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!
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:
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 (SKU, package ID, or lot number). 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. This is a unique identifier for the transaction.
Transaction Date: Time and date of the transaction took place.
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: Marijuana or Paraphernalia (non-marijuana).
Pricing Tier: The product's assigned pricing tier, if applicable
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 (unit-based products only). This pulls from the Weight field on the Product Details screen.
Quantity: The amount of product sold.
Cost: The wholesale price your store 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 subcategory 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 occured 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: Colorado only. Is the Patient a member of your dispensary? Learn more about Member Pricing.