Reports Tool

Plan Requirement: Basic and up — each report has its own plan requirement

Reports & Tools is where you answer a question about your shop: how sales are tracking, what stock is sitting, who owes you money, what changed and who changed it.

Finding a Report

The catalog files every report under three columns:

• Money — Sales & Orders, Cash & Payments
• Merchandise — Inventory, Purchasing & Vendors
• People — Appointments, Customers & Outreach, Team

Ways to narrow it down:

• What are you here to do? — pick the job you sat down to do (closing the month, buying at market, clearing old stock, and so on) and the catalog shows only the reports that sitting calls for.
• Search — matches report names and descriptions, plus alternative names you might know them by ("dead stock", "stocktake", "open to buy").
• Favorites — star a report to pin it to the top.
• Inventory Tools — a section below the catalog holding the hands-on inventory utilities: Physical Count, Slow Movers, Disposal Candidates, Discontinued with Stock, Missing Wholesale Prices, and Bulk Price Update.

A report your plan or role doesn't cover stays listed with a lock and the reason, so you can always see what exists. Only reports for features you don't use are hidden.

Running a Report

1. Pick a report.
2. Set the date range — use a quick pick (Today, This Week, This Month, This Year, or their "Last" equivalents) or enter your own dates. Some reports are a snapshot of right now and have no date range.
3. Set any filters the report offers.
4. Click View Report.

From the results you can:

• Arrange the output — choose which columns show, reorder them, sort, and group. Available on every plan.
• Export to Excel for further analysis, or print for a meeting or your records. A few of the analysis reports are on-screen only.
• Drill down — click a figure to open the orders, appointments or items behind it.

Saved Custom Reports

Once a report is arranged the way you want it, click Save to keep it as a named custom report. Saved reports appear alongside the base reports in the catalog, and you can save several versions of the same report for different purposes.

Saving custom reports requires the Ultimate plan.

Limiting a Role to Certain Reports

By default anyone with Reports access sees every report their plan includes. To narrow a role, tick Limit to specific reports under Reports in Settings > Roles and clear the ones that role shouldn't reach. Reports added to CloudBridal later aren't included until you add them. Administrators are never limited.

Sales & Orders

• Orders lists customer orders in your timeframe, with multi-item orders broken out as separate lines. Filter by date type (sale, ordered, arrival, and more), staff member, order status, item type and customer type.
• Order Financials adds the money to that listing — gross, net, tax, totals, remaining balance, and payments both overall and within the date range.
• Order Margins shows profit per order by comparing sale price to cost.
• Open Orders groups everything not yet complete by status, with aging and item-level detail, so you can see where work is stuck.
• Sales Patterns shows how sales fall by day of week, month and item type.
• Rentals tracks rental orders with rental status, due dates and returns, when the Rentals feature is enabled.

Cash & Payments

• Payments lists customer payments with totals, subtotals and tax, filtered by payment date or creation date and by status.
• Refunds documents refunds issued, including surcharge and tip amounts refunded.
• Tips breaks gratuities down by staff member with counts, totals and averages, when tip tracking is enabled.
• Cash Flow Summary shows net cash flow as a waterfall — payments, tips and surcharges in, refunds out, net at the bottom — broken down by payment method, month, item type, customer type and sales associate.
• Sales Tax Summary breaks tax collected down by rate, with a choice of reporting basis (order date of sale, order completed date, or payment basis). See Sales Tax Reporting for guidance on choosing the right basis.
• Financial Summary is the period at a glance — sales, payments, refunds, adjustments and tips together, with sales grouped by item type, order status, paid status, staff member and customer type. For payment-method detail see Cash Flow Summary; for filing splits see Sales Tax Summary.
• Outstanding Balances shows who owes you money right now, by customer and by order, oldest balances first, with each order's Event Date alongside its order date — in the table and in the export.

Inventory

• Inventory On Hand is a snapshot of current stock with cost and sale price valuations. Filter by vendor, item type, customer type and item status (Active, Discontinued, Disposed), set an "as of" date for historical levels, and optionally narrow to items added in a date range. Historical levels are available from December 31, 2025 onward — the date picker won't go earlier.
• Inventory Performance ranks items by how often they sell, best first. Items with no sales are excluded.
• Inventory Item Margins shows wholesale price, effective retail price, margin and markup for stocked items. Variants with no costed stock show blank rather than a margin.
• Inventory Trends by Attribute analyzes sales by item characteristics such as color or size — useful ahead of buying.
• Inventory Value totals cost and sale value of your stock as of a date (from December 31, 2025 onward), broken down by item type, for insurance valuations and planning.
• Favorite Items shows which items customers favorite most through your inventory showcase, and how those favorites convert to sales.

