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Retail | Data Export Glossary (Reporting Glossary)
Below is a simple breakdown of what each of the BLAZE Retail DATA EXPORT Reports contain, by category(tab).
Note: any reports tagged with "(RT)" are Real-Time reports, meaning that a custom date range cannot be set for them.
Use the links below to jump directly to a specific reports category:
Overview
Manager
Transactions
Inventory
Members
Vendor
Employees
Administrative
Marketing
Overview
Daily Accounting Summary
A report that shows sales broken down by cannabis vs non-cannabis, adult use vs medical sales etc. It is similar to the emailed daily report that most business receive.
Journal Entry by Category Report
An accounting Journal Entry report. Breaks down sales, fees, and taxes into further detail.
Profit Loss Report
A report that shows the profits/losses/discounts/cogs (cost of goods sold)
Promotions Used Report
Includes the promotion name, promo code, promo type, usage count, total promotion value ($). This shows data PER PROMOTION, not per transaction. ie Transaction #710 and #711 both used my "First time Patient" promo, I would then see a usage count of 2 on this report as it sums the uses per promotion.
Manager
Cash Drawer Report
A report that contains the information present within each cashdrawer, it will include all cash drawers present for each date selected
Employee Activity Report
A report that shows most actions and the time stamp/employee who made the change. It will tell you a product was edited by XYZ employee, but will not tell you what product was edited. For a more detailed report that will include what product was edited you will want to review the system activity log present in Global Settings.
Employee by Sales by Product Report
Includes Product name, employee name, and quantity sold.
Export Members
If this report does not appear and you need access to be able to export your member data please email support@blaze.me. This report includes member info such as DL#, Address, First and Last name etc.
Loss Report
Contains: date, transaction number, employee, product, quantity, cogs, and the note left
PaidIn/PaidOut/CashDrop Activity Report
Contains: date, cash drawer date, employee, terminal (cash drawer), paid in, paid out, cash drop, etc. Useful for shops who need to review cash drops in general and not a specific cash drop/employee cash drawer. If the need arises to examine a specific cash drawer, the cash drawer report would be our recommendation.
Store Performance Report
Contains: the specific store, Gross Receipts, Total Transactions, Total New Members, Total Members
Time Clock Report
Shows what times employees are clocking in and out of Blaze
Transactions
Contains the total transaction time, count of transactions, and avg transaction time.
Displays all transactions for the selected date range, including products, member name, and costs/totals.
Average Transaction Time Report
Displays total transaction time, number of transactions and average checkout time for each type of shop queue (delivery, walk-in, special).
This is a line-by-line report of all BLAZEPAY debit transactions and can be used to confirm if transactions have been processed successfully or if an error prevented the completion of the transaction.
Blazepay Report
A report for sales information related to Blazepay Cashless ATM integrations. Contains Transaction number, cashback values, fees, etc.
Displays transactions that were canceled or voided, and the details about them, such as which employee deleted/canceled the transaction.
Custom Fee Summary Report
A report that will show values for any custom fees implemented by the business.
Customer Bought on Daily Basis
After selecting a member, report displays their purchases for time period specified.
Displays delivery sales for the specified time period, including member name and address, taxes, discounts and gross receipts.
Discounted Transaction Report
List of all individual member transactions in selected date range, including discount details if one was applied.
Gift Card Summary Report
Includes the date, shop, number of activations, activations, redemptions, reloads, discounts, refunds
List of transactions initiated by consumer, included canceled or completed transactions.
Integrated Payments Report
A payments report for anything and everything Blazepay related. Includes both CATM (Cashless-ATM) as well as ACH (Automated Clearing House) payment methods. Includes transaction #, $ value of sales, cash back, etc. This report must be generated, and then later downloaded via the "Generated" tab within data exports.
Payments Used by Day
Will shows the payments used each day, be it cash, CATM, ACH etc.
Product Sales by Inventory
Breaks down sales by each inventory.
This report shows only when a loss has been reported in inventory for a given date range.
Refund History Insights
List of dates and transaction #s and other relevant information regarding past refunds.
List of dates and transactions that a refund was processed, including employee, member and what was refunded.
Sales By Cannabis Report
Lists cannabis type (hybrid, indica, sativa) with value, sale and tax information.
Lists consumer type (medical, adult use) with value, transaction and tax info for each type.
List of Cities (per member addresses), with sales and receipts information for each type.
List of any date that had store activity, with transaction, sale and fee information.
Sales By Hour Report
List of each day's sales by hour, with sales, tax, and transaction info for each hour. Can use custom date range to sort all dates in range by each respective hour.
NOTE: Sales per hour will be reflected in the hour directly after the hour they were completed in.
