Discounts Report

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
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
STATUS	Filters the report by product sales of products that are in the following statuses. The default options will be underlined. Accepted - The second order state after New. Products in this state have been accepted by the KDS Completed - The final order state on the KDS before the "Done" state. For Orders reports, items in the "completed" and "done" state both appear as completed Failed - Legacy status, no longer used Held - Orders that have been fired on the POS but held back from being displayed on the KDS New - The first order state. All orders start in new unless they are held No Show - Any items that are voided/comped/discounted go into the "No Show" state, then a new order is fired in its place. Rejected - Any item that has been rejected by the kitchen would fall into this state
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
USED BY	The user that was logged into the POS when the discount was applied
GRANTED BY	The user who authorized the discount
TAB 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