Cloud Reports

Good morning, The store dashboard tools are great. However, would it be possible to enter dates manually or to have in addition: last week, before yesterday, etc. It would therefore be very practical to be able to set dates manually. I know we can get that by “margin details” but the visual is better on Dashboard. Thank you in advance. Have a nice day

Good morning, As discussed with you, it is impossible to know what was sold as a piece only by the workshop. For now, we can just extract a file that's fake, Indeed, if a sale is made with a workshop service in addition to parts (such as a purge for a brake sale) this happens in state workshops. Please create a report to know the sales of pieces only made from the workshop. Good day, Micke

Would adding filters into these reports make it less likely to timeout when running over a longer period (about 2 or 3 years)?

At the moment you can only see your stock value as it is currently. We would find it really useful to look back and see historic figures to compare sales to stock holding etc. Particularly within departments, suppliers & brands (so you could see how your stock holding reflects in sales). I understand that it might be unrealistic for this to be recorded every day, but perhaps Cloud Reports could save a snapshot either weekly or monthly of the stock holding at that point in time?

It would be useful to be able to report on what free stock will be available on incoming purchases orders. At the moment we can see the quantity placed on the purchase order and the quantity committed, but it requires a manual calculation to see what will be free stock. The current filters can't be used to identify this information. This would be particularly useful at the moment, when bike availability is scarce and it is difficult to keep track of what stock is incoming and will be available as free stock.

It appears to be impossible to see how many gift vouchers(and value) have been sold in a date period and by store. Currently the existing reports only allow querying a single day or ‘all time’, but do not show the store that sold or redeemed. We really need to analyse this data. Also I can see no reports for deposits taken or payments made with a date range and store details. Anyone else or a workaround? No way to use intelligence downloads or api’s unfortunately either.

Hi, it would be great to have a option to filter per week, month or year at https://intelligence.citruslime.com/reports/posorders.aspx It would also be good to have the transaction date available for selection here, as the creation and due dates are not always 100% accurate within the correct billing period. Another option would be to add the type of order to the margin detail report, which would also achieve the desired result. Thanks in advance, Stefan

Is it possible to have another column (between ‘Deposit’ and ‘Total’) in the customer deposits report with the actual ‘outstanding’ amount still due – this is an easy visual check for me to ensure the amounts received match and at the end of the month it helps towards cashflow budgeting.

Can all the reports be in real time (price list, location report etc.).

In order for this report to be useful, you need to be able to filter off all the products that are out of stock. Also, because it is displaying 1650 pages of data, the filters take minutes to load, let alone apply. Rendering it impossible to use.