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Addons History Documentation

Menu Location: Reports > Products > Addons History

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The Addons History page provides detailed tracking of all add-on products sold over time. This report helps you understand which supplemental products customers are purchasing beyond their base subscriptions, enabling better inventory planning and product selection decisions.

Primary Functions:

  • Track add-on product sales over custom date ranges
  • Analyze product popularity and demand trends
  • Plan inventory based on historical sales patterns
  • Identify seasonal product demand variations
  • Export sales data for further analysis
  • Compare product performance across different time periods

Page Layout

Header Section

  • Date Range Selector: Choose start and end dates for the report
  • Product Filter: Filter by specific products or categories
  • Export Button: Download report data as CSV
  • Refresh Button: Reload data with current filters

Main Content Area

Data table displaying add-on sales history with sortable columns showing product details, quantities sold, revenue generated, and time period breakdowns.

Summary Section

Aggregate totals for the selected date range including total units sold, total revenue, and average sales per product.

Report Data & Columns

Column Description Calculation/Source
Product Name Name of add-on product sold Product catalog
Category Product category/type Product classification
Total Sold Total quantity sold in period Sum of all units
Revenue Total revenue from product Quantity × price
Avg per Order Average quantity per order Total sold ÷ number of orders
First Sale Date of first sale in period Earliest order date
Last Sale Date of most recent sale Latest order date
Trending Sales trend indicator Comparison to previous period

Filters & Search Options

Date Range Filters

  • Start Date: Beginning of reporting period
  • End Date: End of reporting period
  • Quick Select: Last 7 days, Last 30 days, Last 90 days, This Month, Last Month, This Year

Product Filters

  • Product Category: Filter by product type (Produce, Meat, Dairy, etc.)
  • Product Name: Search for specific products
  • Price Range: Filter by product price
  • Status: Active products only, All products, Discontinued products

Display Options

  • Group By: Day, Week, Month, Quarter
  • Show Only: Products with sales, All products (including zero sales)
  • Minimum Sales: Filter products with minimum sales threshold

Sorting & Display Options

Sort Options:

  • Product Name (A-Z or Z-A)
  • Total Sold (highest to lowest or reverse)
  • Revenue (highest to lowest or reverse)
  • Last Sale Date (most recent first or reverse)
  • Trending (hot sellers first)

Display Options:

  • Results per page: 25, 50, 100, 500
  • Show product images in table
  • Show extended product details
  • Compact view (more rows visible)

Export & Download Options

Export Formats:

  • CSV Export: All columns with current filters applied
  • Summary Report: High-level totals only
  • Detailed Export: Includes individual order details

Export Process:

  1. Apply desired date range and filters
  2. Click "Export" button
  3. Select export format
  4. File downloads automatically
  5. Open in Excel or import to analysis tool

Actions & Operations

Generate Report

Purpose: Create sales history report for specified period

Steps:

  1. Select start date from date picker
  2. Select end date from date picker
  3. Apply any product or category filters
  4. Click "Generate Report" button
  5. Review results in table

Requirements:

  • Date range must be valid (end date after start date)
  • Maximum report range may be limited (typically 2 years)

Compare Time Periods

Purpose: Analyze sales changes between two periods

Steps:

  1. Generate report for first time period
  2. Note down key metrics or export data
  3. Change date range to comparison period
  4. Generate new report
  5. Compare results side-by-side

Track Product Performance

Purpose: Monitor specific product sales over time

Steps:

  1. Enter product name in product filter
  2. Set wide date range (6-12 months)
  3. Group by week or month
  4. Review trending indicators
  5. Identify seasonal patterns or growth trends

Common Use Cases

Use Case 1: Weekly Inventory Planning

Goal: Determine what add-on quantities to order for next week

Steps:

  1. Set date range to last 4-8 weeks
  2. Group by week to see weekly patterns
  3. Sort by Total Sold (highest to lowest)
  4. Identify top 20-30 products
  5. Review trending indicators for recent changes
  6. Calculate average weekly sales for each top product
  7. Add 20-30% buffer for safety stock
  8. Create purchase order based on projections

Example: If organic blueberries averaged 45 units/week over last 8 weeks and trending up 15%, order 55-60 units for next week.

