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DoliBI — Reporting & Business Intelligence

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Neu

DoliBI turns your Dolibarr data (invoices, payments, stock, bank) into 9 ready-to-use financial reports — aged balance, VAT, weighted-average stock value, cash flow, margins — with no CSV export, no Excel reprocessing, no spreadsheet to rebuild every month.

54,00 €
Netto

  • Autor DYWANTS TECHNOLOGIE AND SERVICES Sarl
  • Modulversion 1.1.5
  • Veröffentlichungsdatum 19.07.2026
  • Zugriff auf Updates und Downloads 2 Jahre
  • So kontaktieren Sie den Support contact@dts.cm
  • Kompatibilität Dolibarr V18 - V24   -   PHP>= 7.4
  • Letztes Update 24.07.2026 11:05

Mehr Infos...

The problem DoliBI solves

Dolibarr stores a wealth of financial data, but to produce a presentable
statement a CFO or accountant has to:

  1. Export lists to CSV
  2. Clean and cross-reference them in Excel
  3. Recompute aging brackets, VAT by rate, margins…
  4. Start over every week

The result: 2 to 4 hours lost every week, with a risk of error at every
manual step.

DoliBI removes this chore: reports are computed directly in the database, at the
source, and are always consistent with your Dolibarr figures.

The 9 included reports

Report What it gives you
Aged customer balance Receivables ranked by age (current, 1-30, 31-60, 61-90, +90 days), true outstanding amount with credit notes and down payments deducted
Aged supplier balance Supplier payables by age, to steer your disbursement cash flow
VAT summary Collected and deductible VAT broken down by actual rate (invoice lines), ready for the tax return
Weighted-average stock value Stock valuation at Weighted Average Cost (SYSCOHADA method), by warehouse and category
Sales performance Revenue per customer, year-over-year change, average basket, number of orders, unpaid invoices
Cash / treasury Bank movements with running balance, by account
Monthly cash flow Inflows vs outflows month by month, salaries and payroll charges included
Product margin Revenue, cost of purchase (WAC fallback), gross margin and margin rate per product
Purchase journal Detailed supplier invoices with payment status

Key features

📊 Real-time filters

Every report can be filtered by period, customer, supplier, salesperson,
warehouse, category or bank account — without reloading the page (AJAX).

📥 Professional Excel & PDF export

  • Excel: automatic formatting, header in your colours, CFA franc currency
    format, overdue colour coding, auto-fit columns, totals row.
  • PDF: your company logo, automatic landscape orientation for large tables,
    key indicators.

📧 Scheduled automatic delivery

Schedule a report to be emailed (daily, weekly, monthly) to your recipients.
The report goes out on its own, as Excel, PDF or both.

🎨 Configurable branding

Customisable primary colour and logo: your reports carry your identity.

📈 Financial dashboard

A home page with the essential KPIs — monthly collections, outstanding
receivables, stock value, cash balance, net position — and charts (collections
over 6 months, receivables by age, top customers/suppliers).

🌍 Multi-company & currency

Compatible with Dolibarr multi-entity setups. Currency format adapted to the
installation (CFA franc with no decimals for the OHADA zone, other currencies
supported).

Designed for French-speaking Africa

  • OHADA compliance: stock valuation at WAC (SYSCOHADA), native CFA franc format
  • VAT return: rate-by-rate summary, usable for the tax administration
  • Zero external dependency: no library loaded from a CDN, the module is
    100% self-contained — ideal for African shared hosting

Why choose DoliBI

✅ Ready to use — no complex setup, the 9 reports work as soon as the module is enabled
✅ Accurate figures — reports are 100% consistent with the dashboard and with Dolibarr
✅ Native integration — relies on your existing Dolibarr tables, duplicates no data, never modifies the core
✅ Extensible — open architecture (1 class = 1 report) to add your own reports
✅ Secure — audited (CSRF, SQL injection, XSS, multi-entity isolation, Excel formula injection)

Technical specifications

   
Version 1.1.5
Dolibarr compatibility 18.0 and above
Minimum PHP 7.4+
Licence GPL v3+
Languages French, English
Dependencies Third Parties and Invoices modules (native Dolibarr)
Database MySQL / MariaDB
Publisher DTS SARL (Dywants Technologie & Services)

Installation

  1. Download the module_dolibi-1.1.5.zip file
  2. Go to Home → Setup → Modules/Applications → Deploy an external module
  3. Select the ZIP, then enable the DoliBI module
  4. Access the DoliBI menu in the top bar

No manual SQL migration: tables are created automatically on activation.

Configuration (optional)

DoliBI → Setup menu:

  • Report branding colour and logo
  • Default export format (Excel / PDF)
  • Rows per page
  • Scheduling of automatic email deliveries

Support

DTS SARL — DYWANTS TECHNOLOGIE AND SERVICES Sarl
Dolibarr integrator and module publisher for the French-speaking African market.

DoliBI is developed and maintained by DTS SARL, a Cameroonian IT company
specialised in Dolibarr ERP integration, custom modules and bespoke development.




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