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Orders Reports

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Enter the Reports module, and open the Orders tab in the Report Types section to access Order reports. Order reports allow the user to track order and sales data for a given time period. 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.

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The seed-to-sale software currently offers 12 distinct Order reports:

  • Refunds: A record detailing every refunded order.

    • Required Filter Fields: Start and End dates must be specified.
    • Data Points Pulled: 
      • The refunded order's unique ID number
      • The amount refunded, with total for all refunded orders
      • The percentage refunded of the order's cost
      • The order's final cost, with total for all refunded orders
      • The date of the refund
      • The date the order was placed
      • The customer's full name

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  • Sales Report: An analysis of sales performance by SKU.

    • Required Filter Fields: Start and End dates must be specified.
    • Optional Filter Fields: This report can be generated for a selected Referral Code and/or for orders covered by the Veteran Affairs Canada–or VAC–policy.
    • Order: By default, the report lists sales in ascending order by Order Number.
    • Data Points Pulled: 
      • The patient's full name
      • The patient's client ID
      • The patient's referral code, if applicable
      • The order number
      • Th date and time the order was placed
      • The product and SKU ordered
      • The grams of cannabis ordered
      • The approximate cost per gram
      • The order's subtotal
      • The tax on the subtotal
      • The total tax applied to order
      • The order's shipping costs
      • The percentage discounted
      • The total value of any discounts
      • The order's total
      • The date the payment was received
      • The client's first name
      • The client's middle name
      • The client's surname
      • The prescribing physician's full name
      • The product's type
      • Source of order. This refers to whether the order was placed through the Client Portal or by a CSR.

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  • Sales Report 2: An analysis of sales performance by SKU, plus additional order information including the order type–new or recurring–and payment method.

    • Required Filter Fields: Start and End dates must be specified.
    • Optional Filter Fields: This report can be generated for a selected Province.
    • Order: By default, the report lists patient orders in ascending order by
      Order ID.
    • Data Points Pulled: 
      • The patient's full name
      • The patient's client ID
      • Client's province
      • The client's registration referral code, if applicable
      • The client's prescription referral code, if applicable
      • The order number
      • The product ordered
      • The SKU ordered
      • The associated Bulk Lot's number
      • Grams of cannabis ordered
      • Gross sales amount
      • Discount applied to the order item
      • Net sales total
      • Approximate cost per gram
      • Tax total
      • Discounts applied to the order
      • Discounts applied to the order after tax
      • Revenue from shipping
      • Cost for shipping
      • The product's type
      • The client's K #
      • Type of order: First or Repeat
      • Method of payment
      • Source of order. This refers to whether the order was placed through the Client Portal or with the help of a CSR.
      • The date and time of the shipment
      • Date of purchase
      • Date and time of purchase
      • Purchaser's full name
      • Shipping province
      • SKU's UPC
      • SKU's GTIN
      • SKU's retail price
      • SKU's wholesale price
      • SKU's Manufacturer Suggested Retail Price (MSRP)
      • Quantity of units sold
      • Delivery date
      • Total THC sold, in mg

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  • Sales Export‌: ‌A record of the licence holder's sales data.

    • Optional Filter Fields: Specify Start and End dates to generate this report for a date range. This report may also be filtered by Referral Code and/or Province.
    • Order: By default, the report lists patient orders in ascending order by Order Number.
    • Data Points Pulled: 
      • The order's unique ID number
      • The date and time the order was placed
      • Client's full name
      • Client's ID
      • Client's province
      • Referral code, if applicable
      • Number of grams ordered
      • Cart total
      • Shipping cost
      • Discounts, in $
      • Discounts percentage
      • Order subtotal
      • HST total
      • GST total
      • PST total
      • Order total
      • Amount covered by policies
      • Final order cost
      • Amount refunded
      • Method of payment
      • The date the payment was received
      • The date the order was delivered
      • The user who authorized purchase
      • The order's source. This refers to whether the order was placed through the Client Portal or with the help of a CSR.
      • The name of the client or CSR who placed order

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  • Shipped Orders: A brief overview of each shipped order’s total grams, sales totals, and shipping information.

