In the Reports module, open the Clients tab in the Report Types section to access Client reports. Client reports allow the user to track clients–also known as patients–and their activities. Hover over a report heading to view the report's mandatory and optional filter fields, and click on the report heading to generate the report, in CSV format.
Data in the reports is refreshed once daily. Historical reports display information on the day's opening inventory at 8:00 am local time, while standard reports display information based on snapshots taken at midnight.
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.
The Seed-to-Sale software currently offers 21 distinct Client reports:
Inactive Patients
A record of inactive patients, defined by clients who were created in the system more than 90 days ago (from the date that the report is generated), but have not placed an order within the last 90 days.
Required Filter Fields: None
Optional Filter Fields: Include archived clients.
Order: By default, the report lists clients in ascending order by the Last Order column, so that clients who have been inactive for the longest time appear at the top of the report.
Data Points Pulled:
The inactive client's first name
The inactive client's last name
The client's ID string
The client's referral code (as applicable)
The date of the client's last order
The client's date of creation
Patient Activity
A record of each client's activities since signing up with the licence holder, or during a specified date range. This report allows the user to track the volume of orders since the licence holder's inception, or during a specific time frame, enabling more accurate forecasting.
Required Filter Fields: None
Optional Filter Fields: Specify a date range using the Start and End date fields, or filter clients by Referral Code, Province, or Physician. Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by surname.
Data Points Pulled:
A client's full name
The client's ID string
The client's referral code (if applicable)
The number of orders placed to date or within the specified time frame
Whether or not the client's prescription is currently active
The client's registration status
Email Distribution
A list of all client email addresses.
Required Filter Fields: None
Optional Filter Fields: Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by surname.
Data Points Pulled:
The client's full name
The client's email address
The client's referral code (if applicable)
The client's registration status
Whether or not the client is currently enabled
Marketing Email Unsubscribes
A record of all clients who have unsubscribed from marketing emails, either since the licence holder's inception or within a specified date range.
Required Filter Fields: None
Optional Filter Fields: Specify a date range using the Start and End date fields.
Order: By default, the report lists clients alphabetically by surname
Data Points Pulled:
The client's full name
The client's email address
The date and time at which the client opted-out of receiving marketing emails.
Patient Tracker
A detailed overview of existing clients, including personal information, prescription and registration information, and a record of the number of dollars spent and grams purchased by each client since registering with the licence holder.
Required Filter Fields: None.
Optional Filter Fields: Specify a date range using the Start and End date fields, or filter clients by Referral Code, Registration Status, or Physician. Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by first name.
Data Points Pulled for Each Client:
Personal Information
16-digit ID number
K number, if applicable
Full name
Email
Primary Telephone
Primary Address
Referral code, if applicable
Prescription Information
Current prescription ID number
Doctor's name
Client's age
Monthly prescription allowance
THC and CBD potency limits, if applicable
The prescription's expiry date
Registration Information
Registration status
Days in current status
Client's date of creation
Client's date of registration
Client's date of re-registration (renewal)
Mailing address
Shipping address
Gender
Date of birth
First name
Middle name, if applicable
Last name
Sales Channels to which the client belongs
Order History
Total grams ordered
Total net dollars spent
Total net dollars spent within the last three months
Total net dollars spent within the last six months
Total net dollars spent within the last nine months
Total net dollars spent within the last twelve months
Prescription grams used within the last three months
Prescription grams used within the last six months
Prescription grams used within the last nine months
Prescription grams used within the last twelve months
Patient Tracker 2
A more concise version of the Patient Tracker report. This report does not include client address information, and filters out clients in the Lead status by default. Unlike the Patient Tracker report, Patient Tracker V2 indicates whether or not clients have a VAC policy.
Required Filter Fields: None.
Optional Filter Fields: Specify a date range using the Start and End date fields, or filter clients by Referral Code, Registration Status, or Physician. Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by first name.
Data Points Pulled for Each Client:
Personal Information
The 16-digit client ID number
K Number, if applicable
The client's Full name
Email
Province
Referral code, if applicable
Prescription Information
Whether or not the client has a VAC policy
Doctor's name
Client's age
Monthly prescription allowance
Script expiry
Registration Information
Registration status
Reason for refusal, if applicable
Whether or not the client has been transferred and returned
Days in current status
Client's date of creation
Client's date of registration
Client's date of re-registration (renewal)
Gender
Order History
Total grams ordered
Total net dollars spent
The client's preferred language
Prescription Tracker
A detailed overview of existing prescriptions, including each prescription's gram and potency allowances, indoor and/or outdoor plant allowances, and basic physician and client information.
