Addons Report¶
Menu Location: Reports > Products > Addons Report
Last Updated: 2026-07-27
Overview¶
The Addons Report shows what add-on (and, optionally, menu) products your customers have ordered for a week or a custom date range. It offers four views: a General Overview, a Breakdown by Customer, a Breakdown by Customer by Day, and a Breakdown by Product by Day, with filtering by route, day, product type, product tag, box type, customer tag, and product classification.
Primary Functions:
- Track add-on product sales by week or custom date range
- View sales broken down by customer, by product/day, or as a general product overview
- Filter by route, day, product type, product tag, box type, customer tag, and classification
- Export the currently displayed report to CSV
- Review revenue and wholesale cost side by side to gauge profit margins
- Compare addon-only vs. combined addon-and-menu sales (in the Customer Breakdown views)
Page Layout¶
Header Section¶
- Report Title: Shows "By Week [date]" or "By Date Range" once a search has been run
- Filter Panel: All filter controls, shown together in a single panel
- CSV Export Button: Appears above the results table (part of the table's own toolbar) once a report is displayed
Filter Controls¶
- Week Selection vs. Date Range: Choose a weekly cycle (current week, a few weeks back/ahead, or "All Weeks") OR a custom From/To date range
- Route / Day: Narrow to a delivery route and/or a day of week. Picking a Day narrows the Route dropdown to routes that run that day. Both are disabled for the "Breakdown by Product by Day" view, which always shows every day.
- Report Type: General Overview, Breakdown by Customer, Breakdown by Customer by Day, Breakdown by Product by Day
- Print Mode: On/Off toggle. It only changes the layout in the two Customer Breakdown views (larger print-friendly type, hides the filter panel); combine it with your browser's Print function
- Show Only Sold Items / Show All: General Overview only, hide or show products with zero sales in the selected period
- Product Type: Addons only, Menu only, or Addons + Menu, shown for the two Customer Breakdown views (disabled, and forced to addons-only, on Breakdown by Product by Day; General Overview is always addons-only)
- Product Tag: Filter by a product tag
- Box Type: Filter by subscription box type
- Customer Tag: Filter by a customer promotional tag
- Product Search: Text search matching the product name or its classification name
- Master Classification: Checkboxes for top-level product categories (only categories that actually have orders in the selected time frame are listed)
Main Content Area¶
Display varies by report type:
- General Overview: Aggregated product sales table with quantities and revenue, broken out by week
- Breakdown by Customer: Sales grouped by customer, with a subtotal per customer
- Breakdown by Customer by Day: The same customer breakdown, grouped under headers for each delivery day
- Breakdown by Product by Day: A separate product-totals table for each delivery day
Report Types¶
General Overview (Default)¶
Shows every addon product sold, one row per product per week, with:
- Product name and unit of measure
- Week (the delivery week for that row, since rows are always split out by week, even when your search spans a date range covering several weeks)
- Customer count, linked to the matching filtered order list
- Total revenue and wholesale cost
- Quantity sold
Use "Show Only Sold Items" (default) to hide products with no sales in the period, or switch to "Show all" to see every eligible product.
Best For:
- Quick snapshot of all addon sales
- Identifying top-selling products
- Weekly inventory planning
- Comparing revenue against wholesale cost
Breakdown by Customer¶
Shows sales grouped by customer/order:
- Customer name (linked to their customer record) and order number/box type (linked to the order)
- Quantity, product name, and unit
- Cost per line item, editable inline unless a payment transaction already exists for that line, in which case it's locked
- A subtotal per customer (with tax lines, if your store isn't on the newer shop-method billing)
- A final "Total Customers Who Purchased" count at the bottom; there is no single page-wide revenue total for this view
Best For:
- Understanding what a specific customer ordered
- Customer service order verification
- Invoice/cost checks
Breakdown by Customer by Day¶
The same customer-by-customer detail as above, with a header row inserted for each delivery day (Sunday through Saturday) and the route/stop number shown next to each order.
Best For:
- Route/day-specific order detail
- Warehouse packing lists when printed
Breakdown by Product by Day¶
For each day of the week that has deliveries, a separate table listing every product sold that day: product name, customer count (linked to the filtered orders), total revenue, and quantity, with a per-day Grand Total for revenue and wholesale cost. Route, Day, and Product Type filters don't apply here since it always covers every route and every day.
Best For:
- Day-specific inventory/packing needs
Search & Filtering¶
Time-Based Filters¶
Week Selection:
- Dropdown of the current week, a handful of weeks back/ahead, and "All Weeks"
- "Search By Week" button to apply
Date Range:
- From/To date pickers
- "Search by date range" button
- Shows the exact from/to timestamp once applied
Location Filters¶
Route: Filter to a specific delivery route Day: Filter to a specific day of week Selecting a Day narrows which routes appear in the Route dropdown. Both are disabled on "Breakdown by Product by Day."
Product Filters¶
Product Type (Customer Breakdown views only):
- Addons only: line items with a cost greater than $0
- Menu only: box/menu items (no addon cost)
- Addons + Menu: both
General Overview and Breakdown by Product by Day always show addons only, regardless of this setting.
