Reports

Add-Ons Report

3min

The Add-Ons report is a versatile report that allows you to view the Add-Ons that have been sold, mark items as fulfilled, and view general totals for each variation of your Add-On. This report can be viewed account-wide or for a specific event, collection, or class. Additionally, you can mark Add-Ons as fulfilled through this report.



There are two main views for Add-Ons reports

  • All/Open/Fulfilled - This will show each add-on purchased as a separate row on the report
  • Summary - An overview look at the sales totals for each variation of add-ons.



View Add-Ons Report

Follow the instructions below to pull an Add-Ons report for the desired domain.

  • Global Add-Ons Report - To pull an account-wide Add-Ons report, click Reports (from the top navigation bar) --> Add-Ons.
  • Event Add-Ons Report - To pull an event-specific Add-Ons report, click the Events tab from the top navigation bar. Then, click Reports --> Add-Ons next to the desired Event.
  • Collection Add-Ons Report - To pull a collection-specific Add-Ons report, click Collections --> Standard from the top navigation bar. Then, click Reports --> Add-Ons next to the desired Collection.
  • Class Add-Ons Report - To pull a class-specific Add-Ons report, click Collections --> Classes from the top navigation bar. Then, click Reports --> Add-Ons next to the desired Class.
    

Check out the drop-downs below to learn more about the different views available for Add-Ons reports. Both views are available on Global, Event, Collection, and Class Add-Ons reports.

The All, Open, and Fulfilled tab along the top of the Add-Ons report will allow you to each add-on purchased as a separate row in the report.

There are two statuses for Add-Ons. Open means it has not been processed or given to the patron while Fulfilled signals that it has. You can use these statuses to track add-ons in a way that works best for your needs.

There are multiple ways to "fulfill" add-ons. From this report, you can use the checkboxes in the far left column and then use the drop-down menu in the upper right-hand corner to change the status to open or fulfilled.

Terms and Definitions in the All/Open/Fulfilled View

  • Status - Whether the order is "Open" or "Fulfilled"
  • Order I.D. - The code associated with the order used for internal tracking. (Click the code to open the order summary for the purchase)
  • Item - The variation of the add-on that was purchased.
  • Patron - The name of the patron who made the purchase.
  • Email - The email associated with the purchase.
  • Event - The event, class, or collection to which the add-on belongs. Includes event time or class time.
  • Attached Seat - The seat number associated with the add-on (if applicable). *This is most common for add-ons that are attached to ticket prices.
  • Student - The student to which the sale is credited (if enabled). Suggested Article: Student Credit
  • Order Date - The date and time the purchase was made.
  • Price - The original price of the add-on.





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