Reports Guide

To access Reports, users can select "Reports" on the navigational toolbar at the top of the page. This guide is meant to assist users in interpreting each available report. The types of Reports available will vary depending on license type (e.g., Plants reports are only available to Cultivation/Grow facilities)

For optimal inventory management, we recommend running each "inventory" report on the first day of every month for the preceding month and the first day of every year for the previous year. For example, execute the Packages Inventory report on November 1 for the period of October 1-31 and on January 1 for the entire previous year. It's crucial to note that inventory reports only capture active inventory on the day of generation, and running the same report for the same date range a few days apart may yield different results due to inventory updates.

Retroactive inventory reports for any month or year are not feasible. Adhering to the suggested reporting schedule ensures consistent capture of active inventory and provides essential information in the event of an audit.