Custom Sales Reports

Updated 1 day ago

Welcome to a new age of reporting! POSaBIT is thrilled to release custom sales reporting with the ability to build all the sales reports you desire. In this article, you will learn all the ins and outs of POSaBIT's custom sales reporting.

Building Custom Reports

To get to the custom sales reports, go to the POS portal --> Reports --> Custom Sales Report. Or you can go to one of the listed reports below and select the "Customize" button to customize an existing report

Reports you can customize:

Sales by Product
Sales by Product Type
Sales by Product Brand
Sales by Supplier
Sales by Product Tag
Sales Profits

Custom Sales Reporting Basics

From the Custom Sales Report page, you will select what you would like to Report On, and Group By based on what is being reported, display subtotals (when applicable), add optional filters, and customize the date range.

Report By: This is what the report will start filtering by (Example: Product Type will show the sales by different product types)
Group By: This is how the report will group the "Report by" items (Example: If Product Type is the Report By and Group By is Customer Type, it will show a breakdown of each customer type for the different product types).
Show Subtotals: Enabling this will show subtotals of the groups.

Caveat - subtotals are totaled by page, so if data from a grouping runs off onto another page, then the suggestion would be to increase the number of ‘show entries’ (Show 100, 250, 500)

Download CSV / Download Excel: These will download the custom report based on the customized settings of the report into either a CSV or Excel file.
Columns: Show or hide columns based on your preference.

Example Custom Report: Report by Customer Profile, and group by Customer Type, with a filter to only show Recreational sales, disabled subtotals, and it would look like this:

This is one example of hundreds of ways to customize a report. To break down the different customization options, see below:

Report By options AND Group By Options:

Age Group

Displays sales by Age Group

Customer Profile

Displays sales by Customer Profile (Loyalty, Guest, and non-member)

Customer Type

Displays sales by Customer Type (Recreational, Medical, Guest, Employee, Employee Med)

DOH Compliant (WA Only)

Shows DOH Compliant sales vs non-DOH sales (WA Only)

Employee

Displays sales by Employee

Flower Type

This will display the Flower Types (Indica, Hybrid, Sativa, CBD, etc.)

Gender

Displays sales by Gender breakdown

Is Marijuana

Separates marijuana vs non-MJ sales

Lot Number

Displays sales by Lot Numbers

Order Date

Displays sales by Orders Date

Order Day of Week

This will display the Orders by Day of the Week

Order Fraction of Day

This will display the sales by Order Fraction of Day (Morning, Afternoon, Evening, Late Night)

Order Hour

This will display sales by Order Hour

Order Month

This will display sales by Order Month

Order Origin

This will display sales by Order Origin (POS, Menu Type, etc.)

Order Source

This will display the Order Source (Online pickup, Walk In, delivery)

Order Year

This will display the Order Years

Payment Type

This will display the Payment Type (Cash, Debit, Other, etc.)

Product Brand

This will display the Product Brands

Product Family

This will display the Product Families

Product Internal ID

This will display the Product Internal ID

Product Name

This will display the Product Names

Product Strain

This will display the Product Strain

Product Type

This will display the Product Type (Flower, Cartridge, Edible (Solid/Liquid), Pre-roll, etc.)

Supplier

This will display the supplier

Terminal

Breakdown of specific terminals

To Cart

How the items were added to the cart (scan or search)

Additional Filter By Options:

Terminal
Employees
Product Types
Suppliers
Brands
Strains
Flower Types
Customer Segment
Customer Types
Is Marijuana? (Yes or No)
DOH Compliant (WA Only)
Date Range (Custom Date Ranges can now have no restriction)

When building these reports, keep in mind that if you're building a report with more than 3,000 rows of data, only the first 3,000 rows will show.

Example Reports

Report by Age Group
- Group by Product Type - Understand which age groups like which products

Report by Age Group
- Group by Customer Profile - Understand age of loyalty customers
Report by Order Month, Group by Order Year - this is an easy way to view year over year sales for each month

Report by Brand, Group by Employee - track employee sales by each brand - helpful for sales contests

Report by Order Hour, Group by Employee - analyze employee sales data by hour to monitor and schedule productivity goals and for wage and hour compliance

Report by Order Source, Group by Product Type - analyze popularity of certain product types in store vs online

Saving Custom Reports

If you are building a report you want to reuse, you can also save the report you built to make it easier in the future.

Once you have your report built out to your liking, click the Save button on the top of the report.
This will open a popup where you can customize the report name, interval, and you can even schedule the report to send to any existing user or email, with an option for scheduled frequency.

Note: When adding emails to scheduled reports, the emailed user must have a portal login to access the report. This is to ensure important data is never leaked.

Once you have filled out your ideal name, interval, and schedule, click Save to save it to your custom reports.

To see all your saved reports, from the Custom Sales Report page, click Manage Saved Reports.
1. You can also get to the saved reports by going to the Saved Reports page under the Reports tab.
This will take you to a page with all your previously saved custom sales reports for easy access.

To edit the report, click on the report name. To edit the scheduling, click the green "Edit" button on the right side of the page.

Report Inbox

There is also a way to view all previously sent scheduled reports by going to the Report Inbox page under the Reports tab. On this page, you will have access to all your scheduled reports that have been sent out. Click the blue Download button to get a downloaded copy.