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Function documentationRunning the Discount Report Locate this document in the navigation structure

 

Use the Discount report to view a summary of all discount types and drill into the details of a specific discount type in the Discount Detail report.

To run a Discount report:

  1. In the Reports menu, click Reports.

    A list of reports appears.

  2. Click Discount.

    The Report Criteria: Discount window appears.

    Note Note

    To return the report query criteria to their default values at any time, click Reset Criteria.

    End of the note.

  3. Beside Grouping in the Report Options section, to define how you want the information in the report to be organized, click Single Report, By Operator, or By Register.

  4. Beside Business Day in the Query Criteria section, to define the day or range of days to be included in the report, from the Query Method dropdown list select one of the available options.

  5. Based on the query method you selected, use the Selected Values and From/To Values fields to complete your business day selection.

  6. Beside Discount, to select the discounts you want to include in your report, do one of the following:

    • To include all discounts, click All.

    • To include a specific discount only, click Selection, and from the Selected Values dropdown list select a discount.

  7. Beside Register, do one of the following:

    • To include all registers in the report, click All.

    • To include a specific register only, click Selection, and in the corresponding Selected Values field enter a register ID.

  8. Beside Operator, do one of the following:

    • To include all operators in the report, click All.

    • To include a specific operator only, click Selection, and in the corresponding Selected Values field enter an operator ID.

  9. In Sort Criteria select Oldest to Newest or Newest to Oldest.

  10. Click Run Report.

    The Discount Summary report appears.

  11. Do one of the following:

    • To print the Discount Summary report, click Print Report.

    • To return to the Report Criteria: Discount window, click Close.

    • To view the details of one or more discount types, locate the type of discount for which you want the details and click the corresponding binoculars icon under View Details.

      The Discount Detail report appears.

      Note Note

      To define the fields that appear on the report, use the Reports component of the Configurator application. For more information, see Configurator.

      End of the note.

      Do one of the following:

      • To print the Discount Detail report, click Print Report.

      • To return to the Discount Summary report, click Close.