Discount Report

The Discount Report allows you to print a list of discounts that have been applied.

This Section Includes:

• Filters
• Options

Filters

1. Complete the following filters as needed.

• • Invoice Date: Select the invoice date range from which you want to view discounts. Additional date filters may appear depending on what option you choose.

• • • Periods
    • Revenue Centers
    • Sources
    • Customers
    • Bill To's

Options

1. Complete the following options as needed.

• • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
  • Print Discounts:
    • Grouped by Customer - For each customer the total discount matching the selected filters displays.
    • Listed as Separate Invoices - For each customer the total discount matching the selected filters displays along with a breakdown of what makes up that total including the Invoice # and Date of the discount.
  • Print Customer Address

Report:

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed. 
2. Click the Close Report button to return to the dashboard.

Updated February 20, 2025 20:38