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  5. Chapter 11 — Reports (Bericht)

Chapter 11 — Reports (Bericht)

In this chapter: the ready-made reports in the "Reports" menu. All with a time-range filter and an export option.

11-1. Sales reports

  • Orders (Bestellungen): all orders in your chosen range — count, amount, status. To answer "how much did we sell this week?"
  • Invoices (Rechnungen): issued invoices — the basis for official financial figures, since only invoiced sales are in it.

11-2. Reservation report

  • Reservation analysis (Analysen): a statistics dashboard for reservations — count, resource occupancy, the trend over time.

11-3. Accounting reports

  • Monthly close (Monatlicher Abschluss): a complete financial summary of the month (gross/net sales, tax, discounts, receivables, gift cards, cash flow) with a PDF/CSV/Excel export — the main document handed to the accountant.
  • Financial statements (Financial Statements): financial statement reports based on the ledgers.

11-4. Product report

  • Product (Produkt): the sales performance of each product — best-sellers, slow-sellers. The basis for deciding on reorders and removing stagnant items.
💡 Suggested routine: view the orders and product reports weekly; take the monthly close each month and archive it. The point-of-sale shift report is in the point of sale itself (point-of-sale guide, Chapter 7).