This article covers the default reports available in Canix. To learn more about creating your own reports in Canix, click here.
In this article:
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Reporting Features
- Reports in Canix (including how these reports map to legacy reports in Canix)
- Frequently Asked Questions:
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IMPORTANT: if you previously set up scheduled CSVs / PDFs to be delivered to your email with specific filter criteria, you may need to re-schedule these CSVs/PDFs in the new platform. To re-create these views:
1. Select the filter criteria for the data you want to be included in the report:
2. Save a view with the specified filter criteria.
3. Select schedule to configure your delivery.
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Reporting Features
For an overview of all new reporting features, including how to explore data, drill down, and schedule reports, watch the video below:
Underlying Data
To view the underlying data that makes up a visualization, click the "..." menu at the top right of the chart:
This will open the row level data for the visualization. Use the "Edit Columns" feature to add additional details. Download the new table using the Download CSV button in the bottom left of the pop up. Note - These updates will not be saved on the dashboard - you must create a new custom report for that.
Underlying data can also be accessed from a specific part of the visualization, by right-clicking, for example if you want to see the underlying sales data for a specific month:
Drill Down
To cut a specific section of data by another dimension, right click on a chart and select "Drill Down".
For example, right click on total sales for a specific month and then choose "Item Type" to see the sales for those Item Types within the month:
Explore Data
Explore mode allows you to explore and cut the data in a specific visualization by different dimensions.
To start explore mode, hover over a visualization and select "Explore":
From the Explore window, use the settings on the right-hand side to cut the data:
Filter: change the dataset that you're exploring by filtering out data.
Add: add secondary measures, for example add quantity to a chart showing total sales. Or secondary dimensions, for example Customer, Item Name or Item Type.
Replace: swap out the existing metrics or dimensions for different data.
Compare: compare different cuts of the data across the same measure. For example Total Sales for CountBased vs WeightBased Items.
Save Views
If you find yourself constantly applying the same filters to a report, use the "Save View" feature to save the set of filters.
Saved views can be used when the filters are at the top of the report, but does not save any filters or temporary changes to the tables.
Need more filters to use in saved views? Contact support at help@canix.com or 415-894-9884
Schedule Emails
Use scheduling for end of month reporting, partner reports, or any time you need point-in-time data, or to share data with users outside of Canix.
Scheduled reports will send the report as is by default with all default filters set. To schedule a report filtered for specific brands, customers, or inventory for example, create a Saved View, and schedule the report when viewing the saved view.
To schedule a report to be delivered to your email (or the inbox of your partners or co-workers), select the "..." menu at the top right of the report.
The following options are available for scheduled reports:
- Emails: these do not have to be emails for users in Canix. To send a report to an external email address, simply add it to the emails list.
- Cadence: customize the days and times that the data should be delivered.
- Format: choose to deliver a PDF, CSV or XLSX file.
- Views: if you've saved views for the report, you'll be able to select a specific view to be delivered.
KPI Change Analysis
Use change analysis to understand why a specific KPI is changing.
To run a change analysis, find a KPI visual and select the % change:
In this example, you'll see how Price Per Pound by Month has changed by various dimensions, such as Customer, Item Name and Item Type. To select difference dimensions to analyze, select "Customize Attributes" in the bottom left:
KPI Alerts
To set up email alerts for changes to specific metrics, use the alert functionality on KPI alerts.
Alerts can be scheduled to be sent when specific threshold or passed, or when measures change by a specific %:
Reports in Canix
New reports have been created based on previous reporting usage and feedback from our customers on their analysis needs. Find how the new reports map to previous reports in the "Legacy Report Name" column.
