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📊 What This Report Shows
1. Amount of Discount Given for Each Reason
A graph that displays the total discount amount given for each discount reason. This visual summary helps identify the most frequently used discount reasons.
2. Item Totals
This section breaks down the total discount amounts by item type:
- Products
- Services
- Series
- Sundry Items
It also displays the percentage of total discounts each item type represents.
3. Totals for Selected Period
At a glance, you’ll see:
- Number of discounted transactions
- Total discount amount
- Total amount received after discounts were applied
👤 Employee-Specific Pages
Each employee in the system has a dedicated section in the report. This includes:
Employee Name
Displayed at the top of the employee’s page.
Graph of Discounts by Reason
A bar graph shows how much this employee discounted for each reason.
🧾 Detailed Transaction Breakdown
Each transaction where a discount was applied includes the following details:
| Field | Description |
|---|---|
| Date | When the transaction occurred |
| Client | Name of the client who received the discount |
| Service | The service that was discounted |
| Discount Reason | The selected reason for applying the discount |
| Discount Given | The dollar value of the discount |
| Amount Received | The amount the business received after discount |
| % Disc | The percentage of the discount applied |
📈 Employee Totals
Each employee’s section ends with a summary row, which includes:
- Total number of discounted transactions
- Total discount amount
- Total amount received
- Overall discount percentage
📍 Navigation Path
To access this report in Shortcuts:
Tools > Reports > Transactions > Discount Reason By Employee
