Most-used reports in Dutchie POS

Learn more about the most frequently used reports in Dutchie POS.

Each report provides valuable insights and data to help you make informed decisions and drive your business toward success. Whether it's tracking product performance metrics, analyzing customer behavior, or monitoring key sales trends, sales reports allow you to access this information quickly and easily. This comprehensive guide will showcase the top reports that cater your diverse needs and preferences.

Customize Your Homepage

Customizing your homepage in Backoffice allows you to prioritize essential information and features that align with your workflow. By tailoring your homepage, you can optimize efficiency by minimizing unnecessary clicks and easily obtain business critical insights. 

Custom homepage setup with metrics and charts.

When logged into Dutchie Backoffice, select the build your homepage button. Here, you can select up to four quick actions from our list of over 40 options. Quick Actions will save you multiple clicks on actions you frequently use in the system. This includes things like receiving inventory, viewing the closing report, viewing traceability error logs and much more. 

Configuration options for quick actions on a homepage.

In addition to Quick actions, you can also add up to nine Key Metrics. These include information about transactions, gross sales, customers, products sold, pending transfers, total income, net sales, average cart size, and total tips. 

You can also add up to two charts, and two lists. Chart options include products sold by hour, total sales by hour, sales by payment type, and total sales for the current month. Lists include information about registers, budtenders, products sold today and discounts issued today. 

It's important to note, homepage customization is user specific and is limited to user permissions for each account. The options listed above are inclusive of all available options associated with an Administrator user account on the system. If someone has less available permissions, some of the above information may not be listed as an available option for them.

Mark your Favorites

The Favorites feature in the Reports module allows you to favorite your top used reports so they are easy to find and quickly accessible. You can click the heart icon on your top utilized reports to have those reports show up in the Favorites panel of the Reports homepage or at the top of the list on the Sales Reports page. 

Explore Top Used Reports

  • POS Transactions By Date Report
  • POS Transaction Summary
  • Inventory Transaction Report By Product Master Category
  • Closing Report
  • Current Inventory
  • Sales Report
  • Product Sales Report
  • Daily Sales Summary by Product Master Category
  • Discount Detail Report
  • Inventory Allocated Report
  • Inventory Order Report 

How to Find Reports

When logged into the Backoffice, go to Reports. This will take you to the overview page of all the sales reports where you can search for specific reports by name using the Search Reports search bar. There are hundreds of reports to choose from, so we do recommend utilizing this search bar in tandem with either the top used reports listed above or the help desk article, ‘What Kinds Of Reports Can I Run in the Dutchie Backoffice?’

Customize Your Reporting View

When working with reports, anytime you see a settings cog, this means you can customize the table to view the information how you see fit. This adjustment is user specific and will only impact your viewing experience. Options can be checked, unchecked, or dragged and dropped to instantly reorder the columns in the viewed report. 

Additionally, when you see an Actions dropdown, you can print a copy of the report in question, or export it to excel. 

POS Transactions by Date Report

  • What Does This Report Do: Lists the POS transaction details in the specified timeframe. The report includes the Customer, SKU, Category, and Description of the items.
  • Key Fields: Location Name, Date, POS ID, Customer, Product SKU, Patient ID, Category, Description, Prescription Number, Grams, Gross Price, Discount Amount, Sold Price, Sold By, Responsible for Sale, Cost, Profit, Return Date, Order Source, Order Type. 
  • Why Businesses Love This: This report provides insights into sales performance, inventory management, customer behavior, and employee performance. It facilitates profit analysis, identifies return and order patterns, ensures compliance, and helps in trend identification. Armed with this comprehensive data, a business operator can make informed decisions to improve sales, optimize inventory, enhance customer satisfaction, and increase overall profitability.

POS Transaction Summary

  • What Does This Report Do: Lists POS transaction information without individual item details for transactions that occurred in the specified timeframe.  

    •  The New Customer designation indicates customers that were created during the specified timeframe. It is possible for a new customer to show up on this report multiple times if they made multiple purchases in the timeframe.

