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Discount Summary Report

The Discount Summary Report provides an overview of all discounts applied within a selected date range. It shows both a summary by discount type and a summary by employee, making it easy to track overall discount activity and usage across the organization.

Where to find the report

  • Backoffice --> Reporting --> Reports --> Discount folder --> Discount Summary --> Select Date Range --> Execute 

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What it looks like

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Report Parts

Discount Summary Section

The top section lists each discount used during the period.

Columns include:

  • Discount – The name of the discount (e.g., $1 Off Coupon, 2-4-1, Variable % Discount).

  • Count – The number of times that discount was used.

  • Average $ – The average dollar value of the discount (calculated as Total $ ÷ Count).

  • Total $ – The total dollar value of all discounts of that type.

At the bottom, the totals row shows:

  • Total Count – Total number of discounts applied.

  • Overall Average $ – Average value across all discounts (calculated as Grand Total $ ÷ Total Count).

  • Grand Total $ – The combined total discount value across all types.

 

User Summary Section

The bottom section is a matrix that shows who applied discounts and the total value by discount type.

  • Rows = Employees (servers, managers, etc.).

  • Columns = Discount names.

  • Intersections = Dollar value and count of discounts that employee applied under that type.

  • Totals Column – The total value of all discounts applied by that employee.

  • Bottom Row Totals – The total dollar value for each discount type across all employees.

 

How to Use This Report

This report helps you:

  • Get a quick snapshot of overall discount activity for the selected period.

  • See which discount types are used most often and their financial impact.

  • Monitor which employees are applying discounts and the total value they’ve given.

  • Compare server usage to identify unusual or excessive discount activity.

  • Reconcile with the Discount Audit Reports to drill into transaction-level details if needed.

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