Discount Report

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The discount report provides a detailed summary of all the transactions that involve discounts within a specified period. It includes information about the discounts given, the items or services to which the discounts were applied, the customers who received the discounts, and any relevant details regarding the discount calculations.

This report aims to provide insights into the usage and impact of discounts on sales or revenue. It helps businesses track and analyze the effectiveness of their discount strategies and promotions. The report may be generated regularly, such as on a daily, weekly, monthly, or quarterly basis, depending on the reporting requirements of the organization.

Criteria Selections for Discount Report

Make entries in the following fields to determine report output:
  • Start Date: Enter the starting date you want to include in the report.
  • End Date: Enter the ending date you want to include in the report
Note:
The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

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Details

The user provides criteria and generates a discount report. The user can generate the report or download the CSV file or download the pdf. The user can generate a report that provides the store, discount code, UPC, Item ID, Item Name, Units Sold, Retail Price, Retail Sales, Unit Cost, Discounted Unit Cost, and Total Discount.

Store - The store in which the discount transactions are reported

Discount Code - The Name of the discount

UPC - The UPC of the item sold with the discount

Item ID - The ItemID of the item sold with the discount

Item Name - Name of the item on which the discount was applied.

Units Sold - The total number of units sold of the item during the reporting period (includes all items, not just discounted items)

Retail Price - Retail price of the item

Retail Sales - Number of sales of the item times prices, less returns

Total Discount- The dollar amount of discount applied

Unit Cost - The cost per unit 

Discounted Unit Cost - The cost of the item with the discount.

By analyzing the discount transaction report, businesses can evaluate the impact of discounts on their revenue, identify trends in customer behavior, assess the success of discount campaigns, and make informed decisions about future discount strategies or adjustments.

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