GrowerIQ features a built-in, flexible reporting engine. You have the power to analyze your sales, orders, and shipments data any way you'd like. Read on for more information and how to make the most of this reporting engine.
In this article, we will show you:
Overview of the Reporting Engine
To find the analytics tool, follow these steps:
Go to the Menu > CRM
Click Analytics
This link can also be found on the CRM Overview page.
You will see 3 icons at the top of the page, which refer to templates that you can use in your reports. These can also be used as starting points, and then fine-tuned yourself.
Shipments by Month View
CAN CTLS Sales View
CAN B300 View
Shipments by Month View
Allows you to sort your Shipments data and see reporting by month, accounts, type, price/value of the products, and more.
CAN CTLS Sales View
The Canadian regulator, and many other jurisdictions, requests various reports on sales. This is a great view to help quickly get that data. When clicking this canned report, you will see pre-set groupings:
Shipped by Month: This will be the main group, providing high level information about all your shipments that went out per month. Expanding the group will allow you to drill down. Click the group to expand.
Cannabis Class: The report includes this cannabis class as the next grouping. This is a recommended way to stay organized when you're producing many different types of products.
Others: Continue clicking into each group for example of how flexible you can arrange your reports. You may move these groups around however suits you and your business.
CAN B300 View
Similar to the previous canned report, the B300 view is a report for the regulator that focuses on Shipments, or products that were sold and sent out of your facility. The report organizes the data as follows:
Shipped by Month
Cannabis Class
Subtype
Shipping State / Province
Organize Data in Different Ways
The reporting engine includes some presets by default. If you want to change that, just click on the top of the column you would like to group and drag it to the desired order, which will reorganize the grid. To remove one of the items from any of the columns, just click on the "X" on the right side of the grouped column name.
If you find that you'd like to reorder, or manage the columns in your report, go to the right side of the grid and open the configuration panel by clicking on Columns. A modal will appear with several names and checkboxes. You can choose which columns of data you want to remove or add.
To filter only the data you want to see, go to that same right side of the grid and click on Filters. A modal will appear with all the grid options, just choose which ones you would like to see and the tool will show only that data on the grid.
Export Data to CSV or Excel
After completing your selections, right-click anywhere in the grid to export. A modal will appear, then select Export.
Choose between CSV or Excel and a file will be generated for you.
Create Custom Charts
If you want to create charts to visualize your data, just drag over your data to select the desired range, or click on the column (or columns) you want to chart, then right-click. A modal will appear. Clicking on Chart Range will open a separate window with your visualization.
You can change the chart format by clicking the arrow to the right of the chart visualization window. The upper right corner of the configuration panel will show the various formatting, and style options available.
You can also export these charts by clicking on the down arrow icon next to the attachments icon at the top of the window. This will save the visualization to easily share with your team.
