BakeboostDocs
Get Bakeboost

Reports and Insights

Open Reports in the sidebar. Across the top you'll switch between the Reports tab and the Insights tab.

1. The Reports tab — printable lists and PDFs

The Reports tab: a grid of report cards including Order List, Customer List, Income Statement, Business Performance, Payments, Expenses Report, Order Breakdown and baking lists.

Each card opens a focused report you can filter by date and export or print. The ones you'll reach for most:

  • Order List — every order, sortable and filterable by date, status or customer.
  • Income Statement — your revenue, expenses and profit for a period.
  • Payments — all payments taken, with dates, methods and customers.
  • Expenses Report — a full breakdown of spending for your records.
  • Order Breakdown — sales grouped by product, so you can see your top sellers.
  • Baking lists & shopping lists — production-side reports for what to bake and buy.

Income Statement

The Income Statement shows the money in and out over a period. Use the Simple view for a clean Total Sales − Total Expenses = Net Profit, or Detailed for a fuller breakdown. Pick your dates and Save as PDF to send it on.

The Income Statement in Simple view: Total Sales minus Total Expenses giving Net Profit for the chosen period, with a Save as PDF button and a Simple / Detailed toggle.

Tax Summary

The Tax Summary pulls together the numbers you need at tax time — revenue, tax collected, net revenue and expenses by category — for a quick period you choose.

The Tax Summary: cards for revenue, tax collected, net revenue and expenses, above an Expenses by category table with a total.

2. The Insights tab — interactive dashboards

Switch to Insights for visual, at-a-glance dashboards. Where the Reports tab is built for printing, Insights is built for looking — spotting trends, best sellers and warning signs.

The Insights tab: a grid of dashboard cards including Sales Overview, Profit & Loss, Revenue Pulse, Customer Insights, Product Profitability, Operations Pulse, Cash Flow and Ingredient Costs.
  • Sales Overview — revenue, orders and units, and how many customers are returning.
  • Profit & Loss — revenue minus cost of goods and expenses, month by month.
  • Customer Insights — lifetime value, repeat rates, and customers slipping away.
  • Product Profitability — margin per product and your top earners.
  • Cash Flow — money in vs out with a forecast and low-cash alerts (see the Cash Flow Dashboard guide).
  • Ingredient Costs — cost trends and supplier comparisons.

Good to know

  • Two tabs, two jobs. Reports for printable lists and PDFs; Insights for interactive dashboards.
  • Everything's driven by your data. The more you record orders and expenses, the more useful every report becomes.
  • Export and print. Reports save to PDF (or CSV where it makes sense) to hand straight to your accountant.
  • Income Statement has a Simple and Detailed view. Start Simple; switch to Detailed when you want the full breakdown.

Last updated July 24, 2026