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Financial reports

Financial reports

Generate P&L, cash flow, EBITDA and other reports for any date range. Reports are persisted so you can list, retrieve and delete them.

List financial reports

GET /v1/financial_reports Scope: reports:read

Previously-generated reports, newest first.

Query parameters

typestringOptional

Filter by report type.

profit_losscash_flowbalance_sheetebitdarevenue_analysisexpense_breakdownfood_costlabor_costprime_costcustom

Request

curl https://api.tablezio.com/v1/financial_reports -H 'X-API-Key: tbz_…'

Response

application/json
{ "object": "list", "data": [ /* financial_report */ ], "has_more": false, "next_cursor": null, "previous_cursor": null, "url": "/v1/financial_reports" }

Retrieve a financial report

GET /v1/financial_reports/{id} Scope: reports:read

Fetch a single report by id.

Path parameters

idstringRequired

Report ID.

Request

curl https://api.tablezio.com/v1/financial_reports/evt_… -H 'X-API-Key: tbz_…'

Response

application/json
{
  "id": "evt_8b2c3d4e5f6a7b8c9d0e1f20",
  "object": "financial_report",
  "created": 1716730000,
  "name": "May 2026 P&L",
  "type": "profit_loss",
  "period": "monthly",
  "start_date": 1714521600,
  "end_date": 1717113600,
  "status": "ready",
  "generated_at": 1716730000,
  "summary": {
    "totalRevenue": 8_240_000,
    "totalExpenses": 5_120_000,
    "netIncome": 3_120_000,
    "foodCostPercentage": 0.28,
    "laborCostPercentage": 0.31,
    "primeCostPercentage": 0.59,
    "ebitda": 3_640_000
  },
  "data": { "sales": { "grossSales": 9_064_000, "vat": 824_000, "netSales": 8_240_000, "byRate": [ /* … */ ] }, "refunds": { /* … */ }, "payments": { /* … */ }, "cogs": { "amount": 2_307_200, "coveragePct": 94.5 }, "labor": { "status": "ok", "amount": 2_554_400 }, "daily": [ /* … */ ], "previous": { /* summary of the prior period */ }, "changes": { /* % vs prior period */ } }
}

Generate a financial report

POST /v1/financial_reports Scope: reports:write

Computes a P&L for the requested calendar days (in the venue time zone, both dates inclusive, max 366 days) from real data — completed orders, payments, refunds, recipe costs and clocked hours — and stores it. The response is status: ready with the summary (amounts in cents; percentages are fractions of net revenue after refunds) and the full breakdown in data. Sales reconcile with the analytics revenue report for the same period.

Body parameters

namestringRequired

Friendly display name.

typestringRequired

Report kind.

profit_losscash_flowbalance_sheetebitdarevenue_analysisexpense_breakdownfood_costlabor_costprime_costcustom
periodstringOptional

Granularity hint.

dailyweeklymonthlyquarterlyyearly
start_datestring (ISO 8601)Required

First day of the period (YYYY-MM-DD).

end_datestring (ISO 8601)Required

Last day of the period, inclusive (YYYY-MM-DD).

Request

curl -X POST https://api.tablezio.com/v1/financial_reports \
  -H 'X-API-Key: tbz_…' -H 'Content-Type: application/json' \
  -d '{ "name": "May 2026 P&L", "type": "profit_loss", "period": "monthly", "start_date": "2026-05-01", "end_date": "2026-05-31" }'

Response

application/json
{
  "id": "evt_8b2c3d4e5f6a7b8c9d0e1f20",
  "object": "financial_report",
  "created": 1716730000,
  "name": "May 2026 P&L",
  "type": "profit_loss",
  "period": "monthly",
  "start_date": 1714521600,
  "end_date": 1717113600,
  "status": "ready",
  "generated_at": 1716730000,
  "summary": {
    "totalRevenue": 8_240_000,
    "totalExpenses": 5_120_000,
    "netIncome": 3_120_000,
    "foodCostPercentage": 0.28,
    "laborCostPercentage": 0.31,
    "primeCostPercentage": 0.59,
    "ebitda": 3_640_000
  },
  "data": { "sales": { "grossSales": 9_064_000, "vat": 824_000, "netSales": 8_240_000, "byRate": [ /* … */ ] }, "refunds": { /* … */ }, "payments": { /* … */ }, "cogs": { "amount": 2_307_200, "coveragePct": 94.5 }, "labor": { "status": "ok", "amount": 2_554_400 }, "daily": [ /* … */ ], "previous": { /* summary of the prior period */ }, "changes": { /* % vs prior period */ } }
}

Delete a financial report

DELETE /v1/financial_reports/{id} Scope: reports:write

Permanently removes a report.

Path parameters

idstringRequired

Report ID.

Request

curl -X DELETE https://api.tablezio.com/v1/financial_reports/evt_… -H 'X-API-Key: tbz_…'

Response

application/json
{ "object": "financial_report", "id": "evt_…", "deleted": true }