    • Optional Filter Fields: Specify Start and End dates to generate this report for a date range. This report may also be filtered by Province.
    • Order: By default, the report lists shipments in ascending order by Shipped on date and time.
    • Data Points Pulled: 
      • The order's unique ID number
      • Order's status
      • Client's full name
      • Client's province
      • Amount deducted from prescription per orde
      • Number of grams of cannabis sold per order
      • Volume of cannabis sold per order, in millilitres
      • Discounts, in $, per order
      • Subtotal per order
      • Shipping cost per order
      • Policy usage, in $, per order
      • Final cost per order
      • Date and time the order shipped
      • The shipping carrier
      • Shipment tracking number
      • Package dried weight, in grams
      • Packaged oil weight, in grams
      • Packaged oil volume, in millilitres

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  • Unshipped Orders: A brief overview of each unshipped order’s total grams, sales totals, and shipping selection. This report collects data on orders in the Placed status that have not yet shipped.

    • Order: By default, the report lists orders in ascending order by Order ID and date and time of purchase.
    • Data Points Pulled: 
      • The order's unique ID number
      • Order's status
      • Date and time of purchase
      • The client's full name
      • Shipping carrier
      • Shipment tracking number
      • Picking status
      • Number of bottles picked

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  • VAC Orders: An overview of each unique order placed under the Veteran Affairs Canada–or VAC–policy type.

    • Optional Filter Fields: Specify Start and End dates to generate this report for a date range. This report may also be filtered by Referral Code.
    • Data Points Pulled: 
      • The client's full name
      • The client's unique ID
      • Referral code, if applicable
      • Client's K #
      • Unique order ID
      • Quantity ordered per order, with total quantity for all VAC orders
      • Order total in $, with $ total for all VAC orders
      • Date of purchase
      • Date shipped
      • Date of first BlueCross order
      • The anticipated delivery date

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  • Order Distribution: An overview of each unique order that tracks each order's contents, shipping information, and order dates.

    • Optional Filter Fields: Specify Start and End dates to generate this report for a date range. This report may also be filtered by Referral Code and/or Province.
    • Order: By default, the report lists orders in ascending order by Order Number and Order Date.
    • Data Points Pulled: 
      • The patient's full name
      • The patient's unique client ID
      • The patient's referral code, if applicable
      • Order number
      • Patient's date of birth
      • Shipping address
      • Order quantity in grams
      • Product's brand name
      • The source Bulk Lot's unique ID
      • Shipping carrier
      • Shipping number
      • Order date
      • Shipping date
      • The date the order was received

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  • Discount Report: An itemized record of all discounts applied to orders.

    • Optional Filter Fields: Specify Start and End dates to generate this report for a date range.
    • Order: By default, the report lists discounted orders in ascending order by Order ID and Order Date.
    • Data Points Pulled: 
      • The discount's unique ID number
      • Date of order
      • The associated order's ID
      • The total amount discounted, in dollars
      • A note about the discount
      • Patient's full name
      • The discounted product's name, if applicable
      • The discounted SKU's name, if applicable
      • The discount's type
      • Discount code ID, if applicable
      • Discount code name, if applicable
      • Whether the discount was applied before or after tax

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  • Strain Analysis: An analysis of sales data organized by strain. This allows the user to assess the most popular strains.

    • Required Filter Fields: Start and End dates must be specified.
    • Order: By default, the report lists products in ascending order by Product.
    • Data Points Pulled: 
      • The product's name
      • The number of orders of the product placed within the timeframe
      • The product's base cost per SKU
      • The total amount of discount coverage across all orders that include the product
      • Total tax across all orders that include the product
      • Net sales total
      • Number of grams shipped
      • Number of bottles sold

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  • Sku Gram Analysis: Determines the popular method of sales of any particular product or SKU.

    • Required Filter Fields: Start and End dates must be specified.
    • Data Points Pulled: 
      • The product
      • The strain's name
      • The SKU's name
      • The SKU's date of sale
      • Quantity of cannabis sold, in grams
      • The SKU's package/bottle ID number

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  • Bottle Sales by SKU & Province: An overview of bottle sales in the medical market, organized by SKU and destination province, within a given date range.

    • Required Filter Fields: Start and End dates must be specified.
    • Order: By default, the report lists products in ascending order by the Product—>SKU name.

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Click through the other tabs in the Report Types section to access Clients Reports, Physician Reports, Product Reports, Complaints Reports, Inventory Reports, Health Canada Reports, Grow Reports, Destruction Reports, and Wholesale Reports.

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