Sales Reports
| Report Name | Legacy Report Name | Use Case |
| Sales Overview | Sales Overview | How are your Sales trending over-time? Keep an eye on Sales KPIs like average price per pound, and identify upward or downward trends in real-time, as well as the drivers of those changes. |
| Sales Orders Over Time | Sales Details | Export Sales Order data for external analysis. Schedule the data to be delivered as a CSV to your email to save Sales Order data at a specified point in time. |
| Sales by Customer, Over Time | Sales by Customer | What are your Sales by Customer? Keep an eye on Total Sales across your top Customers to make sure you’re maintaining good relationships. |
| Sales by Item Over Time | Sales by Item | What are your Sales by Item? Identify which product Items are generating the most revenue. |
| Sales by Customer, Item | Sales by Customer & Item | Understand which SKUs or Products have not been purchased yet by a Customer. Expand your stickiness with a specific customer by selling them more products across your lineup. |
| Sales by Brand Over Time | Brand Reports | Are certain Brands more popular than others? Consider which Brands are worth investing more in. |
| Outgoing Transfers Over Time | Outgoing Transfers | Track packages that have left the facility, or are scheduled to leave the facility on a transfer. |
Purchasing Reports
| Report | Legacy Report Name | Use Case |
| Purchase Orders Over Time | Purchase Details | Download this report for external analysis. Schedule this report for point in time data for end of month or historical tracking. |
| Purchase Order Items Over Time | Purchase Details | Download this report for external analysis. Schedule this report for point in time data for end of month or historical tracking. |
| NCI Consumed vs Purchased | - | Track how much NCI is consumed out of the quantity originally received from Purchase Orders. |
Accounting Reports
| Report | Legacy Report Name | Use Case |
| Accounts Receivable (AR) Aging by Customer | Accounts Receivable | Use this report to identify customers that owe payments and to prioritize reaching out to these customers. Determine Customers who are not in good standing and should not be sold to. |
| Accounts Receivable by Order Number | - | Accounts Receivable per Sales Order, with the amount due and # of days overdue. |
| Accounts Payable | Accounts Payable | Use this report to identify payments owed by Vendor and to organize those payments. |
| Sold Packages Over Time | Cost of Goods Sold | Use this report to pull cost of goods sold data. |
| Labor Cost Details | - | Use this report to track work hours by employee and labor costs applied to inventory. |
| Collections Overview | - | Monitor payments collected over-time. Use in combination with Accounts Receivable to drive outreach to customers who owe money. |
| Margins Overview | - | An overview of Margins and how they are changing over time. Including Margins by Item. |
| QuickBooks Export | - | Use downloads from this report to import Orders into QuickBooks. |
Inventory Reports
| Report | Legacy Report Name | Use Case |
| Cannabis Inventory Overview | Inventory Value | Understand and explore the current state of your inventory. Including current levels and current inventory value. |
| Current Active Packages | Inventory Detail | Schedule CSV downloads of this data to capture end of month / start of month inventory. |
| Current Active Lots | - | Schedule CSV downloads of this data to capture end of month / start of month inventory. |
| Non-Cannabis Inventory Overview | Non-Cannabis Usage Overview Inventory Value |
Understand and explore the current state of your inventory. Including current levels and current inventory value. |
| Inventory Availability | Detailed Inventory Availability | Use this report to understand availability for sale, and fulfillment. |
Production Reports
| Report | Legacy Report Name | Use Case |
| Production Breakdown | - | View how Source material is used to create different Output Items. |
| Package Splits & Combines Over Time | Production Costs Inventory Detail |
Use this report to see how costs convert from Raw Materials to WIP to Finished Goods. Audit changes to Packages. |
| Non-Cannabis Usage Over Time | Non-Cannabis Usage Overview | Find details on NCI costs applied to Packages, Plants, Plant Batches, Harvests. Search for NCI applied to inventory for recalls. |
| Package Adjustments Over Time | Package Adjustments | Audit adjustments made to Packages. |
| Average Weekly Non-Cannabis Product Usage, Over Time | Non-Cannabis Usage Overview | Use this report to inform re-order decisions for Non-Cannabis Inventory. |
| Non-Cannabis Usage by Product, Over Time | Non-Cannabis Usage Overview | View Non-Cannabis Usage Over Time by Product. Track the largest Non-Cannabis costs. Consider evaluating new vendors or re-negotiating prices for Non-Cannabis Products that contribute the most to costs. |
| Manufacturing Runs Over Time | Yield Details | View yield performance from manufacturing runs. |
| Manufacturing Outputs Over Time | Yield Details | View history of all packages created from Manufacturing runs. |
| Manufacturing Sources Over Time | Yield Details | View history of all packages used as inputs on Manufacturing runs. |
| Manufacturing Ingredients Over Time | Yield Details | View history of all packages used as inputs on Manufacturing ingredients. |
| Manufacturing Wastes Over Time | Yield Details | Use this report to view and export waste details logged over time. |
| Manufacturing Schedule | - | View Products that are scheduled to be produced in the next 30 days. Use this to plan for future inventory. |
Cultivation Reports
| Report | Legacy Report Name | Use Case |
| Harvest Overview | Harvest Production Harvest Production by Sub-Type Harvest Profitability by Sub-Type Harvest Sales | Track inventory created from Harvests and Harvest Yields over time. |
| Harvests Over Time | Harvest Profitability Harvest Summary | Use this report to view and export details for Harvests including Wet Weight, Packaged Weight, Waste Weight. |
| Harvest Waste Over Time | - | Use this report to view and export waste details logged over time. |
| Plant Inventory Overview |
Plants Growth Stage Overview Veg/Flowering/Plant Batch Inventory Summary |
View current inventory levels across Plant Batches, Veg Plants and Flowering Plants. |
| Plant Waste Over Time | - | Use this report to view and export waste details logged over time. |
| Plant Batch Waste Over Time | - | Use this report to view and export waste details logged over time. |
| Destroyed Plantings Over Time | - | Use this report to view and export waste details logged over time. |
Frequently Asked Questions
Why don't some of my Splits / Combines show values for Source Quantity and Source Units?
When Packages are Split / Combined in Metrc, these values cannot always be recorded in Canix. Metrc only shares with Canix which Source Package Tag an Output Package Tag came from, but not the specific units pulled from the Source Package. Packages Split or Combined in Metrc also will not show values for costs that moved from the Source to Output Package.