Welcome to the custom reporting section of your MJ Freeway site. With our Custom Reporting Engine it’s easy to drag and drop to create reports that show you exactly what YOU want to see. The data source(s) within your MJ Freeway site are essentially lots of information that are continually being collected. The data sources you select will build off the most current and recent information you have entered in your site. There are several different data sources to choose from, all directly correlating that particular section of information within your MJ Freeway Site location(s).
To begin, please be sure you are logged into your MJ Freeway Site using Mozilla Firefox as your browser.
BUILD YOUR OWN REPORTS
Navigate to: Reports > Engine
This will bring you to your Reporting Engine homepage. Double click the 'Launch Reporting Engine' to initiate the engine in a new tab. This may take a few seconds to appear.
The Reporting Engine we utilize is called, Pentaho. It is a front end user interface for both running existing reports as well as creating and saving your own custom reports. Here were are exploring the ability to create custom reports. For information on our pre-existing reports within Pentaho, click here.
Click on the option for 'New Report'. This will bring you to the Data Sources homepage. Throughout the custom report interface, you can always come back to your Data Source page to adjust your selections.
Select Data Source
DATA SOURCES ARE LOCATED HERE: Under the 'Select Data Source' tab. There are four main tabs to the custom reports screen. We will cover all four tabs in this tutorial.
Create your own reporting on data in any of these areas. Depending on the which MJ Freeway software package you are using, your Data Source list will vary. Under the section titled, 'Available', you will see a variation of these terms:
- Bulk Items:
- Employees: Employee data that you have entered into the MJ Freeway system as well as timeclock approvals and punches.
- Grow Batches: Cultivation or GrowTracker specific; information related to yield reporting and other reporting referencing production.
- Grow Plants:Cultivation or GrowTracker specific; Plant information you have had at your grow as well as plant modification history.
- Inventory: For inventory levels, transactions, vendors and packages associated with those transactions.
- Inventory Conversions: Any conversions for your bulk inventory into other inventory items as well as multiple converted inputs and outputs that would work with MixTracker.
- Orders: Point of Sale (POS) sales in regard to line detail information.
- Patients: Based on information entered into your patient/customer profiles.
- Products: Products, product levels, inventory levels currently as well as product category and vendors they may be associated with.
- Purchase Orders: All the the purchase orders, the line items associated with them, the packages of inventory that was brought in associated with those items as well as the cost and payments that you have paid towards the vendors associated with those purchase orders.
- Registers: Accounting of all register transactions based off of cash.
- Wholesale Sales: Accounting of any orders you have been selling based out of the wholesale tab; Depends on the State of your location.
Each data set under 'Available' is accompanied by 'Details' and 'Description'.
- Details: This is an actual data set within itself. This is a list of what information we can compile to base our "data source" from, so a list of what we are basing our inquiry on.
- Description (select a data source): What that data source is related to in your MJ Freeway site.
- Templates: A list of different styles the reports can appear as in your report output.
- Thumbnail: What that template is going to look like.
- Description (apply a template): What that template may be.
The first thing we will do to create a new custom report is select a Data Source that would like our report to be based on. Click on any of one of the 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.
Select 'Bulk Items' under 'Available', along with whatever template you wish you use. For this example, I have the 'Basic' template highlighted. Once those are both selected, click the 'Next' button on the bottom right of your screen.
This will take you to the 'Make Selections' tab. Here we see the items that were in the 'Details' section of the 'Select Data Source' tab and the parameters in which apply to those details under 'Available Items'.
Available Items: These are the available fields of data that we are able to report on.
Groups: Groups will allow us to define our reporting categories. (For this example, we will use Category Name as our Level 1 Group).
Details: This section is where we apply the terms in which we want to appear on the report we are creating. We can summarize the terms we put under the details section depending on the level of grouping utilized. (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 for this example).
Filters: Filters will not actually appear on the report but they are restrictable by customizing your selections. (for this example, we will use 'Location Name' and 'Is Active Y/N').
Distinct Selections: Checkbox; Distinct selections will only return a single line item for any lines that are exactly the same. If you are pulling only a distinct list of unique values, this would be used. If pulling line detail information, the distinct selections would not be used so no marrying of like lines occurs. Unchecking the box may be a good idea to ensure you have all the data you are looking for depending on your needs.
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.) You can also utilize the arrows along side each of the 'Selected Items' categories to place the term wanted in each section. Just highlight the term (in this case Bulk name) and click the arrow box next to 'Details'.
**Note: If you select the wrong term, all you need to do is highlight that term in the section it is applied to and click the "x" on the top right corner of the Selected Items box.
If adding multiple terms to the same area of the 'Selected Items', hold down the ctrl button on your keyboard and select multiple terms. Then click the arrow box next to the desired location to mass move all your terms.
Once all the data has been input in the fields as shown above, click 'Next' to proceed. This will bring you to the third tab, 'Customize Selections'.
Now that we have selected the data we need, we can now begin to customize the report by adding constraints. A constraint is essentially a tool that allows you to select one or more of your data source terms and modify the parameters of that term or terms. Under the 'Builder' tab, you will see the option, 'Add a Constraint'. Highlight the term you would like to constrain, whether in the 'Details', 'Groups' of 'Filters', then click 'Add a constraint'.
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.
Depending on the value of the data source selected, the constraint terms will vary.
If the data source is
- exactly matches
- ends with
- begins with
- does not contain
- Is Null
- Is Not Null
If the data source is dollar amount or number based, the constraint options will be:
- Is Null
- Is Not Null
Location Name: For this example only, ‘Location Name’ refers to the MJ Freeway location for which you wish to display data (for multi-location 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.
For all reports, Keep in mind, you can always report by location so if you do have multiple retail locations within your MJ Freeway site, you can always include the location either in 'Details' or within your grouping to report specifically by each location.
Is Active: With 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 Filters section 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 Under 'Use Function'.
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.
This tab is where you can adjust the general look of the reports, Such as the Orientation (portrait vs landscape), Paper type, Report Description, Header (Report and Page), and Footer (Report and Page).
**NOTE: Please remember that to exit the Pentaho Reporting Engine ALWAYS navigate to your 'File' section and select 'Log Out'.