Product Tag: Filter to products carrying a specific tag Product Search: Free-text match against product name or classification name Master Classification: Check one or more top-level categories to include
Customer Filters¶
Customer Tag: Filter by a customer promotional tag Box Type: Filter by the customer's subscription box type
Report Data & Columns¶
General Overview Columns¶
| Column | Description |
|---|---|
| SKU | Product SKU, only shown if the SKU feature (magic_sku) is enabled for your store |
| Product | Product name |
| Unit | Unit of measure |
| Week | Delivery week for that row |
| Customer Count | Distinct customers who bought it that week, linked to the filtered order list |
| Total Revenue | Sum of line-item cost for that product/week |
| Wholesale Cost | (case price ÷ case quantity) × quantity sold |
| Quantity Sold | Total units sold that week |
Customer Breakdown Columns¶
| Column | Description |
|---|---|
| Customer | Name, linked to the customer record |
| Order | Order number and box type, linked to the order |
| Qty | Quantity ordered |
| Product | Product name (hover shows its classification) |
| Unit | Unit of measure |
| Cost | Line-item cost, editable unless a payment transaction is already recorded against it |
Grand Totals¶
- General Overview: shows one Grand Total row at the bottom, with Total Revenue, Wholesale Cost, and Quantity Sold summed across the whole report.
- Breakdown by Product by Day: each day's table has its own Grand Total for Revenue and Wholesale Cost (no combined total across days, no quantity-sold total).
- Breakdown by Customer / Breakdown by Customer by Day: no page-wide revenue total. Each customer gets a subtotal, and the report ends with a "Total Customers Who Purchased" count.
Common Use Cases¶
Use Case 1: Weekly Inventory Planning¶
Goal: Determine what addons to order for the upcoming week
Steps:
- Select next week from the week dropdown
- Leave report type as "General Overview"
- Click "Search By Week"
- Review the Quantity Sold column
- Export to CSV for purchasing
Use Case 2: Customer Service - Order Verification¶
Goal: Verify what addons a specific customer ordered
Steps:
- Select the week (or date range) the order was placed
- Choose "Breakdown by Customer" report type
- Click "Update Filter"
- There's no customer-name search field on this report, so scroll the results (or use your browser's find/Ctrl-F, since the full list loads at once) to locate the customer
- Review their addons and line-item costs
Use Case 3: Route-Specific Packing List¶
Goal: Generate a packing list for a specific delivery route
Steps:
- Select the current week
- Choose the route from the dropdown
- Select "Breakdown by Customer by Day"
- Set "Print Mode: On"
- Click "Update Filter" to refresh, then use your browser's Print function
- Print for the warehouse team
Use Case 4: Profit Margin Review¶
Goal: Gauge profitability of addon sales
Steps:
- Select a date range (e.g. last month)
- Keep "General Overview" report type
- Export to CSV
- Calculate: (Total Revenue - Wholesale Cost) / Total Revenue
- Identify high-margin products to promote
Use Case 5: Product Category Performance¶
Goal: See how a specific category performs
Steps:
- Select the desired time period
- Scroll to Master Classification
- Check the category you want (only categories with orders in that period are listed)
- Click "Update Filter"
- Review the filtered results and compare to other categories
Export Options¶
CSV Export:
- A "CSV" button appears above the results table once a report is displayed
- Downloads the rows currently shown (i.e. whatever your filters produced), not the whole database
- Opens cleanly in Excel/Sheets
There is currently no working PDF export button on this page. Use Print Mode plus your browser's Print function (which can save to PDF from the print dialog) for a printable copy instead.
Troubleshooting¶
Issue: No Data Showing¶
Check:
- Verify the selected week/date range actually has orders
- Remove filters and try again
- On General Overview, check whether "Show Only Sold Items" is hiding zero-sale products (switch to "Show all")
- Make sure "Product Type" isn't set too restrictively
- Make sure Master Classification checkboxes (if any are checked) include the items you expect
Issue: Customer Count Links Show Wrong Orders¶
Verify:
- All filters (week, route, day, customer tag) were applied before clicking through the Customer Count link
- The week matches what you expect
Issue: Costs Don't Match Expected¶
Remember:
- Wholesale cost uses the (case price ÷ case quantity) × quantity formula, and needs case price/quantity to be filled in on the product
- Tax is not included in individual line-item costs; it only shows in the per-customer subtotal (Breakdown by Customer views)
Best Practices¶
- Weekly Review: Run General Overview each week for the past week's sales
- Export Regularly: Keep CSV exports for historical trending, since this report doesn't store history itself
- Use Print Mode: Enable it in the Customer Breakdown views before printing from your browser
- Filter Progressively: Start broad, then narrow filters step by step
- Verify Filters: Check your filter selections before exporting
Things to Avoid¶
- Running very large date ranges without filters (slow to load)
- Editing line-item costs without understanding the tax implications
- Forgetting to reset filters between different analyses
- Assuming the CSV export includes anything beyond the currently filtered/visible rows
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 the revenue column |
| Route packing list | Select route + week, Breakdown by Customer by Day, Print Mode on, then browser Print |
| Top selling products | General Overview, click the Quantity Sold column header to sort |
| Customer order lookup | Breakdown by Customer, scroll/find the customer in the list |
| Category analysis | Check the classification checkboxes, click "Update Filter" |
| Export for accounting | Set date range, CSV export, import into accounting software |
FAQs¶
What's the difference between "Addons only" and "Addons + Menu"?¶
"Addons only" shows line items with a cost (items purchased in addition to the subscription). "Addons + Menu" also includes the menu/box items themselves, which normally carry no separate cost.
Why can't I edit some line item costs?¶
If a payment transaction already exists for that line, the cost is locked to prevent accounting inconsistencies.
How do I filter to just one product category or tag?¶
Use the Product Tag filter, or check the relevant box under Master Classification, if you've tagged or categorized your products that way.
Can I see addon sales for a specific customer over time?¶
There's no customer-name search on this report. Set a date range covering the period you want, choose "Breakdown by Customer," and scroll (or use your browser's find) to locate that customer.
End of Documentation
For additional help, contact your system administrator or Kiva Logic support.