This is a list of the Reports available in Insights Standard. The reports are placed in dashboards and folders that support the type of information that they contain.
Report Folders
Report access is determined by Role Permissions.
Accounting Reports
- Cannabis Sales by Category
- Cannabis / Non-Cannabis Tax Breakdown
- Cannabis / Non-Cannabis with Consumer Type Tax Breakdown
- Inventory Value of End of Last Month
- Inventory Value of Yesterday
- Product Sales Category -> Product
- Purchase Orders w/Shipment Bills
- Total Due by Payment Type
- Vertical Summary Breakout
Admin Reports
- # Transactions by Queue Type per Shop
- Category Analysis by Shop
- Created by Employee Rollup
- Net Revenue by Cannabis Type
- Net Revenue by Order Source
- Net Revenue Heat Grid
- Net Revenue Time Series by Shop
- Rollup Shop Comparison
- Top 10 Products
- Transaction / Visit Times by Queue
Inventory Reports
- Expired / Expiring Products less than 90 Days Left
- Inventory Aging Drilldown (Age -> Category -> Brand -> Product)
- Low Inventory Snapshot
- Net Margin / Revenue by Brand
- Net Margin/Revenue by Product (Top 10)
- Product Analysis by Price
- Sales Breakdown by Inventory Location
Marketing Reports
- Member Age Analysis
- Member Group Drill Through
- Members - First Time vs. Returning
- Net Revenue by Gender
- Promotions Used by Day
- Revenue by Marketing Source