This report lists all company comps and discounts. Using the display options, view the Discounts report as a summary or in further detail.
Please note, this report is not available for the following POS types:
- Aldelo
- Flightware
- Vita Link
- OrderMatic
- Panasonic SMP
- PAR POS
- Micros E7
Accessing the Report
Navigate to Discounts report by clicking “Menu,” scrolling down to “Sales,” and scrolling over to “Discounts.” Click “Discounts.”
Running the Report
Select the location by clicking the “Select Unit(s)” button.
Click on the location desired, or select an Area to run the report for all locations within that Area (region).
- Select the desired date range.
- Click the “Date Range” button.
- There are two options available for the date range selection. Either select the period from the list displayed (to change the year select the desired year from the “Show Periods For Year” dropdown list) or choose custom dates by clicking in the “From” and “To” fields and typing in the desired dates. Click the down arrow in either field to see a calendar.
- Click OK.
- Click Run.
- The report will generate.
Features
The different feature options allow the user to get the most out of the Discounts report by customizing certain parameters to fit specific needs.
The View parameter allows for different breakdowns for how the report will be generated. View Options include Date, Unit, Week, Summary (default), and Detail. Each view has its own respective strengths. In order to move between the views, select the desired view and click Run. The report will need to be refreshed with each change in view.
Summary
The Summary view provides a large overview of the most important metrics pertaining to discounts. In this view, each discount is listed by row, and the columns break out a specific metric for that discount.
Date
The date view groups all discount types processed in a given business day (determined by the date range selected for the report). The report loads with all rows collapsed to provide an overview. By clicking the plus sign on the far left-hand side of a given row, a user can drill down to see what Discount Types were processed during that business day. In this example, 7/10/2016 has been expanded to show all Discount Types processed on that day while the other days in the date range selected are collapsed.
Unit
The Unit view is especially powerful when an Area (region) is selected. It provides a quick means of comparing discounts processed across locations. The report loads with all rows collapsed to provide an overview. By clicking the plus sign on the far left-hand side of a given row, a user can drill down to see what Discount Types were processed during the date range selected at a given location. In this example, Store #12 has been expanded to show all Discount Types processed during that date range while the other Stores in the date range selected are collapsed.
Week
When reviewing a wide date range, it may be advantageous to use the week view. The report loads with all rows collapsed to provide an overview. By clicking the plus sign on the far left-hand side of a given row, a user can drill down to see what Discount Types were processed during each week of the date range selected at a given location. In this example, Week 29 has been expanded to show all Discount Types processed during that week. However, the Week view does not give as many metrics as the Summary View.
Detail
For those users who prefer to use a program such as Excel to analyse data, the detail view provides a raw data output of all discounts during the date range selected. Because the data query is large, please be patient while the report loads. To export the data to another program, please see the Export feature outlined below.
Discount
The Discount filter allows users to filter data by a specific Discount Type. After a Discount Type is selected, click Run to refresh the report. Each time a new Discount Type is selected the report will need to be refreshed.
Group by
The Group by parameter allows the user the option to organized by grouping. Group options include None (default), Unit, Employee, Discount Type, Menu Item, Date, and sale category. The combination of Views and Group by options give the user the flexibility to view data in as many formats as may be needed to analyse Discount trends.
Export
- Once the report has generated, it can be exported by clicking “Export”.
- Choose the desired file format from the drop-down list. The file format options included
- Microsoft Excel 2003 – 2007 (xls)
- Microsoft Excel 2010 (xlsx)
- Adobe Portable Document Format (pdf)
- Comma Separated Value (csv)
- Click the desired file format.
- The document will begin downloading to the computer.
Troubleshooting