Tips:

  • Check for seasonal variations (summer produce sells more)
  • Consider upcoming holidays or events
  • Review any recent price changes that might affect demand

Use Case 2: Seasonal Product Analysis

Goal: Understand which products sell during which seasons

Steps:

  1. Set date range to full year (January 1 - December 31)
  2. Group by month
  3. Filter by specific category (e.g., "Produce - Fruit")
  4. Sort by product name
  5. Review each product's monthly sales pattern
  6. Identify clear seasonal products vs year-round sellers
  7. Export data for seasonal planning spreadsheet

Example: Strawberries show high sales April-June (peak season), moderate July-August, very low September-March. Plan inventory and promotions accordingly.

Use Case 3: New Product Evaluation

Goal: Assess if recently introduced product is succeeding

Steps:

  1. Set start date to product launch date
  2. Set end date to today
  3. Filter to show only the new product
  4. Review total sold and revenue
  5. Compare to similar established products
  6. Check trending indicator for growth
  7. Decide whether to expand, maintain, or discontinue

Example: New "Organic Meal Kit" launched 60 days ago, sold 230 units, generating $4,140 revenue. Comparable product "Traditional Meal Kit" sold 890 units in same timeframe. New product needs marketing boost or price adjustment.

Use Case 4: Revenue Optimization

Goal: Identify which add-ons generate most revenue

Steps:

  1. Set date range to last quarter (90 days)
  2. Sort by Revenue column (highest to lowest)
  3. Review top 20 revenue-generating products
  4. Cross-reference with profit margin data (external)
  5. Identify high-revenue, high-margin products
  6. Create promotions to drive more sales of these items
  7. Consider bundling with subscriptions

Example: Grass-fed ribeye steaks generate $8,450 in 90 days with 45% margin. Create email campaign promoting this product to increase sales 20%.

Use Case 5: Discontinuation Decision

Goal: Determine which slow-selling products to discontinue

Steps:

  1. Set date range to last 6 months
  2. Set minimum sales threshold to filter very slow sellers
  3. Sort by Total Sold (lowest to highest)
  4. Review products with less than 10 sales in 6 months
  5. Check if these are seasonal (review previous year same period)
  6. Assess inventory holding costs
  7. Create discontinuation list for review
  8. Plan clearance sales or final orders

Example: "Exotic mushroom blend" sold only 4 units in 6 months, not seasonal, high spoilage risk. Discontinue after current inventory depleted.

Troubleshooting

Report Shows No Data

Symptoms: Report generates but shows zero sales or "no data available"

Solutions:

  1. Verify date range includes period with actual sales
  2. Check that product filters aren't too restrictive
  3. Ensure "Show Only" setting includes products with sales
  4. Try expanding date range to longer period
  5. Clear all filters and regenerate base report

Common Causes:

  • Filters excluding all products
  • Date range before business started tracking add-ons
  • Category filter set to category with no sales

Export Timing Out or Failing

Symptoms: Export button clicked but file doesn't download, or browser shows error

Check:

  1. Reduce date range to smaller time period
  2. Try exporting fewer columns (summary vs detailed)
  3. Remove product filters to reduce data complexity
  4. Check browser popup blocker settings
  5. Try different browser if persistent

If Problem Persists: Contact system administrator - may be server timeout setting issue

Numbers Don't Match Other Reports

Symptoms: Addons History totals differ from financial reports or order reports

Common Causes:

  1. Different date ranges - Verify using identical start/end dates
  2. Cancelled orders - This report may exclude cancelled orders
  3. Refunded items - Check if refunds are subtracted
  4. Date interpretation - Some reports use order date, others use delivery date
  5. Time zone differences - Report cutoff times may vary

To Reconcile:

  1. Identify exactly which date field each report uses
  2. Ensure both reports use same cancelled order handling
  3. Check if one report includes shipping fees (shouldn't be in add-ons)
  4. Export both reports and compare line-by-line
  5. Contact support if significant unexplained discrepancies

Slow Report Generation

Symptoms: Report takes very long to load, page seems frozen

Optimization:

  1. Reduce date range (try 90 days instead of 2 years)
  2. Filter to specific product category first
  3. Use "Summary" view instead of detailed
  4. Avoid peak usage times (early morning is faster)
  5. Clear browser cache and refresh

