The MyBlackbird POS offers a robust selection of reports to serve multiple purposes. This includes insight into sales, customers, inventory, and delivery orders. Upon opening your Reporting block, you will be taken to your reporting dashboard. Here, you will be given a quick snapshot of the activity within your facility - specifically in regards to sales and inventory movement. To access more granular data, feel free to select any of the available reports from the drop-down menu.
See below for a brief overview of what each individual report offers:
Brands - Displays various counts of the inventory in its current state.
Compliance Sales - Can be filtered by METRC or Virtual Gateway. Displays information identical to what is required for State reporting.
Current Inventory - Displays summary of the inventory value in its current state.
Customers - Displays a listing of all known customers, including their medicinal cardholder status.
Deliveries (Facility) - Displays various counts related to facility deliveries, such as number of deliveries and total parcel count over a specific time period.
Deliveries (Retail) - Displays various counts related to retail deliveries, such as number of deliveries and total product value over a specific time period.
Delivery Times - Displays a listing of all retail deliveries, including when they were created and delivered.
Discounts - Displays information about the type and quantity of discounts applied to sales.
Inventory Reorder - Displays trend information regarding product sales to determine reorder recommendations. It's important to note that the 7 Avg and 30 Avg columns display the average quantity sold within a 7-day and 30-day period.
Online Sales - Displays counts, amounts, delivery status, etc specifically for online retail sales.
Product Margins - Displays product profitability statistics, individually or grouped by product category.
Sales - Displays sales statistics such as amounts and quantities from all points of sale.
Sales by Category - Displays sales statistics grouped by category.
Tellers - Displays detail level teller statistics such as total sales and amount sold.
Test Results - Displays batch specific information regarding lab test results for each product.
Top Sellers - Displays sales statistics sorted by top selling products.
Transactions - Displays transaction level detail such as orders, refunds, transfers, and adjustments.
Wait Times - Displays average retail customer on-site (lobby) wait times.
It's important to note that the in addition to the data included on the reports, there are a few additional features to acknowledge:
Filters - There are a variety of filters that can (and sometimes, need) to be applied to display the correct data. Make sure that all of the necessary filters are applied before reaching out to Support for help.
Sorting - All report columns can be sorted to display information in the order that you prefer.
Summary vs. Detail Data - Reports are displayed in two different versions depending on your needs. For a quick overview of each sale by customer, select the Summary Data. For a more detailed look into information broken out by category, select the Detail Data.
Download Detail - All reports can be downloaded into a CSV file for your convenience. This also allows all reports to be doctored and manipulated to display data however you want or need.
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That’s pretty much all there is to reporting! If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!