Reporting and Analytics

WeedPOS includes a comprehensive reporting suite that gives club managers real-time visibility into sales performance, member activity, inventory status, and staff productivity.

Dashboard Overview

The main WeedPOS dashboard provides a real-time summary of today's key metrics:

• Total transactions and revenue for the current day
• Member check-ins (today vs. same day last week)
• Low stock alerts
• Pending member registration approvals
• Recent transaction activity

Dashboard widgets can be rearranged and configured per user in Dashboard → Customise.

Sales Performance Reports

Access sales reports from Reports → Sales. Available reports include:

Report	Description	Default Period
Daily Sales Summary	Total revenue, transaction count, average transaction value	Today
Sales by Product	Revenue and quantity sold by product or category	Last 30 days
Sales by Staff	Transaction count and revenue by staff member	Last 30 days
Payment Method Breakdown	Split of cash, card, and member credit payments	Last 30 days
Discount Usage Report	Discounts applied, by type and staff member	Last 30 days
End-of-Day Session Report	Per-session summary including cash reconciliation	Selected date

All date ranges are configurable. Use the date picker at the top of any report to select a custom period.

Member Activity and Engagement Reports

Member analytics are available from Reports → Members:

• Check-in Frequency Report: Visit counts per member, sortable to identify your most and least frequent visitors
• New Member Report: Members registered within a selected period, with approval status breakdown
• Member Retention Report: Active vs. lapsed member counts over time
• Renewals Due Report: Members with upcoming expiry dates within a configurable window
• At-Risk Members: Members showing declining visit frequency (AI-flagged, requires AI Analytics module)
• Member Spend Report: Total spend by member for a period (useful for loyalty tier assessment)

Inventory Reporting

Inventory reports are available from Reports → Inventory. Key reports include:

• Stock Snapshot: Current stock levels and values for all active products
• Stock Movement: All stock changes (sales, adjustments, write-offs) for a period
• Shrinkage Report: Theoretical vs. actual stock comparison by product
• Batch Expiry Report: Batches approaching their best-before date
• Slow Movers: Products with no sales in the past 30/60/90 days

Staff Activity Reports

For managers monitoring staff performance:

• Staff Login Log: System access log showing login times and duration
• Transaction Log by Staff: All transactions processed by each staff member
• Void and Refund Report: All voided transactions and refunds, by staff member
• Discount Authority Report: Discounts requiring manager override, and who approved them

Scheduled Reports

Configure automatic report delivery by email from Reports → Scheduled Reports. Available schedules include daily, weekly, and monthly delivery. Each scheduled report can be sent to one or more staff email addresses.

Data Export

All WeedPOS reports can be exported in the following formats:

• CSV: Compatible with Excel, Google Sheets, and accounting software import
• PDF: Formatted for printing or archiving
• JSON: For programmatic integration with other systems (requires API access)

Export buttons are available at the top of every report page. Exports are processed immediately for reports covering up to 12 months of data.

Custom Report Builder

The custom report builder (Reports → Custom → New Report) allows managers to create ad-hoc reports by selecting:

• Data source (transactions, members, inventory, staff activity)
• Fields to include as columns
• Filter conditions (date range, member tier, product category, staff member)
• Grouping and aggregation (sum, count, average)
• Sort order

Custom reports can be saved and added to the scheduled reports queue.

Report Access by Role