Reports & Analytics - Bar Galileo

The reports module provides powerful data export capabilities across all system modules, with professional formatting and detailed breakdowns. Generate sales reports, inventory snapshots, expense analysis, and more.

Report Types

Bar Galileo supports seven report types:

Sales Reports

Total sales, invoice counts, averages, and detailed transaction lists

Expense Reports

Total expenses by category, averages, and itemized expense details

Payroll Reports

Active employees, salary totals, contract distribution, and employee details

Inventory Reports

Inventory value, low stock alerts, and complete product listings

Product Reports

Product catalog by category, pricing, margins, and stock levels

Table & Order Reports

Order history, billing statistics, and detailed order breakdowns

General Reports

Comprehensive financial overview: sales vs. expenses, profit margins, and daily summaries

Creating Reports

Navigate to Reports

Go to Reports > Create Report in the main menu

Fill Report Form

Name: Descriptive title (e.g., “October 2025 Sales”)
Type: Select from 7 report types
Period: Daily, Weekly, Monthly, Quarterly, Annual, or Custom
Date Range: Start and end dates
Format: PDF, Excel, or CSV
Description: Optional notes

Save Report

Click Save to create the report configuration

Generate Data

On the report detail page, click Generate Report to process data

Export

Choose your format and download:

PDF: Professional document for printing/sharing
Excel: Formatted spreadsheet for analysis
CSV: Plain text for import to other systems

Reports use a caching system. Data is stored as JSON after generation, so you can export multiple formats without re-querying the database.

Report Model

Fields

Field	Type	Description
`nombre`	CharField(200)	Report name
`tipo`	CharField(20)	Report type (choices below)
`periodo`	CharField(20)	Period type (diario, semanal, etc.)
`formato`	CharField(10)	Export format (pdf, excel, csv)
`descripcion`	TextField	Optional description
`creado_por`	ForeignKey	User who created the report
`fecha_creacion`	DateTimeField	Creation timestamp
`fecha_inicio`	DateField	Report start date
`fecha_fin`	DateField	Report end date
`archivo`	FileField	Exported file (stored in `reportes/`)
`generado`	BooleanField	Whether data has been generated
`datos_json`	TextField	Cached report data as JSON
`ultima_generacion`	DateTimeField	Last generation timestamp

Report Type Choices

ventas: Sales reports
inventario: Inventory reports
gastos: Expense reports
nominas: Payroll reports
productos: Product reports
mesas: Table and order reports
general: General financial reports

Period Choices

diario: Daily
semanal: Weekly
mensual: Monthly
trimestral: Quarterly
anual: Annual
personalizado: Custom date range

Export Formats

PDF Reports

Professional documents with:

Header: Bar Galileo branding with report type
Info Section: Report name, period, duration, creator, generation date
Summary Tables: Key metrics with color-coded headers
Detailed Tables: Complete data listings with borders and formatting
Totals Section: Consolidated final figures
Colors: Corporate gold (#A68932) and blue (#366092) theme

PDF reports use ReportLab with custom styling. Generated files are printer-ready and suitable for management presentations.

Excel Reports

Formatted spreadsheets with:

Title Row: Merged cells with corporate gold background
Info Section: Styled report metadata
Summary Section: Color-coded metrics
Detailed Data: Bordered tables with header styling
Totals Section: Bold summary figures
Auto-sized Columns: Optimal width for readability

Excel files use OpenPyXL and include cell formatting, borders, and colors. Perfect for further analysis and filtering.

CSV Reports

Plain-text exports with:

UTF-8 BOM: Ensures proper character encoding
Clear Structure: Section headers (===) for easy parsing
Info Header: Report metadata
Summary: Key metrics in key-value format
Details: Tabular data with column headers
Totals: Final summary figures

CSV files are compatible with Excel, Google Sheets, and any data processing tool. Use for importing to external systems.

Report Contents by Type

Sales Reports (ventas)

Summary:

Total sales amount
Number of invoices
Average invoice value

Details:

Invoice number
Date
Table number
Item count
Total amount

Expense Reports (gastos)

Summary:

Total expenses
Top 5 categories with amounts
Average expense

Details:

Date
Category
Description
Recorded by (user)
Amount

Payroll Reports (nominas)

Summary:

Total active employees
Total salaries
Distribution by contract type

Details:

Employee name
Position
Contract type
Base salary
Years of service

Inventory Reports (inventario)

Summary:

Total inventory value
Low stock items count
Out of stock items count

Details:

Product name
Category
Supplier
Stock quantity
Unit price
Purchase price
Total value

Product Reports (productos)

Summary:

Total active products
Products by category
Average profit margin

Details:

Product name
Category
Brand
Stock
Unit price
Purchase price
Profit margin %

Table & Order Reports (mesas)

Summary:

Total orders
Invoiced orders count
Cancelled orders count
Total billed amount

Details:

Order number
Table
Date
Status
Item count
Total amount

General Reports (general)

Summary:

Total sales
Total expenses
Gross profit
Profit margin %
Active products
Active employees

Details (Daily Breakdown):

Date
Daily sales
Daily expenses
Daily profit

Data Caching System

How It Works

Click Generate Report to fetch and process data
Data is serialized to JSON and stored in datos_json field
ultima_generacion timestamp is updated
generado flag is set to True
Export formats read from cached JSON for fast rendering

Regenerating Reports

Navigate to Report

Open an existing report from the reports list

Check Last Generation

Review the ultima_generacion timestamp

Click Generate

Click Generate Report again to refresh data

Re-export

Download in any format with updated information

If you add new sales, expenses, or inventory items, remember to regenerate reports to include the latest data.