Stock Aging & Markdown

Plan Requirement: Ultimate

Groups every unit on hand by how long it has been in the shop — under 12 months, 12–17, 18–23, 24–35, and 36+ — with retail and cost value, when the style last sold, and the markdown typical at that age. It's a snapshot, so there's no date range; filter by vendor and item type.

• Stock is flagged at risk when it has been in the shop 18 months or more with no qualifying sale in the last 12 months.
• The typical markdown shown for each band is reference data, not a recommendation for your shop.
• Click an age band, or the "never sold" figure, to open that band's full population. Inside, a markdown slider shows what those rows would list at — computed off the ticket price, and never raising a price that is already lower.

For a working list you can act on item by item, use the Slow Movers tool, which applies the same at-risk rule.

Purchasing & Vendors

• Purchase Orders lists vendor purchase orders with status, costs and expected delivery. Filter by creation, update, ordered and arrival dates, and by type (Customer or Stock); drafts and cancelled orders are excluded by default.
• Purchase Order Margins compares what you actually paid the vendor, including additional fees, against what the customer paid.
• Inventory Stock Received tracks individual stock units received from vendors, with receipt dates and costs.
• Vendor Performance compares vendors on sales volume, retail and wholesale value, markup and discounts. Wholesale figures are estimated from catalog prices — for what you actually paid on special orders, use Purchase Order Margins.

Buying Budget

Plan Requirement: Ultimate

How much you can afford to spend on stock in an upcoming window, worked out from your measured sales pace, the stock you already hold at retail, and your real on-order commitments. Choose a planning window (3 or 6 months) instead of a date range, and optionally narrow to particular item types.

• Planned sales, target end stock and planned markdowns are filled in for you, each labeled with where the figure came from. Override any of them if you know better.
• Purchase orders still open after more than 12 months are flagged, since they inflate your on-order commitment without ever arriving.
• On-screen only — there's no Excel export.

Appointments

Available when the Appointments feature is enabled.

• Appointments lists appointments with status, type, staff and room. Group by room, appointment type or staff member to see volume by any of those; filter by tags, follow-up stage and more.
• Appointment Conversion Tracking shows how effectively appointments turn into sales, broken down by appointment type, customer type, staff member and referral source. Click any metric to drill into the appointments or orders behind it. See Sales Conversion Tracking for how orders are attributed to appointments.
• Fittings Planning finds customers by event date so you can plan upcoming fittings and follow-up appointments.
• Capacity & Utilization (Ultimate) measures how much of your appointment capacity you actually book, by day of week, room and hour, with close-rate context. Defaults to the last 90 days; the range ends yesterday and can cover up to a year. Filter by room. On-screen only.
• No-Show & Deposit Economics (Ultimate) shows how often appointments don't happen, what that costs at your own close rate and average sale, and how your fee-bearing appointment types compare with your free ones. Defaults to the last 365 days. Because the numbers depend on staff marking no-shows, the report first tells you how consistently your shop marks them, and warns you when there isn't enough history to trust the figures. On-screen only.

Customers & Outreach

• Customers/Prospects Registered lists customers and prospects added in your timeframe with contact and registration details, plus their orders and payments. Filter by created, updated, event or staff association date, by customer type, and by customer versus prospect.
• Emails lists emails sent to customers and prospects, with delivery status.
• SMS Messages shows text messages sent and received between your store and your customers.
• Referral Type Performance shows which marketing channels bring in your best customers, optionally filtered by item type.

Team

• Staff Member Sales gives per-person sales figures — item sales excluding services, net sales including services, and totals including tax. Group by customer type or item type. A sale split between staff members is credited by percentage — a 50/50 sale gives each person half the revenue and 0.5 under Credited Sales — here and in Appointment Conversion Tracking, Financial Summary, Tips and Cash Flow Summary. Filtering by a staff member includes sales they were on the split for.
• Staff Member Time combines scheduling and time tracking, showing scheduled, worked, break and effective hours with wage calculations. Expand a row to see individual shifts; filter by shift status (Complete, Incomplete, Scheduled, Removed).
• Task Completion Analytics (Ultimate) tracks completion rates, overdue tasks and each staff member's assignments.

Activity Log

Plan Requirement: Core or Ultimate

Every recorded change and customer note in a period: what changed, who changed it, and when. This is what answers "who discounted this order" or "when did this status change".

• Defaults to the last 30 days and covers up to 60 days at a time.
• Filter by what changed (record types, plus customer notes), by team member — choose System for changes CloudBridal made on its own — and by specific fields, such as only price or status changes.
• Requires the Audit Logs → View permission on top of Reports access. Without it the report stays listed with a note that an administrator can grant it in Settings > Roles.
• Roles that hide wholesale prices don't see cost figures here either.

Updated on: 02/09/2026