scheduled Reports |
|---|---|---|
| Set up without code | No, Python by default | Yes, one settings screen |
| Excel (.xlsx) or CSV file | No | Yes, or a table in the email body |
| Choose columns, including related fields | No | Yes, the same picker as Odoo’s Export |
| Daily, weekly or monthly schedule | Build it yourself | Yes, in any timezone |
| Respect a user’s access rights | Runs as the system | Runs as a user you choose |
| History of every send | No | Yes, with the exact file sent |
How do I schedule an Odoo report by email?
- Install Scheduled Reports. A Scheduled Reports menu appears under Settings > Technical.
- Pick a model and a filter. The filter uses the same domain editor as Odoo’s search bar, with a live count of matching records.
- Add the columns, or load them from a saved export. You can drill through relations, for example Order Lines, then Product, then Internal Reference.
- Set the recipients (users, contacts or plain email addresses), the format (Excel, CSV or email table) and the schedule.
- Choose who the report runs as. Odoo checks right away that this user can read the model and is allowed to export.
- Click Send Now to check the real output, then let the schedule take over.
Reports teams usually schedule first
- New customers this week, sent to sales leadership every Monday.
- Open quotations, sent to each sales team daily.
- Stock below reorder level, sent to purchasing every morning.
- Overdue invoices, sent to finance weekly.
Is it safe to email Odoo data automatically?
Each report runs as a user you choose. The export is built with that user’s own access rights and record rules, so a record they can’t open never ends up in the file. Every attempt (sent, skipped or failed) is logged with its recipients and the exact file. Nobody can edit or delete that history, administrators included.
Frequently asked questions
Does it work on Odoo Community?
Yes. It doesn’t depend on any Enterprise feature, the Documents app or any other paid module.
Will a report go out at exactly 08:00?
Close to it. Odoo’s scheduler runs every 15 minutes by default, so an 08:00 report goes out between 08:00 and 08:15.
Can I send a PDF?
No, by design. Odoo’s PDF engine renders a designed report for one record, not an arbitrary table, so the app offers Excel, CSV and email tables instead.
Which Odoo versions are supported?
Odoo 18 and 19.
Talk to Vayasoft
Need dashboards, not just exports? Vayasoft builds Odoo reporting for finance, sales and operations teams, from scheduled exports to live dashboards. Book a free 30-minute call.
Links: Scheduled Reports on the Odoo App Store
About Vayasoft: Vayasoft is an official Odoo Ready Partner based in India. We build Odoo apps and implement, upgrade and support Odoo for trading, manufacturing, solar EPC, retail and healthcare businesses.