In this update, we added a dynamic new reporting tool, enhanced several list pages to make data easier to organize and export, and squashed a few bugs 🐛!
🌟 New Reporting Feature 🌟
You asked, and we delivered! A powerful reporting feature, called CRM Analytics, has just arrived to make generating reports easier, flexible, and more organized.
We'll give you an overview of it!
How To Find It
Now, under the CRM menu, you will see a new page called Analytics; this can also be found on the CRM Overview page.
How It Works
With this powerful and interactive reporting tool, you can analyze, document, and export information with ease, creating customized Excel or CSV reports. The implementation of filters and pivot tables, and visual graphs enables easy searching and grouping of data.
While this feature allows for configurable reporting and filtering, we've pre-populated two reporting views for CRA B300 and CTLS Sales reporting for easy monthly reporting.
Would you like to have training session for this new feature?
Enhancements💡
We've update several list pages with a feature-rich data grid to make it easier to filter and sort data, export customized reports, and visualize data with charts and graphs!
Lots & Lot Items Pages
You can now view all columns in the Lot List, easily filter and sort data, and export the list to CSV format. Additionally, the new interface includes THC %, THC mg/g, CBD %, CBD mg/g, and Lot Review Status columns, offering better insights into lot and lot item information and statuses.
SKUs Page
The revamped SKU List now includes a wide range of columns, enabling users to easily search, filter, and sort SKU data. With a more organized and user-friendly interface, users can quickly find relevant information such as Name, ID, Variety, Sales Class, Cannabis Class, Target Quantity, Unit, Price, Type, and Status.
Advanced Features
Here are some of the feature highlights:
Show or hide columns
Filter and sort by any column
Rearrange columns
Visualize data easily with graphs and charts
Bugfixes 🔧
Health Canada Report
When performing a destruction, inventory changes are now reported at the time of destruction and not when queued.
Fixed issue where activities recorded on the boundary of a reporting period were attributed to the wrong month, or resulted in error.
Mother Plants
Fixed issue with Mother Batch plant counts, where plants queued for destruction were not being accurately taken from Mother Batch inventory.
Addressed issue where creating mothers from a batch with existing plants resulted in an error.
You are part of this and we really appreciate that! 🥰
Would you like to send us a suggestion or a feature improvement? Open an enhancement request at the customer desk by clicking here.