topic Re: Item plus Modifier reporting in Back Office & Team

Item plus Modifier reporting

LConover — Wed, 27 Nov 2024 16:58:37 GMT

I'm wondering if there is some combination of settings in reporting to combine items that are in multiple places on the menu.

A dip for example (all the same portion size);

In a modifier group for sandwiches
In a modifier group for bowls
As an add on item
As a menu item

I can see the total menu items sold, and if it is in a top modifier I can see the numbers where it appears in the modifier report. I'd like to see them in one place. I have tagged the items I want to track, and the numbers on the tag report don't seem correct. I'm tagging the menu item in menus and the individual item in item details.

I'm trying to avoid pulling multiple reports and having to manually add up portions sold.

We are in the process of onboarding xtra chef. Open to reports in Toast or xtra.

Thanks in advance!

Re: Item plus Modifier reporting

rcmck — Wed, 27 Nov 2024 17:45:59 GMT

I would start by trying the new product mix report if you haven't already, includes modifiers, special requests, search, filters by menu or group, and no date limits. https://www.toasttab.com/customers/shop/test-kitchen/product-mix-reporting

Re: Item plus Modifier reporting

josh212 — Wed, 04 Dec 2024 16:08:40 GMT

Also Group by Sales Categories and assign everything for each report you want a category

Re: Item plus Modifier reporting

CEFreeman — Thu, 12 Dec 2024 00:42:54 GMT

As an assumption, have you linked your item, or are you entering it in each place separately?
It is much easier to preform either solution if you've built your menu with out duplicates.