Reporting - Advanced and Custom Reports

Adding Dynamic Date Range to Saved Reports
Overview    This article will detail how to set dynamic date ranges that adjust based on the current date in saved (memorized) reports.   Caution: this...
Tue, 21 Jun, 2022 at 4:54 PM
Pennsylvania Dept of Revenue Reports
Overview Cloud Retailer includes a few reports specially tailored to the unique needs of Liquor Retailers in Pennsylvania. If you're required to su...
Tue, 21 Jun, 2022 at 4:52 PM
Create or Edit a Basic Summary Report
Overview     If you need to create a Summary report which can be used or many things. Some of these reasons are Emailed report(s) or on a dashboard. Pr...
Tue, 21 Jun, 2022 at 4:34 PM
Detailed sales report - limitations
Overview          The detailed sales report (found under "Reports" and then "Detailed Sales Report) is a GREAT report.  It has tons of deta...
Tue, 21 Jun, 2022 at 2:04 PM
How to check that your report summaries are being emailed
Overview     If you notice that you are not receiving scheduled report summaries in your email, there are a couple things you can check to ensure that they...
Tue, 21 Jun, 2022 at 1:47 PM
Loading a custom report into your system
Overview     If one of our technicians provides you with a custom report they may send you an XML file that you can import into your system.  To do this fo...
Wed, 29 Jun, 2022 at 4:57 PM
How to Export a Report to a CSV or Excel file
If you need a report and export it from Cloud Retailer to a CSV or Excel file, here is the instruction on how to do it. Procedure Step-by-step guide...
Tue, 21 Jun, 2022 at 12:54 PM
Sending emails to multiple addresses
Overview    This article will outline how to include multiple emails when emailing documents from Cloud Retailer.   Procedure To send an email to mult...
Tue, 8 Jun, 2021 at 4:56 PM
Setup summary reports for dashboards
Overview    If you have a report that you would like to add to one of your dashboards. You will need to complete a couple of steps and then contact RITE to...
Tue, 21 Jun, 2022 at 10:33 AM