Reporting (old user interface)

Reporting provides access to create your own customized reports, visualizations and dashboards from your Canix data.

With Reporting you’ll be able to:

• Spend less time in spreadsheets with automated reporting!
• Provide real-time dashboards for operations teams and executives alike
• Answer key questions about your operations and learn more about your data (and your business)
• Set a solid foundation for customized reporting that scales

In this Article:

• How to Activate Reporting
• How to Turn on Reporting for Users
• How to Use Reporting
  • Navigating the Home Page
  • Building Custom "Answers"
  • Building Custom "Liveboards"
  • Key Phrases Formulas and Parameters
  • Additional ThoughtSpot Training
• Frequently Asked Questions
  • Why aren't filters loading for me?
  • Date fields are aggregated by month, how do I change that?
  • I'm not seeing averages generating as expected, what can I do to get the expected results?
  • How can I capture point in time data for end of month inventory?

  • What Items were created from my source Flower/Distillate/Fresh Frozen etc.?

  • How can I convert units in reporting? For example Pounds to Grams?

  • How can I change currencies in reporting? For example from Dollars to Euros?

How to Activate Reporting

If you don't see access to Reporting, please Submit a Support Ticket. Let us know who on your team is interested and what you’d like to accomplish with Reporting in Canix.

How to Turn on Reporting for Users:

You’ll need a Canix admin with the ability to edit User Permission Groups.

Find the “Custom Reporting” permission under “Reporting” permissions and switch this to “Edit” access. All users associated with the User Permission Group will now have access.

“Edit” access will allow users access to ALL of the datasets available in Custom Reporting, including, but not limited to:

• Sales Orders
• Sales Order Payments
• Sales Order Items
• Sales Order Invoices
• Packages
• Package Adjustments
• Package Conversions (Splits & Combines)
• Non-Cannabis Lots
• Non-Cannabis Usage
• Plants
• Plant Batches
• Harvests
• Plant Waste
• Plant Batch Waste
• Harvest Waste
• Destroyed Plantings

If you do not want a user to see part of the data above, DO NOT grant them access to Custom Reporting. Please be aware that some of these datasets include labor cost information.

In the near future Canix will add more granular permissions to control access to specific datasets, as well as Labor Cost permissions to hide labor related data for users that do not typically have access in Canix.

Additional datasets including Labor Logs, Harvests, Plants, Plant Batches, Runs, Batches, Cannabis Usage, Purchase Orders, Tasks and more are on the way.

How to Use Reporting

Navigating the Home Page

Watch this video for an overview of the Reporting home page, including how to find existing reports, add KPIs to your home view and favorite reports.

Building Custom “Answers”

Watch this video to learn how to build your own "Answers", including customized visualizations and tables.

Building Custom “Liveboards”

Watch this video to learn how to compile multiple "Answers" into an over-arching "Liveboard" (ie. dashboard).

Key Phrases, Formulas and Parameters

These advanced features will help you get the most out of Custom Reporting. Use Key Phrases to build reports even faster, and Formulas and Parameters to add a wide variety of customizations to your reports.

Keyword Phrases:

These phrases are recognized by the Search Bar, and help to quickly filter, cut and compare data. For example use the “growth of” and “monthly” phrases to see the % change in a metric over-time:

For a full list of phrases please see this list.

Formulas & Parameters:

Formulas allow you to create new columns based on existing columns and parameters set by yourself. For example using a formula to get the age in days of a package:

For more information on Formulas and Parameters, see this article.

Additional ThoughtSpot Training

For more in depth training, ThoughtSpot provides comprehensive, on-demand training at no charge. You will be required to create a free account to access the trainings.

We’ve identified two courses that address all of the features that will get you the most out of your custom reporting subscription:

Business User Learning Path

This course covers basic functionality, including:

• How to use the natural language search to create your own reports
• Using data filters and keywords to modify reports
• Customizing charts and visualizations
• Using dashboards
• Creating KPI monitor alerts
• Sharing reports and dashboards

Business Analyst Learning Path

This course covers more advanced functionality, including:

• Creating and editing dashboards
• Advanced use of keywords
• How to create and use formulas
• Using data parameters
• Using ThoughtSpot Sync, which allows you to sync data to external platforms

Note: This course includes a learning module on SpotIQ, which is not currently available in Canix. Please see this section to vote for SpotIQ to be released.

If you need help with reporting or have questions on the functionality, please reach out to Canix Support.

Frequently Asked Questions

Why aren't filters loading for me?

ThoughtSpot filters work differently from Canix tables, and will not begin searching/filtering until you press "Enter":

Date fields are aggregated by month. How do I change that?

Hover over the field title and you'll see a "..." menu. When selected, you'll have the option to change the "Time Bucket" and set the data to aggregate by quarter, month, week, day, etc.

I'm not seeing Formula averages generating as expected. What can I do to get the expected results?

When using mathematical operations in formulas, ThoughtSpot will calculate based on aggregated data. For example, if you take the average of the quantity column on the Packages dataset, and you have the data grouped by Item, what you'll actually be calculating is the average of the totals summed for the quantity column. This is different than the averages of the individual Package row data. 

To get averages at the row level, even when grouping data use ThoughtSpot's Group Aggregation Functions.

How can I capture point in time data for end of month inventory?

Use the "Schedule" feature on Liveboards to schedule CSV, XLSX, and PDF files to be delivered to your inbox. See this video for details!

• Sales Menus
• End of Month Inventory
• Sharing Data with Partners
• Audit Logs

What Items were created from my source Flower/Distillate/Fresh Frozen etc.?

To understand how Items are converted into different items in Canix, use the "Package Conversions" dataset. This contains information about Split Package Actions and Combine Package Actions that have occurred in Canix.

Watch this video for more details:

How can I convert units in reporting? For example Pounds to Grams?

To convert units in Custom Reporting write formulas based off of the "Normalized Quantity (lb/l/ea)" field. This field converts all packages to pounds if weight based, liters if volume based and eaches if count based. See the video below for a walk-through:

How can I change currencies in reporting? For example, from Dollars to Euros?

To change the currency on reports edit each visualization and update the format to "Currency", then select your desired currency:

Have additional questions? Please Submit a Support Ticket