Reports & Exports
DubLedger provides comprehensive reporting tools to help you analyze your business and meet compliance requirements.
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Built-In Reports
Sales Reports → Daily Sales Summary, Product Sales Report, Category Sales Report, Hourly Sales Report, Discount Report, Payment Method Report.
Inventory Reports → Current Stock Report, Low Stock Report, Inventory Valuation, Inventory Movement, Audit Report, Product Performance.
Customer Reports → Customer List, Top Customers, Customer Retention, Loyalty Program Report, Purchase Patterns.
Compliance Reports → Transaction Log, METRC Sync Report, Purchase Limit Report, Lab Test Report, ID Verification Report, Audit Trail.
Employee Reports → Sales by Employee, Performance Metrics, Attendance Report, Commission Report.
Delivery Reports → Delivery Summary, Driver Performance, Route Efficiency, Failed Deliveries.
Financial Reports → Profit & Loss, Tax Report, Cash Flow, Expense Report.
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Generating Reports
Quick Reports
1. Go to Analytics → Reports
2. Select a report from the list
3. Set the date range
4. Select location(s) (if multi-location)
5. Click Generate
6. View on screen or export
Custom Reports
1. Go to Analytics → Custom Reports
2. Click New Report
3. Select data sources (e.g., transactions, products, customers)
4. Choose columns to include
5. Add filters (e.g., date range, category, location)
6. Add grouping (e.g., by day, by category, by employee)
7. Add sorting (e.g., revenue descending, date ascending)
8. Choose output format (table, chart, or both)
9. Save the report for future use
Report Builder → Drag and drop fields from the data dictionary. Apply filters with a visual filter builder. Create calculated fields (e.g., revenue per square foot). Add multiple data sources and join them. Create pivot tables for cross-tabulation. Add charts and visualizations. Preview before saving.
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Exporting Data
Export Formats → PDF (best for sharing and printing), Excel (best for further analysis), CSV (best for importing into other systems), JSON (best for API integration), HTML (best for web embedding).
Export Options → Current View (exactly what you see on screen), All Data (all rows, not just the visible page), Filtered (only the filtered data), Formatted (include colors, fonts, and formatting), Raw (plain data without formatting).
Scheduling Exports
1. Generate a report
2. Click Schedule Export
3. Set frequency: Daily, Weekly, Monthly, or Custom
4. Set day and time (e.g., "Every Monday at 8 AM")
5. Choose recipients (email addresses)
6. Choose format (PDF, Excel, CSV)
7. Click Save Schedule
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Compliance Exports
Inspector-Ready Reports → Pre-formatted reports for regulator requirements. Include all required fields and metadata. Automatic formatting for state-specific requirements. One-click generation for any date range.
Audit Trail → Every transaction, adjustment, and system change. Immutable logs with timestamps and user IDs. Exportable for any date range. Tamper-proof digital signatures.
Data Retention → All data is retained for the required period (varies by state). Archived data is available for historical reporting. Anonymized data is used for trend analysis after retention period. Export data before retention period expires if needed for legal reasons.
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Integration with Accounting Software
QuickBooks → Export sales data to QuickBooks Online. Map chart of accounts. Automatic daily sync. Supports multi-location.
Xero → Export invoices and payments to Xero. Map tax rates and accounts. Automatic daily sync. Supports multi-currency.
Sage → Export sales and inventory data to Sage. Custom mapping available. Scheduled exports. Supports Sage 50 and Sage 200.
Custom Integration → REST API for custom integrations. Webhooks for real-time data pushes. CSV export for manual import. Support team assists with custom integration setup.
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Report Security
Access Controls → Owners can access all reports. Managers can access reports for their locations. Budtenders have limited report access. Accountants can access financial reports only. All access is logged for audit purposes.
Data Privacy → Customer personal data is masked in reports for non-authorized users. HIPAA-compliant handling of medical patient data. Data encryption in transit and at rest. Secure export with password protection (optional). Automatic expiration of shared report links.