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Proxima Reports

mp1486d20260911234924

7 advanced reports to Dolibarr, with rich filters, comparison against previous periods and data export

70.00 €
Excl. tax

Previous Next
  • Author ProximaTIC
  • Module version 1.0.1
  • Release date 09/11/2026
  • Access to download and updates 1 year
  • How to contact support support@proximatic.email
  • Compatibility Dolibarr V16 - V24   -   PHP7.4 - 8.4
  • Last update 10/18/2026 06:23 PM

More info...

ProximaReports adds 7 advanced reports to Dolibarr, with rich filters, comparison against previous periods and data export.

Requirements

  • Dolibarr ERP & CRM 16.0 or higher (tested up to 24).
  • PHP 7.4 or higher.
  • Related Dolibarr modules: Products, Third parties, Suppliers, Stock and Projects/Tasks depending on the report.

 

Installation and activation

  1. Unpack the module into the `custom/` folder of your Dolibarr installation so it ends up at `htdocs/custom/proximareports` (or upload the ZIP from Home → Setup → Modules/Applications → Deploy an external module).
  2. Go to Home → Setup → Modules/Applications, search for ProximaReports (publisher ProximaTIC) and enable it.
  3. Grant the desired permissions in Users & Groups → Permissions → ProximaReports.
  4. A new Reports entry appears in the top menu with the 7 reports.

 

Permissions

Each report has its own permission (7 in total), so you can grant access only to the reports each user needs.

Administrators always have access.

 

Filters and comparison

  • Dates with granularity: day, week, month, quarter or year.
  • Comparison with previous periods (1 to 5), with absolute differences and percentages per line and on totals. The variation is shown as a percentage badge (▲/▼) next to each value; hover it to see the absolute difference and the values of both periods.
  • Advanced filters: product category, product, type, customer, customer category, commercial agent, price level...
  • "Zombie" options: products/customers/suppliers with no movement in the period but with history.
  • Exclusions: zero-price lines and negative quantities (returns).
  • Monthly breakdown of the period.

 

Included reports

  • Sales by product: Quantity, total and average unit price sold per product.
  • Sales by customer: Sales aggregated by customer.
  • Purchases by product: Purchases aggregated by product.
  • Purchases by supplier: Purchases aggregated by supplier.
  • Stock / lots: Products and lots in stock with detail.
  • Products to ship: Quantities ordered, shipped and remaining.
  • Traceability: Traceability of products and lots (direct/manufactured sales, derived lots).

 

Data export

Every report includes an Export to Excel button that downloads a `.xlsx` file with the current results.

The export is generated server-side with the PhpSpreadsheet library bundled with Dolibarr; it does not require any other module.

 

Languages and compatibility

  • Available in 9 languages: Catalan, Spanish, English, French, Portuguese, Italian, German, Basque and Galician.
  • Multi-company / multi-entity compatible.
  • Prepared for the Dolibarr 16 → 24 version range.

 

Support and license

  • Support: support@proximatic.email
  • You can write to us to request more information or to ask for new reports and filters.
  • License: GPLv3 or later.



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org