Required Filter Fields: None.
Optional Filter Fields: Specify a date range using the Start and End date fields, or filter clients by Referral Code, Registration Status, or VAC Only. Archived prescriptions are excluded by default, but a user can also check the Include Archived box.
Order: By default, the report lists prescription alphabetically by each client's surname. If a client has multiple prescriptions, the report sorts these prescriptions in ascending order by ID number.
Data Points Pulled for Each Prescription:
The associated client's 16-digit ID number
Prescription ID number
Client's name
Client's referral code, if applicable
Grams per day
Prescription start date
Prescription end date
THC limit, if applicable
CBD minimum, if applicable
Whether or not the client is using a renewed registration
Whether or not the prescription is active
The date and time at which the prescription was verified
The Ample Organics user who verified the prescription
Physician name
Consultation address
Client's MCR registraton number, if applicable
Max storage amount permitted for starting materials, in grams
Production area type
Max indoor plants permitted
Max outdoor plants permitted
Client's email
Client's mailing address
Client's K number, if applicable
Prescription referral code, if applicable
Referral Activity
A record of all clients who registered with a referral code, and details of each client's subsequent purchases, within a specified date range. Use this report to ascertain how much revenue the licence holder has made as a result of each referral clinic.
Required Filter Fields: The user must specify a date range using the Start and End date fields
Optional Filter Fields: Filter results by selecting a specific referral code. By default, the report excludes archived clients, but a user can check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by first name.
Data Points Pulled for Each Referred Client:
Full name
16-digit ID number
Province
Physician
Cannabis strains purchased
Grams purchased
Purchase total ($)
Discount total ($)
Purchase total with discounts ($)
Referral code
K number, if applicable.
Sales Channel
This report lists all clients within a specified sales channel, and summarizes each client's prescription and registration information. This is useful for analyzing or surveying clients who purchase specific types of products.
Required Filter Fields: The user must specify a sales channel using the Sales Channel drop-down menu.
Optional Filter Fields: By default, the report excludes archived clients, but a user can check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by first name.
Data Points Pulled for Each Client in the Sales Channel:
16-digit ID number
Full name
City
Province
Referral Code, if applicable
Doctor
Date of birth
Monthly prescription allowance
THC limit, if applicable
CBD limit, if applicable
Prescription expiry date
Registration status
Client's date of creation
Client's date of registration
Client's date of re-registration (renewal) if applicable
Email
Order Availability
A record of all clients in the medical market with available grams in their current prescription period. This allows the licence holder to forecast upcoming purchases.
Required Filter Fields: None
Optional Filter Fields: Specify a date range using the Start and End date fields, or filter clients by Referral Code. Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients alphabetically by surname.
Data Points Pulled for Each Client:
16-digit ID number
Registration status
Whether or not the client has a VA policy
Grams remaining under VA policy, if applicable
Referral code, if applicable
Grams available now
Grams available future (at the start of the client's next prescription period)
Date to order
Date on which last order was placed
Prescription expiry date
Client Order Count
Total historical order count for each client with associated information.
Required Filter Fields: None
Optional Filter Fields: Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists clients in ascending order by the number of orders each client has placed.
Data Points Pulled for Each Client:
16-digit ID number
First name
Last name
Email
Registration Status
Referral code, if applicable
Order count to date
Date of first order
Date of most recent order
The date of the first order placed using the client's active prescription
Call Logs Report
A record of all recent call logs. This allows a licence holder to tally how long CSRs spend responding to calls from clients, and analyze the most common reasons clients call in.
Required Filter Fields: None
Optional Filter Fields: Archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Data Points Pulled for Each Client Call:
The ID number (two digits) of the client who called
The clent's 16-digit ID number
The client's first name
The client's last name
The client's phone number
The client's email
Last date of contact
Days since last contact
Call duration, in minutes
Call direction (inbound or outbound)
Call reason
A description of the call
Policy Type Report
A high-level record of all policies. A user can filter this report to only display clients with a specific policy type.
Required Filter Fields: None
Optional Filter Fields: A user can filter this report to only display clients with a specific policy type. Policies that belong to archived clients are excluded by default, but a user can also check the Include Archived box to include archived clients.
Order: By default, the report lists policies by the associated client's surname, and then by policy ID number.
Data Points Pulled for Each Policy:
The client associated with the policy
The client's 16-digit ID number
The policy type name
The policy ID number
Whether or not the policy is enabled
Whether or not the policy is from Veteran's Affairs Canada
The policy number
Policy Usage Report
A record of each unique order placed under a specified policy type within a specified date range.
