Reports Overview

BakeOnyx comes with 20 built-in reports that give you a complete picture of your bakery's performance. Whether you want to track sales, analyze product performance, understand customer behavior, or forecast inventory needs, you'll find the data you need in one place.

• Understand the 6 report categories and what each one tells you
• Learn how to access and filter reports by date range
• Discover how to use interactive charts to spot trends and make decisions

What Reports Can Tell You

BakeOnyx organizes reports into six categories, each designed to answer specific business questions:

Sales Reports

Track your revenue and profitability with reports like Sales Overview, Profit Margin, Accounts Receivable, and Payment Analysis. These help you see which days are busiest, which products make the most money, and which customers owe you payment.

Product Reports

Understand what's selling with Product Performance, Category Analysis, and Sales Trends. Find out which items customers love, which categories drive the most revenue, and how your sales change over time.

Customer Reports

Learn about your customer base using Customer Overview, Customer Lifetime Value (CLV), Retention, and Quote Conversion. See who your best customers are, how often they return, and which quotes turn into actual orders.

Inventory Reports

Keep your ingredients and supplies in check with Inventory Status, Usage, Waste/Shrinkage, and Supplier Analysis. Monitor stock levels, spot waste problems, and evaluate your suppliers' performance.

Production Reports

Optimize your baking operation with Production Summary, Equipment Utilization, and Order Fulfillment. See how efficiently your team is working and whether orders are being delivered on time.

Forecasting Reports

Plan ahead with Demand Forecast and Inventory Forecast. These reports use your historical data to predict future sales and help you order the right amount of ingredients.

How to Access Reports

1. From the main menu, click Reports.
2. You'll see all 20 available reports organized by category.
3. Click on any report name to open it and view the data.

Filtering Reports by Date Range

Every report in BakeOnyx lets you focus on specific time periods. At the top of any report, you'll find date range controls:

1. Click the Start Date field and select the beginning of your date range.
2. Click the End Date field and select the end of your date range.
3. The report updates automatically to show only data from that period.

Using Interactive Charts

Most BakeOnyx reports include interactive charts that make it easy to spot patterns and trends at a glance.

Here's what you can do with these charts:

• Hover over data points to see exact numbers and details
• Click legend items to show or hide specific data series
• Zoom in on specific time periods by dragging across the chart
• Export the chart as an image or include it in a PDF report

Making Reports Work for You

The best way to use reports is to check them regularly—weekly or monthly—depending on your bakery's size. Use them to answer questions like:

• Which products should I bake more of?
• Are my best customers ordering less often?
• Do I have too much inventory?
• Is my team meeting production targets?

Next Steps

• Exporting Reports (PDF & CSV) — Learn how to save and share your reports
• Creating a New Order — Use sales data to inform your ordering decisions
• Tracking Expenses — Combine expense data with profit margin reports for complete financial insight