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Reports

With the reports in bessa Manager, you analyse your revenue, articles and staff performance in detail. Choose from 12 different report types, filter by period, location, Sales Point and user – and compare your results with previous periods to spot trends early.

Report Types

In the "Report type" dropdown, 12 different reports are available:

Article-related reports

Report type

Description

Articles (default)

Revenue by article group and revenue by individual article

Article options

As "Articles", with sub-options (e.g. side dishes)

Article groups

Article, count, net, taxes and gross – grouped by article groups

Articles/Time

Revenue grouped by configured times of day

Articles/Day

Time of day, article, count and revenue – grouped by weekdays and configured times of day

Article group/Time

As "Articles/Time", but with article groups instead of individual articles

Article group/Day

Time of day, group, count and revenue – grouped by weekdays and configured times of day

Tip: The reports Articles/Time, Articles/Day, Article group/Time and Article group/Day offer the Times of day button, with which you can adjust the time slots individually.

Report type

Description

Payment method/Article group

Article group, count, net, taxes and gross – grouped by payment methods (cash, transfer, voucher, credit card, …)

Report type

Description

Users

Net, taxes, gross and tips per user

Article groups/Users

Article group, count, net, taxes and gross – grouped by users

Payment methods/Users

Payment method, count, net, taxes, gross and tips – grouped by users

Cancelled payments/Users

Payment method, net, taxes and gross (negative values) – grouped by users

Filters and Settings

Use the "Configure report" sidebar to customise your analysis.

Period

Choose from the following period options:

Period

Display

Navigation

Day

e.g. "Today (21/02/2026)"

Arrow keys < >

Week

e.g. "CW 8, 2026"

Arrow keys < >

Month

e.g. "February 2026"

Arrow keys < >

Quarter

e.g. "Q1 2026"

Arrow keys < >

Year (default)

e.g. "2025"

Arrow keys < >

Custom

Date range with calendar date picker

Manual selection

Note: With the "Custom" option, the comparison function is not available.

Activate Comparison

With the Activate comparison checkbox, you can compare the current period with a comparison period.

After activation, two comparison types are available:

  • Previous period (default) – compares e.g. 2025 to 2024

  • Same period last year – compares the identical period in the previous year

The report then shows three columns: the current period, the comparison period and a Change column with percentage values. Increases are shown in green with ↗, decreases in red with ↘.

Other Filters

Filter

Description

Company

Choose a specific company or "All companies"

Locations

Filter by individual locations or "All locations"

Sales Points

Restrict the analysis to specific Sales Points

Users

Filter by individual users or "All users"

Choose customer

Search and select a specific customer (autocomplete)

Restrict articles

Restrict the analysis to specific articles

Restrict article group

Restrict to specific article groups

Note: The "Restrict articles" and "Restrict article group" filters are not available for the Payment method/Article group report type.

With the Reset button, all filters are reset to the default values.

Filter Availability by Report Type

Filter

Article reports

Payment method/Article group

User reports

Period

Activate comparison

Company

Locations

Sales Points

Users

Choose customer

Restrict articles

Restrict article group

Times-of-day button

only /Time and /Day

Adjust Times of Day

For the reports Articles/Time, Articles/Day, Article group/Time and Article group/Day, you can use the Times of day button (clock icon) above the report to define your own time slots.

Note: By default, no times of day are defined. In this case, all revenues are grouped under "No category". Only when you create your own times of day are revenues assigned to the corresponding time slots.

A sample configuration for a hospitality business could look like this:

Name

From

To

Morning

08:00

11:00

Lunch

11:00

14:00

Afternoon

14:00

17:00

Evening

17:00

22:00

In the dialog, you can edit existing times of day (pencil icon), delete them (trash icon) or create new time slots via + Add time of day. Times are entered in the format hh:mm or hh:mm:ss.

Tip: Revenues that fall outside the defined times of day still appear under "No category". Make sure your time slots cover the entire opening hours.

Download and Share Reports

  • Download – Click the green "Download" button in the header bar to download the current report as a file.

  • Share – Use the "Share" button to share the report with other people.

Practical Tips

  • Revenue analysis by time of day: Use the Articles/Time or Article group/Time reports to find out which products are particularly in demand at which time of day. This way you can optimise your offering and staffing.

  • Compare staff performance: With the user reports, you see at a glance which employee generates which revenue. This is particularly helpful for staff planning and performance assessment.

  • Period comparison for trends: Activate the comparison to spot revenue developments between periods – e.g. whether a month or quarter performed better or worse than the previous year.

  • Monitor cancellations: The "Cancelled payments/Users" report helps you spot unusual cancellation patterns early.

  • Multi-location analysis: Filter by locations to specifically analyse and compare the performance of individual branches.

Frequently Asked Questions (FAQ)

Why don't I see the "Configure report" sidebar? The sidebar is hidden when you click into the report area. Reload the page to restore the sidebar.

Why is the "Activate comparison" option missing? With a custom period, the comparison function is not available. Choose a predefined period (day, week, month, quarter or year) to use the comparison.

What do the colours in the Change column mean? Green with ↗ indicates a revenue increase compared to the previous period; red with ↘ indicates a decrease.

Why are the "Restrict articles" and "Restrict article group" filters missing? These filters are not available for the "Payment method/Article group" report type, since this report is already grouped by payment methods.

Can I change the times of day permanently? Yes – your adjustments to the times of day are saved and used automatically the next time you run the report. As long as no times of day are defined, all revenues are shown under "No category".

In what format is the report downloaded? The report is downloaded as a file. The format depends on the currently selected settings.