The Protection Plan Report in Appliance.io gives you a complete view of how your protection plans are performing. From total sales and quantity to cost, profit, and returns, this report helps you understand which plans are driving revenue and where improvements can be made.
Each row in the report is based on quantity, displaying detailed pricing, cost, and profit data. Protection plan SKUs are pulled directly from your Protection Plan settings and supported third-party providers, ensuring accurate and consistent reporting.
📍 Accessing the Protection Plan Report
To get started, open the sidebar menu and click Reports.
From the Reports list, select Protection Plan Report.
Once inside, you’ll see two tabs at the top of the page:
Delivered Sales (Accrual)
Written Sales (Cash)
Each tab represents a different accounting method and gives you a unique view of the protection plan performance.
📦 Delivered Sales (Accrual)
The Delivered Sales (Accrual) tab shows protection plan sales that are recognized when the order is delivered, regardless of when payment was made.
This follows accrual-based accounting, where revenue is recorded once it’s earned. As a result, this view only includes completed and delivered protection plans, giving you a clear picture of finalized sales.
🔍 Filters & Controls
At the top of the report, you’ll find eight filters to help refine your data:
Search
Date Range
Exclude Dates Before
Provider Type
Location
Salesperson
Main Categories
Source
You can clear all applied filters at any time by clicking Reset Filters.
📤 Exporting the Report
Click the Export button to download the report in PDF, Excel, or CSV format.
The exported file will reflect only the filters currently applied, making it easy to share or analyze specific datasets.
📊 Summary Tiles
Below the filters, four summary tiles give you an instant performance snapshot:
Total Protection Plan Sales
The total revenue from protection plans, pulled directly from the Price column.Total Protection Plan Cost
The total cost incurred for all protection plans sold.Total Protection Plan Profit
Your net earnings after costs — calculated from the Profit column.Total Protection Plan Quantity
The total number of protection plans sold.
These tiles automatically update as filters change.
📋 Report Details & Columns
The report table includes extensive details for each protection plan sale.
The first three columns remain pinned for easy navigation:
Order Date
Salesperson
Order Number
Scrolling to the right reveals additional columns, including:
Plan Name
Provider Type
Cost, Price, and Profit
Model Number and Product Price
Store Location
Customer Name, Email, and Phone
Delivery Date and Full Address
Brand Name and Product Title
Protection SKU
This comprehensive layout ensures full visibility into every protection plan transaction.
🔄 Returned Protection Plans
If a protection plan is returned, the corresponding row is automatically highlighted in red.
All totals — including sales, cost, and profit — adjust automatically, keeping your report data accurate without manual updates.
💰 Written Sales (Cash)
The Written Sales (Cash) tab recognizes protection plan revenue when payment is received.
This view follows cash-based accounting and excludes:
Refundable deposits made on quotes
Credit line orders that have not yet been paid
Sales made using credit lines will appear here only after payment is completed with actual funds.
⚙️ Written Sales Filters & Data
The Written Sales tab uses the same filters, columns, and export options as Delivered Sales.
The only additional filter is Delivery Status, allowing you to view:
Open orders
Delivered orders
All data — from Order Date through Protection SKU — is displayed consistently, with recognition based on payment date instead of delivery date.
🎉 You’re All Set!
The Protection Plan Report gives you everything you need to evaluate protection plan performance — from sales and profitability to returns and provider insights.
Whether you’re reviewing financials, optimizing plan offerings, or tracking salesperson performance, this report ensures you’re always working with accurate, actionable data.