Use this article to locate and export granular, line-item sales data in Dutchie POS (Backoffice) for reconciliation, auditing, or state reporting.
What is the issue?
Users need a "source of truth" for sales data to view sales transaction data, view voids, cancellations and return, or perform detailed audits. This requires a report that breaks down individual transactions into specific details like product names, lot/package IDs, taxes, discounts, and the employee who processed the sale.
What's causing the issue?
Dutchie POS offers several reports, each designed for a different level of detail. Users may be unsure which report contains the raw, line-item transaction data they need versus a summarized or aggregated view. The key reports for transaction-level data are:
- Sales Report: The primary transaction-level sales data report within a given timeframe. This is the go-to for granular transaction detail.
- Sales Transactions by Date (Raw Data): Provides a full list of sales transactions including voided, canceled, and returned sales. Best for audits requiring complete records.
- POS Transactions By Date Report: Lists POS transaction details in a specified timeframe.
- POS Transaction Summary: Lists a summary of POS transactions in a specified timeframe.
How do I solve the issue?
Before you begin, ensure your user role has the appropriate permissions to access the reporting section in the Dutchie POS Backoffice.
To access your detailed sales reports:
- Log in to the Dutchie POS Backoffice.
- Navigate to the Reports section. Key areas include Reports > Overview for summary dashboards and Reports > Sales for multi-location sales data.
Navigate to Reports > Overview and search:
- For transaction-level sales detail, select the Sales Report. This provides transaction-level sales data within a given timeframe.
- For a complete record of all transactions (including voided, canceled, and returned sales), select the Sales Transactions by Date (Raw Data) report.
- For POS-specific transaction details, use the POS Transactions By Date Report or POS Transaction Summary depending on the level of detail needed.
- Use the available filters to narrow your data. Common filters include Date Range, Location, Vendor, Brand, Product Type, and Product Name.
- Click Export to download your data as a .xlsx file.
To view individual transactions:
- Navigate to Register > Transactions > All Transactions.
- Search by date range, customer, or receipt to locate specific orders and view their full details.
Commonly asked questions
- Where can I see which budtender sold a specific product?
- Can I see exactly how much tax was collected on a single order from yesterday?
- How do I download my sales history into a spreadsheet?
- What should I use to check my numbers against the state reporting system?