An Odoo user guide. These slides are in Japanese. They walk through exporting the records shown in a list view to Excel or CSV, screen by screen.
Beyond feeding reports, the exported file is a convenient way to build a template for creating new records or updating existing ones.
What the guide covers
- Exporting from a list view — open the list for the model you want, tick the records on the left, and choose Export from the Action menu. The Action button only appears once something is selected
- Choosing the fields — pick what you need from the list on the left and export as either Excel or CSV
- Saving a field list — storing a combination you use often saves reselecting the fields every time
- Choosing between the two export types — "export all data" reaches beyond the current model into related models, which suits reporting and other read-only purposes
- The other option, "export in an import-compatible format", returns only the fields held directly on the model. This is the one for building an import template, or for editing exported data and loading it back in
Related links
