01Reports

The reports your accountant and OMMA both want

Sales, taxes, inventory, payroll — every report a dispensary owner needs, ready when you need it. Email, print, or download.

Book a DemoSee sample reports
02Three promises

Reports that show up when you need them

01

Always current

Numbers update the moment a sale rings

02

Export anywhere

PDF, CSV, Excel, or scheduled email

03

OMMA-ready

Built for the fields the inspector asks for

04What it covers

Every report a dispensary owner actually needs

01

Sales reports

Daily totals, top sellers, slow movers, hour-by-hour breakdowns. The numbers that tell you what's actually working on the floor.

  • Today, this week, this month, this year
  • Top strains, top categories, top budtenders
  • Compare any two periods side by side
02

Tax reports

Excise and sales tax broken out cleanly. Ready for your accountant before the 15th, every month, without you lifting a finger.

  • Excise and sales tax separated
  • Monthly, quarterly, yearly views
  • Drop straight into accountant software
03

Inventory reports

What's on the shelf, what's running low, what hasn't moved in 60 days. The reports that keep your shelves balanced.

  • Snapshot of every package on hand
  • Aging report for slow movers
  • Cost-of-goods broken out by category
04

Patient reports

Visit frequency, average basket, top patients by spend. Know exactly who keeps your shop running and who you're losing.

  • Active vs. lapsed patient counts
  • Lifetime value by patient
  • New sign-ups by week or month
05

Employee performance

Sales per shift, average ticket, attach rate. See who's crushing it, who needs coaching, and who deserves a raise.

  • Sales per hour, per shift, per week
  • Average basket and items per sale
  • Tip totals and split summaries
06

Audit history

Every adjustment, every login, every void — captured for OMMA, your accountant, and your own peace of mind.

  • Every action stamped with operator and time
  • Filter by user, date, or type of change
  • Inspector-friendly export with one click
05On your schedule

Reports built into your routine

Daily, weekly, monthly — the right report shows up at the right time, so you're never digging for it.

01

Daily

Closing summary auto-generated at end of day. Sales, cash, drops, and any flagged items — waiting in your inbox before you lock the door.

02

Weekly

Sales trends, top sellers, low stock alerts. The Monday-morning report that tells you what to push and what to reorder.

03

Monthly

Tax reports ready before the 15th. Patient activity, payroll summaries, and the full P&L view your accountant expects.

06Common questions

Things dispensary owners ask

PDF, CSV, and Excel — and you can email a fresh copy on a schedule. Want the closing report in your inbox every night at 9pm? Set it once and it shows up every night.

Yes — give them read-only access to the reports they need, nothing more. They pull what they want when they want it, and you don't have to play email tag at month-end.

Your full history. We never delete data, so a report from three years ago is just as easy to pull as one from yesterday. Useful when an inspector or your accountant asks for something old.

Yes — drag-and-drop builder lets you put together exactly the report you want. Pick the fields, the filters, the time range, and save it. Or our team will build one for you on a quick call.

Yes — every report includes the fields OMMA requires for inspections. When the inspector walks in, you click one button and hand them everything they need.
12Keep reading

Customer Segments

Group your patients by spending, visits, or tier — and reach the right people at the right time.

Expenses

Categorize spending, attach receipts, and stay tax-ready year-round.

HR & Cash Management

Punch clock, cash drops, and team scheduling — fewer surprises at end of day.

Next step

See it in your dispensary.

Book a 30-minute walkthrough. We'll show Reports on real data and answer your specific compliance questions.

Book a Demo