Reports
Analytics, reports, and business insights
Reports Overview
Explore the 20 built-in reports covering sales, products, customers, inventory, production, and forecasting.
Exporting Reports (PDF & CSV)
Export any report as a PDF document or CSV spreadsheet for sharing or record-keeping.
Understanding Key Metrics
Learn what each metric means — revenue, profit margin, CLV, retention rate, and more.
Profit & Loss Dashboard
See your complete financial picture — revenue, cost of goods sold, operating expenses, and net profit in one view.
Food Cost Analysis
Analyse ingredient costs as a percentage of revenue, find top cost drivers, and compare theoretical vs actual usage.
Revenue to Profit: How Money Flows
Understand how revenue from orders becomes profit after ingredient costs, labour, overhead, and operating expenses.
Accounts Receivable Report
See exactly who owes you money, how much, and how overdue it is — so you can chase payments before they age.
Customer Lifetime Value (CLV) Report
Understand how much each customer is worth over time and who your most valuable regulars are.
Customer Retention Report
Track how many customers come back, who is at risk of leaving, and how retention is trending.
Sales Overview Report
Your top-line numbers — revenue, orders, average order value, and growth — with trends and best sellers.
Production Summary Report
See what you produced over a period — volumes by product, busiest days, and how production maps to demand.
Product Performance Report
See which products sell best, which underperform, and which few drive most of your revenue.
Category Analysis Report
Compare your product categories by revenue, margin, and growth.
Customer Overview Report
Track how many customers you have, how fast you are acquiring them, and who spends the most.
Sales Trends Report
Spot your daily, weekly, and monthly sales patterns and your busiest days.
Seasonal Analysis Report
Compare sales month-by-month year-over-year to plan for peaks and quiet spells.
Payment Analysis Report
See how customers pay, your deposit-to-final split, and any refund issues.
Online Store Performance Report
Measure your online store: revenue, share of total sales, channels, and promo codes.
Recurring Revenue Report
Track predictable income from recurring orders and watch your churn.
Expense Report & Budget Analysis
Break down expenses by category and compare actual spend to budget.
Loyalty Program ROI Report
Measure whether your loyalty program drives extra spend.
Inventory Usage Report
See which ingredients you use most and what they cost you.
Allergen Matrix Report
A grid of every recipe and product against each allergen — essential for safe labelling.
Bake List Report
A day-of, order-by-order list of everything to make, grouped by product type with all the details.
Baking List Report
A recipe-and-ingredient production plan for a date range, flagging stock shortfalls.
Order Fulfillment Report
Track how fast and how reliably you complete orders.
Delivery Performance Report
On-time rate, fees collected, and how zones and drivers compare.
Inventory Status Report
A live snapshot of stock on hand, value, and what is low or out.
Inventory Forecast Report
Predicts which ingredients will run out, what to reorder, and when.
Demand Forecast Report
An AI forecast of what customers will order over the coming days, with accuracy tracking.
Purchasing Analysis Report
Total purchase spend, supplier breakdown, price variance, and receiving performance.
Supplier Analysis Report
See which suppliers carry most of your inventory value and your priciest items.
Waste & Shrinkage Report
See how much you are wasting, why, and which items waste the most.
Labor Cost & Productivity Report
Labor cost as a share of revenue, staff productivity, and overtime alerts.
Equipment Utilization Report
How hard your equipment works, where the bottlenecks are, and spare capacity.
Multi-Location Comparison Report
Compare your locations on revenue, staffing efficiency, and inventory transfers.