Use the Product Mix Report in the Shift4 Dine Customer Hub

Description: Learn how to filter, view, and export Product Mix data to analyze item-level sales performance across your locations.

Note: This feature is currently available only for Pilot users.

To watch more how-to videos, visit our video section.

Access the Product Mix Report

Log in to the Shift4 Dine Customer Hub.
From the left navigation menu, select Reporting > Reports.

Using the Product Mix Report

The Product Mix report in the Shift4 Dine Customer Hub gives you a detailed breakdown of item and category sales, with flexible filtering and export options to support your business analysis.

Filters

At the top of the screen, three primary filters control what data the report displays.

Select Location to choose one or more business locations to include.
Select Period to define the time range for the report.
Important: Reports display closed business day data only.
Select Group By to choose how the report data is organized. Options include: Location, Order Types, Revenue Centers, Day Parts, Hours, 15 Mins, Employees, Item, Department, and Revenue Class.

Product Mix Table

The table presents the following columns for each grouping:

Column	Description
Location	Business location name
Gross Sales	Total sales before discounts and taxes
Quantity	Total number of items sold
Avg Gross $	Average gross sales amount
Discount Amt	Total discounts applied
Inclusive Tax	Tax amount included within the sales price
Net Sales	Total sales after discounts
Sales Mix %	Percentage of total sales contributed by the item or category

Each column supports sorting, filtering, column selection, and an information tooltip.

Actions

The Actions menu provides the following options:

Turn on Show Chart to display the current report configuration as a chart.
Select Manage Columns to customize which columns appear in the report.
Select Add to Saved Reports to save the current configuration for future use.
Select Export to download report data in CSV, PDF, or Excel format.
Select Subscribe to Report to set up a recurring delivery by configuring a subscription name, schedule, recipients, and format.
Select Discover Insights to access pre-configured report views that answer common business questions. Each insight loads with filters, groupings, and columns already applied.