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      Insights | Insights Standard Overview

      BLAZE Insights Standard puts powerful reporting and analytics in one easy-to-use dashboard at no additional cost to BLAZE users.

      Cannabis retailers can weaponize their data to give them a competitive edge with the ability to drill down into reports and make data-driven decisions.  Follow this link for more information.

      • Identify Products that Drive Revenue
      • Gain Insight About Your Customers
      • Understand Sales Trends and Optimize Inventory
      • Intuitive Dashboard with Convenient Automated Reports
      • Monitor Staff Activity and Productivity
      • Single Source of Truth for Your Operation

      Click here to see Insights Standard in action.

      Click here to see Insights Advanced in action.

      Click here to schedule a Demo of Insights 

       

      NOTE:  Reference this link for common definitions and calculations.

      Overview

      NOTE:  Insights reports will be about 15 minutes behind live data.

      Role Permissions

      Global Settings > Company Settings > Roles and Permissions 

      • Click on the Web tab.  Insights is only available in the Web
      • Select the Role that you would like to give access to Insights
      • Click on the Edit button
      • Scroll down to the Insights Box
      • Enable the permission you would like
      • Each permission has access to the different types of reports, thereby protecting your sensitive information and controlling who has access

      NOTE:  Only one permission can be selected at a time.

       

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      • For more information on Roles and Permissions, click here

      Employee Shop Access

      NOTE:  ALL employees, even Admins,  must have the shops assigned for Insights access.

      • Global Settings > Manage Employees > All Employees
      • Select the employee that you need to assign to shops for Insights access
      • Click the View button
      • Click the Edit Button
      • Scroll down to Assigned Shops
      • Enable the shops that the employee should have access to in Insights
      • Click the Update button at the top of the view

      NOTE:  It will take about 10 mins for these changes to take effect in Insights.

      Accessing Insights

      There are 2 ways to access Insights Standard.

      1. Go to the Login Page and enter your credentials

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      • Scroll down to Company-Wide Apps and click on the Insights Icon

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      • Insights will open in a new tab

      2.  In the Retail Web, navigate to BLAZE Insights on the left-hand side menu, or on the Home Screen.

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      • Insights will open in a new tab

      Insights Default Dashboard

      • This is the default dashboard that will come up when you first go into Insights
      • Scroll down to see all of the reports that are available.  

      NOTE: If your dashboard does not contain any information.  Set the Company and / or Shop and click the APPLY button.  This will only happen the first time you open Insights.

       

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      Filters

       

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      1.  Date: Select the preset date ranges below or choose custom and enter your own date range

        • Today
        • Yesterday
        • This Week
        • This Month to Date
        • This Month
        • This Quarter
        • This Quarter to Date
        • This Quarter Last Year
        • This Year to Date
        • This Year
        • Last 7 Days
        • Last Month
        • Last 4 Weeks
        • Last 3 Months
        • Last Quarter
        • Custom

      2.  Company: Select the companies that you have permissions for and want to include in the report.

        • You can search for a company name
        • You can select all of the companies
        • You can sort the list by the arrow for ascending or descending
      • Check the box of the companies to include
      • Click on the Apply button to save your selection(s)

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      3.  Shop: Select the shop(s) that you would like to include in your report. 

        • You can search for a shop name
        • You can select all of the shops
        • You can sort the list by the arrow for ascending or descending
      • Check the box of the shops to include
      • Click on the Apply button to save your selection(s)

      NOTE:  You must have access to a shop for it to show in the list

      4.  Member Group:  Select the member groups that you would like to filter your report on.

      5.  Filter Bookmark: Bookmark these selected filters.  It will also list your saved bookmarks

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      • +New Bookmark: create a new Bookmark for the filters selected
        • Title: what is the name of this Filter Bookmark
        • Description: description of this Filter Bookmark
        • Private: enabled = only visible to selected recipients
        • Make this my default bookmark: default Filter Bookmark
        • Share with: select the people that you would like to share this Filter Bookmark with
        • Make this the default bookmark for this list: default Filter Bookmark for this list of people
        • Save Filter Bookmark:  saves this Filter Bookmark and adds it to the Filter Bookmark list

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      5.  Refresh: Refresh the current filters

      6.  Reset: Clear all of the filters and resets them to default filters

      7.  Apply: Apply all of the filters that you have selected for the current dashboard.

      NOTE:  You must click on the APPLY button after changing the filters.  The filters will not auto-apply.

