Custom reporting & user permissions

The right report, to exactly the right person.

Prebuilt templates like the Ops P&L and Prime Cost P&L, or build your own from scratch — then scope who sees each one, and have it land in their inbox on a cadence you set.

One P&L for everyone is a permissions problem.

Generic accounting
1 report
One P&L, one audience. Either everyone sees the whole company's financials, or nobody does.
DishBooks
Consolidated P&L
Owner, accountant
Prime Cost P&L
Owner
Location P&L
Area manager
Ops P&L
General manager

Reporting built around who's reading it

One location, or the whole group.
The same template runs against a single restaurant or every location at once, so you're not maintaining a separate report per store.
Delivered on a cadence you set.
Reports go out by email on whatever schedule you choose, so the right report lands in the right inbox without anyone logging in to export it.
Scoped by role, not by trust.
A general manager can see the Ops P&L for their location without access to the full Prime Cost P&L or company financials, while an owner or accountant sees everything.
Or build your own, from scratch.
When none of the templates is the report you have in your head, build it — the same data, arranged the way you actually want to read it.
Prebuilt templates for the reports restaurants actually run.
An Ops P&L for the floor, a Prime Cost P&L for the owner, a consolidated P&L for the group — ready to run rather than built from a blank page.

A general manager doesn't need your company financials to run a good shift.

Most accounting software treats reporting as all-or-nothing: either someone has access to the books or they don't. That leaves operators with a bad choice — hand a GM the whole company's financials, or hand them nothing and answer questions by hand every week.

DishBooks scopes reports by role instead. The Ops P&L a general manager needs to run their location goes to them, without owner compensation or group financials attached. The owner and the accountant still see everything. Nobody is copying numbers into a stripped-down spreadsheet to make that work.

Get Started
Access

Who sees what.

Access follows the job. Each role gets the report that helps them do it, and nothing that isn't theirs to see.

The Ops P&L for their location — sales, labor, and the controllable costs they actually influence. No company financials.

General manager

Every location in their region, side by side, without access to the rest of the group.

Area manager

Everything — prime cost, every location, and the consolidated P&L across the whole business.

Owner

Full access to the books, with the same restaurant-specific category breakdown the owner sees.

Accountant
Ask DEX

And when a report raises a question, ask instead of rebuilding it.

What changes when the report fits its reader

A report nobody can act on is just a file.
  • Hand a GM the numbers they need without handing over the company's financials.
  • Stop rebuilding the same report by hand at the end of every period.
  • Have the Ops P&L in the right inbox on Monday morning without anyone exporting anything.
  • Give your accountant full access without giving everyone full access.
  • Run one template against a single location or the entire group.

Side-by-side comparison

Is there a limit to how many custom templates or users I can create?
Can I restrict a user to specific locations?
Can I control which reports a specific user can see?
Can I build my own custom report templates?
What prebuilt report templates are available?