Addons History¶
Menu Location: Products > Reports > Addons History (also listed as "Product Sold History")
Last Updated: 2026-07-27
Overview¶
The Addons History page shows every add-on product sold in a given week or date range. An "add-on" here means any order line that carried a price greater than zero, i.e. an item a customer paid extra for, as opposed to the items included free as part of the box itself.
The page tells you, per product: how many customers bought it, how much revenue and wholesale cost it generated, and how many units sold. There's also an optional view that shows, for each product, how many customers bought it exactly 1, 2, 3... up to 20 times in the period, and lets you click through to see exactly which orders those were.
Primary Functions:
- View all paid add-on products sold in a selected week or custom date range
- Search for a specific product by name
- Narrow results to a vendor, a distributor, or a top-level product category
- See customer count, revenue, wholesale cost, and quantity sold per product
- Switch to "Purchase Frequency" mode to see repeat-purchase counts per customer, per product
Page Layout¶
Filter Form (top of page)¶
- Search name... - text box; matches against the product's classification name or menu item name
- Select Vendor - dropdown of active vendors
- Select Distributor - dropdown of distributors
- Select Product Classification - dropdown of top-level product categories
- Show Purchase Frequency - checkbox that switches the results table to the repeat-purchase view described below
- Use week dropdown + Search by Week button - run the report for a single delivery week
- From / To date pickers + Search by date range button - run the report over a custom date range instead of a single week
If you land on the page without submitting a date range, it defaults to the current week's selector; a custom date range only applies once you click "Search by date range."
Results Table¶
A single table of products matching the filters, one row per product classification ("Master Product"), listed alphabetically by name. Columns differ depending on whether "Show Purchase Frequency" is checked (see below). Cancelled orders are excluded from all totals.
Report Data & Columns¶
Standard view (default)¶
| Column | Description |
|---|---|
| Master Product | The product's classification/name |
| Unit | The product's unit of measure |
| Customer Count | Number of orders in the period that included this product |
| Total Revenue | Sum of what customers paid for this product in the period |
| Total Wholesale | Estimated wholesale cost of the quantity sold, calculated from the product's case price and case quantity (only shown for products that have a case quantity set) |
| Quantity Sold | Total units sold |
A Grand Total row at the bottom sums Total Revenue and Total Wholesale across all listed products.
Purchase Frequency view (checkbox checked)¶
| Column | Description |
|---|---|
| Master Product | The product's classification/name |
| Unit | The product's unit of measure |
| Customer Count | Number of distinct customers who purchased this product in the period |
| Quantity Sold | Total units sold |
| 1x through 20x | For each column N, the number of customers who purchased this product exactly N times during the period |
Hovering over a count in an "Nx" column shows a tooltip ("X customers have purchased [Product] N times"). Clicking the count opens a popup listing the Order Date, Customer, and Order ID for each of those orders.
Actions & Operations¶
Run the report for a single week¶
- Choose a week from the "Use week" dropdown
- Click "Search by Week"
Run the report for a custom date range¶
- Enter a From and To date
- Click "Search by date range"
Narrow the results¶
Fill in any combination of the Search name box, Vendor, Distributor, or Product Classification dropdowns before running the report.
See repeat-purchase detail for a product¶
- Check "Show Purchase Frequency" and run the report
- Find the product row and the "Nx" column of interest
- Click the count in that cell to open a popup with the specific orders/customers
Troubleshooting¶
Report shows "No results found"¶
No products matched the selected week/date range and filters. Try a wider date range or clear the Vendor/Distributor/Product Classification filters.
A product I know was sold doesn't appear¶
This report only includes order lines with a cost greater than zero. If the product was only ever included free as part of a box (never sold as a paid add-on), it won't show here.
Totals look low for a period¶
Cancelled orders are excluded from every total on this page, so a week with several cancellations will show lower add-on totals than the raw order count might suggest.
Related Pages¶
- Addons Report (
kiv/additional-items.php) - a separate report of add-ons for a date range with customer counts, total revenue, and quantity sold - Produce History Summary (alpha) (
kiv/product-history-summary.php) - an in-progress related history report
Quick Reference Card¶
| Task | Action |
|---|---|
| See one week's add-on sales | Choose week from "Use week", click "Search by Week" |
| See sales over a custom range | Enter From/To dates, click "Search by date range" |
| Find a specific product | Type its name in the Search box |
| Narrow to one vendor/distributor/category | Use the Vendor / Distributor / Product Classification dropdown |
| See repeat-purchase counts | Check "Show Purchase Frequency" |
| See which customers bought an item N times | Click the count in the "Nx" column |
FAQs¶
What counts as an "add-on" on this report?¶
Any order line with a price greater than zero, i.e. something the customer paid extra for, as distinct from items included free in the box.
Does this include cancelled orders?¶
No. Cancelled orders are excluded from all totals.
Can I export this to a spreadsheet?¶
There is no export button on this page.
Can I sort the results table?¶
No. Rows are listed alphabetically by product name; there's no interactive column sorting.
What does "Show Purchase Frequency" do?¶
It switches the table to show, per product, how many customers bought it exactly 1, 2, 3... up to 20 times in the selected period, with a click-through to the specific orders for any count.
Change Log¶
2026-07-27¶
- Rewrote against the actual
kiv/product-history.phpsource. Removed invented sections (role-based Access Level/Permissions, CSV/summary/detailed export, column sorting, Group By day/week/month/quarter, Price Range and Status filters, a "Trending" column, scheduled/automated reporting) and corrected the report's columns, filters, and definition of "add-on" to match what the page actually queries and displays.
End of Documentation
For additional help, contact your system administrator or Kiva Logic support.