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
Investor/Partner
Prime Cost P&L
Shift Leader
Bar P&L
Bar Manager
Ops P&L
Head Chef/GM

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.
Prebuilt templates for the reports restaurants actually run.
A Prime Cost P&L for the floor, an Ops P&L for the chef, a consolidated P&L for the investor group - ready to run rather than built from a blank page.
Scoped by role, not by trust.
A bar manager can see the Bar P&L for their location without access to the full Ops P&L or company financials, while an owner or accountant sees everything.
Build your own custom report.
When none of the templates is the report you have in your head, build it.
Reports sent out 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.

Your GM needs numbers to lead your operation with confidence.

DishBooks lets you bring your team into the numbers. Your chef sees food cost by category. Your bar manager sees pour cost. Your GM sees the location's full Ops P&L. Each person gets the part of the P&L they actually influence, without owner compensation or group financials attached. Owners and accountants still see everything. Start from the prebuilt Ops P&L and Prime Cost P&L, or build the view you want from scratch. Choose who gets it, and set it to land in their inbox on the schedule you set. None of it takes a spreadsheet or a second version of the report.

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That's the difference between a team that's told to control costs and a team that can.

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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

Act on your data and grow with confidence.
  • 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 control which reports a specific user can see?
Can I restrict a user to specific locations?
Can I build my own custom report templates?
What prebuilt report templates are available?