Legacy Reports Overview

The Weekly Sales report is a great tool for analyzing your sales patterns and trends by day of the week and by time of day. This data is often useful for determining optimal staff scheduling. You can run this report for a specific week, or see aggregate data for multiple weeks.

Start by selecting a Start Week and End Week. For the purposes of this report, a week is defined as Monday through Sunday, and any date you select will automatically revert to the preceding Monday.

Next, select a "Measure":

• Units: total number of units sold. Note: this will exclude all products sold by weight.
• Weight: total product weight sold. Note: this will exclude all products sold by unit/each.
• Dollars: total value of sales in dollars.
• Sales: total number of transactions.
• Average sale: total value of sales divided by total number of transactions, by hour and by day of week.

Click the refresh button at the far right to refresh the report based on your selections. By default you'll see a "heat map" showing a visual representation of your sales. To see specific amounts, toggle the list view.

The Other Reports section includes the following spreadsheet-based reports:

• Inventory Value Report: a more comprehensive version of the Inventory Value Report detailed above. This version organizes your inventory by package ID or lot number rather than product name. See also: Analyze current and past inventory with the Inventory Value Report.
• Profit Report: shows a comparison of sales with wholesale value, organized by day and by SKU. See also: Make better business decisions with the Profit Report.
• Re-order Report: a more detailed version of the Reorder Report detailed above showing sales by unit and by weight.
• Manifest Summary Report: shows all incoming manifests that were accepted over a specified time frame, including total cost and retail value by manifest. This report does not include product-level details.
• Detailed Manifest Report: shows all incoming inventory accepted over a specified time frame, broken down by SKU. See also: Find received inventory information with manifest reports
• Paid In/Out Report: contains all pay ins and pay outs entered at the register over a specified time frame.
• Shift Report: contains all shift information over a specified time frame. For details of a specific shift, see the Shifts section below.
• Inventory Adjustment Report: shows all quantity adjustments performed in the Back Office over a specified time frame.
• Quarterly Tax Report (Oregon stores only): as required by the state of Oregon, this report compiles total quantity and dollar-amount sold for both medical and recreational sales, separated by traceability type. To ensure this report is accurate, check to make sure your Transaction Limit Types are set correctly for each of your Product Types.

Detailed shift information is available from the Shifts area. Shifts are organized chronologically by default, and this report includes options for search for a specific shift by Employee name, Register name, and Shift Receipt ID. You can also filter by shift status such as in the example above, wher we're viewing only open shifts. Click on any shift to view further details.

After clicking a shift, you'll see a screen like the above example, showing the following:

• Opening Amount: the amount of starting cash entered when the shift was opened in the Register app.
• Net Cash: total amount of cash taken in during this shift (scroll down for a detailed breakdown of this total).
• Paid Out and Paid In: total amounts paid out/in during this shift. Click the green totals to view a list of each individual amount paid out or paid in.
• Current Amount: total of Opening Amount, Net Cash, Paid Out, and Paid In. This is the expected total amount of cash that should currently be in the till.

The Sales Breakdown section shows a detailed account of the "Net Sales" figure shown above.

In the final section of the Shift report you'll find a breakdown of the different payment types and taxes applied during this shift.

Click any of the green totals over to the right to view a full list of individual transactions for that payment type.

You can also edit the Opening Amount, Drop Amount, and Left In Drawer amounts on any closed shift by opening the shift report and clicking Edit near the top right.

The Budtender Performance section of the Reports area includes several pre-built sales reports to help you analyze sales by employee:

Budtender Performance Snapshot: provides an overall summary of sales by employee for any specified time frame including number of transactions, total value of sales, and the average amount per sale. You can view this information in three different ways. The first is a "heat map" showing a visual representation of each employee's sales. Hover your cursor over any of the green circles to see further details:

To see this information in list form instead, click the list view button or select Download CSV to download it to a spreadsheet file.

Discounts by Budtender: track your employees' discount usage to ensure discounts are being given appropriately. By default this report shows the total value of discounts applied, the total value of sales discounts were applied to, and also the value of returns where the discount was applied to the original sale.

Tip: to see the number of times each discount was applied, at the upper right change the "Measure" field to "sales" and click the refresh button.

You'll find similar functionality and options for the following Budtender Performance reports as well:

• Budtender Sales by Brand
• Budtender Sales by Product Type
• Budtender Daily Performance

Isolate more specific aspects of your sales using the following reports:

Sales by Time: compare sales by day, week, month, quarter, or year, over any time period you specify. For example, if you'd like to see how you're doing this quarter compared to last quarter, set your Date Interval to This Year, and set the By field to Quarter.

As with other time-based reports, you can toggle between a graph view or a list view, or export to a CSV spreadsheet file using the buttons shown below.

Other reports available in this section include:

• Recreational Sales: sales overview reflecting only recreational sales.
• "Best" reports: sales broken down by variable, ranked from best performing to least performing.
• Best-selling Products
• Best-selling Brands
• Best-selling Product Types
• Best Performing Discounts
• Best-selling Strains
• Best-selling Concentrate Types

By default, these reports are ranked by dollar amount. Optionally, change the Measure field to units or weight.

Or re-sort the list by clicking the Number of Sales or Average Per Sale column headers:

• Medical Sales
• Medical Sales by Brand
• Medical Sales by Product Type

Not finding quite what you're looking for in the reports listed above? Check out our article on Advanced Reports and learn how to create your own custom reports.