Analytics: Reports

Updated 2 weeks ago by John Shea

Analytics: Reports

Flourish Analytics provides dashboards and reports to analyze your business and operations. Find a report you're looking for through Flourish's ever-growing list of reports below.

See this How To document to learn how to navigate Analytics.

Compliance

Report Name

Description

All Transfers

Shows a comprehensive list of all METRC transfers. Transfer Type will denote whether this is an Incoming or Outgoing transfer. Note: This report does not apply to non-METRC customers.

Banking Compliance

Reconcile Inbound Purchases and Outbound Sales Orders to bank statements and reports. The report is broken out into two sections, Inbound and Outbound, with details down to the item item level.

Banking Compliance

Reconcile Inbound Purchases and Outbound Sales Orders to bank statements and reports. The report is broken out into two sections, Inbound and Outbound, with details down to the item item level.

Expiring Licenses by Destination

View a list of expiring licenses by destination; this field must be manually populated to show in the report as we are unable to pull this from most state track and trace systems.

Expiring Product Lab Test Results

Shows a list of items in inventory (by facility) which have lab tests with expiration dates set (default to one year).

Incoming Transfers

A list of all incoming transfers through METRC. This does not apply to non-METRC customers.

Outgoing Transfers

A list of all outbound transfers through METRC. This does not apply to non-METRC customers.

Package Adjustments

A list of all package adjustments within the selected range for Cannabis or Hemp items.

Waste Log Report

A log of all waste created by manufacturing runs.

Cultivation

Applied Inventory to Plants

View plant groups, when a plant additive was applied, strains (or all strains), in which area and stage the nutrients or additives were applied, and how much was applied to the plant group. Get an accumulated cost for the group as well to easily tell how much direct cost went into a past or ongoing harvest.

Average Plant Yields by Harvest Group & Strain

View average plant yields by harvest group and strain by Dry Date. This report is used more for group strain performance comparisons vs. yield over yield comparison (e.g. tracking plant groups for a phenotype hunt by strain).

Average Plant Yields by Strain

Compare average strain yields over a date range. This disregards the group detail to be able to get a holistic picture of which strains are performing well.

Harvest Notes and Group Notes

Flourish tracks notes on the group or the harvest, or both. This reports both in two separate tiles for an easy look at who took notes during the grow and harvest.

Harvest Package History

View all packages created from a harvest, as well as its class, category, original, and available quantities.

Plant Count by Strain Group Location

View a current plant count by Strain, Group Nickname, and each of the rooms under its area types (or phase) at a glance. This is for unharvested plants.

Plant Count by Strain Harvest Location

View a current plant count by Strain, Group Nickname, and each of the rooms under its area types (or phase) post harvest.

Plant Detail by Strain Group Location

A detailed view of each plant, the group it's a part of, and current location in the grow.

Plant Survival Rate by Strain Group

Flourish tracks destruction of plants at each phase of the grow. This report lets you use the analyze where your plants are dying by group to group survival rate comparisons.

Total Yields by Harvest and Strain

A powerful report showing in-process and historic yields, total plant count for the harvest or group, and the combined weight of all flower, trim, popcorn, and waste. Compare harvest over harvest yields or take a quick view of what flower is on hand for creating packages.

Inventory

Daily Inventory Snapshot

At any point since going live on Flourish, find total inventory on hand for any past date. This report often facilitates in month end processes.

Daily Inventory Snapshot with Actual Unit Costs

A snapshot of inventory at any point in time as well as associated actual, unit costs for each package or item.

Expiring Packages

A comprehensive list of expiring and/or expired packages. Only packages with valid "Use_By" dates will be displayed in this report.

Inventory Control

View your starting and ending inventory over a time period, and what was received, created, consumed (in a manufacturing run), shipped, or adjusted during the timeframe.

Inventory Control with Actual Costs

View your starting and ending inventory over a time period, and what was received, created, consumed (in a manufacturing run), shipped, or adjusted during the timeframe, with actual (unit) costs associated with the events of the time period as well as beginning and ending balances. This is for Cannabis Items only.

