Add-Ons Report
The Add-Ons report is a versatile report that lets you view sold Add-Ons, mark items as fulfilled, and view general totals for each Add-On variation. 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-On reports
- All/Open/Fulfilled - This will show each add-on purchased as a separate row on the report
- Summary - An overview of 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.
All/Open/Fulfilled View (Add-Ons)
The All, Open, and Fulfilled tab at the top of the Add-Ons report allows you to view each purchased add-on 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.
Summary View (Add-Ons)
The Summary view is the best way to see grand totals for each add-on variation being sold.
Terms and Definitions in the Summary View
- Add-On - The overarching name of the add-on. E.g. T-shirt
- Variant - The name of the variation of the main add-on. E.g. Medium T-shirt
- Status - Whether the add-on is active or not.
- Sold - The total number of the variant that has been sold.
- Inventory - The total remaining inventory for the variant.
- Event - The event, class, or collection to which the add-on belongs.