Cloud Reports

https://intelligence.citruslime.com/reports/ItemValueReport.aspx?aged=true It would be usefull if there was the ability to filter by "date created" or "date last recieved" to check for items that have been in the shop along time rather than just by season which is rarely accurate especially as most shops using sim have the wrong season or no season at all on most stock.

Hi Citrus-Lime Team, I'd like to request an enhancement to the Tax Breakdown Report that would make preparing our California Sales & Use Tax returns significantly easier and more efficient. Please add the ability to include Department and Category in the Tax Breakdown Report. Why? California requires us to separate non-taxable sales into different reporting categories, including Repair & Installation Labor vs other types of exempt sales. At Pismo Bikes, all of our Repair & Installation Labor transactions fall under our SERVICE Department. However, the current Tax Breakdown Report does not display the Department or Category associated with each transaction. Instead, the report includes a "Transaction Reference" column, which pulls information from the title of the Work Order, Special Order, or other sales document. Unfortunately, this information is often blank or doesn't provide enough detail to determine why sales tax wasn't collected. For example, if we sell a bicycle at wholesale cost to another dealer, that transaction may not have a note or meaningful Transaction Reference. Without seeing the Department or Category, I must run additional reports to identify why no sales tax was collected. This requires considerable additional filtering, sorting, cross-referencing, and summing just to prepare our sales tax return accurately. When we have a mix of Repair & Installation Labor, and other reasons for not collecting sales tax, if the Department and Category were shown, I could easily sort and sum the various types of no-tax sales. Bike sales could be grouped together, while all Service sales could be grouped together. My request: Could Citrus-Lime add the ability to customize the Tax Breakdown Report by selecting additional columns, particularly Department and Category? Having these fields available would allow us to quickly identify and categorize non-taxable transactions without having to run multiple reports. I estimate this enhancement would save me at least an hour every time I prepare our sales tax filing. I imagine other California retailers, and potentially retailers in other states, would benefit from this functionality as well. Thank you for considering this request. I appreciate your team's continued efforts to improve Citrus-Lime and make the day-to-day administrative work of running a retail business easier. Best regards, Toby Pismo Bikes

Having the ability to see actual stock turn for a given period without the need to calculate it yourself would be great! The stock turn optimizer report is close, but an option with more control over the time period as well as the ability to quickly identify actual turns for a given period would be optimal.

Please can you add the Serial Number field (at least the first one which is most used) to the Item Movement Report so that it is easy to track a Serialised Item, to allow it to be tracked from original Purchase order, any transfers, through to being sold out to a customer. Note, I am aware that there may be a report to track when sold but I am specifically looking for this to be added as a field to the item movement report which is where it logically belongs. Originally requested back in September 2023 Thanks

Please can you add the Serial Number field (at least the first one which is most used) to the Item Movement Report so that it is easy to track a Serialised Item.

Can you add Till to the Drop/Payout Report in the same format as the Tender Detail Report please?

Can we please have the 'Select Columns' option on all Cloud Reports. For example, our Barcode Alias report is massive and produces a Gateway Timeout error when exporting. I only need a couple of columns on the export file which would stop the Cloudflare errors. Thanks.

If this report already exists, or if there is an existing report that can provide this information, please let me know. I may simply be overlooking the best way to retrieve the data. I’m looking for a report that would allow me to identify customers who purchased a bike during a particular month, regardless of the year of purchase. The purpose is to proactively remind bike owners when their annual tune-up is coming due. For example, in December, I would like to run a report showing all customers who purchased a bike in January of any prior year. I could then email those customers with a friendly annual tune-up reminder and follow up by phone with customers who do not respond. Ideally, the report would include the following fields: * Last Name * First Name * Email Address * Phone Number * Date of Purchase * Bike(s) Purchased It would be helpful for the Bike(s) Purchased field to accommodate multiple bikes from the same transaction, as customers occasionally purchase two bikes at once. My intended workflow would be to export the report to Excel and add a customer tag column. For example, for the January group, I would add the tag “Jan Bike Purchase.” I could then use that information to create or update the corresponding customer group in Mailchimp. This would allow us to automate an annual service reminder while still personalizing the communication with information such as the customer’s first name and the bike they purchased. The overall goal is to make it easier for us to proactively remind customers about recommended annual maintenance, improve customer service, and encourage customers to keep their bikes properly maintained. If there is already a report or combination of filters within the system that would accomplish this, I’d be very happy to use the existing functionality. Otherwise, I’d appreciate consideration of adding a report or filtering capability that would support this type of annual customer follow-up. I can also make this a little shorter and more “software feature request” oriented if you’re submitting it into a ticketing system with limited space.

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.