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Addons Report Documentation

Menu Location: Reports > Products > Additional Items / Addons Report

Access Level: Manager / Administrator

Last Updated: 2026-03-01

Overview

The Addons Report (Additional Items Report) provides comprehensive analysis of add-on product sales. This powerful reporting tool offers multiple views: general overview, customer breakdown, and product breakdown, with extensive filtering options for week, date range, route, day, product tags, customer tags, and product classifications.

Primary Functions:

  • Track add-on product sales by week or custom date range
  • View sales breakdown by customer, product, or general overview
  • Filter by routes, days, product types, tags, and classifications
  • Export detailed reports to PDF or CSV
  • Analyze revenue, wholesale costs, and profit margins
  • Compare addon-only vs menu items vs combined

Page Layout

Header Section

  • Report Title: Shows report type and time period selected
  • Filter Panel: Comprehensive filtering options (collapsible well)
  • PDF/CSV Export Buttons: Generate downloadable reports

Filter Controls (Multiple Sections)

  • Week Selection vs Date Range: Choose weekly cycle OR custom date range
  • Route/Day Filters: Narrow by delivery route and/or day of week
  • Report Type: General Overview, Customer Breakdown, Customer by Day, Product by Day
  • Print Mode: Toggle for print-optimized display
  • Product Type: Addons only, Menu only, or both
  • Product Tag: Filter by product tags
  • Box Type: Filter by subscription box type
  • Customer Tag: Filter by customer promotional tags
  • Product Search: Text search for product names
  • Master Classification: Multi-select checkboxes for product categories

Main Content Area

Display varies by report type:

  • General Overview: Aggregated product sales table with quantities and revenue
  • Customer Breakdown: Sales organized by customer with subtotals
  • Customer by Day: Customer sales grouped by delivery day
  • Product by Day: Product sales grouped by delivery day

Report Types

General Overview (Default)

Shows all products sold with:

  • Product name and unit type
  • Week column (if weekly view)
  • Customer count (with link to filtered orders)
  • Total revenue
  • Wholesale cost
  • Quantity sold per week

Best For:

  • Quick snapshot of all addon sales
  • Identifying top-selling products
  • Weekly inventory planning
  • Profit margin analysis

Breakdown by Customer

Shows sales organized by customer:

  • Customer name and order info
  • Quantity purchased
  • Product name
  • Unit type
  • Cost per item
  • Line item editing (if not print mode)
  • Subtotals per customer with tax calculations (if applicable)

Best For:

  • Understanding customer buying patterns
  • Customer service inquiries
  • Invoice verification
  • Customized order analysis

Breakdown by Customer by Day

Customer breakdown with day-of-week groupings:

  • Organized by delivery day (Monday, Tuesday, etc.)
  • Customer details under each day
  • Route and stop number information

Best For:

  • Delivery route planning
  • Day-specific packing lists
  • Route-based customer analysis

Breakdown by Product by Day

Product sales organized by delivery day:

  • Separate sections for each day of week
  • Product-level aggregation
  • Customer count and quantity totals per day

Best For:

  • Day-specific inventory needs
  • Warehouse packing by delivery day
  • Distribution center planning

Search & Filtering

Time-Based Filters

Week Selection:

  • Dropdown of weekly cycles
  • Shows historical and future weeks
  • "Search By Week" button to apply

Date Range:

  • From date picker
  • To date picker
  • "Search by date range" button
  • Shows exact timestamp range when applied

Location Filters

Route: Filter to specific delivery route (auto-populates with active routes) Day: Filter to specific day of week (Sunday-Saturday) Note: Selecting route changes available days automatically

Product Filters

Product Types:

  • Addons only (type > 0, has cost)
  • Menu only (type = 0)
  • Addons + Menu (both)

Product Tag: Select from available product tags Product Search: Free-text search for product name or classification Master Classification: Check multiple categories to include

Customer Filters

Customer Tag: Filter by promotional tag assignments Box Type: Filter by subscription box type (for addon attachment analysis)

Report Data & Columns

General Overview Columns

Column Description Calculation
SKU Product SKU (if magic_sku enabled) From getMagicSku()
Product Product name menu.name
Unit Unit of measurement From product_units table
Week Week date (if not date range) weekly_cycle.date
Customer Count Number of unique customers COUNT DISTINCT customers
Total Revenue Sum of all sales SUM(cust_order_contents.cost)
Wholesale Cost Cost to business SUM((case_price/case_quantity) * qty)
Quantity Sold Total units sold SUM(menu_qty)