Expected Load Times:

  • 30 days: 2-5 seconds
  • 90 days: 5-10 seconds
  • 1 year: 15-30 seconds
  • 2+ years: 30-60+ seconds
  • Product Detail Reports - Individual product performance analytics
  • Inventory Management - Current stock levels and reorder points
  • Order History - Complete order details including add-ons
  • Customer Preferences - Most frequently purchased items by customer
  • Sales Reports - Overall revenue reports including subscriptions and add-ons

Typical Workflow:

  1. Review Addons History to identify trends
  2. Cross-reference with Inventory Management for stock levels
  3. Update purchase orders based on sales projections
  4. Create promotions for slow-moving inventory
  5. Monitor results in subsequent Addons History reports

Permissions & Access

Required Access Level: Manager or higher

Access Level Capabilities:

  • Manager: View reports, export data, filter and sort
  • Administrator: All Manager capabilities + modify report settings
  • Kiva Admin: All features + access to raw data and technical details

Restricted Features:

  • Export Detailed Reports: May require Administrator approval
  • Historical Data Beyond 2 Years: May require Kiva Admin access

Best Practices

Weekly Review

  1. Run report every Monday for previous week
  2. Compare to same week previous month/year
  3. Identify any unusual spikes or drops
  4. Adjust inventory orders accordingly
  5. Share top sellers with marketing team

Monthly Analysis

  1. Generate full month report on 1st of new month
  2. Calculate month-over-month growth rates
  3. Identify seasonal trends emerging
  4. Review product mix - is it becoming too narrow or too broad?
  5. Archive report for year-end analysis

Seasonal Planning

  1. Review full year of data quarterly
  2. Mark clear seasonal products in separate list
  3. Plan inventory ramp-up 4-6 weeks before peak season
  4. Plan ramp-down to avoid spoilage/waste
  5. Create seasonal promotion calendar

Things to Avoid

  • Don't order inventory based on single week of data (use 4-8 week averages)
  • Don't discontinue products without checking year-over-year (may be seasonal)
  • Don't ignore trending indicators - early warning of demand changes
  • Don't forget to account for promotional periods in historical data
  • Don't export massive reports frequently (creates server load)

Quick Reference Card

Task Action/Location
View last week's sales Date Range: 7 days ago to yesterday, Generate Report
Find top sellers Sort by Total Sold (highest to lowest)
Export for Excel analysis Apply filters, click Export, open CSV
Compare to last month Run report for last month, note totals, change dates to this month
Find seasonal products Date Range: full year, Group by Month, review patterns
Identify slow sellers Sort by Total Sold (lowest to highest)
Plan next week's inventory Date Range: last 4-8 weeks, review averages
Track new product performance Filter to product name, wide date range from launch

FAQs

How far back does the Addons History go?

The report includes all add-on sales from the date your business started tracking them. Most businesses have 2-5+ years of history available. Very old data (5+ years) may have limited details.

What's the difference between "Addons History" and "Product Sales Report"?

Addons History focuses specifically on supplemental products customers add to their boxes, excluding the base subscription items. Product Sales Report shows ALL products including subscription box contents.

Can I see which customers bought specific add-ons?

This report shows aggregate sales data. For individual customer purchase history, use the Customer Detail page or Order History reports.

Why do some products show zero sales but are still listed?

If you have "Show All Products" filter enabled, the report includes all products in catalog even if they had no sales during the selected period. Change filter to "Products with Sales Only" to hide these.

How do I track add-on profitability?

This report shows revenue but not profit. Export the data and add your cost information in Excel to calculate profit margins. Future enhancement may include built-in profit tracking.

Can I schedule this report to run automatically?

Automated reporting is available in some configurations. Check with your system administrator about setting up weekly or monthly email delivery of this report.

What if I need to see hourly or daily breakdowns?

Use the "Group By" option to select Day for daily view. Hourly breakdowns require a custom report - contact support if this is frequently needed.

Do cancelled or refunded orders appear in this report?

By default, cancelled and refunded orders are excluded from totals. Check report settings or contact support to include them if needed for reconciliation purposes.

Change Log

2026-03-01

  • Initial documentation created
  • All sections completed following template structure

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.