POS Discount
The Discount report provides visibility into discounts applied during POS transactions within the selected reporting period. It helps administrators monitor discount activity, evaluate promotional effectiveness, and review the financial impact of discount campaigns.
Date Range Filter
Allows users to select the reporting period for discount analysis.
Features
- Filter discount records by selected dates.
- Navigate between previous and next periods.
- Refresh report results dynamically.
- Support historical discount analysis.
Purpose
Used to review discount performance during a selected timeframe.
Employee Filter
Allows discount records to be filtered for a selected employee.
Features
- Search and select employee records.
- Display employee-related discount activity.
- Improve reporting accuracy.
- Support performance evaluation.
Purpose
Used to analyze discount activity associated with employees.
Send Email
Sends the generated discount report to configured recipients.
Features
- Share discount reports electronically.
- Support reporting workflows.
- Improve accessibility of report data.
- Enable operational collaboration.
Purpose
Used to distribute discount report information.
Export
Downloads the currently displayed discount report.
Features
- Export filtered report data.
- Generate downloadable reports.
- Support audits and reconciliation.
- Enable offline analysis.
Purpose
Creates an exportable version of discount data.
Discount Details
Displays discount performance grouped by discount type.
Name
Displays the discount category or rule applied during transactions.
Examples:
- Loyalty Discount
- Promotional Discount
- Birthday Discount
- Custom Discount
Discounts Applied
Displays how many times the discount was used.
Amount Discounted
Displays the total monetary value reduced through that discount.
Features
- Track discount utilization.
- Monitor promotional effectiveness.
- Review discount distribution.
- Analyze overall discount impact.
Best Practices
- Apply date filters before generating reports.
- Review frequently used discounts regularly.
- Monitor total discounted values over time.
- Compare discount performance across employees.
- Export reports for historical analysis and auditing.