Customer Breakdown Columns

Column Description
Customer Name with link to customer info
Order Order ID and box type with link
Qty Quantity ordered
Product Product name with classification tooltip
Unit Unit of measurement
Cost Line item cost (editable if no transaction)

Grand Totals

All reports show:

  • Grand Total revenue
  • Grand Total wholesale cost
  • Total quantity sold (where applicable)
  • Customer count

Common Use Cases

Use Case 1: Weekly Inventory Planning

Goal: Determine what addons to order for upcoming week

Steps:

  1. Select next week from week dropdown
  2. Leave report type as "General Overview"
  3. Click "Search By Week"
  4. Review Quantity Sold column
  5. Export to CSV for purchasing

Use Case 2: Customer Service - Order Verification

Goal: Verify what addons a specific customer ordered

Steps:

  1. Select week when order was placed
  2. Choose "Breakdown by Customer" report type
  3. Enter customer name in search box
  4. Click "Update Filter"
  5. Review their addons with costs

Use Case 3: Route-Specific Packing List

Goal: Generate packing list for specific delivery route

Steps:

  1. Select current week
  2. Choose route from dropdown
  3. Select "Breakdown by Customer by Day"
  4. Select "Print Mode: On"
  5. Click PDF button
  6. Print for warehouse team

Use Case 4: Profit Margin Analysis

Goal: Calculate profitability of addon sales

Steps:

  1. Select date range (e.g., last month)
  2. Keep "General Overview" report type
  3. Export to CSV
  4. Calculate: (Total Revenue - Wholesale Cost) / Total Revenue
  5. Identify high-margin products to promote

Use Case 5: Product Category Performance

Goal: See how specific category performs

Steps:

  1. Select desired time period
  2. Scroll to Master Classification section
  3. Check category of interest (e.g., "Dairy")
  4. Click "Update Filter"
  5. Review filtered results
  6. Compare to other categories

Export Options

PDF Export:

  • Click PDF button in header
  • Optimized for printing
  • Includes company name and date range
  • Different layouts for different report types

CSV Export:

  • Click CSV button in DataTable
  • Opens in Excel
  • Includes all visible columns
  • Useful for further analysis

Troubleshooting

Issue: No Data Showing

Check:

  1. Verify week/date range has orders
  2. Remove all filters and try again
  3. Check if "Product Type" is set too restrictively
  4. Ensure Master Classification checkboxes include items

Verify:

  • All filters are applied correctly to the link
  • Week ID matches expectations
  • Customer tag filter is included in link

Issue: Costs Don't Match Expected

Remember:

  • Wholesale cost uses case_price/case_quantity formula
  • Some products may not have cost data entered
  • Tax not included in individual line items (shown in subtotals)

Best Practices

  1. Weekly Review: Run General Overview every Monday for past week
  2. Export Regularly: Keep CSV exports for historical trending
  3. Use Print Mode: Enable for PDF exports (cleaner output)
  4. Filter Progressively: Start broad, narrow filters step by step
  5. Verify Filters: Always check filter summary before exporting

Things to Avoid

  • ❌ Running very large date ranges without filters (slow performance)
  • ❌ Editing line item costs unless you understand tax implications
  • ❌ Forgetting to reset filters between different analyses
  • ❌ Assuming CSV export includes all data (it shows only filtered/visible)

Quick Reference Card

Task Action
This week's addon sales Select current week, click Search By Week
Last month's revenue Custom date range, export CSV, sum revenue column
Route packing list Select route + week, Breakdown by Customer, Print Mode, PDF
Top selling products General Overview, sort by Quantity Sold descending
Customer order lookup Customer breakdown, search customer name
Category analysis Check classification checkboxes, Update Filter
Export for accounting Set date range, CSV export, import to accounting software

FAQs

What's the difference between "Addons only" and "Addons + Menu"?

"Addons only" shows items purchased in addition to subscription. "Addons + Menu" includes menu items (products in the box) too.

Why can't I edit some line item costs?

If a payment transaction exists (payment_id), cost is locked to prevent accounting inconsistencies.

How do I see just organic products?

Use Product Tag filter or Master Classification filter for "Organic" category.

Can I see addon sales for a specific customer over time?

Use date range covering desired period, Breakdown by Customer report, search customer name.

What does "over 50% -- check all bins" mean?

In Pack Order report: product is needed by more than half the route stops, so pack for all bins rather than specific stops.

End of Documentation

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