Reporting issues on item and modifier sales.

Hi
I am having some real issued getting what I need form the Reports. I realise I could set things up differently but that would take me quite a long time and cost a bit in training and resource.

What I need his a report that tells me how many of a particular item has been sold and what modifiers were used in that item. For example, I can get a summary report to show me how many shots of apple vodka I have. sold (which is great) the problem is that it gives me the gross profit including the cost of modifiers but without telling me what modifiers they were, this skews the actual cost of the shot of vodka and is impossible for our stock checkers to report upon. there is also a report on modifiers but this again does not tell me what modifier has been used with which drink and option.

I need a report that shows me the apple vodka with both 25ml and 50ml option and then what modifier sales were used on each option.

 

My set-up is that I have an item for vodka and then an option for 25ml and another option for 50ml, I thin have a modifier screen to select for example a dash of lemonade when someone purchases a shot.

Any advice would be great of my options but I think ideally if enough of us have similar issues maybe a report could be designed for this?

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Square Champion

What are you using? POS KDS Retail? Online?

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I'm looking at the reports online but I do have a Square Stand with an iPad in it.

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Alumni

Hey @d4com, thank you for flagging this. 

 

I just had a look at my own test account and can confirm that having a reporting feature on the Dashboard that shows which modifiers were sold with a specific item sold is a feature request. I'll make sure to pass your feedback over to ou team though, as I can definitely see why it would be a useful feature to have for you and other Square sellers. 

 

The next best thing would be to go to Item Sales and export the report as a Detail CSV. Here, the report will show which modifier was sold per item. 

 

Let me know if you have any other questions! 

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I don't think that report shows the modifiers, just the cost of items and options with modifiers but not the actual modifier. 

 

I'm glad it's a feature request though, our Stock Taker is tearing his hair out.

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