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The Reports page provides comprehensive financial analysis tools with real-time data, interactive charts, and CSV export capabilities.

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Accessing Reports

Navigate to Reportes from the main menu. The page displays:
  • Period selection toolbar
  • Filter options for artist and payment method
  • Transaction table (left)
  • Sales chart (right)
Reports automatically refresh every 6 seconds to show the latest transactions.

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Selecting Time Periods

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Using Quick Periods
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Click any period button in the toolbar:
3
  • Hoy - Today’s transactions
  • Esta semana - Current week (Sunday to Saturday)
  • Este mes - Current month (1st to last day)
  • Seleccionar fechas - Custom date range
    • 4
    The active period is highlighted with a checked state.
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    Custom Date Range
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    When you click Seleccionar fechas:
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  • Date pickers appear showing De: (from) and a: (to)
  • Click calendar icons to select dates
  • The report updates automatically as you change dates

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    Filtering Data

    Refine your reports using the filter toolbar:

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    By Artist

    Tatuador dropdown (cbo_artist):
    • Todos - All artists combined
    • Individual artist names from active artists list
    If you’re logged in as an artist (not admin), the filter is locked to your own name and cannot be changed.

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    By Payment Method

    Tipo de pago dropdown (cbo_payment):
    • Todos - All payment types
    • Efectivo - Cash only
    • Tarjeta - Card only
    • Transferencia - Transfer only
    Filters apply to both the transaction table and the sales chart simultaneously.

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    Understanding the Transaction Table

    The left panel shows detailed transaction records:

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    Columns

    • Fecha - Transaction date (dd/MM/yyyy format)
    • Cliente - Client name (or ”—” if not linked)
    • Monto - Amount in currency format ($X,XXX.XX)
    • Pago - Payment method
    • Tatuador - Artist who performed the service

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    Data Source

    Transactions come from the transactions table, joined with:
    • tattoo_sessions - For session details
    • clients - For client names
    • artists - For artist names
    Transactions without linked sessions show ”—” in the Cliente column.

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    Reading the Sales Chart

    The right panel displays an interactive line chart:

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    Chart Features

    • X-Axis - Dates in dd/MM format
    • Y-Axis - Sales amounts with $ formatting
    • Lines - One per artist (filtered by selection)
    • Colors - Match artist colors from artist_colors.json
    • Legend - Bottom-aligned, horizontal layout
    • Points - Visible markers on each data point

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    Chart Behavior

    When “Todos” is selected, each artist gets their own colored line showing daily sales.
    When one artist is selected, only their line appears with full detail.
    Artists with zero sales in the period are excluded from the chart to reduce clutter.
    For ranges over 14 days, X-axis labels rotate -45° to prevent overlap.

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    Artist Colors

    Chart line colors are determined by:
    1. artist_colors.json entry by ID (as string key)
    2. artist_colors.json entry by name
    3. Fallback color palette (10 colors cycling)
    {
  "1": "#8B5CF6",
  "2": "#EC4899",
  "Jesús": "#3B82F6"
}
    The system auto-detects changes to artist_colors.json every 2.5 seconds and updates chart colors without refreshing.

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    Total Display

    The chart header shows:
    • Period label - “Hoy”, “Esta semana”, “Este mes”, or date range
    • Total - Sum of all filtered transactions in bold
    Example: Total: $12,450.50

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    Exporting Reports

    1
    Step 1: Choose Export Scope
    2
    Click Exportar CSV and select:
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  • Vista actual - Export with current filters applied
  • Todos - Export all transactions in period (ignores artist/payment filters)
  • Cancelar - Cancel export
    • 4
    If you have role=“assistant”, you’ll be prompted to enter an admin password before exporting.
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    Step 2: Select Save Location
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    The system suggests a filename:
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    reportes_{period}_{scope}.csv
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    Examples:
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  • reportes_hoy_vista.csv
  • reportes_semana_todos.csv
  • reportes_20260301-20260331_vista.csv
    • 10
    Step 3: Open in Spreadsheet
    11
    The CSV contains:
    12
    Fecha,Cliente,Monto,Pago,Tatuador
2026-03-04,Juan Pérez,1500.00,Efectivo,Jesús
2026-03-04,María García,2300.00,Tarjeta,Dylan

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    Permission Levels

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    Admin

    • View all artist reports
    • Export without restrictions
    • Access full date ranges

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    Artist

    • View only their own transactions
    • Artist filter locked to their name
    • Can export their data

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    Assistant

    • View all reports
    • Must elevate privileges (enter admin password) to export
    • Full date range access
    The export button is only enabled for roles: admin, assistant, and artist.

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    Auto-Refresh Behavior

    The reports page uses two timers:

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    Data Refresh (Every 6 Seconds)

    • Re-queries transactions from database
    • Updates artist list (handles new/deactivated artists)
    • Refreshes table and chart
    • Maintains filter state

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    Color Refresh (Every 2.5 Seconds)

    • Detects changes to artist_colors.json
    • Reloads color map
    • Updates chart line colors
    • No database query
    This allows real-time updates as new payments are processed in the Appointments or Cash Register sections.

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    Financial Metrics

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    Calculating Totals

    total = sum(transaction.amount for transaction in filtered_transactions)

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    Commission Tracking

    While not displayed in the Reports page, transaction records include:
    • commission_amount - Calculated from payment dialog
    • commission_pct - Percentage applied
    Access detailed commission data through:
    • Direct database queries
    • Custom SQL reports
    • Export and analyze in Excel

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    Best Practices

    Daily Reviews

    Check today’s report at end of day to verify all payments were recorded.

    Weekly Analysis

    Review weekly trends to identify busy periods and optimize scheduling.

    Monthly Exports

    Export monthly reports for accounting and tax purposes.

    Artist Comparison

    Use the “Todos” filter to compare artist performance side-by-side.

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    Troubleshooting

    Verify QtChart is installed. The system gracefully degrades if charts are unavailable. Check that there are transactions in the selected period.
    Ensure artist_colors.json exists in the data directory. Keys must be strings (“1” not 1). The file is monitored automatically.
    Check file system permissions in the save location. For assistants, verify admin password is correct.
    Confirm date filters are correct. Check that transactions have proper artist_id values. Verify you’re not filtered to a single artist.
    The page only refreshes when visible. Switch to Reports tab to activate timers. Check database connection if data seems stale.

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