Reports Overview
Explore the 20 built-in reports covering sales, products, customers, inventory, production, and forecasting.
What You'll Learn
- Which report answers which business question
- The 6 report categories and 20 built-in reports
- Where to start if you only look at one report
Why Reports Matter
Reports answer the big questions every baker has: "Am I making money?", "Which products sell best?", "Am I wasting too much?", "Are customers coming back?"
Start Here: The P&L Dashboard
If you only look at one report, make it the Profit & Loss Dashboard. It shows revenue minus costs = profit. That's the answer to "Am I making money?"
The 6 Categories
Sales (4 reports)
Sales overview, profit margins by product, accounts receivable (who owes you), and payment tracking.
Products (3 reports)
Top sellers, category breakdown, and sales trends over time.
Customers (4 reports)
Customer overview, lifetime value (who spends the most), retention rate (who comes back), and quote conversion (inquiries that become orders).
Inventory (4 reports)
Current stock levels, ingredient usage rates, waste/spoilage tracking, and supplier spend analysis.
Production (3 reports)
Daily production summary, equipment utilization, and order fulfillment rates.
Forecasting (2 reports)
Demand predictions and inventory forecasts.
Next Steps
- Profit & Loss Dashboard — your complete financial picture
- Food Cost Analysis — which products have the best margins
- Exporting Reports — PDF and CSV for sharing
The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.
Frequently Asked Questions
Which BakeOnyx report should I look at first?▾
If you only have time to review one report, the Profit & Loss Dashboard is the most crucial. It directly answers whether your bakery is making money by comparing your total revenue against your total costs, providing a clear bottom-line figure.
What kind of sales insights can I get from BakeOnyx reports?▾
BakeOnyx provides detailed sales insights through four reports. You can get a general sales overview, understand profit margins for individual products, track who owes you money with accounts receivable, and monitor payment statuses to ensure smooth cash flow.
How do BakeOnyx reports help me understand my customers?▾
The customer reports in BakeOnyx offer valuable insights into your clientele. You can view an overall customer summary, identify your most valuable customers through lifetime value analysis, track customer retention rates to see who returns, and analyze quote conversion rates to improve sales strategies.
Can BakeOnyx help me manage my inventory and suppliers?▾
Yes, BakeOnyx includes four inventory reports to help manage stock and suppliers effectively. These reports show current stock levels, track ingredient usage, monitor waste and spoilage to reduce losses, and analyze your spending with different suppliers.
What forecasting capabilities does BakeOnyx offer?▾
BakeOnyx provides two forecasting reports to help you plan ahead. These reports offer demand predictions, allowing you to anticipate customer needs, and inventory forecasts, which assist in optimizing stock levels and preventing shortages or overstocking.
Are BakeOnyx reports customizable and exportable?▾
Absolutely. All reports within BakeOnyx support date range filtering, allowing you to analyze specific periods. They also feature interactive charts for better visualization and can be exported in PDF or CSV formats, making it easy to share data with your accountant or team.