ITISeasy Reporting & Document Customization

Quick Evaluations, Smart Layouts, and Professional Output - Made Easy with ITISeasy.business

ITISeasy Reporting & Document Customization

Quick Evaluations, Smart Layouts, and Professional Output - Made Easy with ITISeasy.business

Business Intelligence Starts with Visibility

In business, what goes in must come out - and when it comes to ERP systems, that means real-time, actionable insights.
Whether you’re a decision-maker tracking KPIs or a sales rep reviewing offers, ITISeasy.business ensures you’re never in the dark. With our advanced reporting features, you get the numbers, visuals, and documents that keep your operations sharp - and your leadership smarter.


Business Intelligence Starts with Visibility

In business, what goes in must come out - and when it comes to ERP systems, that means real-time, actionable insights.
Whether you’re a decision-maker tracking KPIs or a sales rep reviewing offers, ITISeasy.business ensures you’re never in the dark. With our advanced reporting features, you get the numbers, visuals, and documents that keep your operations sharp - and your leadership smarter.


For Bosses & Decision-Makers: Instant Insights, Everywhere

No more endless clicks or Excel exports.
Once set up, your custom Management Dashboard gives you real-time data: anytime, anywhere.

 Sales trends, cash flow, project hours - all in one place
 Fully customizable dashboards for fast, relevant decision-making
 Remote-friendly: stay informed from anywhere in the world

Act faster. Lead smarter. Relax easier.

For Bosses & Decision-Makers: Instant Insights, Everywhere

No more endless clicks or Excel exports.
Once set up, your custom Management Dashboard gives you real-time data: anytime, anywhere.

 Sales trends, cash flow, project hours - all in one place
 Fully customizable dashboards for fast, relevant decision-making
 Remote-friendly: stay informed from anywhere in the world

Act faster. Lead smarter. Relax easier.

Dive Deeper with Configurable Dashboards

From BI Views to Drilldowns, ITISeasy lets you zoom into the data that matters.

 Relate multiple data points (e.g., revenue per customer over time)
 Create custom evaluations through easy configurations
 Use charts, graphs, and filters to visualize performance instantly

Want more? Use our Configurable DashboardApp to create metrics that haven’t even been invented yet!

Dive Deeper with Configurable Dashboards

From BI Views to Drilldowns, ITISeasy lets you zoom into the data that matters.

 Relate multiple data points (e.g., revenue per customer over time)
 Create custom evaluations through easy configurations
 Use charts, graphs, and filters to visualize performance instantly

Want more? Use our Configurable DashboardApp to create metrics that haven’t even been invented yet!

Design Reports Your Way - No Coding Needed

You don’t need to be a developer to have beautifully branded reports.
With the ITISeasy Report Designer, anyone can:

 Drag, drop, and modify layouts using our CI-friendly interface
 Choose from pre-built templates or create your own
 Add company branding, contact details, and bank info

Your reports will never look “standard” again.

Design Reports Your Way - No Coding Needed

You don’t need to be a developer to have beautifully branded reports.
With the ITISeasy Report Designer, anyone can:

 Drag, drop, and modify layouts using our CI-friendly interface
 Choose from pre-built templates or create your own
 Add company branding, contact details, and bank info

Your reports will never look “standard” again.

More Than Just Reports - They Tell Your Business Story

Offers. Invoices. Orders. Confirmations. Every document is a promise.
And ITISeasy.business makes sure your documents deliver - both in clarity and appearance.

From offer headers to legal footers, you control what your documents say and how they say it.

More Than Just Reports - They Tell Your Business Story

Offers. Invoices. Orders. Confirmations. Every document is a promise.
And ITISeasy.business makes sure your documents deliver - both in clarity and appearance.

From offer headers to legal footers, you control what your documents say and how they say it.

Key Features at a Glance

Key Features at a Glance

Configurable Report Customization

Tailor PDF layouts to match your brand without writing a single line of code.

Subtotals for
Sections

Display section-based subtotals on both the form and PDF views - perfect for recurring vs one-time items.

Manual Page
Breaks

Click to insert page breaks where you want them. No more broken layouts.

Configurable Report Customization

Tailor PDF layouts to match your brand without writing a single line of code.

Subtotals for Sections

Display section-based subtotals on both the form and PDF views - perfect for recurring vs one-time items.

Manual Page  Breaks

Click to insert page breaks where you want them. No more broken layouts.

PDF
Preview

Instantly preview how your offer or invoice will
look - before you send it.

Smart Handling of
Long Texts

We’ve solved the annoying empty-page issue in long Odoo texts by intelligently placing page breaks.

Subtotals on
Documents

Add subtotals at page level across offers, orders,
or invoices.

PDF Preview

Instantly preview how your offer or invoice will look - before you send it.

Smart Handling of Long Texts

We’ve solved the annoying empty-page issue in long Odoo texts by intelligently placing page breaks.

Subtotals on Documents

Add subtotals at page level across offers, orders,
or invoices.

Status-Based
Attachments

Choose which PDFs (e.g. terms & conditions) get attached based on document status (draft, confirmed, etc.).

Attach Dynamic
ODT Files

Use ODT files with placeholders. The system auto-fills them with customer/order data - and attaches them like regular PDFs.

Status-Based Attachments

Choose which PDFs (e.g. terms & conditions) get attached based on document status (draft, confirmed, etc.).

Attach Dynamic ODT Files

Use ODT files with placeholders. The system auto-fills them with customer/order data - and attaches them like regular PDFs.

It’s automation. It’s personalization. It’s powerful.

It’s automation. It’s personalization. It’s powerful.

From Dashboard to Documents - One Seamless Experience

With ITISeasy.business, reporting and document handling is no longer an afterthought. It’s a strategic advantage.
From real-time KPIs to legally compliant PDFs, you’re fully covered.

And if something’s missing? Build it yourself using our integrated ITISeasy Builder.

From Dashboard to Documents - One Seamless Experience

With ITISeasy.business, reporting and document handling is no longer an afterthought. It’s a strategic advantage.
From real-time KPIs to legally compliant PDFs, you’re fully covered.

And if something’s missing? Build it yourself using our integrated ITISeasy Builder.

Ready to Level Up Your Reports?

Whether you’re a startup or a scaling enterprise, ITISeasy.business helps you:

 Stay in control of your data
 Maintain brand consistency across all documents
 Save hours on manual edits
 Avoid third-party tools for layout customization

Ready to Level Up Your Reports?

Whether you’re a startup or a scaling enterprise, ITISeasy.business helps you:

 Stay in control of your data
 Maintain brand consistency across all documents
 Save hours on manual edits
 Avoid third-party tools for layout customization

Let’s Talk

Ready to experience fast reporting, beautiful documents, and total data clarity?

Contact us for a free demo    Explore all ITISeasy Modules     Check out our affordable packages

Let’s Talk

Ready to experience fast reporting, beautiful documents, and total data clarity?

Contact us for a free demo 

  Explore all ITISeasy Modules  
  
Check out our affordable packages


ITISeasy.business - The Complete Open Source ERP

Your reporting. Your documents. Your way.

ITISeasy.business - The Complete Open Source ERP 

Your reporting. Your documents.
Your way.