📍 Where to Find It
Go to Back Office > Reports > Sales
Click Discount Report
🗓️ What This Report Shows
This report shows:
Total number of discounted items by day
Total value of all discounts
A full itemized view of who applied each discount, when, and on which check
Use it to:
Review discount trends
Spot unauthorized use
Reconcile promotions with staff activity
📆 1. Set a Date Range
Select the period you want to analyze using the Start and End fields, then click Refresh.
📊 2. Daily Discount Summary
You’ll see one row per day, showing how many times a discount was used and the total dollar amount.
📘 Daily Summary Fields
Field | Description |
Date | Day of service |
Quantity | Number of discounted line items |
Total | Total value of all discounts that day |
📌 Note on Splits:
If a product is split across multiple guests and the discount applies to the entire item, it will be counted once per split part.
Example: If a discounted item is split in 3, it will count as 3 discounts.
🔍 3. Discount Breakdown by Item
Clicking a date reveals all individual discounts applied that day.
📘 Discount Detail Fields
Field | Description |
Time | When the discount was applied |
Employee | Server assigned to the check |
Applied By | The person who authorized or applied the discount |
Check No. | POS check number the discount was tied to |
Discount Name | The preset discount (e.g., Staff Price 50%, Manager Comp) |
Amount | Value of the discount on that item |
📤 Exporting
Click the orange download icon at the top right of any view to download the report as a CSV file.
🧠 Best Practices
Monitor for frequent high-value discounts to ensure they are authorized
Watch for patterns (e.g., discounts always applied by the same user)
Use this with the Voids, Refunds & Corrections report to fully audit check adjustments
❓FAQ
Q: Why does the quantity seem higher than expected?
A: If a discounted product was split among multiple guests, the discount is counted once per split portion. So 1 item split 3 ways = 3 discount entries.
Q: What's the difference between “Employee” and “Applied By”?
A: Employee is the server tied to the check. Applied By is the user (often a manager) who entered the discount.
Q: Can I see which products the discounts were applied to?
A: No—not directly in this report. You'll need to cross-reference with POS Invoices using the Check No.