Build a report from your own numbers, covering sales, operations and marketing, with short notes on what changed. Download it as a PDF or CSV, or have it emailed every week or month.
Build a report
- Go to Finances & Reports → Reports and open Build a report.
- Pick a Brand, or All brands together.
- Pick a Period, like Last week, Last month or This year so far, or a Custom range.
- Under Compare with, pick The period before, Same time last year or No comparison.
- Under What to include, tick the sections you want: sales summary, items and product mix, dayparts and weekdays, labor, food cost and P&L, inventory and waste, reviews, email and texts, social, website and SEO, guests and loyalty, events and catering, and competitors.
- Click Make report.
To save time, click a template under Start from a template: Monthly owner report, Weekly marketing, Weekly operations or Quarter vs last year. Set things up the way you like and click Save as template to reuse it.
Read the report
Each report starts with The short version, then What stands out, Things to watch and What to do next, followed by each section's numbers compared with the period you chose. Sections with no data for the period say so.
Download it as a PDF with your logo, or a CSV with every number.
About the notes
The notes are written by AI (Anthropic's Claude) from your numbers. Ospelia checks them: any sentence with a number that isn't in your data is left out. The report reads your data with your own login, so it only includes the brands and sections you're allowed to see. Each report counts as an AI request toward your plan. See Usage allowances: emails, texts and AI.
Find past reports
Open History to reopen, download or remove a past report. Removing a report takes it off the list.
Email a report on a schedule
Owners and managers can have a report emailed.
- Open Schedules and click New schedule.
- Pick the sections, brand and How often: Weekly (the week before) or Monthly (the month before).
- Add who it goes to under Send to.
- Click Start sending.
Weekly reports go out at the start of each week and monthly ones on the 1st. Each email links to the full report in Ospelia. Click Paused to pause a schedule, or remove it. Reports already sent stay in History.
Quick reports
Quick reports has the restaurant report and ready-made reports like sales summary, product mix and payment types, with CSV export.