  • Key Fields: POS ID, Date, New Customers, Total Items Sold, Total Items Sold Cannabis, Total Items Sold Non-Cannabis, Unit Price, Sales By, Responsible for Sale, Discount Amount, POS Coupon Amount, POS Tax, Total, POS Product Cost, POS Net Profit, Company, Location, Customer, Is Delivery, Cash Paid, E Paid, Gift Paid, MMAP Paid, Pre Paid, Gross Sales, Cannabis Sales, Non Cannabis Sales, Register, Due Customer, Loyalty Amount, Customer Type, Return Total, Revenue Fees Donations, Non Revenue Fees Donations, Tip Amount, Is Transaction, Net sales, Rounding, Total Income With Rounding

  • Why Businesses Love This: This report offers data on new customer acquisitions, total items sold (separately for cannabis and non-cannabis), unit prices, discounts, taxes, net profit, and various payment methods used. With this comprehensive information, a business operator can assess overall transaction performance, customer acquisition trends, revenue sources, and payment preferences, facilitating strategic decision-making to enhance profitability and customer service.

Inventory Transaction Report By Category

  • What Does This Report Do: Lists sales by category per day for the timeframe specified.
  • Key Fields: Date, Cannabis, Master Category, Price, Discounts, Net Amount, Total Tax, Cost
  • Why Businesses Love This: This report empowers business operators to monitor and analyze sales performance for each product category, identify popular and high-margin categories, track pricing and discount effectiveness, and assess overall profitability. With these insights, the operator can make informed decisions regarding inventory management, marketing strategies, and pricing adjustments to optimize revenue and maximize profitability.

Closing Report

  • What Does This Report Do: It provides data for accounting purposes and data that helps you with store closing. The closing report is so detailed, it has its own help desk page that can be accessedhere. 
  • Why Businesses Love This: This report is a critical step to a successful close of business when used every day. While this report can be accessed retroactively at any point in time, many operators like to save digital copies at the end of each business day as part of their closing workflow. This provides critical information on profits and losses, breakdown in payment tender types, an overview of discounts issued, and specific details on products sold. 

Current Inventory

  • What Does This Report Do: List packages currently in stock. Inputs: Location

  • Key Fields: Location Name, Inventory Location, Product Name, Category, UPC GTIN, Provincial SKU, Vendor, Package Number, Batch Number, Strain Name, Quantity, Grams, Price, Cost, Pricing Tier, Brand, Expiration Date, Last Audited Date

  • Why Businesses Love This: This report empowers business operators to have a real-time overview of their current stock levels, monitor product expiration dates, assess inventory turnover, and track vendor performance. Additionally, the report aids in identifying popular products, ensuring compliance with regulations through batch tracking, and optimizing pricing strategies based on pricing tiers. With this detailed inventory data, operators can efficiently manage stock, reduce waste, and make informed decisions to improve overall operational efficiency and profitability.

Sales Report

  • What Does This Report Do: Transaction level sales data within a given timeframe, Sales Report overview. 
  • Key Fields: Transaction ID, Date, Who Added to Cart, Customer, Customer Type, Vendor, Product, Category, Package Number, Batch, External Package ID, Quantity, Unit Grams, Grams, Revenue, Cost, Discounts, Net, Void Date, Return Date.
  • Why Businesses Love This: This detailed sales data enables business operators to analyze individual transactions, monitor revenue generation, track customer behavior, assess product popularity, measure profitability, and identify trends over the specified period. With this information, the business operator can make data-driven decisions, optimize marketing strategies, improve inventory management, and enhance overall sales performance for increased business success.

Product Sales Report

  • What Does This Report Do: Provides a product-level break down of sales for the day, including quantity sold and net sales. Master category and product type of items are listed. Inputs: start date, end date. Report can be run for all locations and filtered by order type
  • Key Fields: Location, Sold Date, Product Name, Category, Master Category, Product ID, Customer Type, Quantity Sold, Gross Sales, Discount, Net Sales, Average Price Per Cart, Tax Applied
  • Why Businesses Love This: This comprehensive sales data empowers business operators to assess the performance of individual products, identify top-selling items, monitor revenue generated, measure average transaction values, and analyze customer behavior based on different order types. By leveraging these insights, businesses can optimize their product offerings, pricing strategies, and marketing efforts to boost sales and profitability.

