Reports

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CloudBridal offers comprehensive reports that provide valuable insights into your business data. Reports are accessible from the reports page and are designed to help you analyze various aspects of your operations, from inventory performance to customer activity.

Using the Reports Module
Available Reports
Report Exporting and Printing

Using the Reports Module

The reports module provides a user-friendly interface to access and generate all available reports:

Report Categories: Reports are organized by category (Customer, Inventory, Order, Staff Member, Appointment, Vendor)
Search: You can search for specific reports by name
Favorites: Mark frequently used reports as favorites for quick access
Quick Date Selection: Easily set common date ranges (Today, This Week, This Month, This Year, etc.)
Export Options: View reports in CloudBridal or export to Excel for more detailed analysis

Most reports require the following basic information:

Date Range: Specify the period for which you want to see data (from date and to date)
Additional Filters: Many reports offer specific filters like staff member, appointment type, or inventory item type

Available Reports

Customer Reports

Customers Registered

Displays customers and prospects created within a selected time period, with filtering options by:

Created Date, Last Updated Date, Event Date, or Staff Associated Date
Customer Types
Categories (Customer or Prospect)

The report includes basic customer information as well as details about their orders and payments.

Referral Type Performance

Provides metrics for each referral type, showing which marketing channels are most effective. You can filter by inventory item types to see which products perform best with each referral source.

Fittings Planning

Helps you plan upcoming fittings by finding customers with upcoming event dates. You can filter by:

Customer Types
Order Statuses
Inventory Item Types (particularly useful for items requiring measurements)

Prom Registry

Lists all prom registry items entered into the system, filterable by:

Season
Venue

Inventory Reports

Inventory Added

Lists inventory items created within a selected time period.

Inventory Performance

Shows how many times each inventory item has sold, with best-selling items displayed at the top.

Inventory Trends by Attribute

Analyzes sales data based on attributes like color, size, or other trends within your inventory.

Inventory Items On Hand

Lists all inventory items currently in stock, filterable by:

Vendor (or all vendors)
Inventory Item Types
Customer Type
Item Status (Active, Discontinued, Disposed)

Inventory Value

Shows the total wholesale, retail, and sale value of your inventory as of a specific date, broken down by item type.

Inventory True-Up

Provides a comprehensive list of your inventory for reconciliation purposes, helping you verify physical inventory against system records.

Inventory Item Margins

Displays margin information for each active inventory item, including:

Wholesale Price
Effective Retail Price (sale price if on sale, otherwise regular retail price)
Margin (profit per unit)
Margin Percentage
Markup Percentage
Markup Multiplier

Favorite Items

Shows the most favorited items from your inventory showcase and their sales performance.

Order Reports

Orders Created

Lists orders created within a selected time period. You can filter by:

Date Type (Date of Sale, Ordered By Store Date, Expected Arrival Date, etc.)
Staff Member
Order Statuses
Inventory Item Types
Customer Types

Multi-item orders appear as individual line items in the report.

Order Financials

Provides detailed financial data points for orders, including:

Gross Amount (before discounts)
Net Amount (after discounts, before taxes)
Taxable and Non-taxable Amounts
Tax Amount
Total Amount
Remaining Balance
Paid Amounts (total and within date range)

Payments Created

Lists payments created within a selected time period, with details about:

Payment Date or Created Date
Payment Status (Paid, Pending)
Total Amount, Subtotal Amount, and Tax Amount

Refunds

Shows all refunds issued to customers within a selected time period.

Purchase Orders Created

Lists purchase orders created within a selected time period, filterable by:

Date Type (Created Date, Updated Date, Ordered Date, etc.)
Purchase Order Type (Customer or Stock)
Purchase Order Status

Purchase Order Margins

Provides margin information for each customer purchase order:

PO Cost
Product Revenue
Product Margin
Product Margin Percentage
Product Markup Percentage
Total Revenue

Rentals Created

Lists rental orders entered for customers, filterable by various date fields.

Staff Member Reports

Staff Member Sales

Provides an overview of each staff member's sales metrics, including:

Item Sale Amount (excluding alterations, additional work, and fees)
Net Sale Amount (including alterations, additional work, and fees)
Total Sale Amount (including taxes)

You can group data by customer type or item type, and filter by specific customer types.

Staff Member Time

Shows staff scheduling metrics, including hours worked and wage calculations based on tracked hours.

Staff Member Time Details

Provides a detailed list of staff schedules with:

Scheduled times
Actual times worked
Break times
Notes for specific dates

Staff Member Appointments

Breaks down appointment metrics for each staff member, including their closing ratio for first-time appointments.

Staff Member Tips

Lists all tips received by each staff member, based on the sales associate on the related order.

Appointment Reports

Appointments

Lists all appointments within a selected time period, filterable by:

Appointment Type
Appointment Status
Staff Member

Appointment Resource Usage

Shows how many appointments each fitting room or resource has had, grouped by appointment status.

Appointment Type Usage

Shows how many appointments each appointment type has had, grouped by appointment status.

Vendor Reports

Vendor Performance

Provides detailed financial metrics for each vendor, including total retail value sold.

Communication Reports

Emails

Lists emails sent to customers and prospects within a selected time period.

SMS Messages

Lists both sent and received SMS messages between your store and your customers/prospects.

Report Exporting and Printing

For each report, you can:

View in CloudBridal: Good for a quick overview and analysis
Export to Excel: Best for detailed analysis and data manipulation
Print: Format the report for printing directly from CloudBridal

When reports contain a large number of columns, the system will automatically adjust to make viewing easier. Some reports also include a "Totals" row to provide summary metrics without requiring an export.