      Dashboard Reports

      Hover over a report to bring up additional options and information

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      1.  Three options are available for this report

      • 3 Dots: 
        • Export: export the file in csv, text or print
        • Share: several ways to share this report with others
          • Email: this allows you to send the report to another user in email
          • Embed: this provides you with the code to embed in HTML
          • Link: this provides you with a link to this report
        • Information: report details
      • Table / Chart view: you can toggle between the two views
      • Open Report: this will open the report in full screen so that you can see the detail 

      2.  Displays the exact number for the report that is shown if it is a rounded value.

      • Summary Dashboard
        • Average Order
        • Net Revenue
        • Net Margin
        • New members
        • # Visits
        • Average Discount
        • Net Revenue Time Series
        • Net Revenue by Queue Type
        • Net Revenue by Payment Type
      • Manager Dashboard
        • Top Employees by Creation
        • Net Revenue Heat Grid
        • Net Margin by Product
        • Net Revenue by Order Source
        • Net Revenue by Payment Type
        • Net Revenue by Cannabis Type
        • Average Transaction Times by Queue
      • Inventory Dashboard
        • Top Brands
        • Top Categories
        • Top Products
        • Inventory Snapshot Value / Quantity by Date
        • Product Analysis by Price
        • Inventory Aging Drilldown (Age > Category > Brand > Product)
        • Low Inventory Snapshot Top 10 Dates
        • Expired / Expiring Products Less than 90 Days Left
        • Sales by Inventory Location
      • Marketing Dashboard
        • Top 10 - Net Revenue by Promotion
        • Net Revenue by Member Group
        • New Members - One Time vs Returning Customers
        • Revenue by Marketing Source
        • Member Age Analysis
      • Accounting Dashboard
        • Summary Breakout
        • Inventory Value of Yesterday
        • Inventory Value of End of Last Month
        • Total Due by Payment Type
        • Cannabis / Non-Cannabis Tax Breakdown
        • Accounting - Cannabis / Non-Cannabis w / Consumer Type Tax Breakdown
        • Cannabis Sales by Category
      • Company Dashboard
        • Net Revenue Time Series
        • Shop Comparison
        • Category Analysis by Shop

      Report Scheduling & Sharing

      You can schedule and share the Dashboard that you are viewing by clicking on the Broadcast icon.

      insightsbroadcast

      • Click on the Create New Button in the pop-up window
      • Select Broadcast or Personal Broadcast and complete the form
        • Broadcast: send to a group of people 
          • Recipients: email addresses
          • Email Subject: a subject for the email
          • Email body: personalize the message for this dashboard
          • Append Broadcast Date: add the broadcast date to the email
          • Secure PDF: send this as a secure PDF
          • User Prompt Filters: Current or Default
          • Frequency: select the frequency and what day of the week
          • Advanced Settings
            • Set the time for the dashboard to run
            • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
            • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
          • Click on Submit to save and schedule.
        • Personal Broadcast: send to yourself
          • Email Subject: a subject for the email
          • Email body: personalize the message for this dashboard
          • Append Broadcast Date: add the broadcast date to the email
          • Secure PDF: send this as a secure PDF
          • User Prompt Filters: Current or Default
          • Frequency: select the frequency and what day of the week
          • Advanced Settings
            • Set the time for the dashboard to run
            • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
            • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
          • Click on Save Subscription to save and schedule.

      Alert Based Report Scheduling & Sharing

      You can schedule a broadcast based on an alert for a report when you are in the full screen view. 

      • Hover over a report and click on the Open Report icon.

      insightsopenreport

      • Click on the Broadcast icon.

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      • Select Broadcast or Personal Broadcast and complete the form
        • Broadcast: send to a group of people 
          • Recipients: email addresses
          • Email Subject: a subject for the email
          • Email body: personalize the message for this dashboard
          • Append Broadcast Date: add the broadcast date to the email
          • Secure PDF: send this as a secure PDF
          • User Prompt Filters: Current or Default
          • Continuous Schedule: report will be delivered based on the selected schedule
            • Continuous: will always be sent based on the information selected
            • Alert: will only be sent out when the Alert Delivery Rules apply
          • Frequency: select the frequency and what day of the week
          • Advanced Settings
            • Set the time for the report to run
            • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
            • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
          • Click on Submit to save and schedule.
        • Personal Broadcast: send to yourself
          • Email Subject: a subject for the email
          • Email body: personalize the message for this dashboard
          • Append Broadcast Date: add the broadcast date to the email
          • Secure PDF: send this as a secure PDF
          • User Prompt Filters: Current or Default
          • Continuous Schedule: the report will be delivered based on the selected schedule
            • Continuous: will always be sent based on the information selected
            • Alert: will only be sent out when the Alert Delivery Rules apply
          • Frequency: select the frequency and what day of the week
          • Advanced Settings
            • Set the time for the report to run
            • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
            • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
          • Click on Save Subscription to save and schedule.
      • Select Smart Task
        • Title: title of the task
        • Requestor: who requested this task
        • Task Description: description of this task
        • Assignee: who is this task assigned to
        • Priority: low, medium, high
        • Subscribers: email addresses of those that want this alert 
        • User Prompt Filters: current or default
        • Alert-based broadcast: this task is an alert-based broadcast
        • Frequency: select the frequency and what day of the week
        • Advanced Settings
          • Set the time for the dashboard to run
          • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
          • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
        • Add Alert Delivery Rules
          • Alert Data: select which action will cause the alert
            • One or more rows must match
            • Aggregate against entire result set
          • Delivery Rule: select the first field
          • Click Add Field and complete the delivery rule
          • Click Submit

      insightdeliveryrule

      If you have further questions, please reach out to us at support@blaze.me !