Cloud Reports

Please consider adding the ability to select and add additional columns/fields to the Serial Number Report. The report is useful for locating a serialized item, but it currently does not provide enough information to effectively track that item through inventory and ultimately to the customer who purchased it. At a minimum, please add the ability to display the following fields: Date Item Was Brought Into Inventory Customer Name Customer Address Customer City, State, and ZIP Customer Phone Number Customer Email Address Date of Sale Current Issue / Real-World Example Today, I needed to quickly determine the status of a serialized battery. I searched the Serial Number Report and successfully located the battery by its serial number. The report shows the battery as Sold, but it does not tell me when it was sold or which customer purchased it. I then clicked the Item Code and went to the Serial Number tab on the Item Card, hoping to trace it from there. Unfortunately, the serial number I am researching does not appear there either. I know this particular battery was shipped to us on February 17, 2026, so it would not have arrived at our shop until after the sales transactions currently showing on the Item Card. However, I cannot find a way to determine: When this specific serialized battery was received into inventory When it was sold Which transaction included it Which customer ultimately purchased it At this point, I know the battery exists in the system and that its status is "Sold," but I have no practical way to trace its history or determine who has it. Requested Improvement Please make the Serial Number Report customizable by allowing users to Add Columns, similar to other reports within the system. A serialized-item report should allow a retailer to follow the basic lifecycle of an individual serialized product: Received into Inventory → Held in Inventory → Sold → Customer This information is particularly important for serialized products such as e-bikes, batteries, motors, and other components where serial-number tracking may be necessary for warranty claims, recalls, manufacturer inquiries, theft reports, and customer service. The Serial Number Report already provides the starting point by allowing us to locate the serial number. Adding inventory dates, sale dates, and customer information would turn it into a much more useful tracking and reporting tool.

A simple report which tells you what items has sold in-store so you can easily top-up. you may have had a busy few hours and want to restock so a simple report by time and date would help - i know this can be done with a margin detail, excel, export etc but you then have to keep a record of times etc its a faff. a quick and easy report would solve all this.

We need To Be Able To Add the following Columns in the Serial Number Report: Date Brought Into Inventory, Date Purchased, Customer Data (name, address, email, phone number)

Could the "Account Type" be added to the reports for customer account balances in Cloud Reports? We have various account types such as "Credit Account", "Credit Account - Monthly", "Credit Note", "Temporary" etc. When viewing customers outstanding balances it would be really useful for our team to see what type of account a customer has so that we request payment at the correct time.

The Order Line Details Report seems to be the only one that shows all the order and line notes. Very handy for open orders. We need to be able to search and export this info for closed orders as well. Vital for tracking down various C2W and Finance codes/numbers on closed orders. At present all we can do is trawl, manually through customer accounts to try and find them.

Would like to be able to schedule reports to be run based on a schedule of our choice - daily, weekly, monthly, etc. Primary delivery option probably email, but would love to have option of saving to a cloud file sharing like Google Drive or Dropbox.

Previously in the RMS the "Detailed Sales Report" had the ability to see all detail regarding a line item, including those now missing such as till, tender type, discount reason code, cashier, customer. Please can we have this report again, it gave all the information you needed in one place. Currently this is several places and not all information, such as discounts, is available.

It would be great if we could add a report that lists all serviced items across all customer records, including the serial numbers and last serviced dates.

UPCs are a universal piece of information that is more valuable than "lookup code". Please include UPC as an option on reports so we don't need to pull multiple reports and combine them manually (i.e. stock levels with UPCs).

It would be amazing if certain reports could be auto-emailed to a user. Payroll hours, daily/monthly sales totals, monthly inventory values, low/no stock items, MSRP price changes, etc. This would save a lot of time going through repetitive processes.