Sales report

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View and manage Sales by Modifier report

Learn how to generate a Sales by Modifier report on the Merchant Portal.

The Sales by Modifier report provides a summary of your custom add-ons and side options, with data grouped by item, modifier, modifier master, or individual modifier option, to track the total gross sales volume and total quantities sold. This helps management monitor modifier popularity, optimize dish pairings, and analyze operational performance.

In this article, you’ll learn how to customize, generate, print, and export a Sales by Modifier report.

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Important: The "Sales by Modifier" Portal permission must be enabled for your role to access the Sales by Modifier report.

View Sales by Modifier report

To view your Sales by Modifier report, follow the steps below:

Shop level

Log in to the Merchant Portal.
On the left panel, click on ReportingSalesSales by Modifier.
Select the date range that you wish to include in the report.
You can filter your search further and select how you want the data in the report to be presented by configuring the "Display By" and "Group by" options.
- Display By:
  - Modifier Option - Displays the data per individual modifier option.
  - Modifier - Displays the data per modifier category.
  - Item - Displays the data per item.
  - Modifier Master - Displays the data per Modifier Master.
- Group By:
  - Same Item Name - The system groups items with the same name based on the default language.
    Important: For modifiers and modifier options, ensure that identical names are used only within the same context to maintain accurate reporting. If a modifier option appears under multiple modifier categories, assign it a unique identifier to prevent discrepancies in the report.
  - Same Product Code (SKU) - The system groups items with the same Product Code (SKU) before grouping by the same name under the default language.
Click on Submit to retrieve the records.

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Group level

Log in to the Merchant Portal.
On the left panel, click on ReportingSalesSales by Modifier.
Select the date range that you wish to include in the report.
You can filter your search further and select how you want the data in the report to be presented by configuring the "Display By" and "Group by" options.
- Display By:
  - Modifier Option - Displays the data per individual modifier option.
  - Modifier - Displays the data per modifier category.
  - Item - Displays the data per item.
  - Modifier Master - Displays the data per Modifier Master.
- Group By:
  - Same Item Name - The system groups items with the same name based on the default language. Important: For modifiers and modifier options, ensure that identical names are used only within the same context to maintain accurate reporting. If a modifier option appears under multiple modifier categories, assign it a unique identifier to prevent discrepancies in the report.
  - Same Product Code (SKU): The system groups items with the same Product Code (SKU) before grouping by the same name under the default language.
Click on Select Shop(s) and choose the shops that you want to include in the report. To include all shops under the group, click on All Shop(s).
For restaurant groups working with multiple currencies, select the currency you want to generate the report in.
Click on Submit to retrieve the records. This generates the report in the Report Center, initially marking it as "Processing" then becoming "Finished" once ready. Click the report name or Download to access the report.

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Organization level

Log in to the Merchant Portal.
On the left panel, click on ReportingSalesSales by Modifier.
Select the date range that you wish to include in the report.
You can filter your search further and select how you want the data in the report to be presented by configuring the "Display By" and "Group by" options.
- Display By:
  - Modifier Option - Displays the data per individual modifier option.
  - Modifier - Displays the data per modifier category.
  - Item - Displays the data per item.
  - Modifier Master - Displays the data per Modifier Master.
- Group By:
  - Same Item Name - The system groups items with the same name based on the default language.
    Important: For modifiers and modifier options, ensure that identical names are used only within the same context to maintain accurate reporting. If a modifier option appears under multiple modifier categories, assign it a unique identifier to prevent discrepancies in the report.
  - Same Product Code (SKU): The system groups items with the same Product Code (SKU) before grouping by the same name under the default language.
Click on Select Shop(s) and choose the shops that you want to include in the report. To include all shops under the organization, click on All Shop(s).
For organizations working with multiple currencies, select the currency you want to generate the report in.
Click on Submit to retrieve the records. This generates the report in the Report Center, initially marking it as "Processing" then becoming "Finished" once ready. Click the report name or Download to access the report.

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Once the report is generated, you can check the complete breakdown per modifier or item by clicking Expand. To expand all data simultaneously, click on Expand All.

Print Sales by Modifier report

To print a Sales by Modifier report, follow the steps below:

Shop level

On the report page, click on Print.
Select the printer where you want to print the report.

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Organization or Group level

Log in to the Merchant Portal.
On the left panel, click on ReportingReport Center.
From the list, click on the name of the report you want to print.
At the top right, select Print.
Select the printer where you want to print the report.

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Export Sales by Modifier report

To export a Sales by Modifier report, follow the steps below:

Shop level

On the report page, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.

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Organization or Group level

Log in to the Merchant Portal.
On the left panel, click on ReportingReport Center.
From the list, on the report you want to export, click on Download .
- Alternatively, you can also click on the name of the report, then at the top right, select Export.

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Sales report

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View and manage Sales by Modifier report

View Sales by Modifier report

Shop level

Group level

Organization level

Print Sales by Modifier report

Shop level

Organization or Group level

Export Sales by Modifier report

Shop level

Organization or Group level

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