Inventory Control with Standard Costs

View your starting and ending inventory over a time period, and what was received, created, consumed (in a manufacturing run), shipped, or adjusted during the timeframe, with standard costs associated with the events of the time period as well as beginning and ending balances. This is for Cannabis Items only, and the standard cost is recorded in your Item Master.

Inventory by Lot Status

View a list of items by brand, class, category, and lot that are in status "Created" or "Assigned to an Order."

Item Reorder Report

All items whose on-hand quantity are zero (both cannabis and non-cannabis). The default filter is "Sellable."

Items Out of Stock Report

If a Reorder Point is set (in the Item Master), this report gives you the ability to see what items are below their par-level. Use scheduling to notify you when certain conditions are met. This report will ignore items that have no Reorder Point set.

Packages by Lot Number

This report produces a list of individual package IDs for a given lot or batch.

Purchasing Report (Purchase Orders)

A comprehensive list of purchase orders grouped by item and vendor. Shows the total number of purchase orders made, total received quantity and average unit price.

Purchasing Report (Transfers)

A comprehensive list of metrc transfers grouped by item and shipper facility. Shows the total number of incoming transfers made, and total received quantity. Metrc customers only.

Total On Hand Inventory Value

This report shows information for active inventory on hand with brand, category, (standard) cost, and price data associated with it.

Manufacturing

Report Name

Description

Lot Recall Report

This report gives information for all input/output packages and the associated manufacturing run information for each lot or batch.

Manufacturing Run Details

This shows a comprehensive list of all manufacturing runs by machine, displays the input package and quantity followed by the output package and quantity. (i.e if multiple packages are created from one source package the source package quantity will be divided) Note: this handles weight and each UOMs only.

Retail

Report Name

Description

Count of Purchases

By facility, total purchase counts by new customers, existing customers, and total purchases over the date range selected.

Customers Report

A list of retail customers, contact info, and patient ID where populated.

Daily Sales Reporting

View daily retail sales by customer type (medical or recreational), class, category, and subtotal, tax, and total broken out. This report can be used to tie out sales to tills at close of business.

Daily Sales Reporting Detail (by Item with Costs)

A detailed view of sales in the selected time range with standard item costs as well as actual (unit) costs by item.

Daily Sales Reporting Detail (by Item)

A detailed sales report in the selected time range at item level detail.

Physicians Report

A report of physicians for medical retail states with license number and contact information.

Tax Collected by Order/By Item

A very detailed report of orders, quantities, and the type and rate at which they were taxed. For example, some retail orders might tax certain categories with a separate rate or have an excise tax for some customer groups.

Till Events

A full audit of every till event such as pay ins, pay outs, any credit used, who completed the event, and when the event was logged.

Sales

Report Name

Description

Accounts Receivable Report

View Accounts Receivable balances on sales orders along with sales order totals to review outstanding balances by order. This report utilizes Outbound Sales Order Payments functionality.

Balance Due by Customer

Accounts Receivable report by customer rather than individual order. See total balances due at the customer level.

Item Profitability

View a list of sold items across a date range with its average cost vs. average sale price over a period. The report will try to find actual cost and actual prices on the packages under the items, but if none is found will defer to stand cost and price on the Item Master.

Item Sales Velocity

A quick view of which items are selling best with the total orders, total packages, and quantities sold as well as the average unit price.

Item Sales by Customer

View all items and the customer (destination) they were sold to ranking from total highest sales to lowest over the selected range.

Items on Order

A quick view of all items currently on an order that have not shipped. The default order statuses include "Created", "Partially Allocated", or "Allocated."

Package Profitability

Each package sold, its cost, where it was sold, what quantity was sold, as well as it's total cost and total price (pre-tax) for a low level profitability view.

Sales Order Details

Find wholesale Sales Order Details by order with a breakdown of Cannabis, Non-Cannabis, Discounts, Taxes, Charges, and Grand Total.

Sales by Customer

An easy way to see which customers are buying the most product with filters for easy analytics.

Sales by Item

Total sales over the time range by Item, Class, and Category.

Sales by Representative

If you're using sales reps, identify Sales Rep performance as well as the customer they sell most into.

Sales by Strain

An easy summary to identify sales trends based off Strain.


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