Brand Portal - Custom Reports
Updated 21 hours ago
With POSaBIT's custom reporting tool, the options are endless with what data can be queried! There are 3 types of custom reporting offered within the Brand Portal - Sales, Discounts, and Inventory.
Sales: With the Custom Sales Report, analyze item-level sales data across multiple retailers with full flexibility. Dynamically add or remove columns such as product, product family, brand, retailer name, customer profile, and more — enabling deep, tailored insights into the performance of your product sales by retailer.
Discounts: The Custom Discount Report gives brands visibility into how discounts are being applied across retailers. Use this report to track the performance of promotions, understand which discounts drive the most sales, and compare discount strategies across different products or stores. This insight helps you evaluate ROI on promotions, fine-tune pricing, and identify opportunities to strengthen discounting strategies.
Inventory: The Custom Inventory Report helps brands monitor product availability and stock levels across retailers. Use this report to track where inventory is running low, identify aging products, and ensure consistent supply to meet customer demand.
Here is a complete list of field definitions used throughout custom reports:
- Age Group: age groups are defined as 18-24, 25-34, 35-44, 45-54, 55-64, and 65+. 'Unknown' is displayed when there is no age captured on a sale for a customer (i.e. guest customers - guest customer's data is not saved on a sale).
- Avg Discount: best used for itemized sales reports, this metric provides the average discounted amount during a time period or for a certain product.
- Avg Price: best used for itemized sales reports, this metric provides the average price of a product sold.
- Brand Name: your brand(s) name(s).
- Cost Amount: this is the total item cost of products sold by the retailer.
- Customer Profile: guest, non-member, or loyalty. Guests are customer's that do not have a loyalty profile with the store. Non-members are customer's that have a profile but are not apart of a store's loyalty program, and loyalty customers have a saved profile with their information at a store.
- Customer Type: Employee, Employee Med, Guest, Medical, or Recreational - this is the customer's type at the time a purchase was made.
- Discount Amount: the total amount of discounts applied to items at the point of sale.
- Discount Count: the count of distinct discounts used on products that match the grouping criteria within the selected timeframe.
- Discount Name: the name of a discount applied to a sale at a retail location.
- DOH Compliant: DOH compliant items sold.
- Gender: options that are tied to a customer profile include: male, female, other, and unknown. If unknown, this means the profile does not have gender information or the sale was for a guest customer.
- Gross Amount: The total sales amount - tax - gratuity + discount + refunds.
- Items Count: the number of products that were refunded or sold that match the grouping criteria within the selected timeframe.
- Lineage: indica, indica hybrid, sativa, sativa hybrid, or hybrid.
- Lot Age in Days: the number of days since a lot was entered into inventory at a retail location.
- Lot Age Range: age ranges are defined as 0-30 days, 30-60 days, 60-90 days, 90-120 days, 120+ days.
- Lot Barcode: this is the barcode number associated with a lot/product.
- Lot Expiration: the date assigned by a retailer to track product expiration date. This date is manually entered by the retailer and is not available for a lot unless it is added.
- Lot Number: this is the existing lot number in a retailer's POSaBIT inventory.
- Lot Status: the status is defined as follows:
- Active: lot is available for sale (unless the lot is in a 'room' that is hidden to the POS or online menu).
- Item Destroyed: a lot has been destroyed by the retailer.
- Pending: a lot that is apart of a manifest that has been imported into POSaBIT, but not yet accepted into the retailers inventory.
- Rejected: a lot that was included on a manifest that was fully rejected.
- Transferred Out: a lot that has been transferred out of a retail store (i.e. back to the brand or to a different store)
- Unsellable: a lot that has been marked by the retailer as 'unsellable'.
- Manifest Ref: this is the id number associated to a specific manifest - both a retailer and brand should be able to identify referenced numbers since this number originates from the brand.
- Merchant Name: the organization name for a retailer. This is not the specific location of a retailer, but more of the overall company name.
- Net Amount: the sales total - tax - gratuity.
- Order Date: date a transaction occurred (formatted MM/DD/YYYY).
- Order Day of Week: day of the week (Monday, Tuesday, Wednesday, etc.).
- Order Fraction of Day: time of day (Morning, Afternoon, Evening, or Late Night).
- Order Hour: hour of the day (01 PM, 02 PM, 03 PM, etc.).
- Order Month: month of the year (January, February, March, etc.).
- Order Origin: this is where a sale was initially started to differentiate between sales that originated in-store at the counter (POS)/kiosk, or a specific online menu provider.
- Order Source: this shows whether a sale was initiated online or in-store (walk-in).
- Order Year: the year a sale was made (i.e. 2025).
- Payment Type: the payment method a sale was completed with. Payment types available vary store to store - some only accept cash, whereas others accept debit, POSaBIT Pay, or an 'Other' payment type that is not integrated into POSaBIT.
- Product Family: the 'Product Family' is an attribute of a product and is a predefined list that includes: Apparel, Flower, Edible Liquid, Edible Solid, Paraphernalia, Preroll, Topical, CBD, Concentrate, Cartridge, or Other. Ensure the appropriate 'Product Family' is connected to each of the products in your 'Product Catalog' to enforce accurate reporting.
- Product Name: the 'Product Name' is generated based on the 'manifest item name' that is included on the manifest sent from you (the brand) to the retailer. Product names can be adjusted as needed and products can be merged as well if there are any duplicates - update this information in your 'Product Catalog'.
- Product Weight: weight is an attribute associated with your product. Product weight for a product can be adjusted if needed from your 'Product Catalog'.
- Refunded Amount: total amount of a refunds or total amount of an item refuned.
- Refund Sales Count: the total number of refunded sales.
- Refunds Qty Count: the total number of items refunded.
- Retailer Name: this is a specific retail location.
- Retailer Zipcode: the zipcode associated with a specific retail location.
- Sales Count: the total number of sales.
- Sold Per Day: the average quantity of products sold per day that match the grouping criteria within the selected timeframe.
- Sold Qty Count: the quantity of products that were sold minus the number of products returned that match the grouping criteria within the selected timeframe.
- Strain Name: strain is an attribute associated with your product. The strain tied to a product can be adjusted if needed from your 'Product Catalog'.
- Tax Amount: total amount of taxes applied to sales.
- To Cart: how a product is added to a customer's cart at check-out by a cashier. Item barcodes are either scanned or manually added to the cart via search from the point-of-sale.
- Weight in Gm: the total weight in grams of products sold that match the grouping criteria within the selected timeframe.