Sales by Category

  • What Does This Report Do: The Sales by Category report gives you sales summary data such as gross sales, discounts, net sales, and wholesale cost, grouped by day within a given timeframe for each master category, see Sale by Category report overview. 
  • Key Fields: Master Category, Sold Date, Quantity, Grams Sold, Cost, Discounts, Net Sales. 
  • Why Businesses Love This:  This report provides a concise overview of daily sales data for the selected date range, aggregated by each product master category. The report encompasses all locations, ensuring a comprehensive view of sales performance. This data enables business operators to track sales trends for different product categories, identify high-performing and low-performing master categories, analyze profitability, assess sales volume in terms of quantity and weight, and optimize inventory management and pricing strategies based on the demand for each master category. With this information, businesses can make informed decisions to enhance product offerings, improve profitability, and drive overall growth.

Discount Detail Report

  • What Does This Report Do: Provides details associated with every discount applied during the input date-range. Can be run for all locations. Inputs: To Date, From Date, Lsp, Location (optional, see Discount Detail Report overview.
  • Key Fields: Location, Patient, Discount Name, Product Description, Discount Code, Price, Serial No., Discount Amount. 
  • Why Businesses Love This: The "Discount Detail Report" offers a comprehensive breakdown of all discounts applied within the specified date range, with the flexibility to run the report for all locations or a specific location if desired. This detailed discount data empowers business operators to monitor and analyze discount usage, evaluate the effectiveness of various discount strategies, track employee compliance with discount policies, and identify trends in customer behavior and preferences related to discounts. By leveraging this information, businesses can optimize their discount strategies, ensure adherence to discount policies, and make data-driven decisions to enhance sales and customer satisfaction.

Inventory Allocated Report

  • What Does This Report Do: List packages that are allocated to a cart or a pending manifest, but have not yet been processed for sale.
  • Key Fields: ID, Cert Number, Product, Package, Lot, Date Created, Quantity, Total Cost, Expiration Date
  • Why Businesses Love This: This report offers valuable insights into the current inventory status and identifies items that are reserved for upcoming transactions but still remain available for sale. This information empowers businesses to have better control over their inventory, avoid overselling reserved items, and ensure smooth inventory management and order fulfillment processes. By leveraging this report, businesses can optimize their inventory allocation procedures, reduce the risk of stockouts, and enhance overall customer satisfaction through accurate and efficient inventory tracking.

Inventory Order Report

  • What Does This Report Do: List packages currently in stock or with sales in the input timeframe, grouped by sale type. Inputs: To Date, From Date.

  • Key Fields: Location, Product SKU, Product Name, Master Category, Category, Quantity on Hand, Price, Quantity Sold, Average Daily Sales, Sold Per Day, Days Remaining, Days Since Last Received, Last Wholesale Cost, Last Ordered Quantity, Last Audit Date, Grams/Concentration, Brand, Vendor, Strain, Flower Type (Indica, Sativa Hybrid etc), Concentrate Type (Indica, Sativa Hybrid etc), UPC GTIN, Provincial SKU

  • Why Businesses Love This: By providing a comprehensive overview of inventory details and sales data, this report allows businesses to effectively forecast and manage their stock levels, track product performance, monitor sales velocity, and optimize inventory ordering. Additionally, the report enables businesses to identify popular products, assess their profitability, and make data-driven decisions to improve inventory management and maximize revenue. With this valuable information, businesses can streamline their ordering processes, forecast to ensure timely restocking, and maintain a well-balanced inventory to meet customer demand efficiently.

Explore Sales Reports

  • Average Order Value 
  • Daily Sales Breakdown
  • End of Day Summary
  • Inventory Transaction Report By Category
  • POS Hour Totals
  • POS Transactions By Date Report
  • POS Transaction Summary

Average Order Value

  • What Does This Report Do: This report shows the average order value of the cart, gross sales, net sales, number of items sold, and number of transactions by budtender. In addition, if the fulfillment model is selected, data shows the budtender responsible for adding the item to the cart, see AOV report overview.
  • Key Fields: Transactions, Items, Gross AOV, Net AOV, Net AOV w/ Tax. 
  • Why Businesses Love This: This report is used to help you understand the average order value of each cart for your budtenders. Through this report you can get insight into which budtenders have the highest cart values on average, budtender order fulfillment, other budtender trends that can help you with employee incentives and drive engagement.  

