Greenline aims to make it as simple as possible to generate and edit your compliance reports

All provinces have specific compliance reporting requirements, which they report back up to Health Canada. While every province does things slightly differently, there are many similarities between them.

This article will walk users through the compliance report generation process.

 Where do I find Greenline's compliance feature?

You can find it under your Dashboard > Reports > Compliance


Step 1 - Date selection

Select the month that you're looking to generate for. Provinces want the full report from the past month. If you want to check up on your current compliance progress, you can generate for the current month.

Select the Greenline locations that represent your store. If you have a single location for a single store, just check the one box. If you have a front and back separation, then select both to aggregate inventory data correctly.


Step 2 - Inventory corrections

Generating your compliance report is easy enough (step 4), but it's important that the reports are as correct as possible. Greenline acknowledges that stores frequently make manual entry errors throughout the month, and often they build up until the end of the month.

All inventory logs of the type "audit" will show up on this page, and managers will have the opportunity to correct them before the final report is generated.

Why is this step important?

  • Any "audit" inventory log will go into "other additions" or "other reductions" on your final compliance report
  • Provincial authorities want that number to be as close to 0 as possible. An "other" type means unaccounted inventory in their eyes

Here are some common scenarios:

I mis-sold one item for another.

  • Product A should have a +1
  • Product B should have a -1
  • Modify each of these inventory logs to be of type "sale"

I forgot to add a purchase order and used an audit instead.

  • You should see a large + value
  • Modify this to be of type "purchase order"

I returned 5 products

  • When you subtract inventory. you can set it to be of type "return". This means that the product has been returned back to the vendor for whatever reason.
  • If you initially entered it with an "audit", you can modify it to be of type "return" instead.

I lost 5 products, then found those same 5 products later

  • You should see a -5 and a +5 within the same product
  • Because these 2 entries cancel each other out, they are save to leave alone

I have a -1 for a product. What do I do?

  • Occasional product loss is unfortunately a part of cannabis retail. If this product is not accounted for, you can set that entry to be of type "lost"

How can I see my inventory logs?

Inventory logs can be seen from the Dashboard > Inventory page by clicking an inventory quantity, then pressing "View inventory logs", or in the Dashboard > Reports > Inventory logs page to see non-product-specific logs.


Step 3 - Preview 

In this step, you will be able to search through the individual product/category lines that will combine together for your final inventory report. There are handy column checkboxes to reduce the amount of displayed information if you're debugging a specific inventory issue.

The column checkboxes will not affect your final report, this step is only for investigation purposes.

Step 4 - Generate

On this step, simply follow the final steps to generate your resulting excel/CSV file.


Province reference

British Columbia

  • Data grouped by compliance category
  • $ values based on retail prices
  • The BCLDB doesn't have an automated report uploading system - the numbers from Greenline's final reports will have to be copy/pasted into the government system


  • Data grouped by SKU
  • $ values based on retail prices


  • Data grouped by compliance category
  • $ values based on wholesale costs


  • Data grouped by SKU
  • Includes AGCO accessories as well
  • $ values based on wholesale costs
  • Includes 2 reports: inventory compliance report and the sales report
  • The AGCO requires stores to copy/paste Greenline's generated values into their latest reporting templates


I have a negative starting inventory value

  • If your starting inventory is a negative value, manually update your final report to set it to 0, then add that number to your "other reductions" column.
  • If your ending inventory is a negative value, manually update your final report to set it to 0, then add that number to your "other additions" column.
  • Greenline always advises stores to do a FULL INVENTORY AUDIT during the last week of every month in order to ensure that their reported quantities are correct.
  • For security and accountability purposes, Greenline cannot modify historical inventory values. As a result, it will be up to your store to explain the negative value to the provincial regulator, and modify the excel/csv form manually before submission.

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