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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Tracking Discounts with Reports</title>
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<p class="Help-Heading-1">Tracking Discounts with Reports</p>
<p class="Help-Text"><a href="pm_discount_pricing.htm">Discount Pricing Overview</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Discounts on Sales</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reports01.htm">Running a Report</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale tracks discounts given on sales and offers several reporting options for you to evaluate how effective your discounts are.</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount Summary Report</span> This report includes all item discounts (manual, automatic, and coupon), global discounts, customer discounts, and customer rewards given in a specified period. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a1">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<p style="font-weight: bold;">Discount Summary Report <span class="hcp8">(Pro level shown)</span></p>
<p><img src="../image/pm_discntprc_report2.gif" alt="Discount Summary report" width="427" height="189" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
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<p>&#160;</p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">Discount Summary Graph <span class="hcp8"> Presents the discount information in a stacked bar graph format, showing sales amount and discount amount by day, week, cashier, store, etc. &#160;</span><a class="dropspot" href="javascript:TextPopup(this)" id="a2" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<p class="Help-Text" style="font-weight: bold;">Discount Summary Graph <span class="hcp8"> by date, hover mouse pointer to see values</span></p>
<p><img src="../image/pm_discntprc_report3.gif" alt="Discount Summary Graph" width="424" height="260" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
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<p>&#160;</p>
</div></li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp3">Cash Drawer Reports</span> Cash drawer reports contain a breakdown of discounts, reported by discount names. <a class="dropspot" href="javascript:TextPopup(this)" id="a3" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<p class="Help-Text" style="font-weight: bold;">Z-Out Store Close Report <span class="hcp8">with discount breakout highlighted</span></p>
<p><img src="../image/zout_discounts.gif" alt="Z-Out Store Close Report" width="534" height="296" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
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<p>&#160;</p>
</div></li>
</ul>
<p class="Help-Text">Pro user can also view statistics for a discount from the discount record until the record is deleted:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount Pricing list statistics</span> <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize the columns</a> or <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">customize the information panel</a> (example shown) in the collapsed view of the discount pricing list to show sales and profit information for the entire discount: <a class="dropspot" href="javascript:TextPopup(this)" id="a4">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<p class="Help-Text" style="font-weight: bold;">Discount Pricing List/information panel<span class="hcp8">, with discount sales and profit information highlighted</span></p>
<p><img src="../image/pm_dscnt_stats.gif" alt="Discount statistics" width="412" height="119" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
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<p>&#160;</p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount item list statistics</span> Customize the columns in the item list on an individual discount record (select <span class="hcp3">Edit Discount</span> and navigate to the item list page in the wizard) to view sales and profit information by item. <a class="dropspot" href="javascript:TextPopup(this)" id="a5" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<p class="Help-Text" style="font-weight: bold;">Discount item list statistics<span class="hcp8">, with discount sales and profit information highlighted</span></p>
<p><img src="../image/pm_discntprc_item%20columns2.gif" alt="Item columns" width="424" height="59" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
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<p>&#160;</p>
</div></li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="pm504.htm">Price changes</a>, including the use of <a href="../qbpos_inventory/inven_pricelevels.htm">price level</a> markdowns, are not considered discounts and do not show up in these reports.</p>
</li>
</ul>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_customers/cust907.htm">Customer Discounts</a></p>
<p class="Help-Text"><a href="../qbpos_customers/cust_rewards_oview.htm">Customer Rewards</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic221.htm">Discount Priority and Conflicts</a></p>
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