Required Filter Fields: A user must specify a date range using the Start and End date fields. The user must also select a policy type from the drop-down menu provided.
Optional Filter Fields: Archived policies are excluded by default, but a user can also check the Include Archived box to include archived policies.
Order: By default, the report lists orders by ID number.
Data Points Pulled for Each Order partially covered by a Policy:
Order ID number
The client's 16-digit ID number
The date on which the order shipped, if applicable
The client's first name
The client's last name
The order's total cost before the policy deduction
The order's total cost after the policy deduction
The total amount of the order's cost covered by the policy
The total shipping cost
The total policy grams used
The total grams of cannabis in the order
The policy's ID number
The clients' referral code, if applicable.
New Patients (Historical)
For generating a historical summary of new patients added to sales channels across several registration statuses.
Required Filter Fields: None.
Optional Filter Fields: A user may specify a date range using the Start and End date fields.
Order: The report lists sales channels by ID number.
Data Points Pulled for Each Sales Channel:
Number of clients added to the sales channel in the Approved status.
Number of clients added to the sales channel in the Renewed status.
Number of clients added to the sales channel in the Expired status.
Number of clients added to the sales channel in the Lead status.
Number of clients added to the sales channel in the Pending Registration status.
New Patients
A record of all new patients, organized by date and associated sales channels.
Required Filter Fields: None.
Optional Filter Fields: A user may specify a date range using the Start and End date fields.
Order: The report lists sales channels by ID number.
Data Points Pulled for Each Sales Channel:
Number of clients added to the sales channel in the Approved status.
Number of clients added to the sales channel in the Renewed status.
Number of clients added to the sales channel in the Expired status.
Number of clients added to the sales channel in the Lead status.
Number of clients added to the sales channel in the Pending Registration status.
AmpleCare Users
A record of clients imported using AmpleCare in a specified date range, as well as purchases placed by AmpleCare clients.
Required Filter Fields: A user must specify a date range using the Start and End date fields.
Optional Filter Fields: None.
Order: The report lists sales channels by ID number.
Data Points Pulled for Each Client created through AmpleCare:
The date at which the prescription was created
The prescription's ID number
The client's unique ID number
The client's last name
The client's first name
The client's date of birth
The client's phone number
The client's email
The client's referral code, if applicable
The order's ID number
The date the client purchased the products
The type of product purchased
The cost
The quantity of units ordered
The grams ordered
The client's registration status
Client Prescription Expiry
A record of all clients with expired prescriptions within a specified date range.
Required Filter Fields: A user must specify a date range using the Start and End date fields.
Optional Filter Fields: Archived prescriptions are excluded by default. However, a user can check the Include Archived box to include archived prescriptions.
Order: The report lists sales channels by ID number.
Data Points Pulled for Each Client with an Expired Prescription:
Client ID
Full name
Email
Prescription ID number
Prescription end date–the date on which the prescription expired
Gram allowance per day
Prescribing physician
Prescription referral code, if applicable
Client referral code, if applicable
Current registration status
Date of birth
VAC Active Patients
A list of all active clients registered with Veterans Affairs Canada and their registration information.
Required Filter Fields: None.
Optional Filter Fields: A user may specify a date range using the Start and End date fields. Archived clients are excluded by default. However, a user can check the Include Archived box to include archived clients.
Order:
Data Points Pulled for Each VAC Client:
First name
Last name
Policy ID number
Referral code, if applicable
16-digit ID number
Prescription expiry date
Symptoms & Ailments
A report of all clients who have symptoms and/or ailments identified in the Medical Profile tab on their Client Profile. This is useful for assessing the most common symptoms and ailments experienced across the client base.
Required Filter Fields: None.
Optional Filter Fields: None.
Order:
Data Points Pulled for Each Client:
Full name
16-digit ID number
Date of birth
Postal code
Ailments selected
Symptoms selected
Average grams purchased in a single order
Medical condition(s)
Additional symptoms, if applicable
Dietary information, if applicable
Current medications, if applicable
Lifestyle information, if applicable
Cannabis preferences
Other notes
Patient Prescription Extension
A report of all clients who have utilized the COVID-19 prescription extension.
Required Filter Fields: None.
Optional Filter Fields: None.
Data Points Pulled:
The client's unique ID number
The prescription's original expiration date
The prescription's extended expiration
The increase in days
The date the extension was granted
The user who extended the prescriptions.
These reports contain sensitive information, so handle them with care.
Click through the other tabs in the Report Types section to access Physician Reports, Order Reports, Product Reports, Complaints Reports, Inventory Reports, Health Canada Reports, Grow Reports, Destruction Reports, and Wholesale Reports.