Financial Report by Period, Event & Category

The Financial Report brings revenue, costs, and margin together in one place, letting you view the same time range from three perspectives simultaneously: aggregated by period, broken down per event, or grouped by product category.

Opening the report

1. Click Berichte in the left navigation.
2. Click the Finanzauswertung card.

The report opens on the Nach Zeitraum tab by default and shows the current calendar year.

Setting the date range

The date filter applies to all three tabs at once — switching tabs does not change the selected date range.

1. Change the date in the Von field to your desired start date.
2. Change the date in the Bis field to your desired end date.

The page refreshes immediately after each field is changed.

Tab "Nach Zeitraum"

This tab shows revenue, costs, margin, and the number of events as summary cards, with a detailed breakdown table below.

Use the Monat, Quartal, and Jahr buttons (under the Gruppierung label) to control how finely the time range is divided. The table columns are:

• Zeitraum — month, quarter, or year
• Umsatz — net revenue for the period
• Kosten — net costs
• Marge — the difference between revenue and costs; a negative value appears in red
• Events — number of events included in the period

Tab "Nach Event"

This tab lists each event within the selected date range alongside its individual figures. The table includes the columns Veranstaltung, Datum, Kontakt, Umsatz, Kosten, Marge, Marge %, and Status. Three summary cards at the top show Gesamtumsatz, Gesamtkosten, and Gesamtmarge as totals across all listed events.

Negative margins are highlighted in red and positive ones in green — making it easy to spot loss-making events at a glance.

Tab "Nach Kategorie"

This tab breaks the figures down by product category. The table columns are Kategorie, Umsatz, Kosten, Marge, and Positionen (the number of line items billed in that category). This tab is useful for seeing which service groups (e.g. catering, staffing, technical equipment) contribute most to your margin.

Frequently asked questions

Why do I see "Keine Daten für den gewählten Zeitraum"? Either there are no events in the selected date range, or no financial documents with line items have been created yet. Adjust the date filter or check whether invoices or quotes are linked to your events.

Do Von and Bis also apply in the Nach Event and Nach Kategorie tabs? Yes. The date filter is shared across all three tabs. Switching tabs automatically carries over the currently selected dates.

What exactly does "Marge" mean here? Margin = net revenue minus net costs. All amounts are shown excluding VAT.

Can I export the tables? A direct table export is not currently available in the Financial Report. For detailed exports, use the financial documents list.