Summary
Discounts are a powerful tool for driving sales and rewarding customers, but without proper tracking, they can quickly erode margins. Are your managers applying discounts appropriately? Which discount types are used most frequently? Is there unusual activity at specific locations?
Our new Discount Detail Report gives you complete visibility into discount usage across your organization, helping you identify trends, catch problems early, and make data-driven decisions about your discount strategy.
The Challenge
Most POS systems capture discount data, but accessing it in a meaningful way has been difficult:
- Discount information buried in daily sales reports
- No easy way to filter by discount type or category
- Difficult to compare discount usage across locations
- Time-consuming to identify unusual patterns
Operators often discover discount abuse or policy violations only after the damage is done.
The Solution
The Discount Detail Report provides comprehensive discount tracking with flexible filtering and analysis options.
Discount Categories
Monitor discounts by category to understand the business purpose:
- Packaged Discounts: Combo Meals, Bundle Promos, etc.
- Scheduled Discounts: Happy Hour, Weekly Promos, etc.
- Discretionary Discounts: Manager Discounts, Employee Discounts, etc.
Discount Types
Drill down into specific discount types within each category:
- Multi-select filtering lets you analyze any combination of discount types
- Filter by discount type (above percentage or fixed amount thresholds)
- See exactly which discounts are driving your totals
How It Works
Daily vs. Period Views
Choose the detail level that fits your needs:
Daily Detail
- See discount activity for each day in the period
- Identify specific days with unusual activity
- Track trends over time
Period Summary
- Consolidated view across the entire date range
- Compare totals by location, category, or type
- High-level analysis for management review
Flexible Filtering
Build the exact report you need:
- Date Range: Select any period for analysis
- Store Selection: Individual stores, groups, or organization-wide
- Discount Category: Filter to specific categories
- Discount Types: Filter to one or more specific discount types
- Discount Filters: Focus on discounts above a certain percentage or amount
Use Cases
Identify Unusual Activity
A store suddenly shows 3x the normal employee discount amount. The Discount Detail Report lets you drill into the specific days and discount types to understand what happened.
Compare Locations
Are some stores more generous with manager discounts than others? Compare discount usage across your portfolio to ensure consistent policy application.
Track Promotions
Running a marketing campaign? Track promotional discount usage to measure participation and calculate true campaign costs.
Audit Compliance
Regular review of discount reports helps ensure managers are following company policies and discount authority limits.
Benefits
For Franchise Owners
- Margin Protection: Catch discount abuse before it impacts profitability
- Policy Compliance: Ensure consistent discount practices across locations
- Data-Driven Decisions: Use real data to optimize discount strategies
For Store Managers
- Clear Expectations: Transparent tracking creates accountability
- Problem Identification: Catch issues before they escalate
- Performance Visibility: Understand how your store compares
For Accountants
- Accurate Reporting: Detailed discount data for financial analysis
- Audit Support: Documentation for discount activity
- Trend Analysis: Historical data for budget planning
Getting Started
The Discount Detail Report is available now in the Reports section. Select your date range, choose your filtering options, and generate the report.
Need help setting up a report for certain discount categories or types? Contact our support team for assistance.
Questions
Our team is here to help you get the most out of your discount reporting. Reach out with questions or to schedule a walkthrough of the new report features.