Overview
This report will display all transactions that include a product with an addon or upsell item attached to it. To learn more about what addon products are, be sure to check out this help article first to make sure everything is set up properly.
Where
There are a couple ways to access the Purchase Order Report.
In the global search box, type in "purchase orders".
The second way is through a roster page. In some cases, an addon is added to a registration such as a meal for a camp registration. Every purchase for that meal will display in the "purchase orders" section of the program's details page. There is a button on this page called "Purchase Order Report". When you click on this, you will be directed to the report with the roster prefiltered to only display those customers.
How it Works
Filters:
Date Type (required field): Choose whether you want to view the report by when the add on product is supposed to be "delivered by" or when it was "purchased".
Start/End date (required field): Choose a span of time of your choice.
Location: By default the current location you are viewing will display.
Program: If you want to view specific programs as a broader search, choose a Program (this is a multi select).
Season/Level/Roster: Choose whether you would like to filter by Season, then level and even roster if you like (these are multi select).
