Use this article to locate and utilize employee performance reports within Dutchie POS to track individual sales metrics and transaction data.
What is the issue?
Users need to access various reporting and analytics tools within the Dutchie POS Backoffice but may be unsure of where specific data lives, which report category to use, or how the reporting section is organized. The Dutchie reporting suite contains multiple categories, interactive dashboards, exportable static reports, and a closing report; each gated by specific user permissions.
What's causing the issue?
The reporting section is expansive, users may be confused by the difference between interactive Overview/Performance dashboards (visual, chart-based) and static Reports (exportable, tabular).
Reports > Overview
Permission required: View Dashboard
This is your at-a-glance view of store performance. It contains four sub-tabs:
- Daily Snapshot - Summary tiles (Gross Sales, Net Sales, Total Orders, AOV, etc.) for a selected day, plus sales-by-hour and sales-by-category charts.
- Monthly Snapshot - Aggregated daily sales bar chart for a selected month/year.
- Budtenders - Daily summary tiles with a budtender-level performance breakdown for the selected day.
Use the date picker to change the day or month. This section does not support multi-location or export..
Reports > Employee
Permission required: View Employee Reports
This section has two tabs:
-
Performance: The Budtender Leaderboard, displaying all budtenders ranked by a chosen metric. Includes:
-
Metrics: Budtender Name, Budtender Role, Location Name, Net AOV, Total Orders, Units Per Order, Gross Sales, Net Sales, Discounted Amount, Returned Amount
- Date range picker and multi-location selector
- Click a budtender's name to open the Budtender Overview page with a Performance Overview chart and Sales Breakdown visual
- Export available on both the leaderboard and individual budtender overview pages
-
Metrics: Budtender Name, Budtender Role, Location Name, Net AOV, Total Orders, Units Per Order, Gross Sales, Net Sales, Discounted Amount, Returned Amount
- Reports: A list of all exportable static reports in the Employee category.
Note: Tips are NOT included in the Employee Performance dashboard. Tip data appears in other reports (e.g., Closing Report). Sales are attributed to the budtender who processed the transaction at the register.
Reports > Closing Report
Permission required: View Closing Report
A dedicated end-of-day reconciliation tool. When run for a date range and location, it displays:
- Income Summary (Top-level revenue and sales figures)
- Payment Summary (Breakdown by payment method)
- Category Summary (Sales by product category)
Plus detailed tabs for:
- Registers, Cash Deposits,Payments
- Register Adjustments, Payment Type Changes
- Discounted Transactions, Voids, Refunds, Cancellations
- Backdated Transactions
Commonly asked questions
- How do I see who my top-selling budtender is?
- Where can I find tip data?
- Why aren't some sales showing up under the right person's name?