After installing the Insights application from the Marketplace, you will benefit from an additional suite of reports, which can be found in the Insights category in the Reports section of your admin account:
Delivery Trend: Track the performance of delivery platforms in parallel.
Product Trend: Monitor the performance of best-selling products over time intervals.
Delivery Orders: Track all orders from delivery applications and filter by platform.
Product Type and VAT Rates: Track sales broken down by VAT rates and product type: goods/finished products/services.
Sales by Rooms: Monitor sales broken down by rooms within the location.
Purchase Cost Trend: Track the evolution of purchase prices for your stocks.
Additionally, you can request assistance for configuring all the customized reports you need from the Ebriza support team.
Once saved, custom reports can be accessed anytime, both on the web and in the Ebriza OPS mobile app!
When Do I Need a Custom Report and How Do I Request One?
There is only one test: is there a standard report that contains everything you need? If yes, use it. If the standard report gives you only part of what you need, then you need a custom report.
“Only part” means two things: either you are missing a BREAKDOWN (the report gives you only the total, while you need a breakdown by products, categories, employees, or protocol), or you are missing a COLUMN that the standard report does not have (for example, the Z report number next to each day in a daily payments report). It does not matter how you formulate the request: “I want to see how many units of each product were sold through protocol last week” or “I want daily payments with the Z number next to each day” are both requests for a custom report.
Tell us also the period for which you will use it most often — for example, the current day, the previous day, or the last 7 days. This period is saved in the report and becomes the date range the report opens with each time. Once configured, the report remains saved in your account and can be run at any time, both on the web and in the Ebriza OPS mobile app.
A custom report, however, is built on top of the data Ebriza already saves - sales, receipts, products, payments, stocks, invoices, clients. If the information you need relies on points in time or on events that are not saved, there is nothing for the report to be built on: in those cases the answer is that it cannot be done, neither as a standard report nor as a custom one. If you are not sure that the data you need is saved, write to us and we will check together before we start the configuration.
Before the test, however, there is one condition: the requested data must be saved. The Z report number can go into a custom report because it is recorded on every fiscal receipt - that is, the data already exists. On the other hand, a duration that is calculated from points in time the app does not save cannot go into a report, no matter how custom it is.
There is one more condition, before anything else: the data must exist. A report — standard or custom — can only be built on top of information that Ebriza saves and makes available for reporting: sales, receipts, orders, products, payments, VAT rates, the Z report number, stocks, entries and consumption, invoices, clients, employees. For these, the fact that no standard report shows them to you together is not a problem: that is exactly what a custom report solves.
There are, however, things the platform does not keep and which therefore cannot be put into any report: the duration of orders on the kitchen display screen (KDS), from being sent to being completed, the preparation and waiting times, or other points in time that are not saved as history. In these cases the report cannot be made as a custom report through Insights either. If you need such information, write to us anyway: we register it as a product suggestion, but we tell you honestly from the start that today it cannot be done.
The period the custom report opens with:
Each custom report has a time range saved in its configuration — for example, Today, Yesterday, Last 7 days, Current month, or a fixed range between two dates. The range is selected by the Ebriza colleague who configures your report, based on the period you specify when submitting your request.
That is the period the report opens with every time you access it. You can manually change the date range in the report to view any other period you want, but the change applies only to the current view: the next time you access the report, it will reopen using the period saved in its configuration.
Relative periods are recalculated automatically each time the report is opened: Today always means the current day, while Last 7 days always means the last 7 days relative to today. What never changes automatically is the saved value: a report configured for Yesterday will always show the previous day, regardless of how much time passes. A fixed range between two calendar dates will always show exactly those dates.
If the report opens with a different period than the one you need, contact us and we will change the date range in the report configuration. It is a simple setting change, and we can update it quickly. After refreshing the page, the report will open directly with the desired period.
Payment methods and cash registers: you can track the Total collected, broken down by payment method and cash register. The versions of this report without cash register breakdown — Payment methods and Payment methods and users — are standard reports and can be found under the Sales category on any account.
Frequently asked questions:
Q: Can I see sales for each individual table?
A: There is no report that displays sales per table. You have two close options:
By room — install the Insights app from the Marketplace and use the Sales by Rooms report.
By table (individually) — in the POS app, open Menu → Receipts and check each receipt; the receipt details show the associated table.
Q: How do I see which products I sold at each VAT rate (including the 0 rate)?
A: You have two options:
Report — install the Insights app from the Marketplace and use the Product Type and VAT Rates report, which breaks down sales by VAT rate and product type (goods / finished product / service).
Check in the Nomenclature — in Menu → Nomenclature, check the VAT rate assigned to each product. The 0% rate usually appears for Tip or Guarantee type services.
Q: The standard report only shows me the total, not the products. Can it be broken down?
A: Yes, through a custom report. The standard report cannot display columns that it does not contain, and the table view only changes the way the information is displayed; it does not add data. Tell us what type of report you need and which columns it should contain, and we’ll configure it for you in Insights.
Q: My custom report always shows the previous day, even though I want the current day. Is this an error?
A: No, it is a setting. Your report is configured with the Yesterday period, which is the period it opens with every time. You can manually change the date range for the current view, but the next time you access the report, it will return to the saved value. Contact us and we will change the report configuration to Today; after refreshing the page, it will open directly on the current day.
Q:How can I see which products I sold under each VAT rate (including 0%)?
A: You have two options:
Report – install the Insights app from the Marketplace and use the Product Type and VAT Rates report, which breaks down sales by VAT rate and product type (merchandise / finished product / service). The report is available under Reports → Insights as long as the app is installed and active on the account; if the app is uninstalled, the category and the reports within it can no longer be viewed.
Check in the Product Catalog – go to Menu → Product Catalog and check the VAT rate assigned to each product. The 0% rate usually appears for services such as Tip or Deposit.
Q: Can the Z report number be included in a daily sales report?
A: Yes. The Z number is recorded on each fiscal receipt from sales, so it can be displayed as a column in a custom report — for example, a report with the date, Z number, payments, number of receipts, and average receipt, with one line for each day. The standard payments report is grouped by day, but it does not have this column. Tell us which columns you want and the period you will run it for most often, and we will configure it for you in Insights. The Z report printed from the cash register does not replace this report: it covers only one day.
Q: Can I have a report with kitchen times - how long an order takes from being sent to being completed, the average preparation time or the waiting times?
A: No. Such a report does not exist in Ebriza and cannot be built as a custom report either. The moment an order is sent and the moment it is completed in KDS are not saved, so they are not available for reporting - the data from which to calculate the duration does not exist. The KDS app shows you in real time the orders "In progress" and "Completed", but these are point-in-time information, not a history you can report on later.
Q: Can a report be made with the duration of orders on KDS, from being sent to being completed?
A: No. This report does not exist in Ebriza and cannot be built as a standard report or as a custom report through Insights either — the time data from KDS is not available for reporting. The kitchen display screen shows the current work list, not a history: completed orders are hidden after 15 minutes and are not kept as history from which durations could be calculated. The same applies to preparation or waiting times.
What is possible, on the other hand, is on delivery orders: there the order's status history is kept, so the durations between statuses (acceptance, entering preparation, sending to the driver, delivery completion) can be put as columns in a custom report. These are, however, the delivery order's statuses, not the times on the kitchen display screen.
In addition, you can request assistance from the Ebriza support team for configuring the custom reports you need — for any information that the platform saves and makes available for reporting.
[tags: insights, reports, product trend, delivery trend, sales, sales reports, ebriza reports]