Table of Contents
- How to use reporting in Canix
- What are you looking to report on?
- How to use reporting
- Build your own custom report
How to use reporting in Canix
Navigating reporting
Watch this quick video on navigating Canix reporting.
Reporting User Permissions
Users will see data in their reports based on the permissions they have access to in User Permission Groups. For example, restricting access to labor cost in user permission groups will restrict the user from seeing that information in reporting.
See here for more information on the different user permission settings.
What are you looking to report on?
Sales
Navigate to Reporting in the menu > use the Tags filter to select Sales in the Reporting section to view all current default sales reports.
An explanation and link to the reports can be found here.
Package Inventory
Navigate to Reporting in the menu > use the Tags filter to select Inventory in the Reporting section to view all current default package inventory reports.
An explanation and link to the reports can be found here.
Plant & Harvest Inventory
Navigate to Reporting in the menu > use the Tags filter to select Cultivation in the Reporting section to view all current plant and harvest inventory reports.
An explanation and link to the reports can be found here.
Manufacturing / Production
Navigate to Reporting in the menu > use the Tags filter to select Production in the Reporting section to view all current manufacturing module reports.
An explanation and link to the reports can be found here.
Accounting & Purchasing
Navigate to Reporting in the menu > use the Tags filter to select Production in the Reporting section to view all current manufacturing module reports.
An explanation and link to the reports can be found here.
Purchasing Reports
Navigate to Reporting in the menu > use the Tags filter to select Purchasing in the Reporting section to view all current purchase order and accounts payable reports.
An explanation and link to the reports can be found here.
How to use reporting
Drill into more data behind the tables and charts. Watch a quick video below, and see more information in our help center here.
Save your filtered views to quickly access your data breakdowns
Save views for filters consistently set when viewing the default or custom reports and dashboards. Saved views are necessary when scheduling emails to brands, partners or customers, for example. See more information here.
Schedule emailed reports to be delivered internally
Scheduling emails is necessary for certain month-end reports, like tracking inventory value and month-end package quantities. It's also helpful to provide partners, brands, or customers a recurring report on their inventory or available inventory for sale, without having to manually manage the report.
Watch a quick overview on scheduling reports, and learn more here. Reminder - you must save a view to schedule filtered dashboard and reporting views.
Schedule emailed reports for external partners/customers
To provide partners, brands, or customers a recurring report on their inventory in your facility, or available inventory for sale, first create a saved view, then schedule an email of the saved view.
Watch a quick overview on scheduling reports, and learn more here. Reminder - you must save a view to schedule filtered dashboard and reporting views. Otherwise, your partners and customers will receive a report or dashboard of your entire inventory. You can test by sending a scheduled email to yourself first to preview the content, then schedule to external partners on a recurring basis.
Let the reporting analyze your trends for you
The reporting AI analyzes your trends and what contributed to the increase or decrease when you see the KPI report types with the up and down trend arrows. Watch a quick overview on building and viewing analysis from KPI type reports. See more info here.
Build your own custom reports
A full guide on custom reporting can be found here.
Request access to custom reporting
Reach out to Support at Submit a Support Ticket or call 415-894-9884 to enable custom reporting for your account. Once enabled, you'll need to enable user permissions to provide access to your user and others.
User Permissions
Watch this quick video to enable user permissions for custom reporting.
How to build custom reports
Watch a series of quick videos to navigate custom reporting, create individual reports from scratch or by asking AI, and configuring custom dashboards.