Report Properties

`duracion_dias`

Calculates the period length:

@property
def duracion_dias(self):
    if self.fecha_inicio and self.fecha_fin:
        return (self.fecha_fin - self.fecha_inicio).days + 1
    return 0

`esta_vencido`

Indicates if a report is over 30 days old:

@property
def esta_vencido(self):
    if self.fecha_creacion:
        return (timezone.now() - self.fecha_creacion).days > 30
    return False

Best Practices

Use Descriptive Names

Name reports clearly with period and type (e.g., “October 2025 Sales Report”) for easy identification in lists.

Generate Before Exporting

Always click Generate Report before exporting to ensure data is current. The cache persists between exports.

Choose Appropriate Periods

Daily: For operational monitoring
Weekly: For short-term trends
Monthly: For standard financial reporting
Quarterly/Annual: For strategic planning

Export Multiple Formats

Generate once, then export to PDF for sharing, Excel for analysis, and CSV for archival or integration.

Regenerate Periodically

If data changes frequently, regenerate reports daily or weekly to keep information current.

Archive Old Reports

Delete or archive reports older than your retention policy (check esta_vencido property).

Permissions

The reports module defines custom permissions:

view_reporte: Can view reports
add_reporte: Can create new reports
change_reporte: Can edit report configurations
delete_reporte: Can delete reports
exportar_reporte: Can export reports to files
generar_reporte: Can generate report data

Ensure users have appropriate permissions for their role. Reports can contain sensitive financial data.

Dependencies

The reports module requires:

openpyxl (v3.1.5+): For Excel export
reportlab (v4.2.5+): For PDF generation

Both are included in requirements.txt.

Troubleshooting

Report Shows No Data

Verify that records exist in the selected date range. Check fecha_inicio and fecha_fin against actual data dates.

Export Button Disabled

Ensure the report has been generated (generado=True). Click Generate Report first.

PDF/Excel Export Errors

Confirm openpyxl and reportlab are installed. Run pip install -r requirements.txt to verify.

Data Outdated

Regenerate the report by clicking Generate Report to fetch the latest information from the database.

CSV Not Opening Correctly in Excel

The file uses UTF-8 with BOM. In Excel, use Data > From Text/CSV and select UTF-8 encoding.

Example Use Cases

Monthly Financial Review

Create General Report for the past month
Generate data to see sales vs. expenses
Export to PDF for management meeting
Export to Excel for detailed trend analysis

Inventory Audit

Create Inventory Report for current date
Generate to capture current stock levels
Export to Excel
Use Excel filters to identify low stock items
Share CSV with procurement team

Payroll Processing

Create Payroll Report for pay period
Generate to include all active employees
Export to PDF for HR records
Export to CSV for payroll software import

Expense Analysis

Create Expense Report for fiscal quarter
Generate to aggregate all expenses
Export to Excel
Create pivot tables to analyze spending by category

Reports can be created multiple times with different date ranges to compare periods (e.g., month-over-month or year-over-year).

Next Steps: Learn about Automated Backups to protect your data.

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Core Features

Operations

Advanced

​Report Types

Sales Reports

Expense Reports

Payroll Reports

Inventory Reports

Product Reports

Table & Order Reports

General Reports

​Creating Reports

​Report Model

​Fields

​Report Type Choices

​Period Choices

​Export Formats

​PDF Reports

​Excel Reports

​CSV Reports

​Report Contents by Type

​Sales Reports (ventas)

​Expense Reports (gastos)

​Payroll Reports (nominas)

​Inventory Reports (inventario)

​Product Reports (productos)

​Table & Order Reports (mesas)

​General Reports (general)

​Data Caching System

​How It Works

​Regenerating Reports

​Report Properties

​duracion_dias

​esta_vencido

​Best Practices

​Permissions

​Dependencies

​Troubleshooting

​Example Use Cases

​Monthly Financial Review

​Inventory Audit

​Payroll Processing

​Expense Analysis

Build docs developers (and LLMs) love

Report Types

Creating Reports

Report Model

Fields

Report Type Choices

Period Choices

Export Formats

PDF Reports

Excel Reports

CSV Reports

Report Contents by Type

Sales Reports (ventas)

Expense Reports (gastos)

Payroll Reports (nominas)

Inventory Reports (inventario)

Product Reports (productos)

Table & Order Reports (mesas)

General Reports (general)

Data Caching System

How It Works

Regenerating Reports

Report Properties

`duracion_dias`

`esta_vencido`

Best Practices

Permissions

Dependencies

Troubleshooting

Example Use Cases

Monthly Financial Review

Inventory Audit

Payroll Processing

Expense Analysis