Discounts Report (HQ)

The Discounts report is an Orders report that shows every instance of applied discounts. When searching for a Check ID on this report, you do not need to specify any other filters in the report such as site, service, date range, etc.

The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time.

The report can be exported to CSV, Excel, PDF

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Orders reports select the Discounts report 

Discounts report filter options

FIELD	DESCRIPTION
PERIOD	Specify the time period you want to report on.
START DATE	This field allows you to adjust the start date of the report.
END DATE	This field allows you to adjust the end date of the report.
SITES	Filter the report by site or group.
STAFF	Filter the report by a specific staff member. - If multiple sites are selected, each value will be prefaced by the site name.
TYPE	Summary - Provides a high level view of how many of which discounts have been applied. Detailed - Breaks down specific information about where the discount was applied.
DISCOUNT NAME	Filter the report by a specific discount. - If multiple sites are selected, each value will be followed by the site name.
ACTION	Filters the report by product sales of products that are in the following groups.  [All] - Selects all types listed below. Comp Applied - Displays orders where Comps have been applied. Comp Removed - Displays orders where Comps have been applied and then removed. Discount Applied - Displays orders where Discounts have been applied. Discount Removed - Displays orders where Discounts have been applied and then removed. Sale - Displays Orders that resulted in a Sale. Tax Exempt - Displays Tax Exempt orders. Transferred From - Displays Orders that have been transferred From a guest, check, server or revenue center. Transferred To - Displays Orders that have been transferred To a guest, check, server or revenue center. Void - Displays the total dollar amount of voids.
ID FILTER	Toggle between the CheckID or Order ID. Check ID - The ID of the check. Order ID - This ID represents a group of items that were fired together to the POS. For example, a check will always have 1 check ID but may have 2 or more ParentOrder ID's if a user went back to this check to fire additional items later on.

SUMMARY

Discounts report fields (Summary)

FIELD	DESCRIPTION
DISCOUNT NAME	The name of the discount.
QUANTITY	The number of products that were discounted.
DISCOUNT AMOUNT	The total amount discounted.
BASE AMOUNT	The total base amount of the products that were discounted.
% OF BASE	How much was discounted as a percentage of the base amount.

DETAILED

Discounts report fields (Detailed)

FIELD	DESCRIPTION
DATE	Date and time the product was discounted.
SITE	The site where the discount was applied.
ITEM	The item that was discounted.
USED BY	The user that was logged into the POS when the discount was applied.
GRANTED BY	The user who authorized the discount.
CHECK ID	The Check ID.
ORDER ID	The ParentOrder ID (See orders report for more info on the difference between ID's).
DISCOUNT NAME	The name of the discount that was applied.
AMOUNT	The total amount that was discounted from that product.
ACTION	Indicates the order status as defined in the fields above.