Follow

Custom Reporting Module - contains content

See your data, your way!

With our Custom Reporting Engine it’s easy to drag and drop to create reports that show you exactly what YOU want to see.

*For your browser, please use FIREFOX

BUILD YOUR OWN REPORTS

 

Once you launch the Reporting Engine (see: http://support.mjfreeway.com/entries/23277948-Reporting-Engine-Overview) click on ‘New Report.’

DATA SOURCES:

 

Create your own reporting on data in any of these areas:

- Bulk Items

- Employees

- Grow Batches

- Grow Plants

- Inventory

- Orders

- Patients

- Products

- Registers

 

Click on any of one of these data sources, then click ‘Next’ in the lower right corner of the page.

 

In this example we will build a fairly simple inventory report with Item Names, Current Level, Vendor and cost.  We will group our Bulk Items by their Bulk Categories.

 

Now that we have selected our ‘Bulk Items’ data source, we will drag items for our data source(on the left) to our Groups, Details and Filters(on the right.)

 

*Groups - Groups will allow us to define our reporting categories.  In this case, we will use Category Name as our Level 1 Group.

*Details – We will drag the items on which we wish to report into the Details section, in this case, Bulk Name, Current Level, Current Level UOM and Vendor Name.

 

*Filters – From this screen, we can click ‘NEXT’ to set data filters and constraints.

 

Any term, whether it sits in Groups, Details or Filters, can have formatting and filters applied.  The actual Filters section is meant for data filters on items that you DO NOT want to show on reports

.

 

Location Name - In this case, ‘Location Name’ refers to the MJ Freeway location for which you wish to display data(for multilocation users.)  To Apply this filter, highlight ‘Location Name’ from the filters section, and then click ‘Add a Constraint.’  Enter the name of your MJ Freeway location, which can be found in GramTracker by navigating to Admin > Location.

 

 

Is ActiveWith this filter, we can define whether we want to show active inventory, inactive inventory, or set no filter to view both active and inactive.  In this case, we only want to view active inventory, so we highlight ‘Is Active’ from the Filterssection and then click ‘Add a Constraint.’  We add the number ONE to the constraint, since the number ONE stands for YES and the number ZERO stands for NO.

 

Next, we can decide how we want to view our data by applying formatting. 

- counts

- sums

- averages

- Min

- Max

 

 

 

Next, we will apply a Function to ‘Current Level.’  Highlighting ‘Current Level’ from Details allows us to select the SUM function, which will total our weight by Bulk Category(our level 1 Group.)

GENERATING A REPORT:

 

 

To generate this report, we navigate to the bottom of the screen and selected HOW we would like to view the report.  From here, we have the option to export to Excel, PDF, CSV or simply view as HTML.  After making this selection, click GO.  The example below is displaying as HTML.

 

 

 

 

SAVING REPORTS FOR LATER:

Any report that we build, we can save for later.

 

To save a report, navigate to the top of the screen and click ‘Save As.’

 

Double click the folder named after you location, in this case 215 Meds Collective.
*The ‘MJ Freeway Reporting’ folder will contain pre-built reports.

 

Next, double click on the ‘Reports’ Folder.

 

Lastly, enter a name for your report in ‘Filename’ and click ‘Save.’

 

This report will now be available anytime you need it.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments