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How to Generate a CTLS Reporting Template
How to Generate a CTLS Reporting Template
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

A licence holder can download the CTLS Reporting Template on the first day of every month to pull data from the previous month. At midnight at the end of a reporting period–the final day of the month–Ample Organics takes a snapshot of the data in the licence holder's Seed-to-Sale environment and uses this data to populate the monthly report for the reporting period. Anytime you download one of these monthly reports, Ample Organics draws upon the most recent report snapshot for the selected month. This prevents you from generating reports with incomplete data halfway through a reporting period. You can, however, force the use of current data if the licence holder has made significant reporting corrections.

Please note that the CTLS report generates all values in weight and volume fields to an accuracy of four decimal places. As the report can be submitted with values to a maximum of three decimal places, you will have to manually review the report each month and adjust the values before submitting the report.

Kindly note that this report will not populate in full, and must be updated with data tracked outside of the Seed-to-Sale platform. Ample Organics has identified and acknowledged these gaps and will continue working towards supporting as much of the reporting requirements as we can throughout ongoing product updates. For a list of report columns that auto-populate each month, and an explanation of how Ample Organics gathers this data, visit the CTLS Report Data Breakdown.

Required permission(s): report_hc_read

  1. In the Reports module, open the Monthly Reports tab.

  2. In the CTLS Report sub-section, select a reporting month in the field provided.

    • If significant reporting corrections have been performed, check the Force use of current data box. This generates a new report based on current data and statuses.

  3. Click Download to generate and download the CTLS Reporting Template in CSV format.

Note: Generating a report with a large date range may take several minutes while data is collected. Try downloading reports periodically or wait until off hours for report generation.

From the Monthly Reports tab, you can also download the Healthcare Practitioners Report, CRA Report, Monthly Weight Events Report, Batch Events Report, or Destruction Events Report. To verify the data pulled for monthly reports, download an Audit Report.

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