What are Reporting Groups, Sub‑Categories, and Add‑Ons?

 Overview

Operators need a reliable way to organize products and services into meaningful categories before adding them to the system. By creating reporting groups and sub‑categories in advance, operators can ensure that every new product is assigned to the correct bucket from the start. This structure supports accurate reporting, streamlined discount creation, and automated add‑on management—ultimately improving operational efficiency and revenue performance.

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Problem Being Addressed

1. Inconsistent or Inaccurate Reporting

Without predefined product groups, operators often end up with inconsistent categorization. This leads to fragmented or misleading sales data, making it difficult to answer essential business questions such as:

• Which product categories generate the most revenue
• Which offerings are underperforming
• Where to focus marketing or operational improvements

Reporting groups solve this by ensuring every product is categorized consistently, enabling clear visibility into revenue and sales volume by category.

2. Inefficient Discount Management

Discounts frequently need to apply only to specific types of products—such as merchandise, drinks, or birthday parties. Without reporting groups:

• Discounts must be manually assigned to each product
• New products are easily overlooked
• Category‑based promotions become error‑prone and time‑consuming

With reporting groups, operators can create discount codes that automatically apply to all products within a category. This makes it easy to run targeted campaigns like:

• 10% off merchandise
• 15% off drinks
• 5% off birthday parties

3. Manual and Repetitive Add‑On Setup

Add‑ons are a key driver of higher average ticket value, offering relevant upsells before checkout.If add‑ons can’t be tied to a reporting group:

• Each new product requires manual add‑on configuration
• Operators risk inconsistent upsell experiences
• Revenue opportunities may be missed

By associating add‑ons with a reporting group (e.g., all birthday party packages), any new product added to that group automatically inherits the correct add‑ons—saving time and ensuring consistency.

4. Lack of Granularity Without Sub‑Categories

Some high‑level categories—such as General Admission—contain multiple distinct offerings.The tool allows operators to create sub‑categories for deeper organization. When a sub‑category is created, it initially shares the same name as the main category, and operators can rename it using the yellow edit icon.Sub‑categories are especially useful when:

• An operation offers multiple activities under a single umbrella (e.g., trampoline, ninja course, climbing)
• Operators want more detailed reporting
• Discounts or add‑ons need to apply only to specific activities

This added layer of structure ensures:

• More granular reporting
• More precise discount targeting
• More relevant and automated add‑on associations

SummaryBy setting up reporting groups and sub‑categories before creating products, operators gain:

• Cleaner, more accurate reporting
• Faster and more reliable discount setup
• Automated add‑on Management
• A scalable structure that supports business growth

This tool reduces manual work, prevents configuration errors, and empowers operators to make data‑driven decisions while delivering a more consistent customer experience.