Unlocking the Power of Custom Reporting at Canix

In our mission to provide the best tools for cannabis industry professionals, Canix is thrilled to announce the integration of ThoughtSpot into our reporting platform. This new addition marks a significant upgrade from our legacy system, offering unparalleled flexibility and capabilities to our users.

Why We Switched from Looker to ThoughtSpot

Our decision to switch from Looker to ThoughtSpot was driven by the need for a more dynamic, user-friendly, and powerful reporting tool. ThoughtSpot offers several tangible benefits that we believe will greatly enhance your experience and efficiency:

1. Enhanced Customization: ThoughtSpot allows for more intuitive customization in reports, enabling you to tailor your data views to fit specific business needs, something we were not able to provide with Looker.
2. Robust Automation: Because ThoughtSpot provides fully customized reporting, this means custom reports can be automated, instead of needing to build them in Excel. ThoughtSpot also provides robust scheduling features, allowing for the automated delivery of data to external partners and customers.
3. Real-Time Data: ThoughtSpot delivers real-time data updates, ensuring you always have the most current information at your fingertips. Looker, on the other hand, frequently had 5-15 minute lags before data was updated.
4. AI Built Reports: Natural language querying provides a way to quickly and easily start working with reporting, whether you’ve spent hours building reports in previous roles, or it’s brand new to you.
5. Full Downloads: ThoughtSpot offers better export capabilities than Looker, which capped downloads at 5,000 rows. ThoughtSpot provides downloads up to 1 million rows in a single download, more than enough for the typical use case.
6. Speed and Performance: ThoughtSpot’s in-memory calculation engine provides faster query responses, improving user experience when dealing with large datasets compared to Looker.
7. User-Friendly Interface: ThoughtSpot's interface is more intuitive and easier to navigate, reducing the learning curve and increasing user adoption rates.
8. Accuracy: Reduce errors associated with manual data entry and ensure consistency in reporting.
9. Comprehensive Data Access: Integrate seamlessly with various systems, including Excel, Google Sheets, SQL databases, and other apps, allowing for unlimited row exports and flexible data manipulation.

At its core, the ThoughtSpot integration is about giving you the power to make data-driven decisions with ease and efficiency. With features designed to simplify and enhance your reporting processes, ThoughtSpot allows you to automate routine reporting processes and create actionable insights based on data.

The Power of Custom Reporting: A Sales Orders Use Case

To illustrate the transformative power of custom reporting, let’s walk through a common but essential use case: Building a Sales Menu.

Step 1: Starting with a Data Source

Imagine you need to create a sales menu that updates automatically. Begin by selecting your data source. In this example, we'll use the package inventory data that is available for sale.

Step 2: Building the Visualization

With ThoughtSpot you can customize how inventory availability is displayed with the following tools:

• Filter the Data: Include only the status you want, such as available inventory.
• Field Selection: Display the details you want your customers to see, including like product type, product name, and strain.
• Normalized Quantities: Use “Normalized” fields that automatically convert units for consistent reporting and aggregation.
• Formulas: use formulas to add custom fields, for example to add planned production runs to available quantity, or an empty field for “Requested Amount”.

Step 3: Add Availability to a Liveboard

Liveboards in ThoughtSpot enable you to:

• Configure Visuals: arrange your visuals exactly how you want them to appear.
• Notes: Add Note cards to Liveboards to describe promotions, pricing, or details on how to order.
• Save Views: Create multiple versions of the same report tailored to different partners or stakeholdes

Step 4: Automating Report Delivery

One of the most powerful features of ThoughtSpot is the ability to automate your reporting:

• Schedule Reports: Set up liveboards to be sent out automatically to any email—partners, customers, or internal team members.
• Set Frequency and Format: Configure the delivery to be in PDF, CSV, or XLSX format, ensuring the recipients always have the latest data.

With these steps, what was once a manual, time-consuming task becomes an automated process, freeing up your time to focus on strategic decisions.

Real-World Examples of Custom-Reporting ThoughtSpot in Action

Sales Forecasting: Canix customers are finding success in setting up advanced forecasting dashboards with ThoughtSpot. By creating formulas to predict future sales based on historical data, businesses can align their inventory and marketing strategies more effectively. This has been particularly beneficial for forecasting harvest yields and converting wet weight to dry weight in real-time.

Brand Dashboards: Several Canix customers have leveraged ThoughtSpot to create brand-specific dashboards. By filtering and customizing reports for specific brands, companies can automatically send updated dashboards to brand partners, enhancing transparency and collaboration.

Automated Sales Menus: Historically, compiling and distributing sales menus has been a manual and time-consuming task. With ThoughtSpot, Canix customers can fully automate this process. This ensures that partners receive the most up-to-date inventory lists daily, significantly reducing administrative overhead and improving operational efficiency.

Sales Commissions: Calculating sales commissions can be complex and varies widely between companies. With ThoughtSpot, Canix customers can set up custom formulas to automate commission calculations, whether they are based on total sales, specific item types, or brand-specific sales.

Flexible for Your Operational Needs: Canix customers have used ThoughtSpot to create highly tailored reports that cater to their unique operations. These include detailed analyses such as "cuttings by mother plant over time" or comparing collections versus sales in a single graph. The flexibility of ThoughtSpot allows users to tailor these reports precisely to their specific needs, enhancing their ability to make data-driven decisions.

Bringing It All Together

The integration of ThoughtSpot into Canix’s reporting platform is about much more than just new features. It's about empowering you to transform how you interact with your data. Whether it's building a dynamic sales menu, tracking inventory, or analyzing production costs, ThoughtSpot gives you the tools to customize, automate, and gain deeper insights from your reports.

Canix Custom Reporting provides more accurate insights, and ultimately helps your business make smarter decisions. No more pulling data manually, no more piecing together reports from multiple sources. With ThoughtSpot, all your reporting needs are met within one powerful platform.

Join the Custom Reporting Beta:We are excited to offer a Custom Reporting Beta program, where you can tailor reports, visualizations, and dashboards to your specific needs. To participate, email help@canix.com with your team's details and reporting goals. Our team will guide you through turning on Custom Reporting and navigating the new features.

Conclusion

Join us in this exciting transition and unlock the full potential of your data with ThoughtSpot's advanced reporting capabilities. If you are interested in demoing Canix, please reach out to sales@canix.com. With ThoughtSpot, Canix is committed to providing you with the best tools to drive your business forward.

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