From the Monthly Reports tab, a user can generate and download reports that pull data for a selected reporting period of one calendar month. Some monthly reports are to satisfy monthly reporting requirements as laid out by Canadian government bodies–Health Canada, the Canada Revenue Agency, etc.–while other monthly reports assist the licence holder with inventory management and internal record keeping.
In the Regulatory section, a user can generate report templates to satisfy monthly reporting requirements as laid out by Health Canada and the Canada Revenue Agency (CRA). At midnight at the end of a reporting period–the final day of the month–the seed-to-sale software 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 a user downloads one of these monthly reports, the seed-to-sale software draws upon the most recent report snapshot. This prevents users from generating reports with incomplete data halfway through a reporting period. A user can, however, force the use of current data if significant reporting corrections have been performed.
Kindly note that these reports will not populate in full, and need to 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.
The downloadable CSV file for the Cannabis Tracking Report Template is formatted as per the monthly report file specifications for single-file upload onto the CTLS website. To Generate a CTLS Report, select a reporting period in the CTLS Cannabis Tracking Report sub-section, and click Download. For a list of report columns that auto-populate each month, and an explanation of how the seed-to-sale software gathers this data, visit the CTLS Report Data Breakdown.
Healthcare Practitioners Report
The Healthcare Practitioners Report lists information about each health care practitioner associated with all new client registrations during the reporting period. The report populates using physician data entered in the Medical Settings and Clients modules. To Generate a CTLS Healthcare Practitioners Report select a reporting period in the CTLS Healthcare Practitioners Report sub-section, and click Download.
To Generate a CRA Report, select a reporting period in the CRA Report sub-section, and click Download. For a list of report columns that auto-populate each month, and an explanation of how the seed-to-sale software gathers this data, visit the CRA Report Data Breakdown.
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. Furthermore, the CRA and CTLS reports generate all values in weight and volume fields to an accuracy of four decimal places. As these reports can be submitted with values to a maximum of three decimal places, users will have to manually review each report every month and adjust the values before submitting the reports.
Unfinished Inventory Reports
From the Unfinished Inventory section, a user can generate an unfinished inventory report for a selected reporting period. These reports are useful for verifying data pulled to populate the monthly CTLS and CRA Reports. In this section, a user has three options:
- The Weight Events Report allows the user to verify all weight events across all Bulk Lots within a month, which allows them to reconcile inventory and verify other monthly reporting templates.
- The Destruction Events Report provides a detailed view of every destruction weight event associated with Destruction Lots that were closed during the reporting period.
- The Batch Events Report provides a detailed view of every history event that occurred across all batches during a given month.
Legacy Monthly Reports
In the Legacy Health Canada section, a user can generate the monthly reporting templates required by previous Health Canada regulations. Please note that these reports will be removed in an upcoming release.
To generate the CRA Report (2018 Version), select a reporting period in the field provided and click Download.
To generate the CTLS Report (2018 Version), select a reporting period in the field provided and click Download.
To Generate the ACMPR Report, select a reporting period in the ACMPR Report section, and click Download. For a list of fields on the report that do not auto-populate, visit the article on ACMPR Report – Required Fields.
To Generate the MMPR Report, click the link to the MMPR report generator.
To configure facility information, visit the Settings tab.