Daily Sales Breakdown

  • What Does This Report Do: The Daily Sales Breakdowns report shows detailed sales totals with tender type breakdowns as well as a category breakdown of daily sales, see Daily Sales Breakdown report overview.
  • Key Fields: Location, Return Total, Date, Customer Type, Total Sales, Discounts, Cost, Description, Pre Tax Loyalty Spent, Post Tax Loyalty Spent.
  • Why Businesses Love This: This report is best used on a daily basis to see a summary of sales by Master Category. It helps you evaluate what categories of products are selling well or not, as well as your profit for each. Returns, profit, and taxes are all elements that make this report valuable for operators.  

End of Day Summary

  • What Does This Report Do: The End of Day Summary report gives you a snapshot of all your sales data for the day, see End of Day Summary report overview.
  • Key Fields: Location, Coupons, Tax, Cash Given Back, Transaction Count, Item Count, Net Profit, Invoice Total.
  • Why Businesses Love This: Want a valuable summary of your store's performance at the end of the day? This report offers that insight. Data such as returns processed, taxes collected, transactions completed, and items sold are all accessible in this report.  

Inventory Transaction by Category

  • What Does This Report Do: Lists sales by category per day for the timeframe specified, see Inventory Transaction by Category report overview.
  • Key Fields: Date, Cannabis, Master Category, Price, Discounts, Net Amount, Total Tax, Cost.
  • Why Businesses Love This: This report empowers operators to monitor and analyze sales performance for each product category, identify popular and high-margin categories, track pricing and discount effectiveness, and assess overall profitability. With these insights, the operator can make informed decisions regarding inventory management, marketing strategies, and pricing adjustments to optimize revenue and maximize profitability.

POS Hour Totals

  • What Does This Report Do: The POS Hours Totals report shows you hour by hour POS sales data such as total transactions, items, and sales at the POS for a given location, see POS Hour Totals report overview.
  • Key Fields: Hours Starting, Day, Average Transaction Amount, Delivery Count, Average Items Sold.
  • Why Businesses Love This: This report is used to see hourly trends of your POS sales data. It can help you with information such as, 'How many items did you sell between 12-1 pm on Friday?’ and ‘Which hours of the day do you have the most sales volume?’.  

POS Transactions by Date Report

  • What Does This Report Do: Lists the POS transaction details in the specified timeframe. This report includes the Customer, SKU, Category, and Description of the items, see POS Transaction by Date report overview.
  • Key Fields: POS ID, Patient ID, Category, Description, Prescription Number, Grams, Gross Price, Discount Amount, Sold Price, Responsible for Sale, Cost, Profit, Order Source, Order Type. 
  • Why Businesses Love This: This report provides insights into sales performance, inventory management, customer behavior, employee performance, and other data that helps you identify transaction trends. When armed with this comprehensive data, a business operator can make informed decisions to improve sales, optimize inventory, enhance customer satisfaction, and increase overall profitability.

POS Transaction Summary

  • What Does This Report Do: Lists POS transaction information without individual item details for transactions that occurred in the specified timeframe. This report includes revenue and cost information along with the employee and register that completed the sale, see POS Transaction Summary report overview. 
  • Key Fields: POS ID, POS Date, New Customers, Total Items Sold, Total Items Sold Cannabis, Total Items Sold Non-Cannabis, Unit Price, Responsible for Sale, Discount Amount, POS Coupon Amount, POS Tax, Total.
    Note: The New Customer designation indicates customers that were created during the specified timeframe. It is possible for a new customer to show up on this report multiple times if they made multiple purchases in the timeframe.
  • Why Businesses Love This: This report offers data on new customer acquisitions, total items sold (separately for cannabis and non-cannabis), unit prices, discounts, taxes, net profit, and various payment methods used. With this comprehensive information, operators can assess overall transaction performance, customer acquisition trends, revenue sources, and payment preferences, facilitating strategic decision-making to enhance profitability and customer service.

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