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Sales Reports: Modified Items

Dan Belfield
  • Updated

The Modified Items report offers valuable insights into customer preferences and behaviours by highlighting where menu items are being customised. Stay informed about adjustments to key recipes to identify frequently removed ingredients and monitor the effectiveness of add-ons and upsells and their impact on revenue.

This report allows you to track modifications based on either the parent product sold or the specific modifiers applied; analyse transaction sources to understand the impact of menu variations across various platforms on customisation habits, or evaluate team performance to identify who excels in achieving upsell targets.

For companies with multiple sites, this can be split per site or can be consolidated for all sites.

If required, this report can be created as a Saved Report and set up to send out periodically. 

 

Report Filters

Access the Modified Items report via: Reports & Analysis > Sales > Modified Items.

Select the required report parameter options from:

Select Sites

Select which sites and/or site groups to include in the report.

Date Range

Select which date range to include sales for.

Analysis Style

Select whether to see the detail in level two of the report as either: 

  • By Parent Product: To see products sold with modifications, and the impact of those modifiers being added. 
  • By Modifier Product: To see products being sold as modifiers, and the number of times they're used against parent products. 

View Type

Select whether to view the report as:

  • Consolidated: To combine multiple sites into one consolidated output.
  • Split By Site: To produce a separate output per site, if multiple sites are selected.
  • Split By Location & Site: To produce a separate output per location, per site, if multiple sites/locations are selected. 

Group By

Select whether to group modifier product sales by: 

  • Consolidated: For a consolidated output of product modifications. 
  • Transaction Source: To see how product modifications vary per transaction source. 
  • Price Level: To see how product modifications vary per price level.
  • Team Member: To track product modifications entered by each team member at the POS. 

View Sales As

 Select whether to see sales figures as Gross or Net. 

Product Groups

Select which products (per the selected Analysis Style) to include within the report based on product group. Leave this blank to include all. 

 

Report Output

The output of the Modified Items report depends on the Analysis Style filter selected:

 

Analysis Style: By Parent Product

When Analysis Style By Parent Product is selected, the Modified Items report is split into sections based on the View Type filter selected, and is further split into sub-sections based on the Group By filter selected, displaying: 

Parent Product Name

 Displays the name of the parent product sold. Note that only products with modifiers are listed in this column. 

Quantity

 Displays the number of times the parent product was sold in total. 

Base Gross/Net

 Displays the sale value of the parent product sold. 

Modified Gross/Net

 Displays the combined sale value of the parent product sold, and any modifiers attached to the parent product. 

Modifier Product Name

 Displays the name of any modifier products attached to the parent product. If there are multiple modifiers, a total line is shown too. 

Mod Qty

 Displays the number of times the modifier product has been attached to the parent product. 

Mod Ratio

 Displays the number of times the modifier product has been attached to the parent product, as a percentage of the number of times the parent product has been sold. 

Mod Gross/Net

 Displays the sale value of the modifier product sold, when attached to the parent product shown. 

Uplift %

 For modifiers with a sale value, displays the total sale uplift impact of modifier on the parent product sold.  

 

Analysis Style: By Modifier Product

When Analysis Style By Modifier Product is selected, the Modified Items report is split into sections based on the View Type filter selected, and is further split into sub-sections based on the Group By filter selected, displaying: 

Modifier Product Name

 Displays the name of the modifier product sold. 

Parent Product Name

 Displays the name of any parent product that the modifier product has been attached to. 

Parent Product Qty

 Displays the number of times the parent product was sold in total. 

Mod Qty

 Displays the number of times the modifier product was attached to the parent product shown. 

Mod Ratio

 Displays the number of times the modifier product was attached to the parent product shown, as a percentage. 

Modified Gross/Net

 Displays the sale value of the modifier product shown, when attached to the parent product shown. 

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