- Ex: Sales made from 7:00 am - 7:59 am will be recorded in hour 8.
- Ex: Sales made from 3:00 pm - 3:59 pm will be recorded in hour 16.
Sales By Membership Group Report
List of member groups (delivery, walk-in etc.) with gross receipts by group.
Sales By Payment Type Report
List of payment types by terminal, along with the date, transaction and gross receipts.
Sales By Product Category
List of sales by category with transaction numbers, sales and tax information.
List of individual products with units sold, sale and tax information.
Sales By Queue
Lists queue type (delivery, walk-in etc) with gross receipt and number of transactions.
Tax Summary
Summary of Cannabis/Non-cannabis taxes and breakdown of dates the shop's taxable transactions occurred.
Dated list of transactions with detailed breakdown, including taxes, discounts, and receipt information.
Dated list of members transactions - sales and refunds - with tax, discount and gross receipt information.
Inventory
After selecting product, dated list of all inventory actions that've occurred on that product, including transfers and sales.
Export Products
A list of all your products. Includes retail pricing/cogs, description, and inventory quantity and location.
List of products that have been held for 0-30 days, 31-60, and 90+ days, along with their quantities and valuations. (RT)
List of cannabis type (indica, hybrid, sativa) with total inventory COGS only. (RT)
After selecting an inventory ("all" if only one inventory), report list of products, current and sold, quantity and COGS.
List of products with breakdown of current quantities in each particular inventory.
Inventory History Change Report
List of products with breakdown of each inventory quantities +/- one day. Can select which specific day to look at.
After selecting an inventory, displays a dated breakdown of any quantities changed due to transactions or transfers from the chosen inventory.
Dated list of products that currently have inventory on hold. The report also links to a transaction that has hold. (RT)
Dated list of products with associated batch and quantity/cost of products included.
Inventory Product History Report
After selecting category/specific product, displays list of inventory actions (adds, holds, putbacks) and each inventory's quantities.
Inventory Product Sell Through Report
List of products, with average sold per day and current quantities with days remaining in inventory.
Inventory Reconciliation History Report
List of Reconciliations - if any - with breakdown of who initiated it, old and new quantities, and losses.
Inventory Snapshot History Report
Dated list of daily inventory snapshots taken per product. Includes inventory totals and COGS. Best used when you need to know what did I have in inventory and what was my inventory valuation in dollars at a past date.
Dated list of any transfer action taken, including origin, destination and amount transferred.
Inventory Valuation Report By Category Report
List of categories with available quantities and COGS. (RT)
List of products with total available quantities, average cost across all batches and other data. (RT)
List of products that have a low inventory threshold set up, with category, quantity remaining and low inventory threshold displayed.
List of each product with batch ID, sell-by date and quantity remaining. (RT)
Received Inventory Report
Breaks down all batches that have been brought into Blaze be it via PO and/or compliance transfer. Includes product name, compliance tags, BatchID, dollar values, PO numbers. Similar to the shipment bill report but broken down by product instead of by PO.
Dated list of products and batches that were returned to vendor.
Dated list of received POs, with paid/unpaid amount and PAID/UNPAID status.
Members
List of members that have been inactive for 30 days or more. (RT)
List of members with attributes: loyalty, visits, sales/gross sales, refunds.
List of cities with members, along with number of members in each respective city. (RT)
List of members with upcoming drivers license or medical rec. expiration dates. (RT)
List of doctors with number of members associated with that doctor. (RT)
List of Member Groups with attributes, including revenue, number of new members and total members, (RT)
List of New Members for the date range specified. Includes number of transactions.
Number of total active members. (RT)
Vendor
Products By Vendor
List of all products with date defined quantity sold and sales.
Dated list of products and batches that were returned to vendor.
Sales By Vendor Report
List of vendors with respective sales and refunds for each.
Employees
Employee By Sales By Product Report
List of products sold, with employee that made sale and quantity sold.
Sales By Employee Report
List of employees with gross receipts, promotions used, transaction total, and total sales.
Administrative
Employee Activity Report
Dated log of actions done by employees, listing action, category of action, and terminal.
Export All Members
Complete list of all members with associated member information: address, loyalty etc. (RT)
Export Product Batches
Complete list of all products with cost and information, with a separate line item for each batch of product. (RT)
Export All Products
Complete list of all products with cost and inventory quantities. (RT)
Store Performance Report
List of store(s) with gross receipts, total transactions and new members/total members.
Time Clock Report
Dated list of employee clock in / clock out, with total time clocked in per session.
Marketing
Marketing Report
Lists all new members added in specified date range, along with marketing source and email.