P&L reports, on demand or on a schedule

Updated July 4, 2026

The Reports tab turns your P&L into a document — the thing your accountant, your partner, or future-you actually reads.

  • On demand — pick weekly or monthly, generate, download. The PDF covers revenue, COGS, labor, controllable costs, occupancy, and the KPIs. This is the part you'll use today.
  • Save a delivery schedule — set a cadence (weekly or monthly), a send day, and a recipient list. This saves the schedule configuration; automatic emailed delivery is on the roadmap, so for now generate and send the PDF yourself on that cadence.
  • Percentages done right — weekly and monthly reports recompute their ratios from the aggregated totals rather than averaging daily percentages, so the math holds up to scrutiny.
Screenshot coming soon: The Reports tab with a generated monthly P&L and the schedule configuration below.
Note: Generating a monthly P&L on demand and forwarding it to your accountant replaces a whole category of "can you send me…" emails.

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