Product Mix (PMIX) Report Overview

In this Article:

• PMIX Report Overview
• Filter and Display Options
• Report Settings
• Frequently Asked Questions
  
  • Why are some items missing from my PMIX report?
  • Why do net sales on the PMIX report not match other sales reports?
  • Does the PMIX report take returns/refunds into account?
  • How do I expand the whole table?
  • Can I display items by payment type?
  • How do I view top items, top menus, or top modifiers?

PMIX Report Overview

The Product Mix (PMIX) report provides a detailed breakdown of sales by menu, menu group, and item—including tags, modifiers, and more. This updated version gives you more control over how data is filtered, grouped, and displayed.

The PMIX report will allow you to: 

• Customize your view to fit your specific needs. You can narrow the report to a specific level (e.g., only menu items) or select multiple levels (e.g., menu items and modifiers) to get a structured view that you can expand or collapse.
• Understand sales composition. Turn on percentages (the % of total toggle) to see what portion of your total sales comes from each part of your menu—like what % of sales come from the Brunch menu or from the Carne Asada item in the Entree menu group.
• View more details in one place. Subgroups, modifiers, sizes, and special requests are now included in the report, giving you a full picture of performance drivers.
• No more date range limitations. You can now select any date range for the new PMIX report, including single days or custom time periods—up to six months, one year, or even longer.

You can access the PMIX report by navigating to Reports > Menus > Product mix. You may need to select Try the new version at the top to see the updated features. Viewers will need the 4.2 Menu Reports to access this report. 

PMIX Filter and Display Options

At the top of the new version of the report, you’ll see three drop-down menus and a set of buttons. NEW! Select the Export button (download icon) to receive an Excel file or a .csv file.

• Use the first drop-down menu to select from different pre-set date range options (yesterday, this week, last month, etc.) or select Custom date to choose a specific range for your report. There is no limitation on this date range selection.
• The Compare drop-down menu allows you to view two sets of data at once so you can see changes, trends, and more. Continue reading to see how this works.
• The third drop-down menu contains your restaurant groups and locations for easy switching.

Next to these drop-downs, you’ll also see the More filters button, which opens a menu on the right side of the screen with additional filters such as item tags, sales categories, employee, order source, and more. Select the v caret icon to choose a specific filter from the larger group or select the pin icon to add this filter as a drop-down menu on this page. Select Apply filters after making changes on this menu to reload your PMIX report with your desired settings.

You can now compare performance across time periods using the new Compare drop-down (Off by default). When you enable a comparison for the new PMIX report:

• You’ll see a Metric drop-down above the table, where you can choose one metric to compare across time periods. Options include Qty sold, Gross sales, Discount amount, Refund amount, Net sales, Void amount, Waste count, Item price, Tax amount, Item quantity (including voids), Gross amount (including voids), Void quantity, and Voided gross sales.
• The PMIX report will display that metric side-by-side for easier trend analysis.

At the top of the PMIX report table, there is a Menu hierarchy drop-down. Choose a single level (e.g. items) to generate a simple list, or select multiple levels (e.g. items and modifiers) for a structured view with collapsible rows. This gives you more flexibility into how you explore your data.

If you enable the % of total toggle in the upper-right corner of the report table, the PMIX report will calculate the percentage contribution of each row relative to the nearest parent level.

• If you select Menus, Menu groups/Subgroups, and Items from the level selector, each item's % will be of its menu group/subgroup total.
• If you only select Items from the level selector, each item's % will be of the total item sales across all menus.

For example, in the report below, four menu levels (Menus, Menu groups, Subgroups, and Items) were selected from the drop-down:

• FOOD accounts for 75.68% of the total sales.
• Appetizers make up 60.71% of FOOD sales.
• Croquetas de Jamon make up 23.53% of Appetizers sales.

Lastly, use the Columns button to view more or less information on this report. You can choose to include data like sales category, average price, discounts, waste count, amount, and more. If you've added Cost information to your menu items via the menu builder or by building recipes in xtraCHEF, you can also choose to show COGS, gross profit, and gross margin columns to quickly spot low-margin items and optimize your menus.

Note: xtraCHEF recipe cost data automatically syncs daily to Toast Web. For restaurants that aren't using xtraCHEF, you can add the item cost by navigating to Menus > Menu management > Menu manager, selecting your desired item, and adding a value in the Cost field that appears in the Reporting section of the item details window.

You may need to scroll left and right to see all the columns on your PMIX report.

PMIX Report Settings

The gear icon at the top right corner of the PMIX report contains your Report settings, which allow you to change how the data on your report is calculated and displayed. 

There are three options for your Calculation setting:

• Calculate item prices including modifiers (default): Combines modifier pricing with item pricing to calculate the item’s average price.
• Calculate item prices without modifiers: Excludes modifier pricing from the item’s average price and shows modifier prices separately.
  • Once of the two options above must be selected.
• Aggregate data by name: Combines items with the same name (e.g., “Cheeseburger”) even if they have different IDs across menus.
  • This option can be toggled on or off, regardless of which option you've selected above it.

With the Data display setting, you will see the option to Hide menus, meny groups, and items with no data. This removes rows without any sales during the selected date range.

Frequently Asked Questions About the PMIX Report

Why are some items missing from my PMIX report?

If you notice that some menu items don’t appear in your PMIX report, it may be due to the Data display setting. Select the gear icon in the top right corner of the page, and deselect the checkbox that says Hide menus, menu groups and items with no data.

Why do net sales on the PMIX report not match other sales reports?

You might notice that the net sales shown in your PMIX report don’t always match what you see in the Sales Summary. This is expected due to a few key differences in how each report calculates and displays data:

• • Service charges are excluded in PMIX. Product Mix excludes both gratuity and non-gratuity service charges, so if you collect these, they won’t be included in the PMIX net sales.
  • Refunds are handled differently.
    • Partial refunds (custom amount) aren’t included in the PMIX report.
    • Unlinked refunds (refunds not tied to a specific item) don’t appear in PMIX.
    • Refund timing differs. Sales Summary applies refunds based on the date the refund occurs, while PMIX associates refunds with the date the item was originally sold.
  • Tips aren’t included in PMIX.
  • PMIX may have slight delays in reflecting the most recent activity. If you’re comparing reports right after a transaction, this could cause a temporary mismatch.

Does the PMIX report take returns/refunds into account?

The new PMIX report applies refunds to the date of the original sale, not the date the refund takes place. This approach provides a more accurate view of the net impact on the product mix for that day. In contrast, the original PMIX report did not account for refunds.

How do I see the whole table on the PMIX report?

To expand or collapse the entire table on the PMIX report, select the arrow (>) icon on the first column of the table header.

Can I display items by payment type on the PMIX report?

No. At this time, the new PMIX report cannot be configured to display items by payment type.

How do I view top items, top menus, or top modifiers?

On the new PMIX report, you can use the level selector drop-down to select only items (or only menus, or only modifiers). The, sort the table by Qty sold, Net sales, or Gross sales to see which items/menus/modifiers are driving the most sales.