🎯 Overview

The Aged Receivable Report Filter per Salesperson module enhances Odoo's standard aged receivable report with comprehensive salesperson tracking capabilities. This powerful extension allows you to analyze outstanding receivables by individual salesperson, enabling better sales team accountability and more accurate commission calculations.

Perfect for businesses that need to track collections by sales team member, calculate commissions based on received payments, or simply gain better visibility into which salesperson's customers have outstanding balances.

📸 Screenshots

🔍 Filter & Group by Options Available

Core Feature

Two powerful options at your fingertips: Filter by Salesperson to narrow down results, and Group by Salesperson to see aggregated totals. Both options are seamlessly integrated into the report interface and can be used independently or together.

📊 Filtered Results with Salesperson Column

See only what matters: When you apply a salesperson filter, the report instantly shows receivables for selected team members only. Each row displays the responsible salesperson, making it easy to track who owns which invoice across all aging periods.

👥 Combined: Filter + Group by Salesperson

Best of both worlds: Filter specific salespersons and group the results to see aggregated totals. Perfect for comparing selected team members' performance with a clear summary view showing totals per salesperson across aging buckets.

📈 Group by Salesperson Summary View

Quick performance overview: Group by salesperson to see aggregated receivables totals for each team member. Instantly identify which salespersons have the highest outstanding amounts and compare performance across all aging periods in one consolidated view.

📊 Excel Export with Salesperson Data

Take your analysis further: Export to Excel with complete salesperson information included. Perfect for creating pivot tables, calculating commissions, or integrating with your existing business intelligence tools. All filters and groupings are preserved in the export.

📄 PDF Export Ready for Sharing

Professional reports in seconds: Export to PDF with all salesperson details, maintaining the same clean formatting as your on-screen report. Ideal for sharing with management, printing for meetings, or archiving sales team performance data.

⭐ Key Features

💼 Use Cases

📥 Installation

Requirements

Installation Steps

1. Purchase and download the module from the Odoo Apps Store
2. Upload to your Odoo instance's addons directory (or use the Apps interface for Odoo.sh/Online)
3. Update the apps list (Apps → Update Apps List)
4. Search for "Aged Receivable Report Filter per Salesperson" and click Install
5. Navigate to Accounting → Reporting → Aged Receivable to see the new salesperson features

🆘 Support & Documentation

For support, questions, or feature requests, please contact:

We're committed to providing excellent support and continuously improving our modules based on your feedback.