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Account Invoice Report UTM

account_invoice_report_utm folder_open OCA/account-invoice-reporting open_in_new
Accounting & Finance License: AGPL-3

This module adds the Campaign, Medium, and Source fields to the Invoice Analysis report.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Adds Campaign, Medium and Source columns to the Invoice Analysis report, so you can see which marketing campaign, medium or source each invoice came from.

This module extends the Invoice Analysis report (the analysis view built on account.invoice.report) by adding three extra columns: Campaign, Medium and Source. These come from the marketing tracking information stored on the invoice.

Where it appears: - In the Invoice Analysis report, you can now group and filter invoices by Campaign, Medium and Source, alongside the usual customer, product and date criteria.

What it changes: - The report gains three read-only fields linked to the standard marketing tracking records (utm.campaign, utm.medium, utm.source). - The report query is extended so those values are pulled from the invoice itself.

Business use: - You can measure revenue and invoiced amounts per marketing campaign, medium or source, and compare which channels bring in the most billed business.

It does not add menus, buttons, automated rules or scheduled actions; it only enriches the existing analysis report with marketing tracking data.

Depends on

accountsale
Models and fields (1)
  • account.invoice.report · extends an existing modelmedium_id, source_id, campaign_id

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/account-invoice-reporting.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.