Activity Report - Robust Sales Reporting

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Green Bits offers a robust transaction-level Sales Report that allows you to segment your data for greater insights.  Many customers choose to export their data from Green Bits and import it into your favorite analytics tool for deeper understanding of sales trends.

Your activity report contains a list of all of your sales transactions, or activities, for a specific time range. With this report, you can see transactions by time, discounts used, cashier information, product types and prices, and more! 

This robust export integrates with data visualization tools (e.g. TrackVia, Tableau)

How to Export your Sales Data

The Activity Report is transaction-level sales data that you can find directly on your Activity Page.

To export the Activity Report:

  1. Go to your Activity tab in the Back Office.
  2. The Activity Report can be exported for All order Types or you can filter for specific groups, such as Sales, Returns, or Voids.


3. Select a Start Date and End Date. You must select a time period to export.
4. Optional: You can also filter by "Payment Type" to separate out your Cash, Debit, Cashless ATM, or Gift Card purchases.
5. Click Export.
6. You should receive an email shortly with your exported activity.

 

You're all done! Open the file in a program like Excel, Google Sheets, or export to Tableau or TrackVia. View and analyze data using the tool that works best for your business.

What you can find on the Activity Report

Below is a list of all the information in the Activity Report:

Activity Export Field  Definition 
Green Bits ID  The green bits id depends on the context in which it is shown. On the inventory export it is the internal id of the inventory item. On the product export, it is the internal id of the product.
Transaction ID In the Activity on your Register or your Back Office, this field is also known as the The Receipt ID. It Identifies the transaction. 
Transaction Date The transaction date is the time and date of the transaction on the register. 
Product Name  The Name of the product as entered on the Product Details. 
Sku The number assigned to a product by a retail store to identify the price and brand. 
Category Name A classification of a product type. We're slowly phasing the category field out. 
Pricing Tier Names of groups of products priced according to their weight. Pricing tiers are set in the back office on the Inventory https://secure.greenbits.com/pricing-tiers
Product Type Product Types are used to categorize your products, set transaction limits, and specify taxes for each product type.
Concentrate Type You can find the Concentrate Type on the Product Details screen. Use it to categorize different types of concentrates such as shatter, wax, or budder. 
Product Weight (Actual Weight)
The amount the product weighs. This pulls from the Weight field on the Product Details screen.  
Quantity
The amount of product sold. 
Cost The price paid for the product. The cost can be changed by editing the manifest the product was received on. 
Amount A breakdown of each transaction that shows the value of sales, taxes and cash.
Account Name  The name of the record for the type of asset, liability, or revenue. Your liability Account Names are pulled from your Taxes in the back office.
Account Type  Account types fall into 3 categories: Revenue, Liability and Asset.
Revenue is money earned from each transaction. Liabilities are your company's obligations like marijuana, sales, city, and state taxes per transaction.  The cash, debit or credit payments you receive in the course of business are Assets.
Account Subtype The sub category that the Account falls under such as Sales Tax, Returns, Voids or Payments. 
Discount Name  The name of the discount applied to the transaction at the time of purchase. The discount name is set on the individual discount plan in your back office. 
Device Name  The device the transaction occurs on. The device name is set when you first link a register, but you can change it at any time on the Devices Page.
Supplier  The supplier may also be known as the producer or vendor. It is set on the the individual product under Product Details.  See all of your Suppliers
Cashier Username  The username of the cashier that rang the transaction. The name is set on the User page
Cashier First Name The first name of the cashier that rang the transaction. The name is set on the User page. 
Cashier Last Name  The last name of the cashier that rang the transaction. The name is set on the User page.  
Cashier Full Name The first and last name of the cashier who completed the transaction. 
Customer First Name  The first name of the customer attached to the purchase. 
Customer Last Name  The last name of the customer attached to the purchase. 
Customer Full Name  The  first and last name of the customer assigned at the time of purchase on the register. This information is pulled from the Customer Profile.
Customer Email   The email of the customer assigned to the purchase. The email can be changed on the Customer or Patient profile page
Customer Phone  The number of the customer assigned to the purchase. The phone number can be changed on the Customer or Patient profile. 
Customer Birth Date The birth date of the customer which can be found on the Activity report and on the Customer or Patient profile
Drawer Opened At The date the till was opened. 
Drawer Closed At The date the till was closed. 
Patient ID Number Patient ID number assigned by the state. 
Is Member Is the Patient a member of your dispensary? Learn more about Member Pricing

**Depending on the market Customer First, Last and Full name may not be available.

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